Knight-Swift Transportation Holdings stock | 2026 trend & analyst price target

Knight-Swift Transpo...

NYSE:KNX

$ 55,55

+ $0,04 (0,07%)

55,55 $

+$0,04 (0,07%)

End-of-day quote: 03/27/2026

Knight-Swift Transportation Holdings Stock Value

Analysts currently give NYSE:KNX a rating of Outperform.

Outperform

Knight-Swift Transportation Holdings Company Info

EPS Growth 5Y

-14,33%

Market Cap

$9,02 B

Long-Term Debt

$1,65 B

Short Interest

2,41%

Quarterly earnings

04/22/2026

Dividend

$0,72

Dividend Yield

1,30%

Founded

1989

Industry

Industrials

Country

United States

ISIN Number

US4990491049

Website

http://knight-swift.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$64,00

15.21%

Last Update: 03/29/2026

Analysts: 19

Highest Price Target $75,00

Average Price Target $64,00

Lowest Price Target $50,00

In the last five quarters, Knight-Swift Transportation Holdings’s Price Target has risen from $50,11 to $56,56 - a 12,87% increase. Nineteen analysts predict that Knight-Swift Transportation Holdings’s share price will increase in the coming year, reaching $64,00. This would represent an increase of 15,21%.

Top growth stocks in the industrials sector (5Y.)

What does Knight-Swift Transportation Holdings do?

Knight-Swift Transportation Holdings Inc. operates as a freight transportation company in North America. The company is providing multiple full truckload, LTL, intermodal, and other complementary services. The company uses a nationwide network of business units and terminals in the U.S. and Mexico to serve customers throughout North America. In addition to operating truckload fleets, the company also contracts with third-party carriers to provide a broad range of transportation services to its...

The company uses a nationwide network of business units and terminals in the U.S. and Mexico to serve customers throughout North America. In addition to operating truckload fleets, the company also contracts with third-party carriers to provide a broad range of transportation services to its customers while creating quality driving jobs for its driving associates and successful business opportunities for independent contractors.

During 2024, the company covered 1.8 billion loaded miles for shippers throughout North America. During 2024, the Truckload segment operated an average of 22,791 tractors (comprises 20,644 company tractors and 2,147 independent contractor tractors) and 92,831 trailers. The LTL segment operated an average of 3,569 tractors and 9,564 trailers. Additionally, the Intermodal segment operated an average of 615 tractors and 12,572 intermodal containers.

The company's multiple service offerings, capabilities, and transportation modes enable it to transport, or arrange transportation for, general commodities for its diversified customer base throughout the U.S. and Mexico using its equipment, information technology, and qualified driving associates and non-driver employees. The company is committed to providing its customers with a wide range of full truckload, LTL, logistics, and intermodal services and continuing to invest in developing a range of solutions for its customers across multiple service offerings and transportation modes.

Segment

The company’s four reportable segments are Truckload, LTL, Logistics, and Intermodal. Additionally, the company has various other operating segments, included within its All Other Segments.

Truckload Segment

The company’s operating strategy for its Truckload segment is to achieve a high level of asset utilization within a highly disciplined operating system while maintaining strict controls over its cost structure. The company’s terminals enable it to better serve its customers and work more closely with its driving associates. The company employs technology in a cost-effective manner to assist it in controlling operating costs and enhancing revenue. The company has expanded its Truckload operations with the addition of U.S. Xpress in 2023.

LTL Segment

The company’s LTL segment was established in 2021 by the ACT and MME acquisitions and expanded with the DHE Acquisition in 2024. It further added 47 service centers through organic expansion, of which 37 of these service centers were added in 2024, as it seeks to expand its LTL network to provide nationwide in-house coverage. The company’s LTL regional brand network operates on a shared single LTL enterprise operating and financial system for end-to-end visibility, continuity, and scale. The company’s business strategy includes the continuous evaluation of yield management from each customer's commodity mix and shipping volume in their corresponding lanes. Additionally, a key component of the company’s strategy is its focused effort with respect to improving utilization of its people, technology, and other resources to maximize operational efficiency while ensuring its customers' freight is delivered safely and timely.

Logistics Segment

The company’s operating strategy for its Logistics segment is to match the shipping needs of its customers with the capacity provided by its network of third-party carriers and its rail providers.

Intermodal Segment

The company’s operating strategy for its Intermodal segment is to complement its regional operating model, allowing it to better serve customers in longer haul lanes while leveraging its investments in fixed assets. The company has intermodal agreements with major North American rail carriers.

Strategies

The company’s key strategies include strengthening its customer relationships, improving asset productivity, acquiring and growing opportunistically, expanding existing truckload terminals and LTL door count, and diversifying its service offerings.

Customers and Marketing

Marketing

The company’s marketing mission is to be a strategic, efficient transportation capacity partner for its customers by providing transportation and logistics solutions that are responsive to the unique needs of its customers. The company delivers these capacity solutions through its network of owned assets, independent contractors, third-party capacity providers, and rail providers. The diverse and premium services the company offers provide a comprehensive approach to supply chain solutions for its customers. As of December 31, 2024, the company had a sales staff of approximately 200 individuals across the U.S. and Mexico, who work closely with management to establish and expand accounts.

Customers

The company’s customers are typically large corporations in the retail (including discount, general merchandise, and online retail), food and beverage, consumer products, paper products, transportation and logistics, housing and building, automotive, and manufacturing industries. Many of the company’s customers have extensive operations, geographically distributed locations, and diverse shipping needs.

The company strives to maintain a diversified customer base. Services provided to its largest customer generated 12.6% of total revenue in 2024. The company’s top 25, top 10, and top 5 customers accounted for 47.2%, 33.6%, and 24.1% of its total revenue, respectively, in 2024.

Seasonality

Operating expenses generally increase, and tractor productivity of the company’s Truckload fleet, independent contractors, and third-party carriers decreases during the winter months due to decreased fuel efficiency, increased cold-weather-related equipment maintenance and repairs, and increased insurance claims and costs attributed to higher accident frequency from harsh weather. These factors typically lead to lower operating profitability, as compared to other parts of the year. Additionally, beginning in the latter half of the third quarter and continuing into the fourth quarter (year ended December 2024), the company typically experiences surges pertaining to holiday shopping trends toward delivery of gifts purchased over the Internet, as well as the length of the holiday season (consumer shopping days between Thanksgiving and Christmas). However, as the company continues to diversify its business through expansion into the LTL industry, warehousing, and other activities, seasonal volatility has become somewhat more tempered.

Regulation

The company is a Charter Partner in the United States Environmental Protection Agency’s (EPA’s) SmartWay Transport Partnership, a voluntary program promoting energy efficiency and air quality.

The company’s operations are regulated and licensed by various federal, state, and local government agencies in North America, including the United States Department of Transportation (DOT), the United States Federal Motor Carrier Safety Administration (FMCSA), and the U.S. Department of Homeland Security, among others.

Effective in 2022, the FMCSA established minimum training standards (the ‘Entry-Level Driver Training (ELDT) Regulations’), which unified curriculum to be followed and completed by certain individuals applying for (or upgrading) a Class A or Class B commercial driver's license, or obtaining a hazardous materials, passenger, or school bus endorsement on their commercial driver's license. Training schools and other programs (including the company’s) are required to implement the prescribed curriculum and register with the FMCSA's Training Provider Registry to certify that their program meets the classroom and driving standards. The company is also required to comply with this rule in the course of operating its driving schools.

History

The company was founded in 1989. It was incorporated in 1989. The company was formerly known as Knight Transportation, Inc. and changed its name to Knight-Swift Transportation Holdings Inc. in 2017.

Knight-Swift Transportation Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenues:** - **Truckload Services:** approx. 60% - **Logistics and Intermodal:** approx. 25% - **Less-than-Truckload (LTL):** approx. 15% **TOP 3 Markets:** 1. **USA:** approx. 75% 2. **Canada:** approx. 15% 3. **Mexico:** approx. 10% Knight-Swift Transportation Holdings Inc. generates...

At which locations are the company’s products manufactured?

**Production Sites:** Not applicable Knight-Swift Transportation Holdings Inc. is a leading company in the field of transport and logistics and does not produce physical products. Instead, the company offers services in the areas of truck transportation, logistics, and intermodal transportation. K...

What strategy does Knight-Swift Transportation Holdings pursue for future growth?

**Revenue Growth:** Estimated 8-10% (2025) **Profit Growth:** Estimated 7-9% (2025) Knight-Swift Transportation Holdings Inc. pursues a growth strategy focusing on diversification and expansion into new markets. The company is increasing its investments in technology to enhance the efficiency of it...

Which raw materials are imported and from which countries?

**Commodities/Materials:** Diesel, Vehicle parts, Tires **Countries of origin:** USA, Canada, Mexico, China Knight-Swift Transportation Holdings Inc., as one of the largest transportation companies in the USA, heavily relies on the import of diesel and vehicle parts to operate and maintain its fle...

How strong is the company’s competitive advantage?

**Market Share:** 10% (estimated, 2025) **Fleet Size:** Over 18,000 trucks (2025) **Operating Margin:** 8.5% (2024) Knight-Swift Transportation Holdings Inc. is one of the largest providers in the truck transportation services sector in the USA. The company's competitive advantage lies i...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approx. 85% (estimated for 2025 based on historical data) **Insider Buys/Sells:** No significant transactions in recent months (estimated for 2025) The institutional investor share at Knight-Swift Transportation Holdings Inc. has traditionally been high, as the co...

What percentage market share does Knight-Swift Transportation Holdings have?

**Market share of Knight-Swift Transportation Holdings Inc.:** 10% (estimated, 2025) **Top competitors and their market shares:** 1. **J.B. Hunt Transport Services Inc.:** 12% 2. **Schneider National Inc.:** 8% 3. **Werner Enterprises Inc.:** 7% 4. **Old Dominion Freight Line Inc.:** 6% 5. **XPO Lo...

Is Knight-Swift Transportation Holdings stock currently a good investment?

**Revenue Growth:** 8.2% (2024) **Profit Growth:** 6.5% (2024) **Market Share in the US Transport Sector:** 9% (2024) Knight-Swift Transportation Holdings Inc. recorded a revenue growth of 8.2% in 2024, attributed to strong demand in the transport sector and efficient operational processes. The...

Does Knight-Swift Transportation Holdings pay a dividend – and how reliable is the payout?

**Dividend Yield:** 1.1% (2025, estimated) **Dividend History:** Continuous payout over the last 5 years Knight-Swift Transportation Holdings Inc. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 1.1%, which can be considered moderate...

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Knight-Swift Transportation Holdings Stock Value

Knight-Swift Transportation Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Knight-Swift Transportation Holdings do?

Knight-Swift Transportation Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

Knight-Swift Transportation Holdings Stock Value

Knight-Swift Transportation Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Knight-Swift Transportation Holdings do?

Knight-Swift Transportation Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.