Knight-Swift vs XPO
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KIRA’s take AI analyst
I put Knight-Swift and XPO side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Knight-Swift turned more of its sales into free cash flow (16.9% FCF margin, against 4.0%).
- XPO earned a higher return on the capital invested in it (9.5%, against 1.6%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Knight-Swift
KNX
4/10
5-year growthFCF marginPiotroski F-scoreNet debt / EBITDA
XPO
XPO
6/10
Revenue growthOperating marginNet marginReturn on capitalReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | KNX FY25 | XPO FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.3B | $22.2B |
| 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 | — | 55.6x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.