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Knight-Swift Transportation Holdings Inc.（KNX）与SAIA INC（SAIA）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SAIA INC的2.3倍（$1.9B vs $790.0M）。SAIA INC净利率更高（6.0% vs 0.0%，领先6.0%）。Knight-Swift Transportation Holdings Inc.同比增速更快（1.4% vs 0.1%）。Knight-Swift Transportation Holdings Inc.自由现金流更多（$56.9M vs $37.5M）。过去两年SAIA INC的营收复合增速更高（2.3% 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。
Saia是美国知名零担货运企业，1924年创立于路易斯安那州霍马。成立最初五十年仅在路易斯安那州和得克萨斯州运营，1980年后逐步向美国南部多州扩张，后续通过同业并购将服务覆盖至36个州，目前位列美国零担承运商前十，年营收超18亿美元。
KNX vs SAIA — 直观对比
营收规模更大
KNX
是对方的2.3倍
$790.0M
营收增速更快
KNX
高出1.3%
0.1%
净利率更高
SAIA
高出6.0%
0.0%
自由现金流更多
KNX
多$19.5M
$37.5M
两年增速更快
SAIA
近两年复合增速
0.1%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $790.0M |
| 净利润 | $96.0K | $47.5M |
| 毛利率 | — | — |
| 营业利润率 | 1.5% | 8.1% |
| 净利率 | 0.0% | 6.0% |
| 营收同比 | 1.4% | 0.1% |
| 净利润同比 | -76.6% | -37.6% |
| 每股收益（稀释后） | $-0.01 | $1.77 |
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
营收KNXSAIA
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $790.0M | ||
| Q3 25 | $1.9B | $839.6M | ||
| Q2 25 | $1.9B | $817.1M | ||
| Q1 25 | $1.8B | $787.6M | ||
| Q4 24 | $1.9B | $789.0M | ||
| Q3 24 | $1.9B | $842.1M | ||
| Q2 24 | $1.8B | $823.2M |
净利润KNXSAIA
| Q1 26 | $96.0K | — | ||
| Q4 25 | $-6.8M | $47.5M | ||
| Q3 25 | $7.9M | $86.3M | ||
| Q2 25 | $34.2M | $71.4M | ||
| Q1 25 | $30.6M | $49.8M | ||
| Q4 24 | $69.5M | $76.1M | ||
| Q3 24 | $30.5M | $92.7M | ||
| Q2 24 | $20.3M | $102.5M |
营业利润率KNXSAIA
| Q1 26 | 1.5% | — | ||
| Q4 25 | 1.4% | 8.1% | ||
| Q3 25 | 2.6% | 14.1% | ||
| Q2 25 | 3.9% | 12.2% | ||
| Q1 25 | 3.7% | 8.9% | ||
| Q4 24 | 4.2% | 12.9% | ||
| Q3 24 | 4.3% | 14.9% | ||
| Q2 24 | 3.4% | 16.7% |
净利率KNXSAIA
| Q1 26 | 0.0% | — | ||
| Q4 25 | -0.4% | 6.0% | ||
| Q3 25 | 0.4% | 10.3% | ||
| Q2 25 | 1.8% | 8.7% | ||
| Q1 25 | 1.7% | 6.3% | ||
| Q4 24 | 3.7% | 9.6% | ||
| Q3 24 | 1.6% | 11.0% | ||
| Q2 24 | 1.1% | 12.5% |
每股收益（稀释后）KNXSAIA
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.04 | $1.77 | ||
| Q3 25 | $0.05 | $3.22 | ||
| Q2 25 | $0.21 | $2.67 | ||
| Q1 25 | $0.19 | $1.86 | ||
| Q4 24 | $0.43 | $2.84 | ||
| Q3 24 | $0.19 | $3.46 | ||
| Q2 24 | $0.13 | $3.83 |
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 | $19.7M |
| 总债务越低越好 | — | $163.0M |
| 股东权益账面价值 | $7.1B | $2.6B |
| 总资产 | $11.9B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资KNXSAIA
| Q1 26 | $222.8M | — | ||
| Q4 25 | $220.4M | $19.7M | ||
| Q3 25 | $192.7M | $35.5M | ||
| Q2 25 | $216.3M | $18.8M | ||
| Q1 25 | $209.5M | $16.5M | ||
| Q4 24 | $218.3M | $19.5M | ||
| Q3 24 | $166.3M | $14.4M | ||
| Q2 24 | $186.5M | $11.2M |
总债务KNXSAIA
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $163.0M | ||
| Q3 25 | $1.9B | $218.0M | ||
| Q2 25 | $1.8B | $307.1M | ||
| Q1 25 | $1.8B | $291.8M | ||
| Q4 24 | $1.8B | $195.0M | ||
| Q3 24 | $1.9B | $184.2M | ||
| Q2 24 | $1.6B | $169.1M |
股东权益KNXSAIA
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.1B | $2.6B | ||
| Q3 25 | $7.1B | $2.5B | ||
| Q2 25 | $7.1B | $2.4B | ||
| Q1 25 | $7.1B | $2.4B | ||
| Q4 24 | $7.1B | $2.3B | ||
| Q3 24 | $7.1B | $2.2B | ||
| Q2 24 | $7.1B | $2.1B |
总资产KNXSAIA
| Q1 26 | $11.9B | — | ||
| Q4 25 | $12.0B | $3.5B | ||
| Q3 25 | $12.6B | $3.5B | ||
| Q2 25 | $12.5B | $3.5B | ||
| Q1 25 | $12.6B | $3.4B | ||
| Q4 24 | $12.7B | $3.2B | ||
| Q3 24 | $12.8B | $3.1B | ||
| Q2 24 | $12.6B | $3.0B |
负债/权益比KNXSAIA
| Q1 26 | — | — | ||
| Q4 25 | 0.25× | 0.06× | ||
| Q3 25 | 0.26× | 0.09× | ||
| Q2 25 | 0.26× | 0.13× | ||
| Q1 25 | 0.26× | 0.12× | ||
| Q4 24 | 0.26× | 0.08× | ||
| Q3 24 | 0.26× | 0.08× | ||
| Q2 24 | 0.23× | 0.08× |
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 | $137.3M |
| 自由现金流经营现金流 - 资本支出 | $56.9M | $37.5M |
| 自由现金流率自由现金流/营收 | 3.1% | 4.7% |
| 资本支出强度资本支出/营收 | 4.6% | 12.6% |
| 现金转化率经营现金流/净利润 | 1484.79× | 2.89× |
| 过去12个月自由现金流最近4个季度 | — | $27.3M |
8季度趋势，按日历期对齐
经营现金流KNXSAIA
| Q1 26 | $142.5M | — | ||
| Q4 25 | $723.2M | $137.3M | ||
| Q3 25 | $217.5M | $177.8M | ||
| Q2 25 | $216.5M | $170.7M | ||
| Q1 25 | $109.4M | $109.1M | ||
| Q4 24 | $274.3M | $164.7M | ||
| Q3 24 | $214.0M | $181.7M | ||
| Q2 24 | $273.4M | $130.8M |
自由现金流KNXSAIA
| Q1 26 | $56.9M | — | ||
| Q4 25 | — | $37.5M | ||
| Q3 25 | — | $87.6M | ||
| Q2 25 | — | $-3.9M | ||
| Q1 25 | — | $-93.8M | ||
| Q4 24 | — | $-3.5M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-94.0M |
自由现金流率KNXSAIA
| Q1 26 | 3.1% | — | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | -0.5% | ||
| Q1 25 | — | -11.9% | ||
| Q4 24 | — | -0.4% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | — | -11.4% |
资本支出强度KNXSAIA
| Q1 26 | 4.6% | — | ||
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 21.4% | ||
| Q1 25 | — | 25.8% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 23.0% | ||
| Q2 24 | — | 27.3% |
现金转化率KNXSAIA
| Q1 26 | 1484.79× | — | ||
| Q4 25 | — | 2.89× | ||
| Q3 25 | 27.67× | 2.06× | ||
| Q2 25 | 6.32× | 2.39× | ||
| Q1 25 | 3.57× | 2.19× | ||
| Q4 24 | 3.95× | 2.16× | ||
| Q3 24 | 7.03× | 1.96× | ||
| Q2 24 | 13.47× | 1.28× |
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% |
SAIA
暂无分部数据
