Knight-Swift
KNX · Cargo Ground Transportation
$61.21
2.1%XPO
XPO · Cargo Ground Transportation
$183.21
2.9%The short version
- XPO is the larger business, with $8.2B of revenue in fiscal 2025 against $7.5B for Knight-Swift.
- XPO kept more of each dollar of sales as operating profit (8.0% operating margin, against 2.9% operating margin).
- Knight-Swift turned more of its sales into free cash flow (16.9% FCF margin, against 4.0% FCF margin).
- XPO earned a higher return on the capital invested in it (9.5%, against 1.6%).
| Latest fiscal year | KNX · FY25 | XPO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.0B | $21.6B |
| Revenue | $7.5B | $8.2B |
| Free cash flow | $1.3B | $329M |
| Net income | $65.9M | $316M |
| Growth | ||
| Revenue growth | 0.8% | 1.1% |
| 5-year growth | 9.8% | 5.8% |
| Share count change | 0.3% | −0.8% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 2.9% | 8.0% |
| Net margin | 0.9% | 3.9% |
| FCF margin | 16.9% | 4.0% |
| Return on capital | 1.6% | 9.5% |
| Return on equity | 0.9% | 18.3% |
| Balance sheet | ||
| Net debt | $2.1B | $3.2B |
| Net debt / EBITDA | 2.1x | 2.8x |
| Dividends and buybacks | $117M | $125M |
| Valuation & quality | ||
| P/E | — | 54.2x |
| Piotroski F-score | 6 | 5 |
FY16
KNX $1.1B
XPO $14.6B
FY17
KNX $2.4B
XPO $15.4B
FY18
KNX $5.3B
XPO $17.3B
FY19
KNX $4.8B
XPO $10.7B
FY20
KNX $4.7B
XPO $6.2B
FY21
KNX $6.0B
XPO $7.2B
FY22
KNX $7.4B
XPO $7.7B
FY23
KNX $7.1B
XPO $7.7B
FY24
KNX $7.4B
XPO $8.1B
FY25
KNX $7.5B
XPO $8.2B
KNX
XPO
FY16
KNX 13.3%
XPO 3.2%
FY17
KNX 8.3%
XPO 3.8%
FY18
KNX 10.7%
XPO 4.1%
FY19
KNX 8.8%
XPO 5.3%
FY20
KNX 12.1%
XPO 1.6%
FY21
KNX 16.1%
XPO 4.3%
FY22
KNX 14.7%
XPO 4.9%
FY23
KNX 4.7%
XPO 5.7%
FY24
KNX 3.3%
XPO 8.2%
FY25
KNX 2.9%
XPO 8.0%
KNX
XPO
FY16
KNX $89.2M
XPO $139M
FY17
KNX −$64.6M
XPO $281M
FY18
KNX $126M
XPO $551M
FY19
KNX $9.6M
XPO $250M
FY20
KNX $919M
XPO $139M
FY21
KNX $1.2B
XPO $387M
FY22
KNX $1.4B
XPO $303M
FY23
KNX $1.2B
XPO −$839M
FY24
KNX $799M
XPO $19.0M
FY25
KNX $1.3B
XPO $329M
KNX
XPO
FY16
KNX 8.4%
XPO 4.6%
FY17
KNX 6.4%
XPO 7.3%
FY18
KNX 7.7%
XPO 7.1%
FY19
KNX 5.4%
XPO 5.8%
FY20
KNX 6.6%
XPO 1.1%
FY21
KNX 10.2%
XPO 5.0%
FY22
KNX 10.1%
XPO 6.8%
FY23
KNX 3.1%
XPO 8.4%
FY24
KNX 2.1%
XPO 11.6%
FY25
KNX 1.6%
XPO 9.5%
KNX
XPO
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.