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KNKNX

Knight-Swift Transportation Holdings Inc.

$KNX·$10B·Trucking·Industrials
$64.81-0.7%YTD+20.3%1Y+37.8%
Price updated 7h ago·X counts updated 5d ago
KNKNX
$KNXKnight-Swift Transportation Holdings Inc.
$64.81-0.72%78 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KNX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

78X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $KNX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-10-02

The $KNX (Konnex) crowd is bullish ahead of a September/October mainnet + TGE — the just-released tokenomics flag a 1B max supply with 0% team/backer tokens unlocking in year one as the attention-grabbing detail. Airdrop and TGE are being circulated as the near-term catalyst set. The feed is pre-launch promo mode; no bearish voice yet because there's no live token to short.

Read what X is saying about $KNX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KNX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

Knight-Swift is a trucking name quietly up 25% YTD — the X thread is a pre-TGE Konnex token, not this stock.

Knight-Swift Transportation is the largest US LTL and truckload operator. The business is cyclical and still digesting the US freight recession; the stock has rebuilt a bull base anyway.

  • Operations are modest: Q1 revenue +1.4% YoY at a 2.9% operating margin and ROIC of 1.2% — low operating margins typical of trough-cycle trucking, with PE 375x reflecting near-zero TTM earnings.
  • At 1.7x sales for a cyclical trucker the valuation is fair for mid-cycle expectations — not cheap on the downside, which is the risk if the freight recovery stalls.
  • 52-week range position is 60% with volume at 95% of average — mid-range on normal volume, consolidating ahead of Oct 21 earnings.

Oct 21 Q3 is the gate — any freight-pricing recovery plus operating-margin expansion extends the move. A continued trucking-cycle softness or margin reversion and the stock gives back some of the YTD gain.

What to watch: Oct 21 Q3 — truckload and LTL volume, pricing-per-mile trajectory, operating-margin direction, and FY27 guide. A freight-cycle setback is the clear invalidator.

On the calendar: 2026-10-21 — Q3 earnings

cashtag collision

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Truckload spot rates are near cycle lows as excess carrier capacity (2021–2022 equipment orders delivering into a softening demand environment) persists; contract rate erosion continues through 2026 as shippers renegotiate. Less-than-truckload (LTL) operators (ODFL, XPO) are maintaining pricing discipline better than TL through route network advantages; freight tech platforms are accelerating carrier capacity rationalization.

What this means for $KNX

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

Top industry ETF

$IYTiShares U.S. Transportation ETF
+6.7%YTD
+13.0%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
Q2 2026Jul 22, 2026$0.63$0.51+22.6%
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%
Next earningsWed, Oct 21·consensus EPS $0.76

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

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.2B$8.1B – $8.3B$2.31$2.23 – $2.3714
FY27$8.9B$8.6B – $9.5B$4.06$3.50 – $4.4214
FY28$9.5B$9.1B – $10.1B$5.24$4.19 – $5.818
FY29$10.4B$10.1B – $10.9B$4.80$4.57 – $5.096
FY30$9.5B$9.2B – $10.0B$4.96$4.73 – $5.266

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.0.8×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.57%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.-4.0%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.-1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 158.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

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

Recent transactions

SellAug 13Reid DoveCEO126.9K sh$9.3MSellAug 12Reid DoveCEO42.3K sh$3.0MSellAug 12Vander Ploeg DavidDirector2.2K sh$115KSellJul 31Cary M FlanaganExec VP and CAO3.6K sh$255KSellJul 31Reid DoveDirector50.0K sh$3.5M
+ 18 other (9 awards · 4 exempts · 4 inkinds · 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.

+ 10 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Knight-Swift Gears Up to Report Q3 Earnings: Is a Beat in Store?zacks.com·2d agoKnight-Swift Transportation Holdings (KNX) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·3d agoKnight-Swift Transportation Holdings Inc. Announces Timing of Third Quarter 2026 Earnings Release and Related Conference Callbusinesswire.com·16d agoKnight-Swift Transportation: The Best-Positioned Name For A Capacity-Driven Freight Upcycleseekingalpha.com·16d agoKnight-Swift EPS Estimates Northbound: How to Play the Stock?zacks.com·25d ago

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Voices on X · last 7 days

No standout posts about $KNX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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