Knight-Swift (KNX)
NYSEIndustrialsTruckingSnapshot 2026-11-05
$59.47-4.63%
Close 2026-11-05 · 1-day change
NYSEIndustrialsTruckingSnapshot 2026-11-05
QuarterlyIQ Insights · KNX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks KNX against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 75% of the last 4 guided quarters · 7.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Across our truckload segment, we are focused on closely monitoring market pricing and demand development, intentionally deploying capacity, intensely managing costs, increasing our seated truck perce…
Stated in 4 of 4 supplied quarters. Management reported: “Adjusted Operating Ratio improved 700 basis points year-over-year to 89.2% as our ongoing efforts around driver training, pricing, and cost control helped us navigate driver and fuel cost headwinds in the quarter.” “While fuel and driver-related costs were sequential headwinds in the quarter, our ongoing efforts around pricing and cost control helped us navigate these headwinds and achieve meaningful margin improvement.” Operating income was $178.705 million in 2026-Q3.
“Across our truckload segment, we are focused on closely monitoring market pricing and demand development, intentionally deploying capacity, intensely managing costs, increasing our seated truck perce…”
“Across our truckload segment, we are focused on closely monitoring market pricing and demand development, intentionally deploying capacity, intensely managing costs, increasing our seated truck perce…”
“We are focused on closely monitoring market pricing and demand development, intentionally deploying capacity, intensely managing costs, increasing our seated truck percentage, and enhancing utilizati…”
“We have remained focused on reducing our costs and providing a high level of service to position our brands to support our customers with one-way over-the-road capacity at scale while offering robust…”
We continue to look for both organic and inorganic opportunities to geographically expand our footprint within the LTL market.
Stated in 4 of 4 supplied quarters. Management reported: “We continued our efforts to improve network efficiency, freight mix, and service delivery through the quarter, and progress here helped drive a 2.9% sequential increase in shipment count over second quarter levels, as compared to a typical modest seasonal decrease.” “We continue to look for both organic and inorganic opportunities to geographically expand our footprint within the LTL market.”
Similar to our outlook last quarter, we expect momentum across our businesses to keep building as rates continue to be reset, as we maintain our cost and operational initiatives, and as we anticipate…
Stated in 4 of 4 supplied quarters. Management reported: “Similar to our outlook last quarter, we expect momentum across our businesses to keep building as rates continue to be reset, as we maintain our cost and operational initiatives, and as we anticipate more seasonal spot and project opportunities than we have seen in recent years."” “While fuel and driver-related costs were sequential headwinds in the quarter, our ongoing efforts around pricing and cost control helped us navigate these headwinds and achieve meaningful margin improvement.”
We expect that ongoing cost inflation and constraints on capacity will require further meaningful rate growth in 2027 to support margin repair and investment in fleet assets.
Stated in 1 of 4 supplied quarters. Management reported: “We expect that ongoing cost inflation and constraints on capacity will require further meaningful rate growth in 2027 to support margin repair and investment in fleet assets.” “Across our truckload segment, we are focused on closely monitoring market pricing and demand development, intentionally deploying capacity, intensely managing costs, increasing our seated truck percentage, and enhancing utilization in order to deliver even more quality service to our customers and maximize the opportunities provided by an improving market.”
The company maintains a quarterly cash dividend policy, with each future declaration subject to board review of financial performance.
Over the trailing year it converted 36.02x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
22 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.
“We continue to look for both organic and inorganic opportunities to geographically expand our footprint within the LTL market.”
“We continue to look for both organic and inorganic opportunities to geographically expand our footprint within the LTL market.”
“We continue to look for both organic and inorganic opportunities to geographically expand our footprint within the LTL market.”
“We continue to look for both organic and inorganic opportunities to geographically expand our footprint within the LTL market.”
“Similar to our outlook last quarter, we expect momentum across our businesses to keep building as rates continue to be reset, as we maintain our cost and operational initiatives, and as we anticipate…”
“Similar to our outlook last quarter, we expect momentum across our businesses to build as rates continue to be reset, as we maintain our cost and operational initiatives, and as we anticipate more sp…”
“"We expect to build momentum in the coming months as more bids run their course and new pricing and volume awards are realized in the operating results, as we continue our cost and operational initia…”
“We continue to make tangible progress improving our cost structure to position our business to generate meaningful returns as market conditions recover.”
“We expect that ongoing cost inflation and constraints on capacity will require further meaningful rate growth in 2027 to support margin repair and investment in fleet assets.”