Knight-Swift Transportation Holdings Inc. Class A (KNX)

Knight-Swift's stock experienced fluctuations over the past six months. As of February 6, 2026, the closing stock price was $60.17, with a 52-week high of $61.28 and a low of $36.69. The company reported adjusted EPS of $0.31 in Q4 2025, missing estimates, and revenue ex-fuel surcharges fell 1.4%. This led to a net loss of $6.8 million, and Citi downgraded the stock to Neutral. However, the stock price jumped 7.37% on February 2, 2026, following the appointment of Joe Vitiritto as president. Analysts have generally maintained a positive outlook, and the company pays a quarterly dividend.

Demand for Knight-Swift Transportation's services is seasonal. January is typically a slow period, but January 2026 showed stronger seasonality than usual. In Q4 2025, the truckload market saw stable demand with seasonal project activity in October, which declined in November. The spot market tightened in December due to reduced capacity.

Knight-Swift Transportation Holdings, Inc. is a major truckload carrier providing comprehensive transportation solutions. They offer dry van, intermodal, brokerage, logistics, flatbed, container, and customized transportation services. They also provide insurance, equipment leasing, driving training, and repair services. Key brands include Knight, Swift, ACT, DHE, U.S. Xpress, MME, Barr Nunn, and Abilene. The company transports a wide array of goods and operates through Truckload, Less-Than-Truckload (LTL), Logistics, and Intermodal segments.

Knight-Swift Transportation Holdings, Inc. is headquartered in Phoenix, Arizona, and has a significant presence across North America, including the United States, Canada, and Mexico.

Knight-Swift Transportation is recognized as the largest full truckload carrier in North America, with a generally strong brand reputation and a consensus rating of "Moderate Buy". However, the company faced challenges due to a "dismal" Q4 2025 earnings report and "legal scrutiny" post-Q3 2025. Strategic actions like cost structure resets and LTL network expansion are viewed positively.

Knight-Swift Transportation Holdings Inc. is a publicly traded company with a mix of institutional and individual ownership. Institutional investors hold approximately 88.77% of the shares, insiders hold about 3.00%, and retail/public investors hold 8.23%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Fmr Llc.