Industry Revenues:

• Truckload Services: approx. 60%
• Logistics and Intermodal: approx. 25%
• Less-than-Truckload (LTL): approx. 15%

TOP 3 Markets:

1. USA: approx. 75%
2. Canada: approx. 15%
3. Mexico: approx. 10%

Knight-Swift Transportation Holdings Inc. generates the majority of its revenues from the Truckload Services sector, followed by logistics and intermodal services, as well as the LTL segment. The U.S. market is the dominant market for the company, attributed to its strong presence and extensive network within the USA. Canada and Mexico are also significant markets served through cross-border services.

Production Sites: Not applicable

Knight-Swift Transportation Holdings Inc. is a leading company in the field of transport and logistics and does not produce physical products. Instead, the company offers services in the areas of truck transportation, logistics, and intermodal transportation.

Knight-Swift's services are offered throughout the United States, with the company having an extensive network of terminals and operating facilities. These locations are used for the management and coordination of the transport fleet as well as to support logistics services.

Revenue Growth: Estimated 8-10% (2025) Profit Growth: Estimated 7-9% (2025)

Knight-Swift Transportation Holdings Inc. pursues a growth strategy focusing on diversification and expansion into new markets. The company is increasing its investments in technology to enhance the efficiency of its transportation and logistics solutions. This includes the use of telematics and advanced data analytics to optimize supply chains.

Another key focus is on strategic acquisitions to expand the service portfolio and increase geographical reach. In recent years, Knight-Swift has acquired several smaller transportation companies to strengthen its market presence.

Additionally, the company is prioritizing sustainability by investing in low-emission vehicle fleets and implementing initiatives to reduce its carbon footprint. These measures are intended not only to reduce operating costs but also to position the company as an environmentally conscious market leader.

Commodities/Materials: Diesel, Vehicle parts, Tires

Countries of origin: USA, Canada, Mexico, China

Knight-Swift Transportation Holdings Inc., as one of the largest transportation companies in the USA, heavily relies on the import of diesel and vehicle parts to operate and maintain its fleet. Diesel is mainly sourced from the USA and Canada, as these countries have extensive refinery capacities.

Vehicle parts and tires are imported from both North America and Asian countries like China, known for their cost-effective production. Mexico also plays a role, especially in the delivery of vehicle parts, due to the proximity and trade agreements between the USA and Mexico.

These imports are crucial for the continuous operation and efficiency of Knight-Swift's fleet.

Market Share: 10% (estimated, 2025)
Fleet Size: Over 18,000 trucks (2025)
Operating Margin: 8.5% (2024)

Knight-Swift Transportation Holdings Inc. is one of the largest providers in the truck transportation services sector in the USA. The company's competitive advantage lies in its extensive fleet and its ability to operate cost-effectively through economies of scale.

Another advantage is the company's diversification into various transportation and logistics services, making it less vulnerable to market fluctuations. The operating margin of 8.5% shows that Knight-Swift operates more efficiently than many of its smaller competitors.

Additionally, the company continuously invests in technology and infrastructure to increase efficiency and improve customer service. This strengthens its position in the market and provides a sustainable competitive advantage over other providers.

Institutional Investor Share: approx. 85% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in recent months (estimated for 2025)

The institutional investor share at Knight-Swift Transportation Holdings Inc. has traditionally been high, as the company is considered one of the largest providers in the transportation and logistics industry, making it attractive to institutional investors.

Regarding insider transactions, there have been no significant buys or sells in recent months, indicating a stable confidence by management in the company's future development. This information is based on the latest available reports and market analyses.

Market share of Knight-Swift Transportation Holdings Inc.: 10% (estimated, 2025)

Top competitors and their market shares:

1. J.B. Hunt Transport Services Inc.: 12%
2. Schneider National Inc.: 8%
3. Werner Enterprises Inc.: 7%
4. Old Dominion Freight Line Inc.: 6%
5. XPO Logistics Inc.: 5%
6. Landstar System Inc.: 4%
7. C.H. Robinson Worldwide Inc.: 3%
8. Ryder System Inc.: 3%
9. Hub Group Inc.: 2%
10. Marten Transport Ltd.: 2%

Moat of Knight-Swift:

Knight-Swift Transportation Holdings Inc. has a moderate moat, mainly supported by its size and operational efficiency. The company benefits from a broad fleet and an extensive network, allowing it to operate cost-effectively and provide high-quality service.

Compared to its competitors, Knight-Swift has an advantage in scale efficiency, leading to competitive pricing. However, the moat is not as pronounced as some specialized niche providers with unique services or technologies.

Some competitors, like J.B. Hunt, may have a stronger moat through specialized intermodal transport solutions and technological innovations that help them stand out in specific market segments. Therefore, competition in the industry is intense, and Knight-Swift's moat could be strengthened through continuous investments in technology and service expansions.

Revenue Growth: 8.2% (2024)
Profit Growth: 6.5% (2024)
Market Share in the US Transport Sector: 9% (2024)

Knight-Swift Transportation Holdings Inc. recorded a revenue growth of 8.2% in 2024, attributed to strong demand in the transport sector and efficient operational processes. The company expanded its market share through strategic acquisitions and investments in technology for fleet optimization.

The profit growth of 6.5% in 2024 demonstrates Knight-Swift's ability to effectively manage costs while increasing profitability. This is supported by improved operational efficiency and a strong presence in the US market.

The long-term outlook for Knight-Swift is positive, as the company is expected to benefit from sustained demand for transport services and the digitization of the logistics industry. Investments in sustainable technologies and service expansion could provide additional growth opportunities.

Dividend Yield: 1.1% (2025, estimated)
Dividend History: Continuous payout over the last 5 years

Knight-Swift Transportation Holdings Inc. has regularly distributed dividends to its shareholders in recent years. The dividend yield is currently around 1.1%, which can be considered moderate compared to other companies in the transportation industry.

The company has a solid financial foundation and demonstrates a reliable dividend policy. The continuous payout over the past years indicates that Knight-Swift aims to provide its shareholders with stable returns. Analysts expect that the company will continue its dividend policy in the future, unless significant economic challenges arise.