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Side-by-side financial comparison of Knight-Swift Transportation Holdings Inc. (KNX) and Roblox Corp (RBLX). Click either name above to swap in a different company.
Knight-Swift Transportation Holdings Inc. is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.3× Roblox Corp). Knight-Swift Transportation Holdings Inc. runs the higher net margin — 0.0% vs -22.3%, a 22.3% gap on every dollar of revenue. On growth, Roblox Corp posted the faster year-over-year revenue change (43.2% vs 1.4%). Roblox Corp produced more free cash flow last quarter ($308.6M vs $56.9M). Over the past eight quarters, Roblox Corp's revenue compounded faster (32.9% CAGR vs 0.1%).
Swift Transportation is an American truckload motor shipping carrier based in Phoenix, Arizona. In 2017, Swift merged with Knight Transportation, also of Phoenix, forming Knight-Swift.
Roblox Corporation is an American video game developer based in San Mateo, California. Founded in 2004 by David Baszucki and Erik Cassel, the company is the developer of Roblox, a game platform, which was released in 2006. As of December 31, 2024, the company employs over 2,400 people.
KNX vs RBLX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.4B |
| Net Profit | $96.0K | $-316.0M |
| Gross Margin | — | 77.7% |
| Operating Margin | 1.5% | -25.3% |
| Net Margin | 0.0% | -22.3% |
| Revenue YoY | 1.4% | 43.2% |
| Net Profit YoY | -76.6% | -43.9% |
| EPS (diluted) | $-0.01 | $-0.44 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.4B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.9B | $988.2M | ||
| Q3 24 | $1.9B | $919.0M | ||
| Q2 24 | $1.8B | $893.5M |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $-316.0M | ||
| Q3 25 | $7.9M | $-255.6M | ||
| Q2 25 | $34.2M | $-278.4M | ||
| Q1 25 | $30.6M | $-215.1M | ||
| Q4 24 | $69.5M | $-219.6M | ||
| Q3 24 | $30.5M | $-239.3M | ||
| Q2 24 | $20.3M | $-205.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | -25.3% | ||
| Q3 25 | 2.6% | -21.8% | ||
| Q2 25 | 3.9% | -29.8% | ||
| Q1 25 | 3.7% | -24.6% | ||
| Q4 24 | 4.2% | -24.7% | ||
| Q3 24 | 4.3% | -30.4% | ||
| Q2 24 | 3.4% | -26.6% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | -22.3% | ||
| Q3 25 | 0.4% | -18.8% | ||
| Q2 25 | 1.8% | -25.8% | ||
| Q1 25 | 1.7% | -20.8% | ||
| Q4 24 | 3.7% | -22.2% | ||
| Q3 24 | 1.6% | -26.0% | ||
| Q2 24 | 1.1% | -23.0% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $-0.44 | ||
| Q3 25 | $0.05 | $-0.37 | ||
| Q2 25 | $0.21 | $-0.41 | ||
| Q1 25 | $0.19 | $-0.32 | ||
| Q4 24 | $0.43 | $-0.32 | ||
| Q3 24 | $0.19 | $-0.37 | ||
| Q2 24 | $0.13 | $-0.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $222.8M | $3.1B |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $7.1B | $394.5M |
| Total Assets | $11.9B | $9.6B |
| Debt / EquityLower = less leverage | — | 2.98× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $3.1B | ||
| Q3 25 | $192.7M | $2.9B | ||
| Q2 25 | $216.3M | $2.6B | ||
| Q1 25 | $209.5M | $2.7B | ||
| Q4 24 | $218.3M | $2.4B | ||
| Q3 24 | $166.3M | $2.3B | ||
| Q2 24 | $186.5M | $2.4B |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | — |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $394.5M | ||
| Q3 25 | $7.1B | $407.6M | ||
| Q2 25 | $7.1B | $353.2M | ||
| Q1 25 | $7.1B | $310.7M | ||
| Q4 24 | $7.1B | $221.4M | ||
| Q3 24 | $7.1B | $189.9M | ||
| Q2 24 | $7.1B | $121.5M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $9.6B | ||
| Q3 25 | $12.6B | $8.6B | ||
| Q2 25 | $12.5B | $7.8B | ||
| Q1 25 | $12.6B | $7.5B | ||
| Q4 24 | $12.7B | $7.2B | ||
| Q3 24 | $12.8B | $6.7B | ||
| Q2 24 | $12.6B | $6.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 2.98× | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 0.26× | 5.48× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.23× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $142.5M | $607.0M |
| Free Cash FlowOCF − Capex | $56.9M | $308.6M |
| FCF MarginFCF / Revenue | 3.1% | 21.8% |
| Capex IntensityCapex / Revenue | 4.6% | 21.1% |
| Cash ConversionOCF / Net Profit | 1484.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $607.0M | ||
| Q3 25 | $217.5M | $546.2M | ||
| Q2 25 | $216.5M | $199.3M | ||
| Q1 25 | $109.4M | $443.9M | ||
| Q4 24 | $274.3M | $184.5M | ||
| Q3 24 | $214.0M | $247.4M | ||
| Q2 24 | $273.4M | $151.4M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $308.6M | ||
| Q3 25 | — | $443.6M | ||
| Q2 25 | — | $176.7M | ||
| Q1 25 | — | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | — | $111.7M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 21.8% | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 16.3% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 12.5% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.4% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 27.67× | — | ||
| Q2 25 | 6.32× | — | ||
| Q1 25 | 3.57× | — | ||
| Q4 24 | 3.95× | — | ||
| Q3 24 | 7.03× | — | ||
| Q2 24 | 13.47× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
RBLX
Segment breakdown not available.
