NYSEIndustrialsTruckingSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Cargo Ground Transportation is in contraction. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
Knight-Swift Transportation Holdings Inc. (KNX) aims to drive revenue growth and margin improvement. The latest earnings report showed a 12.6% year-over-year revenue increase and a significant earnings beat. It trades at 52× P/E, which is more than double the 24× peer median. This suggests the price reflects less growth than expected. If KNX cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 4% above where it trades. Our read remains intact.
Trailing returns as of 2026-07-31. KNX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering KNX (as of Jul 2026).
Based on 11 Wall Street analysts offering 12-month price targets for KNX in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Cargo Ground Transportation — fair value, gap to price, and forward P/E.
Advances: Drive revenue growth and margin improvement across segments
Surge in truckload margins supports revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $69.53
The last 12 months of price, then the range of analyst 12-month targets from today’s $69.53.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth and margin improvement across segments
Projected EPS growth indicates strong revenue and margin improvement.
Advances: Improve operating income and cost efficiency
Earnings call details on cost efficiency improvements.
Advances: Drive revenue growth and margin improvement across segments
Regulatory cleanup supports revenue growth and margin improvement.
Improvement in TL fundamentals supports operating income goals.
Retirement of founder may impact strategic direction.
