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Knight-swift Transportation Holdings vs XPO

Knight-swift Transportation Holdings and XPO are similar in size: $7.47bn and $8.16bn of revenue in their latest fiscal years. XPO grew faster (1.1% against 0.8%). XPO kept more of each dollar of sales as profit: a net margin of 3.9% against 0.9%. Knight-swift Transportation Holdings carries less debt relative to equity (24.6% against 183.1%).

Latest fiscal yearKnight-swift Transportation HoldingsKNX, 2025XPOXPO, 2025
Revenue $7.47bn $8.16bn
Revenue growth 0.8% 1.1%
Net income $65.9m $316m
Operating margin 2.9% 8.0%
Net margin 0.9% 3.9%
Return on equity 0.9% 18.3%
Free cash flow $1.27bn $329m
Cash $220m $310m
Total debt $1.74bn $3.41bn
Debt to equity 24.6% 183.1%
Dividend per share $0.72 —
Dividend yield 1.3% —
Share buybacks — $125m
Employees 34,800 22,500
Market value $10.24bn $22.39bn
Price vs our value range Within our value range —
Moat score 47 (Moderate) 26 (Weak)
Insider trades, 12 months 0 buys, 17 sales 0 buys, 14 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.