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Knight-swift Transportation Holdings vs Ryder System

Ryder System is the larger business, with $12.66bn of revenue in fiscal 2025 against $7.47bn for Knight-swift Transportation Holdings (1.7 times as much). Knight-swift Transportation Holdings grew faster (0.8% against 0.2%). Ryder System kept more of each dollar of sales as profit: a net margin of 3.9% against 0.9%.

Latest fiscal yearKnight-swift Transportation HoldingsKNX, 2025Ryder SystemR, 2025
Revenue $7.47bn $12.66bn
Revenue growth 0.8% 0.2%
Net income $65.9m $499m
Operating margin 2.9% —
Net margin 0.9% 3.9%
Return on equity 0.9% 16.2%
Free cash flow $1.27bn $459m
Cash $220m $198m
Total debt $1.74bn $7.69bn
Debt to equity 24.6% —
Dividend per share $0.72 $3.44
Dividend yield 1.3% 1.4%
Share buybacks — $519m
Employees 34,800 51,600
Market value $10.24bn $10.87bn
Price vs our value range Within our value range —
Moat score 47 (Moderate) 31 (Weak)
Insider trades, 12 months 0 buys, 17 sales 0 buys, 44 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.