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Knight-Swift Transportation Holdings Inc.（KNX）与Lumen Technologies, Inc.（LUMN）财务数据对比。点击上方公司名可切换其他公司
Lumen Technologies, Inc.的季度营收约是Knight-Swift Transportation Holdings Inc.的1.5倍（$2.7B vs $1.9B），Knight-Swift Transportation Holdings Inc.净利率更高（0.0% vs -0.1%，领先0.1%），Knight-Swift Transportation Holdings Inc.同比增速更快（1.4% vs -11.0%），Knight-Swift Transportation Holdings Inc.自由现金流更多（$56.9M vs $-1.1B），过去两年Knight-Swift Transportation Holdings Inc.的营收复合增速更高（0.1% vs -5.3%）
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
Lumen Technologies是总部位于美国路易斯安那州门罗市的电信企业，依托自有光纤、铜线网络、数据中心及云计算资源，为客户提供网络、安全、云、语音及各类托管通信服务，2023年3月起纳入标普600指数，此前曾为标普500指数成分股。
KNX vs LUMN — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.7B |
| 净利润 | $96.0K | $-2.0M |
| 毛利率 | — | 40.7% |
| 营业利润率 | 1.5% | -7.3% |
| 净利率 | 0.0% | -0.1% |
| 营收同比 | 1.4% | -11.0% |
| 净利润同比 | -76.6% | -102.4% |
| 每股收益（稀释后） | $-0.01 | $-0.01 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $2.7B | ||
| Q3 25 | $1.9B | $2.8B | ||
| Q2 25 | $1.9B | $2.9B | ||
| Q1 25 | $1.8B | $2.9B | ||
| Q4 24 | $1.9B | $3.1B | ||
| Q3 24 | $1.9B | $3.0B | ||
| Q2 24 | $1.8B | $3.0B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $-2.0M | ||
| Q3 25 | $7.9M | $-621.0M | ||
| Q2 25 | $34.2M | $-915.0M | ||
| Q1 25 | $30.6M | $-201.0M | ||
| Q4 24 | $69.5M | $85.0M | ||
| Q3 24 | $30.5M | $-148.0M | ||
| Q2 24 | $20.3M | $-49.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | 39.4% | ||
| Q2 25 | — | 43.4% | ||
| Q1 25 | — | 42.0% | ||
| Q4 24 | — | 44.7% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | — | 45.2% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | -7.3% | ||
| Q3 25 | 2.6% | -4.1% | ||
| Q2 25 | 3.9% | -21.0% | ||
| Q1 25 | 3.7% | 3.7% | ||
| Q4 24 | 4.2% | 5.0% | ||
| Q3 24 | 4.3% | 4.2% | ||
| Q2 24 | 3.4% | 4.5% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | -0.1% | ||
| Q3 25 | 0.4% | -22.1% | ||
| Q2 25 | 1.8% | -31.9% | ||
| Q1 25 | 1.7% | -6.9% | ||
| Q4 24 | 3.7% | 2.8% | ||
| Q3 24 | 1.6% | -5.0% | ||
| Q2 24 | 1.1% | -1.6% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $-0.01 | ||
| Q3 25 | $0.05 | $-0.62 | ||
| Q2 25 | $0.21 | $-0.92 | ||
| Q1 25 | $0.19 | $-0.20 | ||
| Q4 24 | $0.43 | $0.08 | ||
| Q3 24 | $0.19 | $-0.15 | ||
| Q2 24 | $0.13 | $-0.05 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $222.8M | $1.0B |
| 总债务越低越好 | — | $17.4B |
| 股东权益账面价值 | $7.1B | $-1.1B |
| 总资产 | $11.9B | $34.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $1.0B | ||
| Q3 25 | $192.7M | $2.4B | ||
| Q2 25 | $216.3M | $1.6B | ||
| Q1 25 | $209.5M | $1.9B | ||
| Q4 24 | $218.3M | $1.9B | ||
| Q3 24 | $166.3M | $2.6B | ||
| Q2 24 | $186.5M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $17.4B | ||
| Q3 25 | $1.9B | $17.6B | ||
| Q2 25 | $1.8B | $17.6B | ||
| Q1 25 | $1.8B | $17.3B | ||
| Q4 24 | $1.8B | $17.5B | ||
| Q3 24 | $1.9B | $18.1B | ||
| Q2 24 | $1.6B | $18.4B |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $-1.1B | ||
| Q3 25 | $7.1B | $-1.2B | ||
| Q2 25 | $7.1B | $-595.0M | ||
| Q1 25 | $7.1B | $289.0M | ||
| Q4 24 | $7.1B | $464.0M | ||
| Q3 24 | $7.1B | $342.0M | ||
| Q2 24 | $7.1B | $466.0M |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $34.3B | ||
| Q3 25 | $12.6B | $34.3B | ||
| Q2 25 | $12.5B | $33.0B | ||
| Q1 25 | $12.6B | $33.5B | ||
| Q4 24 | $12.7B | $33.5B | ||
| Q3 24 | $12.8B | $34.0B | ||
| Q2 24 | $12.6B | $32.9B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | — | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.26× | — | ||
| Q1 25 | 0.26× | 59.98× | ||
| Q4 24 | 0.26× | 37.70× | ||
| Q3 24 | 0.26× | 53.05× | ||
| Q2 24 | 0.23× | 39.51× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $142.5M | $562.0M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $-1.1B |
| 自由现金流率自由现金流/营收 | 3.1% | -39.4% |
| 资本支出强度资本支出/营收 | 4.6% | 59.9% |
| 现金转化率经营现金流/净利润 | 1484.79× | — |
| 过去12个月自由现金流最近4个季度 | — | $371.0M |
8季度趋势，按日历期对齐
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $562.0M | ||
| Q3 25 | $217.5M | $2.5B | ||
| Q2 25 | $216.5M | $570.0M | ||
| Q1 25 | $109.4M | $1.1B | ||
| Q4 24 | $274.3M | $688.0M | ||
| Q3 24 | $214.0M | $2.0B | ||
| Q2 24 | $273.4M | $511.0M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $-1.1B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $-321.0M | ||
| Q1 25 | — | $304.0M | ||
| Q4 24 | — | $-227.0M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $-242.0M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | -39.4% | ||
| Q3 25 | — | 52.4% | ||
| Q2 25 | — | -11.2% | ||
| Q1 25 | — | 10.4% | ||
| Q4 24 | — | -7.4% | ||
| Q3 24 | — | 39.8% | ||
| Q2 24 | — | -8.0% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 59.9% | ||
| Q3 25 | — | 37.1% | ||
| Q2 25 | — | 31.1% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 25.0% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 27.67× | — | ||
| Q2 25 | 6.32× | — | ||
| Q1 25 | 3.57× | — | ||
| Q4 24 | 3.95× | 8.09× | ||
| Q3 24 | 7.03× | — | ||
| Q2 24 | 13.47× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
LUMN
| Large Enterprise | $758.0M | 28% |
| Wholesale | $661.0M | 24% |
| Mid Market Enterprise | $472.0M | 17% |
| Fiber Broadband | $232.0M | 8% |
| Other Broadband | $218.0M | 8% |
| Other | $184.0M | 7% |
| Voice And Other | $166.0M | 6% |
| International And Other | $77.0M | 3% |
