KNX Knight-Swift Transportation Holdings Inc.
$70.95
Price · Aug 19, 2026
Fundamentals as of Jul 29, 2026
52W Range
$39–$83
73% of range
Analyst Rating
BUY
25 analysts
Price Target
$89
+25% upside
P/E (TTM)
173.0
ROE
0.93%
Net Profit Margin
0.88%
About Knight-Swift Transportation Holdings Inc. Company overview from Wikipedia
Knight-Swift Transportation Holdings Inc. is a publicly traded American motor carrier holding company based in Phoenix, Arizona. The company's primary subsidiaries are truckload carriers Knight Transportation, Swift Transportation, Midnite Express and, since July 2021, less than truckload (LTL) carrier AAA Cooper. Knight-Swift has continued to grow through acquisitions including its 2023 purchase of major truckload carrier US Xpress.
Read more
Knight-Swift Transportation Holdings Inc. (referred to as Knight-Swift) is a publicly traded American motor carrier holding company based in Phoenix, Arizona. The company's primary subsidiaries are truckload carriers Knight Transportation, Swift Transportation, Midnite Express and, since July 2021, less than truckload (LTL) carrier AAA Cooper. Knight-Swift has continued to grow through acquisitions including its 2023 purchase of major truckload carrier US Xpress.
History
Knight Transportation was founded in 1990 by four cousins: brothers Randy and Gary Knight, and brothers Kevin and Keith Knight. The four cousins worked for Swift Transportation, also based in Phoenix, and Randy was even a part-owner in Swift when Jerry Moyes bought out his interest. The Moyes family and the Knight family both were raised in Plain City, Utah, before moving to Phoenix in the late 1960s.
Knight began transporting general commodities from Phoenix, Arizona, to Los Angeles, California. Starting with just a handful of trucks and one service center in Phoenix, Arizona, the company now runs a fleet of over 4,000 trucks and more than 8,700 trailers (dry, refrigerated, and brokerage). Revenues have grown from over 13 million in 1991 to over $866 million in 2011, with operating ratios at or near 80% year after year. They have grown from a few associates to more than 4,000, and from a family-owned business to a publicly held company trading on the New York Stock Exchange (KNX) in 1994.
In 2017, Knight Transportation merged with Swift Transportation and Knight-Swift Transportation Holdings Inc. was formed to serve as the parent company for both carriers.
In 2019, Knight-Swift settled a $100 million class-action lawsuit alleging the company failed to classify 20,000 owner-operator drivers as employees. Drivers were not paid the minimum hourly wage in accordance with the Fair Labor Standards Act and had their rights violated under the forced labor statute. The lawsuit from March 11, 2009 is entitled Van Dusen, et al. v. Swift Transportation Co. of Arizona, LLC, et al.. The deadline for claimants to file was December 14, 2019.
Knight-Swift expanded from its core truckload market into less than truckload (LTL) freight in July 2021 when it acquired southeastern regional LTL firm AAA Cooper Transportation for US$1.35 billion.
Further acquisitions have expanded Knight-Swift's footprint in LTL including its January 2022 acquisition of Midwest Motor Express and July 2024 purchase of Los Angeles-based Dependable Highway Express, Inc. from Dependable Supply Chain Services. In July 2023 Knight-Swift acquired truckload carrier US Xpress.
Business
Knight engages in the transportation of general commodities in the United States. It provides asset-based dry van truckload and temperature controlled truckload carrier services primarily to short to medium lengths of haul. The company also offers non-asset-based brokerage services. As of 2022, the company operates 41 service centers (31 in the USA, 11 in Mexico), 5 secured yards in Canada, and Swift Truckload centers in housing dry vans, flatbed, refrigerated, and cross-border services.
Knight-Swift is ranked 66th in pay for drivers among major trucking companies. In 2022, Knight-Swift announced plans for using autonomous vehicles in its trucking lines, through a partnership with Embark Technology.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
KNX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$70.95
Market Cap
$11.52B
P/E (TTM)
173.0
EPS (TTM)
$0.41
Revenue (TTM)
$7.47B
Div Yield
1.0%
ROE
0.93%
Debt/Equity
—
52W Range
$39 – $83
KNX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$7.47B
2016-12-31
→
2025-12-31
EPS
$0.41
2016-12-31
→
2025-12-31
Free Cash Flow
—
2016-12-31
→
2019-12-31
Margins
0.88%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
KNX
Peer Median
P/E (TTM)
173.0
53.3
P/S (TTM)
1.5
1.2
P/B
1.6
1.4
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
KNX
Peer Median
Operating Margin
2.9%
—
Net Profit Margin
0.88%
1.7%
ROA
0.53%
2.3%
ROE
0.93%
4.0%
ROIC
2.1%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
KNX
Peer Median
Current Ratio
0.9
1.5
Quick Ratio
0.5
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
KNX
Peer Median
Revenue YoY
0.80%
—
Revenue CAGR 3Y
0.18%
—
Revenue CAGR 5Y
9.8%
—
EPS YoY
-43.8%
—
Net Income YoY
-43.9%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
KNX
Peer Median
Payout Ratio
178.1%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
1.0%
Payout Ratio
178.1%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 8, 2026 | $0.2000 |
| March 6, 2026 | $0.2000 |
| Dec. 5, 2025 | $0.1800 |
| Sept. 5, 2025 | $0.1800 |
| June 9, 2025 | $0.1800 |
| March 7, 2025 | $0.1800 |
| Dec. 6, 2024 | $0.1600 |
| Sept. 6, 2024 | $0.1600 |
| June 10, 2024 | $0.1600 |
| March 7, 2024 | $0.1600 |
| Dec. 7, 2023 | $0.1400 |
| Sept. 7, 2023 | $0.1400 |
| June 8, 2023 | $0.1400 |
| March 2, 2023 | $0.1400 |
| Dec. 2, 2022 | $0.1200 |
| Sept. 1, 2022 | $0.1200 |
| June 9, 2022 | $0.1200 |
| March 3, 2022 | $0.1200 |
| Dec. 2, 2021 | $0.1000 |
| Sept. 2, 2021 | $0.1000 |
KNX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
25 analysts
- Strong Buy 7 28.0%
- Buy 13 52.0%
- Hold 5 20.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
19 analysts · 2026-08-13
Median
$90.00
Now
$70.95
Low
$57.00
High
$100.00
Median target
$90.00
+26.8%
Mean target
$88.63
+24.9%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.01%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.63 | $0.51 | 0.12% |
| March 31, 2026 | $0.09 | $0.20 | -0.11% |
| Dec. 31, 2025 | $0.31 | $0.36 | -0.05% |
| Sept. 30, 2025 | $0.32 | $0.37 | -0.05% |
| June 30, 2025 | $0.35 | $0.34 | 0.01% |
| March 31, 2025 | $0.28 | $0.26 | 0.02% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| KNX | $8.49B | 127.5 | 0.80% | 0.88% | 0.93% | — |
| ODFL | $32.70B | 32.4 | -5.5% | 18.6% | 24.0% | — |
| JBHT | $18.38B | 31.8 | -0.73% | 5.0% | 16.6% | — |
| XPO | $15.90B | 51.5 | 1.1% | 3.9% | 17.3% | — |
| FDXF | $23.98B | 36.6 | -1.1% | 7.4% | 69.1% | — |
| UHAL | — | — | 3.6% | 1.4% | 1.1% | — |
| R | $7.54B | 16.0 | 0.23% | 3.9% | 16.3% | — |
| SAIA | $8.70B | 34.3 | 0.79% | 7.9% | 10.2% | — |
| LSTR | — | 44.1 | -1.6% | 2.4% | 13.0% | — |
| SNDR | — | 45.0 | 7.2% | 1.8% | 3.4% | — |
| RXO | $2.07B | -21.4 | 26.2% | -1.7% | -6.4% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.47B | $7.41B | $7.14B | $7.43B | $6.00B | $4.67B | $4.84B | $5.34B | $2.43B | $1.12B | $1.18B | $4.30B | |
| Operating Expenses | $7.25B | $7.17B | $6.80B | $6.34B | $5.03B | $4.11B | $4.42B | $4.78B | $2.22B | $970M | $1.00B | $3.93B | |
| Operating Income | $216M | $243M | $338M | $1.09B | $966M | $564M | $427M | $569M | $201M | $148M | $178M | $370M | |
| Interest Expense | · | · | $127M | $51M | $21M | $17M | $29M | $30M | $9M | $897.0K | $998.0K | $80M | |
| Interest Income | $11M | $17M | $22M | $5M | $1M | $2M | $4M | $3M | $1M | $309.0K | $460.0K | $3M | |
| Other Non-op | $30M | $60M | $38M | $-26M | $29M | $11M | $12M | $10M | $558.0K | $5M | $9M | $4M | |
| Pretax Income | $95M | $149M | $270M | $1.02B | $975M | $560M | $414M | $552M | $194M | $153M | $187M | $251M | |
| Income Tax | $30M | $33M | $55M | $249M | $231M | $150M | $104M | $131M | $-292M | $58M | $68M | $89M | |
| Net Income | $66M | $118M | $217M | $771M | $743M | $410M | $309M | $419M | $484M | $94M | $117M | $161M | |
| EPS (Basic) | $0.41 | $0.73 | $1.35 | $4.75 | $4.48 | $2.42 | $1.80 | $2.37 | $4.38 | $1.17 | $1.43 | $1.14 | |
| EPS (Diluted) | $0.41 | $0.73 | $1.34 | $4.73 | $4.45 | $2.40 | $1.80 | $2.36 | $4.34 | $1.16 | $1.42 | $1.12 | |
| Shares (Basic) | 162,188,000 | 161,738,000 | 161,188,000 | 162,260,000 | 165,860,000 | 169,711,000 | 171,541,000 | 177,018,000 | 110,657,000 | 80,362,000 | 81,491,000 | 141,431,000 | |
| Shares (Diluted) | 162,611,000 | 162,173,000 | 161,826,000 | 163,211,000 | 167,060,000 | 170,549,000 | 172,142,000 | 177,999,000 | 111,697,000 | 81,228,000 | 82,467,000 | 143,475,000 | |
| EBITDA | $1.00B | $1.04B | $1.07B | $1.75B | $1.54B | $1.07B | $890M | $999M | $408M | $526M | $639M | $608M |
Balance Sheet 27
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $220M | $218M | $169M | $197M | $261M | $157M | $160M | $82M | $77M | $8M | $9M | $17M | |
| Receivables | $305M | $804M | $889M | $842M | $911M | $578M | $519M | $601M | $574M | $134M | $422M | $479M | |
| Prepaid Expense | $114M | $123M | $149M | $108M | $91M | $72M | $62M | $67M | $59M | $13M | $48M | $51M | |
| Other Current Assets | $37M | $29M | $44M | $38M | $26M | $21M | $28M | $30M | $38M | · | · | · | |
| Current Assets | $888M | $1.45B | $1.71B | $1.49B | $1.41B | $923M | $890M | $907M | $923M | $190M | $706M | $756M | |
| PP&E (Net) | $4.72B | $4.70B | $4.62B | $3.84B | $3.56B | $2.99B | $2.85B | $2.61B | $2.38B | $803M | $1.65B | $1.54B | |
| PP&E (Gross) | $7.38B | $7.10B | $6.72B | $5.74B | $5.12B | $4.22B | $3.74B | $3.31B | $2.85B | $1.15B | $2.78B | $2.52B | |
| Accum. Depreciation | $2.66B | $2.40B | $2.10B | $1.91B | $1.56B | $1.23B | $892M | $693M | $463M | $349M | $1.13B | $978M | |
| Goodwill | $3.93B | $3.96B | $3.85B | $3.52B | $3.52B | $2.92B | $2.92B | $2.92B | $2.89B | $47M | $253M | $253M | |
| Intangibles | $1.94B | $2.06B | $2.06B | $1.78B | $1.83B | $1.39B | $1.38B | $1.42B | $1.44B | $3M | $283M | $300M | |
| Other Non-current Assets | $165M | $154M | $153M | $135M | $192M | $126M | $73M | $52M | $47M | $33M | $27M | $42M | |
| Total Assets | $11.96B | $12.70B | $12.87B | $10.95B | $10.66B | $8.47B | $8.28B | $7.91B | $7.68B | $1.08B | $2.92B | $2.89B | |
| Accounts Payable | $201M | $330M | $355M | $221M | $225M | $101M | $99M | $118M | $120M | $18M | $122M | $160M | |
| Accrued Liabilities | $67M | $64M | $220M | $82M | $129M | $89M | $175M | $152M | $186M | $17M | $97M | $99M | |
| Current Liabilities | $1.03B | $1.71B | $1.83B | $894M | $1.07B | $840M | $993M | $615M | $610M | $79M | $399M | $421M | |
| Capital Leases | $208M | $275M | $371M | $150M | $108M | $70M | $96M | $71M | $127M | $0 | $222M | $158M | |
| Deferred Tax | $904M | $920M | $952M | $908M | $875M | $816M | $772M | $740M | $679M | $178M | · | $481M | |
| Other Non-current Liabilities | $205M | $210M | $79M | $12M | $12M | $48M | $14M | $23M | $26M | $2M | $959.0K | $14.0K | |
| Total Liabilities | $4.86B | $5.58B | $5.77B | $4.00B | $4.11B | $2.60B | $2.61B | $2.45B | $2.44B | $290M | $2.30B | $2.42B | |
| Long-term Debt | $1.74B | $1.83B | $1.63B | $1.08B | $1.51B | $509M | $644M | $365M | $365M | $0 | $679M | $903M | |
| Total Debt | · | · | · | · | · | · | $365M | $365M | $365M | $502M | $681M | $903M | |
| Paid-in Capital | $4.48B | $4.45B | $4.43B | $4.39B | $4.35B | $4.30B | $4.27B | $4.24B | $4.22B | $223M | $755M | · | |
| Retained Earnings | $2.60B | $2.66B | $2.66B | $2.55B | $2.18B | $1.57B | $1.40B | $1.22B | $1.02B | $562M | $-139M | $-310M | |
| AOCI | $-716.0K | $-442.0K | $-830.0K | $-2M | $-563.0K | $0 | · | · | · | $0 | $81.0K | $-2M | |
| Stockholders' Equity | $7.08B | $7.11B | $7.09B | $6.95B | $6.53B | $5.87B | $5.67B | $5.46B | $5.24B | $786M | $617M | $470M | |
| Liabilities + Equity | $11.96B | $12.70B | $12.87B | $10.95B | $10.66B | $8.47B | $8.28B | $7.91B | $7.68B | $1.08B | $2.92B | $2.89B | |
| Shares Outstanding | 162,339,000 | 161,896,000 | 161,385,000 | 160,706,000 | 165,980,000 | 166,553,000 | · | · | · | · | · | · |
Cash Flow 18
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $788M | $793M | $735M | $660M | $578M | $507M | $463M | $430M | $207M | $116M | $111M | $238M | |
| Stock-based Comp | · | · | · | · | · | · | · | · | $6M | $4M | $7M | $5M | |
| Deferred Tax | $-16M | $-19M | $10M | $31M | $40M | $46M | $31M | $62M | $-305M | $5M | $22M | $-5M | |
| Amort. of Intangibles | $77M | $75M | $70M | $65M | $55M | $46M | $43M | $43M | $13M | $500.0K | $500.0K | $17M | |
| Other Non-cash | $428M | $-92M | $199M | $-26M | $-171M | $-43M | $36M | $-29M | $-74M | $64M | $72M | $-4M | |
| Operating Cash Flow | $1.27B | $799M | $1.16B | $1.44B | $1.19B | $920M | $840M | $882M | $323M | $244M | $206M | $396M | |
| CapEx | · | · | · | · | · | · | $830M | $756M | $387M | $155M | $222M | $306M | |
| Investing Cash Flow | $-520M | $-759M | $-1.23B | $-646M | $-1.82B | $-481M | $-584M | $-647M | $-204M | $-101M | $-138M | $-140M | |
| Debt Issued | $1.00B | $150M | $250M | $0 | $1.20B | $0 | $0 | $0 | $400M | $0 | $0 | $900M | |
| Net Debt Issued | $1.00B | $150M | $250M | $0 | $1.20B | · | $0 | $0 | $400M | $0 | $685M | $900M | |
| Stock Repurchased | · | $0 | $0 | $300M | $57M | $180M | $87M | $179M | $0 | $40M | $45M | $0 | |
| Net Stock Activity | · | $0 | $0 | $-300M | $-57M | $-180M | $-87M | $-179M | $0 | $-117M | $-70M | · | |
| Dividends Paid | $117M | $104M | $91M | $78M | $64M | $55M | $41M | $43M | $25M | $20M | $20M | · | |
| Financing Cash Flow | $-808M | $-139M | $151M | $-754M | $779M | $-444M | $-185M | $-255M | $24M | $-143M | $-76M | $-210M | |
| Net Change in Cash | $-61M | $-99M | $84M | $35M | $153M | $-5M | $71M | $-21M | $142M | $-288.0K | $-8M | $46M | |
| Taxes Paid | $50M | $10M | $40M | $289M | $167M | $80M | $79M | $16M | $52M | $18M | $66M | $83M | |
| Free Cash Flow | · | · | · | · | · | · | $10M | $126M | $-69M | $227M | $227M | $90M | |
| Levered FCF | · | · | · | · | · | · | $-12M | $103M | $-90M | $206M | $203M | $38M |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 2.9% | 3.3% | 4.7% | 14.7% | 16.1% | 12.1% | 8.8% | 10.7% | 8.3% | 6.0% | 8.8% | 8.6% | |
| Net Margin | 0.88% | 1.6% | 3.0% | 10.4% | 12.4% | 8.8% | 6.4% | 7.8% | 20.0% | 3.7% | 4.7% | 3.8% | |
| Pretax Margin | 1.3% | 2.0% | 3.8% | 13.7% | 16.2% | 12.0% | 8.6% | 10.3% | 8.0% | 5.3% | 7.5% | 5.8% | |
| EBITDA Margin | 13.4% | 14.0% | 15.0% | 23.6% | 25.7% | 22.9% | 18.4% | 18.7% | 16.8% | 13.1% | 15.1% | 14.1% | |
| ROA | 0.53% | 0.92% | 1.8% | 7.1% | 7.8% | 4.9% | 3.8% | 5.4% | 11.1% | 5.3% | 6.8% | 5.6% | |
| ROE | 0.93% | 1.7% | 3.1% | 11.5% | 12.0% | 7.1% | 5.6% | 7.8% | 16.1% | 23.2% | 36.3% | 42.8% | |
| ROIC | 2.1% | 2.7% | 3.8% | 11.9% | 11.3% | 7.0% | 5.3% | 7.4% | 9.0% | 14.3% | 17.8% | 17.3% |
Liquidity & Solvency 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.8 | 0.9 | 1.7 | 1.3 | 1.1 | 0.9 | 1.5 | 1.5 | 1.6 | 1.8 | 1.9 | |
| Quick Ratio | 0.5 | 0.6 | 0.6 | 1.2 | 1.1 | 0.9 | 0.7 | 1.1 | 1.1 | 1.2 | 1.3 | 1.4 | |
| Debt / Equity | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | 0.7 | 1.1 | 1.9 | |
| LT Debt / Equity | · | · | · | · | · | · | 0.0 | 0.1 | 0.1 | 0.7 | 1.0 | 1.9 | |
| Interest Coverage | · | · | 2.7 | 21.5 | 45.7 | 32.6 | 14.5 | 18.9 | 23.1 | 7.9 | 9.7 | 4.6 |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 1.4 | 1.5 | 1.5 | |
| Receivables Turnover | 13.5 | 8.8 | 8.3 | 8.5 | 8.1 | 8.5 | 8.7 | 16.9 | 6.9 | 9.7 | 9.4 | 9.6 |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.80% | 3.8% | -3.9% | 23.8% | 28.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.18% | 7.3% | 15.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -43.8% | -45.5% | -71.7% | 6.3% | 85.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -55.7% | -45.3% | -17.7% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -29.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -43.9% | -45.8% | -71.9% | 3.8% | 81.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -56.0% | -45.9% | -19.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -30.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.47B | $7.41B | $7.14B | $7.43B | $6.00B | $4.67B | $4.84B | $5.34B | $2.43B | $1.12B | $1.18B | $4.30B | |
| Net Income TTM | $66M | $118M | $217M | $771M | $743M | $410M | $309M | $419M | $484M | $94M | $117M | $161M | |
| Market Cap | $8.49B | $8.59B | $9.30B | $8.42B | · | · | · | · | · | · | · | · | |
| P/E | 127.5 | 72.7 | 43.0 | 11.1 | 13.7 | 17.4 | 19.9 | 10.6 | 10.1 | 28.5 | 17.1 | 30.1 | |
| P/S | 1.1 | 1.2 | 1.3 | 1.1 | · | · | · | · | · | · | · | · | |
| P/B | 1.2 | 1.2 | 1.3 | 1.2 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 7.0 | 7.9 | 7.9 | 5.1 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 6.7 | 10.7 | 8.0 | 5.9 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 1.4% | 1.2% | 0.98% | 0.93% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.78% | 1.4% | 2.3% | 9.0% | 7.3% | 5.7% | 5.0% | 9.4% | 9.9% | 3.5% | 5.9% | 3.3% | |
| Payout Ratio | 178.1% | 88.5% | 42.0% | 10.2% | 8.6% | 13.3% | 13.4% | 10.2% | 5.3% | · | · | · | |
| Annual Payout | $117M | $104M | $91M | $78M | $64M | $55M | $41M | $43M | $25M | $20M | $20M | · |
Income Statement 14
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.10B | $1.85B | $1.86B | $1.93B | $1.86B | $1.82B | $1.86B | $1.88B | $1.85B | $1.82B | $1.93B | $2.02B | $1.55B | $1.64B | $1.74B | $1.90B | |
| Operating Expenses | $1.99B | $1.82B | $1.83B | $1.88B | $1.79B | $1.76B | $1.79B | $1.80B | $1.78B | $1.80B | $1.91B | $1.94B | $1.46B | $1.49B | $1.54B | $1.63B | |
| Operating Income | $105M | $29M | $26M | $50M | $73M | $67M | $78M | $81M | $63M | $21M | $18M | $81M | $94M | $145M | $203M | $265M | |
| Interest Expense | · | · | · | · | · | · | · | · | $40M | $41M | · | $39M | $24M | $23M | · | $15M | |
| Interest Income | $2M | $2M | $2M | $3M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $6M | $6M | $5M | $3M | $1M | |
| Other Non-op | $-18M | $-1M | $2M | $4M | $13M | $11M | $43M | $3M | $5M | $9M | $7M | $11M | $10M | $10M | $6M | $8M | |
| Pretax Income | $66M | $-2M | $-9M | $16M | $48M | $41M | $80M | $44M | $32M | $-7M | $-10M | $59M | $85M | $136M | $191M | $260M | |
| Income Tax | $22M | $-107.0K | $-2M | $7M | $14M | $10M | $11M | $14M | $12M | $-4M | $1M | $-1M | $22M | $33M | $42M | $66M | |
| Net Income | $43M | $-1M | $-7M | $8M | $34M | $31M | $69M | $30M | $20M | $-3M | $-11M | $60M | $63M | $104M | $149M | $195M | |
| EPS (Basic) | $0.27 | $-0.01 | $-0.04 | $0.05 | $0.21 | $0.19 | $0.43 | $0.19 | $0.13 | $-0.02 | $-0.06 | $0.37 | $0.39 | $0.65 | $0.93 | $1.21 | |
| EPS (Diluted) | $0.26 | $-0.01 | $-0.04 | $0.05 | $0.21 | $0.19 | $0.43 | $0.19 | $0.13 | $-0.02 | $-0.06 | $0.37 | $0.39 | $0.64 | $0.92 | $1.21 | |
| Shares (Basic) | 162,579,000 | 162,426,000 | -324,222,000 | 162,305,000 | 162,131,000 | 161,974,000 | -323,323,000 | 161,861,000 | 161,689,000 | 161,511,000 | -322,175,000 | 161,332,000 | 161,116,000 | 160,915,000 | -326,147,000 | 160,665,000 | |
| Shares (Diluted) | 163,283,000 | 163,135,000 | -325,034,000 | 162,647,000 | 162,541,000 | 162,457,000 | -324,257,000 | 162,233,000 | 162,111,000 | 162,086,000 | -323,902,000 | 161,888,000 | 161,940,000 | 161,900,000 | -328,026,000 | 161,572,000 | |
| EBITDA | $105M | $224M | · | $50M | $73M | $263M | · | $81M | $63M | $221M | · | $81M | $94M | $317M | · | $265M |
Balance Sheet 26
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $186M | $223M | $220M | $193M | $216M | $209M | $218M | $166M | $186M | $205M | $169M | $193M | $229M | $191M | $197M | $194M | |
| Receivables | $435M | $426M | $305M | $865M | $848M | $867M | $804M | $835M | $842M | $868M | · | $971M | $712M | $800M | · | $944M | |
| Prepaid Expense | $107M | $97M | $114M | $117M | $113M | $125M | $123M | $115M | $113M | $137M | · | $133M | $101M | $105M | · | $93M | |
| Other Current Assets | $28M | $29M | $37M | $35M | $34M | $33M | $29M | $38M | $34M | $36M | · | $54M | $54M | $44M | · | $39M | |
| Current Assets | $943M | $955M | $888M | $1.47B | $1.44B | $1.45B | $1.45B | $1.44B | $1.45B | $1.53B | · | $1.76B | $1.89B | $1.44B | · | $1.47B | |
| PP&E (Net) | $4.77B | $4.66B | $4.72B | $4.76B | $4.62B | $4.63B | $4.70B | $4.76B | $4.62B | $4.58B | · | $4.50B | $3.96B | $3.88B | · | $3.68B | |
| PP&E (Gross) | $7.58B | $7.40B | $7.38B | $7.33B | $7.13B | $7.11B | $7.10B | $7.08B | $6.92B | $6.78B | · | $6.54B | $5.98B | $5.84B | · | $5.54B | |
| Accum. Depreciation | $2.81B | $2.74B | $2.66B | $2.57B | $2.52B | $2.48B | $2.40B | $2.32B | $2.29B | $2.21B | · | $2.04B | $2.02B | $1.96B | · | $1.87B | |
| Goodwill | $3.93B | $3.93B | $3.93B | $3.96B | $3.96B | $3.96B | $3.96B | $3.96B | $3.88B | $3.87B | · | $3.84B | $3.52B | $3.52B | · | $3.52B | |
| Intangibles | $1.90B | $1.92B | $1.94B | $1.97B | $2.02B | $2.04B | $2.06B | $2.08B | $2.02B | $2.04B | · | $2.08B | $1.74B | $1.76B | · | $1.78B | |
| Other Non-current Assets | $165M | $164M | $165M | $165M | $160M | $159M | $154M | $174M | $172M | $163M | · | $147M | $127M | $142M | · | $136M | |
| Total Assets | $12.00B | $11.95B | $11.96B | $12.62B | $12.52B | $12.61B | $12.70B | $12.82B | $12.57B | $12.63B | · | $12.84B | $11.44B | $10.94B | · | $10.75B | |
| Accounts Payable | $282M | $256M | $201M | $252M | $302M | $326M | $330M | $293M | $301M | $284M | · | $299M | $223M | $215M | · | $230M | |
| Accrued Liabilities | $60M | $56M | $67M | $58M | $73M | $76M | $64M | $207M | $198M | $225M | · | $228M | $82M | $82M | · | $99M | |
| Current Liabilities | $1.08B | $1.36B | $1.03B | $1.11B | $1.63B | $1.65B | $1.71B | $1.43B | $1.65B | $1.64B | · | $1.73B | $945M | $906M | · | $912M | |
| Capital Leases | $196M | $213M | $208M | $210M | $230M | $259M | $275M | $311M | $327M | $342M | · | $395M | $154M | $153M | · | $121M | |
| Deferred Tax | $898M | $894M | $904M | $941M | $886M | $897M | $920M | $921M | $911M | $931M | · | $959M | $900M | $907M | · | $878M | |
| Other Non-current Liabilities | $239M | $204M | $205M | $206M | $207M | $201M | $210M | $114M | $119M | $112M | · | $72M | $5M | $10M | · | $10M | |
| Total Liabilities | $5.01B | $4.88B | $4.86B | $5.50B | $5.39B | $5.48B | $5.58B | $5.76B | $5.50B | $5.56B | · | $5.71B | $4.36B | $3.91B | · | $3.93B | |
| Long-term Debt | $303M | $1.75B | $1.74B | $1.85B | $1.82B | $1.83B | $1.83B | $1.86B | $1.64B | $1.74B | · | $1.88B | $1.49B | $1.03B | · | $1.19B | |
| Paid-in Capital | $4.41B | $4.49B | $4.48B | $4.47B | $4.46B | $4.45B | $4.45B | $4.44B | $4.44B | $4.43B | · | $4.42B | $4.41B | $4.40B | · | $4.38B | |
| Retained Earnings | $2.57B | $2.56B | $2.60B | $2.64B | $2.66B | $2.66B | $2.66B | $2.62B | $2.61B | $2.62B | · | $2.69B | $2.66B | $2.62B | · | $2.42B | |
| AOCI | $-143.0K | $-376.0K | $-716.0K | $-184.0K | $-88.0K | $21.0K | $-442.0K | $168.0K | $-827.0K | $-868.0K | · | $-664.0K | $-815.0K | $-1M | · | $-3M | |
| Stockholders' Equity | $6.98B | $7.05B | $7.08B | $7.11B | $7.12B | $7.11B | $7.11B | $7.06B | $7.05B | $7.06B | · | $7.11B | $7.07B | $7.02B | · | $6.81B | |
| Liabilities + Equity | $12.00B | $11.95B | $11.96B | $12.62B | $12.52B | $12.61B | $12.70B | $12.82B | $12.57B | $12.63B | · | $12.84B | $11.44B | $10.94B | · | $10.75B | |
| Shares Outstanding | 162,736,000 | 162,475,000 | 162,339,000 | 162,312,000 | 162,277,000 | 162,024,000 | 161,896,000 | 161,871,000 | 161,836,000 | 161,593,000 | · | 161,347,000 | 161,276,000 | 161,009,000 | · | 160,670,000 |
Cash Flow 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $197M | $196M | $197M | $198M | $196M | $197M | $197M | $198M | $197M | $200M | $195M | $196M | $173M | $172M | $168M | $167M | |
| Amort. of Intangibles | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $17M | $16M | $16M | $16M | |
| Other Non-cash | · | $-52M | · | · | · | $-118M | · | · | · | $-160M | · | · | · | $69M | · | · | |
| Operating Cash Flow | $308M | $143M | $723M | $218M | $216M | $109M | $274M | $214M | $273M | $37M | $288M | $151M | $377M | $345M | $337M | $379M | |
| Investing Cash Flow | $-173M | $-84M | $-96M | $-235M | $-135M | $-54M | $-140M | $-360M | $-119M | $-140M | $-140M | $-672M | $-219M | $-197M | $-288M | $-154M | |
| Debt Issued | · | · | $0 | · | · | · | $0 | $150M | · | · | $0 | $0 | · | · | $0 | $0 | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $33M | $33M | $29M | $29M | $30M | $29M | $26M | $26M | $26M | $26M | $23M | $23M | $23M | $23M | $19M | $19M | |
| Financing Cash Flow | $-166M | $-68M | $-619M | $-28M | $-85M | $-76M | $-85M | $128M | $-160M | $-22M | $-135M | $49M | $371M | $-135M | $-6M | $-196M | |
| Net Change in Cash | $-32M | $-9M | $9M | $-45M | $-4M | $-21M | $49M | $-18M | $-6M | $-125M | $13M | $-471M | $530M | $13M | $44M | $28M | |
| Taxes Paid | $4M | $46.0K | $8M | $774.0K | $42M | $-765.0K | $-453.0K | $3M | $8M | $-717.0K | $2M | $22M | $16M | $1M | $55M | $79M |
Profitability 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 5.0% | 1.5% | · | 2.6% | 3.9% | 3.6% | · | 4.3% | 3.4% | 1.1% | · | 4.0% | 6.0% | 8.8% | · | 14.0% | |
| Net Margin | 2.1% | -0.07% | · | 0.41% | 1.8% | 1.7% | · | 1.6% | 1.1% | -0.14% | · | 3.0% | 4.1% | 6.4% | · | 10.3% | |
| Pretax Margin | 3.1% | -0.08% | · | 0.82% | 2.6% | 2.2% | · | 2.4% | 1.7% | -0.37% | · | 2.9% | 5.5% | 8.3% | · | 13.7% | |
| EBITDA Margin | 5.0% | 12.1% | · | 2.6% | 3.9% | 14.4% | · | 4.3% | 3.4% | 12.1% | · | 4.0% | 6.0% | 19.4% | · | 14.0% | |
| ROA | 0.35% | -0.01% | · | 0.06% | 0.27% | 0.24% | · | 0.24% | 0.17% | -0.02% | · | 0.51% | 0.57% | 0.96% | · | 1.8% | |
| ROE | 0.61% | -0.02% | · | 0.11% | 0.48% | 0.43% | · | 0.43% | 0.29% | -0.04% | · | 0.86% | 0.93% | 1.5% | · | 3.0% | |
| ROIC | 0.99% | 0.38% | · | 0.38% | 0.72% | 0.70% | · | 0.78% | 0.56% | 0.13% | · | 1.2% | 0.99% | 1.6% | · | 2.9% |
Liquidity & Solvency 3
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.7 | · | 1.3 | 0.9 | 0.9 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | 2.0 | 1.6 | · | 1.6 | |
| Quick Ratio | 0.6 | 0.5 | · | 1.0 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.7 | · | 0.7 | 1.0 | 1.1 | · | 1.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 1.6 | 0.5 | · | 2.1 | 3.9 | 6.3 | · | 18.1 |
Efficiency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.1 | 0.2 | · | 0.2 | |
| Receivables Turnover | 3.3 | 2.9 | · | 2.3 | 2.2 | 2.1 | · | 2.1 | 2.4 | 2.2 | · | 2.1 | 1.8 | 1.9 | · | 2.1 |
Valuation (TTM) 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.73B | $7.46B | · | $7.49B | $7.41B | $7.37B | · | $7.57B | $7.24B | $7.03B | · | $7.11B | $7.05B | $7.32B | · | $7.33B | |
| Net Income TTM | $84M | $71M | · | $103M | $116M | $79M | · | $108M | $141M | $225M | · | $423M | $582M | $727M | · | $829M | |
| Market Cap | $12.67B | $9.36B | · | $6.41B | $7.18B | $7.05B | · | $8.73B | $8.08B | $8.89B | · | $8.09B | $8.96B | $9.11B | · | $7.86B | |
| P/E | 152.7 | 130.9 | · | 61.7 | 61.4 | 88.8 | · | 80.5 | 57.4 | 39.9 | · | 19.2 | 15.5 | 12.7 | · | 9.7 | |
| P/S | 1.6 | 1.3 | · | 0.9 | 1.0 | 1.0 | · | 1.2 | 1.1 | 1.3 | · | 1.1 | 1.3 | 1.2 | · | 1.1 | |
| P/B | 1.8 | 1.3 | · | 0.9 | 1.0 | 1.0 | · | 1.2 | 1.1 | 1.3 | · | 1.1 | 1.3 | 1.3 | · | 1.2 | |
| P / Tangible Book | 11.0 | 7.8 | · | 5.4 | 6.3 | 6.3 | · | 8.6 | 7.0 | 7.8 | · | 6.8 | 5.0 | 5.2 | · | 5.2 | |
| P / Cash Flow | · | 65.6 | · | · | · | 64.4 | · | · | · | 238.5 | · | · | · | 26.4 | · | · | |
| Earnings Yield | 0.65% | 0.76% | · | 1.6% | 1.6% | 1.1% | · | 1.2% | 1.7% | 2.5% | · | 5.2% | 6.5% | 7.9% | · | 10.3% | |
| Payout Ratio | · | -2482.0% | · | · | · | 95.7% | · | · | · | -983.3% | · | · | · | 22.0% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $7.47B | $7.41B | $7.14B | $7.43B | $6.00B |
| Operating Margin % | 2.9% | 3.3% | 4.7% | 14.7% | 16.1% |
| Net Income | $66M | $118M | $217M | $771M | $743M |
| Diluted EPS | $0.41 | $0.73 | $1.34 | $4.73 | $4.45 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.8 | 0.9 | 1.7 | 1.3 |
| Quick Ratio | 0.5 | 0.6 | 0.6 | 1.2 | 1.1 |
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Institutional owners (13F) 683 filers · $8.7B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 185 (+65 vs prior Q) | 43 (-4 vs prior Q) | 204 (+9 vs prior Q) | 164 (+41 vs prior Q) | +6.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $639,157,075 | 8,208,002 | 7.33% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $549,913,346 | 7,061,941 | 6.30% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $502,971,597 | 6,459,119 | 5.77% | Shares |
| STATE STREET CORP | $405,612,293 | 5,208,839 | 4.65% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $354,697,148 | 4,554,991 | 4.07% | Shares |
| FMR LLC | $332,621,898 | 4,271,502 | 3.81% | Shares |
| Slate Path Capital LP | $265,614,570 | 3,411,000 | 3.05% | Shares |
| Hood River Capital Management LLC | $238,145,227 | 3,058,241 | 2.73% | Shares |
| AMERIPRISE FINANCIAL INC | $191,973,307 | 2,465,306 | 2.20% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $183,203,698 | 2,351,923 | 2.10% | Shares |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $173,964,539 | 2,234,038 | 1.99% | Shares |
| MANNING & NAPIER ADVISORS LLC | $173,668,804 | 2,221,397 | 1.99% | Shares |
| NORGES BANK | $167,684,012 | 2,153,384 | 1.92% | Shares |
| PointState Capital LP | $155,348,859 | 1,994,977 | 1.78% | Shares |
| Holocene Advisors, LP | $136,178,822 | 1,748,797 | 1.56% | Shares |
| TWO SIGMA INVESTMENTS, LP | $133,841,866 | 1,718,786 | 1.53% | Shares |
| CITADEL ADVISORS LLC | $133,211,508 | 1,710,691 | 1.53% | Shares |
| Walleye Trading LLC | $114,437,752 | 1,469,600 | 1.31% | Put option |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $109,871,061 | 1,410,955 | 1.26% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $104,644,665 | 1,343,838 | 1.20% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $103,570,760 | 1,330,047 | 1.19% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $100,922,411 | 1,296,046 | 1.16% | Shares |
| ALLIANCEBERNSTEIN L.P. | $99,009,443 | 1,719,511 | 1.14% | Shares |
| Polar Capital Holdings Plc | $86,976,585 | 1,116,946 | 1.00% | Shares |
| AMERICAN CENTURY COMPANIES INC | $84,517,929 | 1,085,372 | 0.97% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $83,105,979 | 1,067,240 | 0.95% | Shares |
| Qube Research & Technologies Ltd | $82,840,208 | 1,063,827 | 0.95% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $79,541,635 | 1,021,467 | 0.91% | Shares |
| Driehaus Capital Management LLC | $78,968,824 | 1,014,111 | 0.91% | Shares |
| Point72 Asset Management, L.P. | $76,428,081 | 981,483 | 0.88% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $66,397,958 | 852,677 | 0.76% | Shares |
| BANK OF AMERICA CORP /DE/ | $66,255,456 | 850,847 | 0.76% | Shares |
| Ensign Peak Advisors, Inc | $64,876,067 | 833,133 | 0.74% | Shares |
| MILLENNIUM MANAGEMENT LLC | $64,860,571 | 832,934 | 0.74% | Shares |
| Caisse de depot et placement du Quebec | $64,092,928 | 823,076 | 0.73% | Shares |
| MACKENZIE FINANCIAL CORP | $56,746,283 | 728,731 | 0.65% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $55,222,445 | 709,162 | 0.63% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $52,447,392 | 673,525 | 0.60% | Shares |
| Alyeska Investment Group, L.P. | $51,466,853 | 660,933 | 0.59% | Shares |
| M.D. Sass, LLC | $47,936,426 | 615,596 | 0.55% | Shares |
| PARK PRESIDIO CAPITAL LLC | $45,553,950 | 585,000 | 0.52% | Shares |
| 12th Street Asset Management Company, LLC | $42,733,895 | 548,785 | 0.49% | Shares |
| Squarepoint Ops LLC | $42,543,885 | 546,345 | 0.49% | Shares |
| DEPRINCE RACE & ZOLLO INC | $42,537,167 | 738,749 | 0.49% | Shares |
| Mediolanum International Funds Ltd | $40,292,877 | 515,386 | 0.46% | Shares |
| GOLDMAN SACHS GROUP INC | $39,639,412 | 509,046 | 0.45% | Shares |
| JANE STREET GROUP, LLC | $34,864,813 | 447,731 | 0.40% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $34,231,652 | 439,600 | 0.39% | Call option |
| FIRST TRUST ADVISORS LP | $33,951,020 | 436,001 | 0.39% | Shares |
| RHUMBLINE ADVISERS | $33,667,046 | 432,350 | 0.39% | Shares |
| 1832 Asset Management L.P. | $32,959,490 | 423,263 | 0.38% | Shares |
| Baird Financial Group, Inc. | $32,847,824 | 421,829 | 0.38% | Shares |
| AustralianSuper Pty Ltd | $31,979,184 | 410,674 | 0.37% | Shares |
| COMMERCE BANK | $30,915,479 | 397,014 | 0.35% | Shares |
| NEXT CENTURY GROWTH INVESTORS LLC | $28,874,896 | 370,809 | 0.33% | Shares |
| Maple Rock Capital Partners Inc. | $28,507,818 | 366,095 | 0.33% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $27,322,870 | 350,878 | 0.31% | Shares |
| Mizuho Markets Cayman LP | $25,697,100 | 330,000 | 0.29% | Shares |
| Swiss National Bank | $24,746,775 | 317,796 | 0.28% | Shares |
| ARISTEIA CAPITAL, L.L.C. | $24,361,630 | 312,850 | 0.28% | Shares |
| California Public Employees Retirement System | $23,982,870 | 307,986 | 0.27% | Shares |
| STRS OHIO | $23,638,918 | 303,569 | 0.27% | Shares |
| Quantinno Capital Management LP | $23,053,624 | 296,052 | 0.26% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $22,804,000 | 292,849 | 0.26% | Shares |
| JANE STREET GROUP, LLC | $22,208,524 | 285,200 | 0.25% | Call option |
| MORGAN STANLEY | $21,636,413 | 277,853 | 0.25% | Shares |
| Ceredex Value Advisors LLC | $21,587,355 | 277,223 | 0.25% | Shares |
| STEADFAST CAPITAL MANAGEMENT LP | $21,150,115 | 271,608 | 0.24% | Shares |
| BlackRock, Inc. | $20,960,969 | 269,179 | 0.24% | Shares |
| Retirement Systems of Alabama | $20,501,614 | 263,280 | 0.24% | Shares |
| MetLife Investment Management, LLC | $19,460,414 | 249,909 | 0.22% | Shares |
| JANE STREET GROUP, LLC | $18,533,060 | 238,000 | 0.21% | Put option |
| STEPHENS INC /AR/ | $18,439,355 | 236,797 | 0.21% | Shares |
| Aristotle Capital Boston, LLC | $18,345,256 | 235,588 | 0.21% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $17,266,271 | 221,732 | 0.20% | Shares |
| BARCLAYS PLC | $17,196,345 | 220,834 | 0.20% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16,999,021 | 218,300 | 0.19% | Put option |
| CITADEL ADVISORS LLC | $16,461,718 | 211,400 | 0.19% | Call option |
| SIB LLC | $16,432,482 | 309,813 | 0.19% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $16,254,662 | 208,741 | 0.19% | Shares |
| WS MANAGEMENT LLLP | $16,052,355 | 206,143 | 0.18% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $15,633,882 | 200,769 | 0.18% | Shares |
| MILLENNIUM MANAGEMENT LLC | $15,628,509 | 200,700 | 0.18% | Call option |
| 4D Advisors, LLC | $15,574,000 | 200,000 | 0.18% | Shares |
| Caption Management, LLC | $15,574,000 | 200,000 | 0.18% | Call option |
| CITADEL ADVISORS LLC | $15,363,751 | 197,300 | 0.18% | Put option |
| Amundi | $15,034,517 | 193,072 | 0.17% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14,261,950 | 183,476 | 0.16% | Shares |
| Mariner, LLC | $14,107,043 | 181,158 | 0.16% | Shares |
| Engineers Gate Manager LP | $13,646,250 | 175,244 | 0.16% | Shares |
| Shellback Capital, LP | $13,627,250 | 175,000 | 0.16% | Shares |
| RAYMOND JAMES FINANCIAL INC | $13,558,083 | 174,112 | 0.16% | Shares |
| Mader & Shannon Wealth Management, Inc. | $13,357,586 | 171,537 | 0.15% | Shares |
| TUDOR INVESTMENT CORP ET AL | $12,513,008 | 160,691 | 0.14% | Shares |
| ALGERT GLOBAL LLC | $12,407,027 | 159,330 | 0.14% | Shares |
| BANK OF NOVA SCOTIA | $12,133,158 | 155,813 | 0.14% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $11,948,217 | 153,438 | 0.14% | Shares |
| PEREGRINE CAPITAL MANAGEMENT LLC | $11,484,968 | 147,489 | 0.13% | Shares |
| Walleye Trading LLC | $11,306,724 | 145,200 | 0.13% | Call option |
| Anomaly Capital Management, LP | $11,282,740 | 144,892 | 0.13% | Shares |
Company insiders 44 insiders · 25 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Richard Stocking | President and CEO | Sept. 8, 2017 D | 44,628 | 0 | 0 | $0 |
| Jerry Moyes | CEO | May 24, 2016 A | — | 0 | 0 | $0 |
| Andrew Hess | CFO | May 31, 2026 M | 13,069 | 0 | 0 | $0 |
| Adam W Miller | CFO | Dec. 15, 2023 A | 132,449 | 0 | 0 | $0 |
| Virginia Henkels | Executive Vice President and Chief Financial Officer | Sept. 8, 2017 D | 12,240 | 0 | 0 | $0 |
| Joseph A. Vitiritto | President | May 31, 2026 A | — | 0 | 0 | $0 |
| Wilburn Douglas Prickett III | Pres/COO AAA Transportation | May 31, 2026 M | 6,145 | 0 | 0 | $0 |
| James L Fitzsimmons | COO Swift Transportation | May 31, 2026 M | 12,718 | 0 | 0 | $0 |
| Kevin Quast | EVP & COO of Knight Trans. Inc | May 31, 2018 M | 76,621 | 0 | 0 | $0 |
| Cary M Flanagan | Exec VP and CAO | July 31, 2026 S | 5,405 | 0 | 1 | $-254,952 |
| Gary J Knight | Vice Chairman | March 12, 2026 M | 2,877 | 0 | 0 | $0 |
| Kevin P Knight | Executive Chairman | March 12, 2026 M | 28,519 | 0 | 6 | $-7,816,153 |
| Todd F. Carlson | General Counsel and Secretary | Jan. 31, 2023 M | 55,122 | 0 | 0 | $0 |
| Wayne Yu | CAO of Knight Trans. Inc. | Aug. 1, 2018 P | 16,524 | 0 | 0 | $0 |
| James E. Updike Jr. | EVP Sales & Mkt, Knight Trans. | May 31, 2018 M | 22,471 | 0 | 0 | $0 |
| Timothy Sean Harrington | Exec Vice Pres Sales | May 26, 2018 M | 2,724 | 0 | 0 | $0 |
| Kenneth C Runnels | EVP Fleet Operations | May 26, 2018 F | 13,720 | 0 | 0 | $0 |
| Timothy W Guin | EVP Sales & Mkt, Swift Trans. | Nov. 9, 2017 A | — | 0 | 0 | $0 |
| Mickey R Dragash | Executive Vice President, General Counsel and Secretary | Sept. 8, 2017 D | 1,648 | 0 | 0 | $0 |
| Brian Patrick Alexander | Executive VP Sales | May 20, 2015 A | 5,745 | 0 | 0 | $0 |
| Steven Richard Van Kirk | Executive VP Intermodal | May 20, 2015 A | 9,746 | 0 | 0 | $0 |
| James Fry | General Counsel & Secretary | Feb. 25, 2015 S | 5,855 | 0 | 0 | $0 |
| Jon Isaacson | EVP Central Refrigerated | May 6, 2014 A | 3,557 | 0 | 0 | $0 |
| Mark William Young | Executive VP Intermodal | Aug. 19, 2011 P | 2,000 | 0 | 0 | $0 |
| Chad E Killebrew | Exec VP of Subsidiary | Dec. 15, 2010 A | — | 0 | 0 | $0 |
| Michael Garnreiter | Director | May 12, 2026 A | 12,318 | 0 | 0 | $0 |
| Kathryn L Munro | Director | May 12, 2026 A | 38,757 | 0 | 0 | $0 |
| Richard H Dozer | Director | June 7, 2018 M | 19,809 | 0 | 0 | $0 |
| Roberta Roberts Shank | Director | May 31, 2018 A | 6,302 | 0 | 0 | $0 |
| Glenn F Brown | Director | May 31, 2018 A | 37,947 | 0 | 0 | $0 |
| Richard J Lehmann | Director | May 31, 2018 A | 20,221 | 0 | 0 | $0 |
| Richard C Kraemer | Director | May 31, 2018 A | 14,765 | 0 | 0 | $0 |
| Jose A Cardenas | Director | Sept. 8, 2017 D | 8,996 | 0 | 0 | $0 |
| RILEY WILLIAM F III | Director | Sept. 8, 2017 D | 14,722 | 0 | 0 | $0 |
| POST WILLIAM J | Director | Feb. 22, 2013 A | 7,875 | 0 | 0 | $0 |
| Reid Dove | — | Aug. 13, 2026 S | 0 | 0 | 3 | $-15,813,376 |
| Ploeg David Vander | — | Aug. 12, 2026 S | 30,252 | 0 | 1 | $-115,126 |
| Michael K Liu | — | Feb. 4, 2026 S | 0 | 0 | 2 | $-224,123 |
| Robert E Synowicki JR | — | Aug. 12, 2025 M | 19,853 | 0 | 0 | $0 |
| Michelle K Lewis | — | July 31, 2025 M | 3,611 | 0 | 0 | $0 |
| David A Jackson | — | Dec. 15, 2023 A | 223,119 | 0 | 0 | $0 |
| Lyndee Moyes Nester | — | May 21, 2018 J | 18,873,395 | 0 | 0 | $0 |
| Michael Moyes | — | May 21, 2018 J | 18,873,395 | 0 | 0 | $0 |
| Rodney Sartor | — | Feb. 26, 2016 S | 10,825 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Jerry Moyes, Vickie Moyes, Jerry and Vickie Moyes Family Trust Dated 12/11/87, Cactus Holding Company II, LLC (, M Capital Group Investors, LLC (, Cactus Holding Company, LLC (, M Capital Group Investors II, LLC (, Michael Moyes, LynDee Moyes Nester, M Six Investors, LLC (, M Dynasty Capital, LLC ( ×25 filings | March 11, 2022 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 92 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| DRES · GMO ETF Trust | 2.96% | 14,208 NS | May 31, 2026 | N-PORT |
| SUPL · ProShares Trust | 2.20% | 673 NS | May 31, 2026 | N-PORT |
| TPOR · Direxion Shares ETF Trust | 1.07% | 2,981 NS | April 30, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.72% | 77,855 NS | April 30, 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0.71% | 1,682 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.71% | 819,788 NS | April 30, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.68% | 3,994 NS | April 30, 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0.67% | 4,636 NS | May 31, 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0.56% | 13,737 NS | April 30, 2026 | N-PORT |
| SHPP · Pacer Funds Trust | 0.51% | 156 NS | April 30, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.49% | 218 NS | May 29, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.48% | 1,015,797 NS | April 30, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.43% | 20,957 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.33% | 33,065 NS | May 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.31% | 18,626 NS | April 30, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.28% | 26,428 NS | April 30, 2026 | N-PORT |
| MVV · ProShares Trust | 0.27% | 5,610 NS | May 31, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.23% | 438,637 NS | May 31, 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.22% | 77,840 NS | April 30, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.21% | 2,688 NS | April 30, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 63,625 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.20% | 426,362 NS | April 30, 2026 | N-PORT |
| UMDD · ProShares Trust | 0.19% | 783 NS | May 31, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.16% | 5,271 NS | April 30, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.15% | 31,527 NS | April 30, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.15% | 48,210 NS | April 30, 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.14% | 7,476 NS | May 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.09% | 5,387 NS | April 30, 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.07% | 2,406 NS | May 29, 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0.06% | 208,528 NS | May 31, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.06% | 9,977 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.06% | 25,903 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.06% | 125,233 NS | April 30, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 347,906 NS | April 30, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.05% | 1,017 NS | April 30, 2026 | N-PORT |
| SCHV · SCHWAB STRATEGIC TRUST | 0.04% | 81,343 NS | May 31, 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0.03% | 1,896 NS | May 31, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.03% | 1,962 NS | May 31, 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.03% | 4,769 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.02% | 41,147 NS | May 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.02% | 37,140 NS | April 30, 2026 | N-PORT |
| SCHX · SCHWAB STRATEGIC TRUST | 0.02% | 170,673 NS | May 31, 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.02% | 12,984 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 5,390 NS | April 30, 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0.02% | 5,382 NS | May 31, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.02% | 95,881 NS | May 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.02% | 49,383 NS | April 30, 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 6,113 NS | May 31, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.01% | 585 NS | May 31, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.00% | 2,114 NS | April 30, 2026 | N-PORT |