vs
Side-by-side financial comparison of Knight-Swift Transportation Holdings Inc. (KNX) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.9B, roughly 1.2× Knight-Swift Transportation Holdings Inc.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 0.0%, a 23.5% gap on every dollar of revenue. On growth, Knight-Swift Transportation Holdings Inc. posted the faster year-over-year revenue change (1.4% vs -36.8%). Over the past eight quarters, Knight-Swift Transportation Holdings Inc.'s revenue compounded faster (0.1% CAGR vs -11.9%).
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.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
KNX vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $96.0K | $515.8M |
| Gross Margin | — | — |
| Operating Margin | 1.5% | — |
| Net Margin | 0.0% | 23.5% |
| Revenue YoY | 1.4% | -36.8% |
| Net Profit YoY | -76.6% | 72.6% |
| EPS (diluted) | $-0.01 | $6.57 |
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 | $2.2B | ||
| Q4 25 | $1.9B | $3.0B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $1.9B | $4.0B | ||
| Q2 24 | $1.8B | $2.8B |
| Q1 26 | $96.0K | $515.8M | ||
| Q4 25 | $-6.8M | $760.5M | ||
| Q3 25 | $7.9M | $916.5M | ||
| Q2 25 | $34.2M | $835.4M | ||
| Q1 25 | $30.6M | $170.0M | ||
| Q4 24 | $69.5M | $-189.7M | ||
| Q3 24 | $30.5M | $1.2B | ||
| Q2 24 | $20.3M | $503.9M |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 42.5% | ||
| Q3 25 | 2.6% | 46.3% | ||
| Q2 25 | 3.9% | 41.8% | ||
| Q1 25 | 3.7% | -2.0% | ||
| Q4 24 | 4.2% | -3.6% | ||
| Q3 24 | 4.3% | 43.7% | ||
| Q2 24 | 3.4% | 25.0% |
| Q1 26 | 0.0% | 23.5% | ||
| Q4 25 | -0.4% | 25.6% | ||
| Q3 25 | 0.4% | 28.7% | ||
| Q2 25 | 1.8% | 26.1% | ||
| Q1 25 | 1.7% | 4.9% | ||
| Q4 24 | 3.7% | -8.3% | ||
| Q3 24 | 1.6% | 29.8% | ||
| Q2 24 | 1.1% | 17.8% |
| Q1 26 | $-0.01 | $6.57 | ||
| Q4 25 | $-0.04 | $16.16 | ||
| Q3 25 | $0.05 | $19.40 | ||
| Q2 25 | $0.21 | $17.20 | ||
| Q1 25 | $0.19 | $3.27 | ||
| Q4 24 | $0.43 | $-3.76 | ||
| Q3 24 | $0.19 | $22.62 | ||
| Q2 24 | $0.13 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $7.1B | $4.3B |
| Total Assets | $11.9B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.8M | $1.6B | ||
| Q4 25 | $220.4M | $1.7B | ||
| Q3 25 | $192.7M | $1.7B | ||
| Q2 25 | $216.3M | $1.4B | ||
| Q1 25 | $209.5M | $1.6B | ||
| Q4 24 | $218.3M | $1.7B | ||
| Q3 24 | $166.3M | $1.6B | ||
| Q2 24 | $186.5M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $2.3B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.8B | $2.3B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.9B | $1.9B | ||
| Q2 24 | $1.6B | $2.0B |
| Q1 26 | $7.1B | $4.3B | ||
| Q4 25 | $7.1B | $11.6B | ||
| Q3 25 | $7.1B | $11.5B | ||
| Q2 25 | $7.1B | $10.8B | ||
| Q1 25 | $7.1B | $10.3B | ||
| Q4 24 | $7.1B | $10.6B | ||
| Q3 24 | $7.1B | $11.2B | ||
| Q2 24 | $7.1B | $10.2B |
| Q1 26 | $11.9B | $53.7B | ||
| Q4 25 | $12.0B | $53.8B | ||
| Q3 25 | $12.6B | $54.5B | ||
| Q2 25 | $12.5B | $54.7B | ||
| Q1 25 | $12.6B | $53.6B | ||
| Q4 24 | $12.7B | $50.7B | ||
| Q3 24 | $12.8B | $52.8B | ||
| Q2 24 | $12.6B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 0.20× | ||
| Q3 25 | 0.26× | 0.19× | ||
| Q2 25 | 0.26× | 0.21× | ||
| Q1 25 | 0.26× | 0.27× | ||
| Q4 24 | 0.26× | 0.18× | ||
| Q3 24 | 0.26× | 0.17× | ||
| Q2 24 | 0.23× | 0.19× |
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 | — |
| Free Cash FlowOCF − Capex | $56.9M | — |
| FCF MarginFCF / Revenue | 3.1% | — |
| Capex IntensityCapex / Revenue | 4.6% | — |
| Cash ConversionOCF / Net Profit | 1484.79× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $483.0M | ||
| Q3 25 | $217.5M | $1.6B | ||
| Q2 25 | $216.5M | $1.5B | ||
| Q1 25 | $109.4M | $157.8M | ||
| Q4 24 | $274.3M | $778.9M | ||
| Q3 24 | $214.0M | $1.5B | ||
| Q2 24 | $273.4M | $1.2B |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 27.67× | 1.73× | ||
| Q2 25 | 6.32× | 1.76× | ||
| Q1 25 | 3.57× | 0.93× | ||
| Q4 24 | 3.95× | — | ||
| Q3 24 | 7.03× | 1.26× | ||
| Q2 24 | 13.47× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
