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Side-by-side financial comparison of Knight-Swift Transportation Holdings Inc. (KNX) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Williams-Sonoma, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.9B, roughly 1.0× Knight-Swift Transportation Holdings Inc.). Williams-Sonoma, Inc. runs the higher net margin — 12.8% vs 0.0%, a 12.8% gap on every dollar of revenue. On growth, Williams-Sonoma, Inc. posted the faster year-over-year revenue change (4.6% vs 1.4%). Williams-Sonoma, Inc. produced more free cash flow last quarter ($248.1M vs $56.9M). Over the past eight quarters, Knight-Swift Transportation Holdings Inc.'s revenue compounded faster (0.1% CAGR vs -9.1%).
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.
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
KNX vs WSM — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.9B |
| Net Profit | $96.0K | $241.6M |
| Gross Margin | — | 46.1% |
| Operating Margin | 1.5% | 17.0% |
| Net Margin | 0.0% | 12.8% |
| Revenue YoY | 1.4% | 4.6% |
| Net Profit YoY | -76.6% | -3.0% |
| EPS (diluted) | $-0.01 | $1.96 |
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 | $1.9B | ||
| Q3 25 | $1.9B | $1.8B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.8B | $2.5B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | $1.8B | $1.7B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $241.6M | ||
| Q3 25 | $7.9M | $247.6M | ||
| Q2 25 | $34.2M | $231.3M | ||
| Q1 25 | $30.6M | $384.9M | ||
| Q4 24 | $69.5M | $249.0M | ||
| Q3 24 | $30.5M | $225.7M | ||
| Q2 24 | $20.3M | $265.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 46.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 44.3% | ||
| Q1 25 | — | 45.2% | ||
| Q4 24 | — | 46.7% | ||
| Q3 24 | — | 46.2% | ||
| Q2 24 | — | 48.3% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 17.0% | ||
| Q3 25 | 2.6% | 17.9% | ||
| Q2 25 | 3.9% | 16.8% | ||
| Q1 25 | 3.7% | 20.1% | ||
| Q4 24 | 4.2% | 17.8% | ||
| Q3 24 | 4.3% | 16.2% | ||
| Q2 24 | 3.4% | 19.5% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 12.8% | ||
| Q3 25 | 0.4% | 13.5% | ||
| Q2 25 | 1.8% | 13.4% | ||
| Q1 25 | 1.7% | 15.6% | ||
| Q4 24 | 3.7% | 13.8% | ||
| Q3 24 | 1.6% | 12.6% | ||
| Q2 24 | 1.1% | 16.0% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $1.96 | ||
| Q3 25 | $0.05 | $2.00 | ||
| Q2 25 | $0.21 | $1.85 | ||
| Q1 25 | $0.19 | $1.02 | ||
| Q4 24 | $0.43 | $1.96 | ||
| Q3 24 | $0.19 | $1.74 | ||
| Q2 24 | $0.13 | $4.07 |
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 | $884.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $7.1B | $2.1B |
| Total Assets | $11.9B | $5.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $884.7M | ||
| Q3 25 | $192.7M | $985.8M | ||
| Q2 25 | $216.3M | $1.0B | ||
| Q1 25 | $209.5M | $1.2B | ||
| Q4 24 | $218.3M | $826.8M | ||
| Q3 24 | $166.3M | $1.3B | ||
| Q2 24 | $186.5M | $1.3B |
| 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 | — |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $2.1B | ||
| Q3 25 | $7.1B | $2.1B | ||
| Q2 25 | $7.1B | $2.2B | ||
| Q1 25 | $7.1B | $2.1B | ||
| Q4 24 | $7.1B | $1.9B | ||
| Q3 24 | $7.1B | $2.3B | ||
| Q2 24 | $7.1B | $2.2B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $5.3B | ||
| Q3 25 | $12.6B | $5.2B | ||
| Q2 25 | $12.5B | $5.2B | ||
| Q1 25 | $12.6B | $5.3B | ||
| Q4 24 | $12.7B | $5.0B | ||
| Q3 24 | $12.8B | $5.2B | ||
| Q2 24 | $12.6B | $5.2B |
| 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× | — |
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 | $316.3M |
| Free Cash FlowOCF − Capex | $56.9M | $248.1M |
| FCF MarginFCF / Revenue | 3.1% | 13.2% |
| Capex IntensityCapex / Revenue | 4.6% | 3.6% |
| Cash ConversionOCF / Net Profit | 1484.79× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $316.3M | ||
| Q3 25 | $217.5M | $282.7M | ||
| Q2 25 | $216.5M | $118.9M | ||
| Q1 25 | $109.4M | $633.5M | ||
| Q4 24 | $274.3M | $253.5M | ||
| Q3 24 | $214.0M | $246.5M | ||
| Q2 24 | $273.4M | $226.8M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $248.1M | ||
| Q3 25 | — | $230.7M | ||
| Q2 25 | — | $60.7M | ||
| Q1 25 | — | $566.3M | ||
| Q4 24 | — | $170.1M | ||
| Q3 24 | — | $215.1M | ||
| Q2 24 | — | $187.3M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 11.3% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 3.6% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.4% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 1.31× | ||
| Q3 25 | 27.67× | 1.14× | ||
| Q2 25 | 6.32× | 0.51× | ||
| Q1 25 | 3.57× | 1.65× | ||
| Q4 24 | 3.95× | 1.02× | ||
| Q3 24 | 7.03× | 1.09× | ||
| Q2 24 | 13.47× | 0.85× |
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% |
WSM
Segment breakdown not available.
