vs
Side-by-side financial comparison of Knight-Swift Transportation Holdings Inc. (KNX) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Workday, Inc. is the larger business by last-quarter revenue ($2.4B vs $1.9B, roughly 1.3× Knight-Swift Transportation Holdings Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 0.0%, a 10.4% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 1.4%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $56.9M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
KNX vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.4B |
| Net Profit | $96.0K | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 1.5% | 10.6% |
| Net Margin | 0.0% | 10.4% |
| Revenue YoY | 1.4% | 12.6% |
| Net Profit YoY | -76.6% | 30.6% |
| EPS (diluted) | $-0.01 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $1.9B | $2.3B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.9B | $2.2B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | $1.8B | $2.0B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $252.0M | ||
| Q3 25 | $7.9M | $228.0M | ||
| Q2 25 | $34.2M | $68.0M | ||
| Q1 25 | $30.6M | $94.0M | ||
| Q4 24 | $69.5M | $193.0M | ||
| Q3 24 | $30.5M | $132.0M | ||
| Q2 24 | $20.3M | $107.0M |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 10.6% | ||
| Q3 25 | 2.6% | 10.6% | ||
| Q2 25 | 3.9% | 1.7% | ||
| Q1 25 | 3.7% | 3.4% | ||
| Q4 24 | 4.2% | 7.6% | ||
| Q3 24 | 4.3% | 5.3% | ||
| Q2 24 | 3.4% | 3.2% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 10.4% | ||
| Q3 25 | 0.4% | 9.7% | ||
| Q2 25 | 1.8% | 3.0% | ||
| Q1 25 | 1.7% | 4.3% | ||
| Q4 24 | 3.7% | 8.9% | ||
| Q3 24 | 1.6% | 6.3% | ||
| Q2 24 | 1.1% | 5.4% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $0.94 | ||
| Q3 25 | $0.05 | $0.84 | ||
| Q2 25 | $0.21 | $0.25 | ||
| Q1 25 | $0.19 | $0.34 | ||
| Q4 24 | $0.43 | $0.72 | ||
| Q3 24 | $0.19 | $0.49 | ||
| Q2 24 | $0.13 | $0.40 |
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 | $6.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $7.1B | $8.9B |
| Total Assets | $11.9B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $6.8B | ||
| Q3 25 | $192.7M | $8.2B | ||
| Q2 25 | $216.3M | $8.0B | ||
| Q1 25 | $209.5M | $8.0B | ||
| Q4 24 | $218.3M | $7.2B | ||
| Q3 24 | $166.3M | $7.4B | ||
| Q2 24 | $186.5M | $7.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | $3.0B |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $8.9B | ||
| Q3 25 | $7.1B | $9.2B | ||
| Q2 25 | $7.1B | $8.9B | ||
| Q1 25 | $7.1B | $9.0B | ||
| Q4 24 | $7.1B | $8.6B | ||
| Q3 24 | $7.1B | $8.3B | ||
| Q2 24 | $7.1B | $8.2B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $17.8B | ||
| Q3 25 | $12.6B | $18.0B | ||
| Q2 25 | $12.5B | $17.2B | ||
| Q1 25 | $12.6B | $18.0B | ||
| Q4 24 | $12.7B | $16.4B | ||
| Q3 24 | $12.8B | $16.2B | ||
| Q2 24 | $12.6B | $15.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | — | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.23× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $56.9M | $550.0M |
| FCF MarginFCF / Revenue | 3.1% | 22.6% |
| Capex IntensityCapex / Revenue | 4.6% | 1.6% |
| Cash ConversionOCF / Net Profit | 1484.79× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $588.0M | ||
| Q3 25 | $217.5M | $616.0M | ||
| Q2 25 | $216.5M | $457.0M | ||
| Q1 25 | $109.4M | $1.1B | ||
| Q4 24 | $274.3M | $406.0M | ||
| Q3 24 | $214.0M | $571.0M | ||
| Q2 24 | $273.4M | $372.0M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.1% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 2.33× | ||
| Q3 25 | 27.67× | 2.70× | ||
| Q2 25 | 6.32× | 6.72× | ||
| Q1 25 | 3.57× | 11.83× | ||
| Q4 24 | 3.95× | 2.10× | ||
| Q3 24 | 7.03× | 4.33× | ||
| Q2 24 | 13.47× | 3.48× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
