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Knight-Swift Transportation Holdings Inc.（KNX）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是Knight-Swift Transportation Holdings Inc.的1.5倍（$2.7B vs $1.9B），Rocket Companies, Inc.净利率更高（2.5% vs 0.0%，领先2.5%），Rocket Companies, Inc.同比增速更快（52.2% vs 1.4%），Knight-Swift Transportation Holdings Inc.自由现金流更多（$56.9M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% vs 0.1%）
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
KNX vs RKT — 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 | $68.0M |
| 毛利率 | — | — |
| 营业利润率 | 1.5% | 6.3% |
| 净利率 | 0.0% | 2.5% |
| 营收同比 | 1.4% | 52.2% |
| 净利润同比 | -76.6% | 100.8% |
| 每股收益（稀释后） | $-0.01 | $0.10 |
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 | $1.6B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.8B | $1.0B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.9B | $646.9M | ||
| Q2 24 | $1.8B | $1.3B |
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $68.0M | ||
| Q3 25 | $7.9M | $-123.9M | ||
| Q2 25 | $34.2M | $-1.8M | ||
| Q1 25 | $30.6M | $-10.4M | ||
| Q4 24 | $69.5M | $33.9M | ||
| Q3 24 | $30.5M | $-22.0M | ||
| Q2 24 | $20.3M | $1.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 47.4% |
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 6.3% | ||
| Q3 25 | 2.6% | -11.5% | ||
| Q2 25 | 3.9% | 1.8% | ||
| Q1 25 | 3.7% | -21.5% | ||
| Q4 24 | 4.2% | 38.1% | ||
| Q3 24 | 4.3% | -76.9% | ||
| Q2 24 | 3.4% | 14.8% |
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 2.5% | ||
| Q3 25 | 0.4% | -7.7% | ||
| Q2 25 | 1.8% | -0.1% | ||
| Q1 25 | 1.7% | -1.0% | ||
| Q4 24 | 3.7% | 1.9% | ||
| Q3 24 | 1.6% | -3.4% | ||
| Q2 24 | 1.1% | 0.1% |
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $0.10 | ||
| Q3 25 | $0.05 | $-0.06 | ||
| Q2 25 | $0.21 | $-0.01 | ||
| Q1 25 | $0.19 | $-0.08 | ||
| Q4 24 | $0.43 | $0.28 | ||
| Q3 24 | $0.19 | $-0.19 | ||
| Q2 24 | $0.13 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.1B | $22.9B |
| 总资产 | $11.9B | $60.7B |
| 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 | $2.7B | ||
| Q3 25 | $192.7M | $5.8B | ||
| Q2 25 | $216.3M | $5.1B | ||
| Q1 25 | $209.5M | $1.4B | ||
| Q4 24 | $218.3M | $1.3B | ||
| Q3 24 | $166.3M | $1.2B | ||
| 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 | $22.9B | ||
| Q3 25 | $7.1B | $8.9B | ||
| Q2 25 | $7.1B | $7.4B | ||
| Q1 25 | $7.1B | $8.6B | ||
| Q4 24 | $7.1B | $9.0B | ||
| Q3 24 | $7.1B | $8.4B | ||
| Q2 24 | $7.1B | $8.8B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $60.7B | ||
| Q3 25 | $12.6B | $33.6B | ||
| Q2 25 | $12.5B | $30.4B | ||
| Q1 25 | $12.6B | $25.3B | ||
| Q4 24 | $12.7B | $24.5B | ||
| Q3 24 | $12.8B | $25.1B | ||
| Q2 24 | $12.6B | $23.6B |
| 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× | — |
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 | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $-1.3B |
| 自由现金流率自由现金流/营收 | 3.1% | -47.2% |
| 资本支出强度资本支出/营收 | 4.6% | 1.5% |
| 现金转化率经营现金流/净利润 | 1484.79× | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势，按日历期对齐
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $-1.2B | ||
| Q3 25 | $217.5M | $-50.3M | ||
| Q2 25 | $216.5M | $-1.9B | ||
| Q1 25 | $109.4M | $-797.0M | ||
| Q4 24 | $274.3M | $1.8B | ||
| Q3 24 | $214.0M | $-1.3B | ||
| Q2 24 | $273.4M | $-122.3M |
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $-1.3B | ||
| Q3 25 | — | $-71.8M | ||
| Q2 25 | — | $-1.9B | ||
| Q1 25 | — | $-811.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $-1.4B | ||
| Q2 24 | — | $-138.3M |
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | -47.2% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | — | -137.2% | ||
| Q1 25 | — | -78.2% | ||
| Q4 24 | — | 103.1% | ||
| Q3 24 | — | -209.6% | ||
| Q2 24 | — | -10.6% |
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 1.2% |
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | -18.08× | ||
| Q3 25 | 27.67× | — | ||
| Q2 25 | 6.32× | — | ||
| Q1 25 | 3.57× | — | ||
| Q4 24 | 3.95× | 54.42× | ||
| Q3 24 | 7.03× | — | ||
| Q2 24 | 13.47× | -94.46× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
