Knight-Swift Transportation Holdings Inc. (KNX)
NYSE · Transport & Logistics · Trucking (No Local)
- Price
- $67.09
- Day
- +0.71%
- Market cap
- $10.9B
- P/E
- 321.5
Close 2026-09-22.
The company
Company Overview Knight-Swift Transportation Holdings Inc. is one of North America's largest and most diversified freight transportation companies, providing multiple full truckload, LTL, intermodal, and other complementary services. Our objective is to operate our business with industry-leading margins, continued organic growth and growth through acquisitions while providing safe, high-quality, cost-effective solutions for our customers. Knight-Swift uses a nationwide network of business units and terminals in the US and Mexico to serve customers throughout North America. In addition to operating one of the country's largest truckload fleets, Knight-Swift also contracts with third-party carriers to provide a broad range of transportation services to our customers while creating quality driving jobs for our driving associates and successful business opportunities for independent contractors. During 2025, we covered 1.8 billion loaded miles for shippers throughout North America, contributing to consolidated total revenue of $7.5 billion and consolidated operating income of $216.1 million. During 2025, the Truckload segment operated an average of 21,428 tractors (comprised of 19,395 company tractors and 2,033 independent contractor tractors) and 84,851 trailers. Our LTL segment operated an average of 4,164 tractors and 11,057 trailers. Additionally, the Intermodal segment operated an average of 595 tractors and 12,539 intermodal containers. Our four reportable segments are Truckload, LTL, Logistics, and Intermodal.
From Item 1: Company Overview.
By product & service
- Revenue Excluding Truckload Fuel Surcharge — 90%
- Truckload Fuel Surcharge Revenue — 10%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- BlackRock, Inc. — $711.06M
- DIMENSIONAL FUND ADVISORS LP — $639.16M
- VANGUARD CAPITAL MANAGEMENT LLC — $549.91M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $502.97M
- STATE STREET CORP — $405.61M
- BlackRock, Inc. — $388.07M
- Invesco Ltd. — $368.45M
- VICTORY CAPITAL MANAGEMENT INC — $354.7M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Dove Reid (CEO AAA Cooper Transportation) sold 126,864 shares at $73.13 on 2026-08-13
- Dove Reid (CEO AAA Cooper Transportation) sold 42,290 shares at $71.49 on 2026-08-12
- Vander Ploeg David (Director) sold 2,200 shares at $52.33 on 2026-08-12
- Dove Reid (Director) sold 50,000 shares at $70.25 on 2026-07-31
- Flanagan Cary M (Exec VP and CAO) sold 3,600 shares at $70.82 on 2026-07-31
- Smith Joshua (CFO - US Xpress) sold 5,770 shares at $60.91 on 2026-02-26
Recent filings
- 4 — 2026-09-02
- 4 — 2026-08-14
- 4 — 2026-08-13
- 144 — 2026-08-13
- 144 — 2026-08-12
- SCHEDULE 13G/A — 2026-08-06
- 8-K — 2026-08-06
- 4 — 2026-07-31
- 144 — 2026-07-31
- 4 — 2026-07-31