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KNKNX

Knight-Swift Transportation Holdings Inc.

$KNX·$12B·Trucking·Industrials
$75.19-2.6%YTD+43.5%1Y+55.9%
Mentions · last 7 days
2026-07-04: 188 posts2026-07-05: 206 posts2026-07-06: 270 posts2026-07-07: 214 posts2026-07-08: 203 posts2026-07-09: 182 posts2026-07-10: 209 posts1,482+18%
Price updated 2d ago·X counts updated 2d ago
KNKNX
$KNXKnight-Swift Transportation Holdings Inc.
$75.19-2.57%1.5k posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $KNX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-12

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The largest US truckload carrier priced for a freight recovery that has yet to fully show up in the numbers.

Knight-Swift is the largest truckload carrier in the US — a cyclical business whose stock moves on freight rates, not company-specific news. The stock is up 44% YTD on freight-recovery hopes, and the print doesn't yet fully confirm it.

  • Revenue is essentially flat: $1.85B last quarter grew 1.4% YoY, and EPS of -$0.008 shows the business is barely earning at trough freight rates — the operating leverage is coiled, but the trigger hasn't fired yet.
  • The forward picture is why the tape is up so much: consensus expects EPS to walk from $2.05 this year to $5.04 in FY28 — most of that is operating leverage on rate normalization, not company-specific execution.
  • There's real optionality but not real proof yet: 15.2x EV/EBITDA is fair for a leader in a cyclical group, but the multiple is fully assuming the freight cycle turns in H2 — a Q2 miss on rate-per-mile would remove the cushion quickly.
  • The ROIC at 1.2% tells the story: the current business is generating almost nothing on capital because the freight rates haven't lifted — the whole bull case depends on rates moving up structurally.

The forward test is the July 22 Q2 earnings — a beat on rate-per-mile and any lift in Q3 guidance signals the cycle is turning and rerates the stock further; a soft print confirms the recovery is priced and pushes the tape back to the mid-40s. This is a pure cycle-timing bet.

What to watch: July 22 Q2 earnings — a beat on rate-per-mile with lifted Q3 guidance signals the freight cycle is turning and rerates the stock. A soft print or maintained guide confirms the recovery is already priced and pushes the tape back to the mid-$40s.

On the calendar: 2026-07-22 — Q2 earnings

freight cycle betdivergent sentimentearnings soonoperating leverage

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment7 posts analyzed · as of 2026-07-11

Chatter on the $KNX cashtag is dominated by discussion of the Konnex crypto DePIN rug-pull with the token dropping from $35M to $300K and community accusations against @CryptoGodJohn for shilling. No substantive Knight-Swift Transportation equity signal appears in the window. Sentiment is neutral to negative dominated by crypto rug-pull noise unrelated to the equity.

Read the AI verdict + X sentiment for $KNX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large US trucking company with truckload, LTL, logistics, and intermodal segments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Trucking sits in its cycle right now — and what that implies for $KNX.

Trucking · Industrials

No material change from last week — small carrier exits are finally tightening the market after two years of rate suppression, with KNX earnings signaling the turn.

What this means for $KNX

Direct beneficiary — Knight-Swift Transportation Holdings Inc.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+17.7%YTD
+21.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
375.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 22, 2026$0.09$0.09+2.8%
Q4 2025Jan 21, 2026$0.31$0.36-13.9%
Q3 2025Oct 22, 2025$0.32$0.37-13.2%
Q2 2025Jul 23, 2025$0.35$0.34+2.9%
Next earningsWed, Jul 22·consensus EPS $0.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.9B+1.4%9.6%1.6%$-0.01$56.9M
Q4 FY25$1.9B-0.4%72.7%1.4%$-0.04$871.8M
Q3 FY25$1.9B+2.7%10.8%4.4%$0.05$151.2M
Q2 FY25$1.9B+0.8%6.5%3.9%$0.21$166.3M

Forward consensus

3-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$7.9B – $8.4B$2.05$1.83 – $2.1513
FY27$8.8B$8.6B – $9.4B$3.78$3.01 – $4.4413
FY28$9.5B$9.4B – $9.6B$5.04$4.27 – $5.816

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+30.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 26Joshua SmithCFO5.8K sh$351KSellFeb 20Kevin P KnightChair30.0K sh$1.8MSellFeb 18Kevin P KnightChair38.9K sh$2.3MSellFeb 17Kevin P KnightChair31.1K sh$1.9MSellFeb 10Harrington Timothy SeanPres - US Xpress8.5K sh$508KSellFeb 4Michael K LiuEVP - Operations1.2K sh$76KSellFeb 4James L FitzsimmonsCOO5.9K sh$324K
+ 34 other (12 inkinds · 12 exempts · 9 awards · 1 gift) in window

See when $KNX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Swift Transportation Holdings Inc. (KNX) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include The Securities, Swift Transportation. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Knight-Swift Transportation Holdings Inc. held its 2026 Annual Meeting of Stockholders on May 12, 2026 at which eleven directors were each elected to serve until the 2027 annual meeting; Douglas Col received the highest votes in favor. The company also disclosed other events (Item 8.01). Annual meeting governance filing for one of North America's largest truckload carriers; all proposals passed without material opposition.

8-KMaterial agreementMay 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Knight-Swift Transportation (KNX) completed a $1.5 billion private placement of 1.00% convertible senior notes due 2031 on May 8, 2026, including a $200 million greenshoe fully exercised by underwriters. The notes were issued to qualified institutional buyers under Rule 144A and are convertible into cash, shares, or a combination at maturity. Net proceeds are intended for general corporate purposes including potential debt repayment. This is a significant non-dilutive financing transaction for the large truckload carrier.

3New insider — initial holdingsFeb 183
8-KOfficer or director changeFeb 138-K — Item 5.02: Officer or director change
+ 15 other (6 13Gs · 3 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is KnightSwift Transportation (KNX) Outperforming Other Transportation Stocks This Year?zacks.com·2d agoKnight-Swift's EPS Estimates Northbound: Time to Buy the Stock?zacks.com·6d ago3 Truck Stocks to Buy Now Amid the Improving Freight Scenariozacks.com·6d agoKnight-Swift Transportation Holdings Inc. Announces Timing of Second Quarter 2026 Earnings Release and Related Conference Callbusinesswire.com·11d ago3 Sales Growth Stocks to Bet on as Markets Remain Resilientzacks.com·18d ago

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