KNXKnight-Swift Transportation Holdings Inc.
Trucking (no Local)
- Revenue
- $7.5B
- 0.8% YoY
- Operating margin
- 2.9%
- 12% YoY
- EBITDA
- $1.0B
- 3.1% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.4×
- $398M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear19× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear9% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear32% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $6.0B | $7.4B | $7.1B | $7.4B | $7.5B | 0.8% |
| Operating income | $966M | $1.1B | $338M | $243M | $216M | 11% |
| Net income | $743M | $771M | $217M | $118M | $66M | 44% |
| Operating cash flow | $1.2B | $1.4B | $1.2B | $799M | $1.3B | 59% |
| Stock-based comp | $28M | $34M | $28M | $24M | $29M | 21% |
| Buybacks | $57M | $300M | $0 | $0 | — | |
| Dividends | $64M | $78M | $91M | $104M | $117M | 13% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $194K · 1
- Net
- −$194K
Pay vs performance
No pay-versus-performance disclosure yet.