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Knight-Swift Transportation Holdings Inc.（KNX）与MSC INDUSTRIAL DIRECT CO INC（MSM）财务数据对比。点击上方公司名可切换其他公司
Knight-Swift Transportation Holdings Inc.的季度营收约是MSC INDUSTRIAL DIRECT CO INC的1.9倍（$1.9B vs $965.7M），MSC INDUSTRIAL DIRECT CO INC净利率更高（5.4% vs 0.0%，领先5.4%），MSC INDUSTRIAL DIRECT CO INC同比增速更快（4.0% vs 1.4%），Knight-Swift Transportation Holdings Inc.自由现金流更多（$56.9M vs $7.4M），过去两年Knight-Swift Transportation Holdings Inc.的营收复合增速更高（0.1% vs -3.4%）
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。
MSC工业直销公司（MSC）通过旗下主要子公司MSC工业供应公司，是美国规模最大的工业设备分销商之一，可提供超过150万种金属加工及其他工业类产品，广泛服务于工业制造、维修运维等领域的客户需求。
KNX vs MSM — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $965.7M |
| 净利润 | $96.0K | $51.8M |
| 毛利率 | — | 40.7% |
| 营业利润率 | 1.5% | 7.9% |
| 净利率 | 0.0% | 5.4% |
| 营收同比 | 1.4% | 4.0% |
| 净利润同比 | -76.6% | 11.1% |
| 每股收益（稀释后） | $-0.01 | $0.93 |
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 | $965.7M | ||
| Q3 25 | $1.9B | $978.2M | ||
| Q2 25 | $1.9B | $971.1M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.9B | $928.5M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.8B | $979.4M |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $51.8M | ||
| Q3 25 | $7.9M | $56.5M | ||
| Q2 25 | $34.2M | $56.8M | ||
| Q1 25 | $30.6M | — | ||
| Q4 24 | $69.5M | $46.6M | ||
| Q3 24 | $30.5M | — | ||
| Q2 24 | $20.3M | $71.7M |
| Q1 26 | — | — | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | 40.4% | ||
| Q2 25 | — | 41.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 40.9% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 7.9% | ||
| Q3 25 | 2.6% | 8.6% | ||
| Q2 25 | 3.9% | 8.5% | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 4.2% | 7.8% | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.4% | 10.9% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 5.4% | ||
| Q3 25 | 0.4% | 5.8% | ||
| Q2 25 | 1.8% | 5.9% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 3.7% | 5.0% | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.1% | 7.3% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $0.93 | ||
| Q3 25 | $0.05 | $1.02 | ||
| Q2 25 | $0.21 | $1.02 | ||
| Q1 25 | $0.19 | — | ||
| Q4 24 | $0.43 | $0.83 | ||
| Q3 24 | $0.19 | — | ||
| Q2 24 | $0.13 | $1.27 |
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 | $40.3M |
| 总债务越低越好 | — | $214.1M |
| 股东权益账面价值 | $7.1B | $1.4B |
| 总资产 | $11.9B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $40.3M | ||
| Q3 25 | $192.7M | $56.2M | ||
| Q2 25 | $216.3M | $71.7M | ||
| Q1 25 | $209.5M | — | ||
| Q4 24 | $218.3M | $57.3M | ||
| Q3 24 | $166.3M | — | ||
| Q2 24 | $186.5M | $25.9M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $214.1M | ||
| Q3 25 | $1.9B | $168.8M | ||
| Q2 25 | $1.8B | $285.0M | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | $289.9M | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | $299.8M |
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $1.4B | ||
| Q3 25 | $7.1B | $1.4B | ||
| Q2 25 | $7.1B | $1.4B | ||
| Q1 25 | $7.1B | — | ||
| Q4 24 | $7.1B | $1.4B | ||
| Q3 24 | $7.1B | — | ||
| Q2 24 | $7.1B | $1.4B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $2.5B | ||
| Q3 25 | $12.6B | $2.5B | ||
| Q2 25 | $12.5B | $2.5B | ||
| Q1 25 | $12.6B | — | ||
| Q4 24 | $12.7B | $2.5B | ||
| Q3 24 | $12.8B | — | ||
| Q2 24 | $12.6B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 0.16× | ||
| Q3 25 | 0.26× | 0.12× | ||
| Q2 25 | 0.26× | 0.21× | ||
| Q1 25 | 0.26× | — | ||
| Q4 24 | 0.26× | 0.21× | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.23× | 0.21× |
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 | $29.4M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $7.4M |
| 自由现金流率自由现金流/营收 | 3.1% | 0.8% |
| 资本支出强度资本支出/营收 | 4.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 1484.79× | 0.57× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $29.4M | ||
| Q3 25 | $217.5M | — | ||
| Q2 25 | $216.5M | $151.6M | ||
| Q1 25 | $109.4M | — | ||
| Q4 24 | $274.3M | $101.9M | ||
| Q3 24 | $214.0M | — | ||
| Q2 24 | $273.4M | $143.5M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $7.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $100.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $81.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $114.0M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 11.6% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.0% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | 27.67× | — | ||
| Q2 25 | 6.32× | 2.67× | ||
| Q1 25 | 3.57× | — | ||
| Q4 24 | 3.95× | 2.18× | ||
| Q3 24 | 7.03× | — | ||
| Q2 24 | 13.47× | 2.00× |
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% |
MSM
暂无分部数据
