Knight-Swift (KNX)
NYSEIndustrialsTruckingSnapshot 2026-11-04
$59.47-4.63%
Close 2026-11-05 · 1-day change
NYSEIndustrialsTruckingSnapshot 2026-11-04
QuarterlyIQ Insights · KNX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -18.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 11.3% |
Growth built into the price is above our model estimate.
The price assumes 30.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 9 industry peers · Company calendar date is not available
KNX — dividend update
Dated 2026-08-06
OTHER EVENTS On August 6, 2026, Knight-Swift Transportation Holdings Inc. (the "Company") announced that on August 5, 2026 its board of directors declared a quarterly cash dividend of $0.20 per share of common stock. The dividend is payable to the Company's stockholders of record as of September 4, 2026, and is expected to be paid on September 21, 2026.
Why it matters: The full-year spending range was lowered from $625M-$675M to $600M-$650M. The year-end report can show whether spending matched that plan.
Watch forThe year-end report shows 2026 net cash capital spending between $600M and $650M.
Also watch forThe year-end report shows 2026 net cash capital spending above $650M or below $600M.
Why it matters: The U.S. Xpress over-the-road unit reached a mid-90s adjusted operating ratio in Q3. More gains would show its recovery is continuing.
Supportive ifA later report puts U.S. Xpress over-the-road adjusted operating ratio below the mid-90s level reported for Q3.
Worry ifA later report puts U.S. Xpress over-the-road adjusted operating ratio at or above the mid-90s level, or says the unit lost money.
Why it matters: Management put more peak-season project deals in place than at any time since the pandemic. The key test is whether those deals lift truck use.
Supportive ifQ4 results show more truck use or loaded miles. Management says peak-season project loads came through.
Worry ifQ4 results show lower truck use or loaded miles, and management reports that project loads did not come through.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$135 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $329 loss on $10,000 · 3.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,671 loss on $10,000 · 26.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.