Equity Brief · Industrials2026-05-20
KNX·Industrials

Knight Transportation Inc

I · AI Analysis

The brief

Knight-Swift operates trucks, arranges freight shipments through third-party carriers, and coordinates rail-based intermodal transport for customers in retail, food and beverage, automotive, and manufacturing industries [Yahoo Finance]. The company also runs repair shops, equipment leasing, and driver training academies to support its transportation network.

Knight-Swift Transportation Holdings is one of America's largest trucking and logistics companies, operating truckload, less-than-truckload (LTL), freight brokerage, and intermodal rail services across the U.S. and Mexico [Yahoo Finance]. The stock recently hit an all-time high after a 54% one-year gain and an 11% dividend increase [Yahoo Finance], but the company faces razor-thin profit margins (0.9% net margin) and an extremely elevated valuation (P/E of 325.6x) [Yahoo Finance].

Revenue is stable at $7.5B but profitability is razor-thin, with a net margin of just 0.9% and return on capital of only 1.8% [Yahoo Finance].

The brief AI analysisConfidence 7/10

Sentinellis health

2.1/10

Significant risks

Market capitalisation

$11.1B

Revenue (TTM)

$7.5B

Explainers

How we read these numbers

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II · Recent news

What moved

3 stories · ranked by relevance

  • Macro2026-05-18

    A Look At Knight-Swift (KNX) Valuation As Shares Deliver Double Digit One Year Returns

    Simply Wall St

  • Macro2026-05-17

    Broker liability ruling and what it could mean for the broader transport space

    Yahoo Finance

  • Macro2026-05-15

    Knighft-Swift (KNX) Notches All-Time High Ahead of Dividends

    Yahoo Finance

Premium · Free with any account

The Supreme Court ruled that freight brokers can be held liable under state law for negligently selecting unsafe carriers, which exposes Knight-Swift's Logistics segment to heightened legal and insurance costs [Yahoo Finance].

1 of 4 risks in this report

Risks

4

Opportunities

4

Red flags

4

Leadership

10

11 more findings in the full report — free with any account.

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III · Related

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Produced 20 May 2026, 19:57 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated