The ACCE composite score for KNX (Knight-Swift Transportation Holdings Inc.) moved from 52 to 64, a delta of +12 points. That is a meaningful single-step move for a large-cap industrial name, and the score breakdown tells you where the conviction is coming from.
The standout figure is a Momentum subscore of 97/100. Over the past year, KNX has returned +61.1%, which is the kind of price action that pushes a momentum reading to near the top of the scale. When a score jumps this sharply, a momentum subscore at that level is almost always a primary driver.
The Growth subscore sits at 68/100, supported by real operating progress. Year-over-year revenue is up 12.6% and year-over-year earnings are up 23.8%. Earnings growth outpacing revenue growth suggests the company is pulling more to the bottom line on each incremental dollar of sales. The most recent quarter (Q3 FY2026) also came in ahead of estimates, though the beat was narrow at +0.3%.
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The FCF yield of 6.5% is worth flagging. For a transportation and logistics business that carries meaningful capital requirements, generating that level of free cash flow relative to market value is a quality signal. Earnings quality is rated strong in the data.
What it means
The score move is real, but the breakdown also shows where caution is warranted. The Value subscore is 46/100 and the Quality subscore is 43/100. A trailing P/E of 268.5 is elevated by any standard, though the forward P/E of 35.8 implies the market is pricing in a significant earnings recovery ahead. ROE and net margin are both sitting at 0.6%, which are thin readings and explain why the Quality subscore has not kept pace with Momentum.
The six-model fair value estimate comes in at $82.86, which represents 12.9% upside to the current price of $73.37. The analyst consensus target of $88.47 points in the same direction. Both figures suggest the market has not fully priced in the earnings trajectory, but the gap is not dramatic.
A score of 64/100 moves KNX into solidly positive composite territory. The story here is a freight carrier catching a cyclical tailwind, with momentum and growth subscores doing the heavy lifting while value and quality metrics lag. Investors watching the trucking sector will want to track whether the earnings recovery continues to close the gap on those weaker subscores over the next few quarters.
For the current price and updated score, visit acceinvestments.com/stocks/KNX.
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