KNX
Knight-Swift Transportation Holdings Inc.
KNX has the edge over RKLB overall, supported by lower modeled downside and stronger modeled upside.
RKLB
Rocket Lab USA, Inc.
RKLB offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
KNX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
KNX's revenue, profitability, cash flow and balance sheet are all currently healthy.
RKLB Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
RKLB's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
KNX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $11.71 | -81% |
| Forward | 16x | $61.75 | — |
| Fair | 22x | $20.68 | -67% |
| Current | 66x | $61.75 | — |
| Expensive | 121x | $112 | +82% |
Historical ranges are pointers, not guarantees.
KNX's PE is in its expensive range at 66x. If earnings grow as analysts expect, today's price would be 16x next year's earnings, in its cheap range.
RKLB PE Valuation
RKLB has no meaningful PE right now: it lost money over the past year.
KNX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for KNX, with profitability improving.
RKLB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect RKLB's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
KNX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.76 | +304% |
| Q3 2026 | $0.93 | +5.7% |
| Q2 2026 | $0.26 | -75% |
| Q1 2026 | $0.21 | -78% |
| Q4 2025 | $0.41 | -44% |
| Q3 2025 | $0.88 | +267% |
| Q2 2025 | $1.02 | +143% |
| Q1 2025 | $0.94 | +38% |
| Q4 2024 | $0.73 | -46% |
KNX has the edge over RKLB on earnings quality, reporting a profit while its opponent remains loss making.
RKLB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.36 | +$0.03 |
| Q2 2026 | -$0.27 | +$0.19 |
| Q1 2026 | -$0.32 | +$0.09 |
| Q4 2025 | -$0.37 | +$0.01 |
| Q3 2025 | -$0.39 | -$0.02 |
| Q2 2025 | -$0.46 | -$0.11 |
| Q1 2025 | -$0.41 | -$0.04 |
| Q4 2024 | -$0.38 | $0.00 |
RKLB is still losing money, but less than at its worst: $0.36 per share over the past year, against $0.46 at its worst in mid-2025.
KNX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.2B | +14% |
| Q2 2026 | $2.1B | +13% |
| Q1 2026 | $1.9B | +1.4% |
| Q4 2025 | $1.9B | -0.4% |
| Q3 2025 | $1.9B | +2.7% |
| Q2 2025 | $1.9B | +0.8% |
| Q1 2025 | $1.8B | +0.1% |
| Q4 2024 | $1.9B | -3.5% |
KNX's revenue has picked up after three years of holding roughly level: $2.2B last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.1% | +5.5 points |
| Q2 2026 | 5% | +1.1 points |
| Q1 2026 | 1.5% | -2.1 points |
| Q4 2025 | 1.4% | -2.8 points |
| Q3 2025 | 2.6% | -1.7 points |
| Q2 2025 | 3.9% | +0.5 points |
| Q1 2025 | 3.6% | +2.5 points |
| Q4 2024 | 4.2% | +3.2 points |
KNX has the edge over RKLB on profitability, with a higher operating margin.
RKLB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $267.8M | +73% |
| Q2 2026 | $234.1M | +62% |
| Q1 2026 | $200.3M | +63% |
| Q4 2025 | $179.7M | +36% |
| Q3 2025 | $155.1M | +48% |
| Q2 2025 | $144.5M | +36% |
| Q1 2025 | $122.6M | +32% |
| Q4 2024 | $132.4M | +121% |
RKLB has the edge over KNX on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -30% | +8.5 points |
| Q2 2026 | -25% | +17 points |
| Q1 2026 | -28% | +20 points |
| Q4 2025 | -28% | +11 points |
| Q3 2025 | -38% | +12 points |
| Q2 2025 | -41% | -0.5 points |
| Q1 2025 | -48% | -1.9 points |
| Q4 2024 | -39% | +41 points |
RKLB's operating margin was −30% last quarter, up 8.5 points from the same quarter a year ago.
KNX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $349.5M | +61% |
| Q2 2026 | $307.8M | +42% |
| Q1 2026 | $142.5M | +30% |
| Q4 2025 | $723.2M | +164% |
| Q3 2025 | $217.5M | +1.6% |
| Q2 2025 | $216.5M | -21% |
| Q1 2025 | $109.4M | +194% |
| Q4 2024 | $274.3M | -4.8% |
KNX has the edge over RKLB on cash generation, producing positive trailing cash flow while its opponent burns cash.
RKLB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$23.9M | +$45.5M |
| Q2 2026 | -$110.1M | -$54.8M |
| Q1 2026 | -$77.4M | +$5.5M |
| Q4 2025 | -$114.2M | -$90.2M |
| Q3 2025 | -$69.4M | -$27.5M |
| Q2 2025 | -$55.3M | -$26.9M |
| Q1 2025 | -$82.9M | -$61.1M |
| Q4 2024 | -$23.9M | +$28.7M |
RKLB has burned cash in almost every quarter: −$326M over the past year, against −$232M the year before.
KNX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +17K shares |
| 1 year | +0.4% | +653K shares |
| 3 years | +0.9% | +1.4M shares |
| 5 years | -2.3% | -3.8M shares |
| Available history | -5.1% | -8.8M shares |
KNX has the edge over RKLB on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | $155.1M |
| Q1 2022 | $144.9M |
RKLB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.6% | +22.6M shares |
| 1 year | +23% | +124M shares |
| 3 years | +35% | +168M shares |
| 5 years | +46% | +204M shares |
RKLB has 652M diluted shares, up 23% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
KNX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | 1.6x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 1.6x | Healthy |
KNX has more cash than debt.
RKLB Net Leverage
RKLB's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
KNX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.1 | Neutral |
| Stochastic | 11.0 | Oversold |
KNX's weekly RSI is 44 (neutral) and its Stochastic is 11 (oversold).
RKLB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 27.6 | Neutral |
RKLB's weekly RSI is 47 (neutral) and its Stochastic is 28 (neutral).
KNX PE vs Industrials Sector
| Metric | KNX | Sector median | Relative |
|---|---|---|---|
| PE | 66x | 24x | 176% above |
| PE % | 77 | 58 | 19 pts above |
KNX is trading at 66x earnings, a 176% premium to the Industrials sector's median of 24x.
RKLB PE vs Industrials Sector
RKLB has no meaningful PE right now: it lost money over the past year.
KNX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $62.7 | 1.6% below |
| 20 week MA | $68.0 | 9.2% below |
| 50 week MA | $64.3 | 3.9% below |
| 100 week MA | $55.0 | 12% above |
| 200 week MA | $54.5 | 13% above |
KNX has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 13% above its 200-week average.
RKLB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $61.4 | 4.3% above |
| 20 week MA | $68.1 | 5.9% below |
| 50 week MA | $77.6 | 17% below |
| 100 week MA | $56.5 | 13% above |
| 200 week MA | $31.4 | 104% above |
RKLB has the edge over KNX on trend strength, trading above more of its moving averages.
KNX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $35.8 | $42.2 | +18% |
| 2021 | $42.2 | $59.0 | +40% |
| 2022 | $59.0 | $52.4 | -11% |
| 2023 | $52.4 | $57.7 | +10% |
| 2024 | $57.7 | $53.6 | -7% |
| 2025 | $53.6 | $53.3 | -0.6% |
| 2026 YTD | $53.3 | $61.8 | +16% |
KNX has the edge over RKLB on returns for 2026, with the stronger performance.
RKLB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.82 | $10.3 | +4.9% |
| 2021 | $10.3 | $12.0 | +17% |
| 2022 | $12.0 | $3.77 | -69% |
| 2023 | $3.77 | $5.53 | +47% |
| 2024 | $5.53 | $27.2 | +392% |
| 2025 | $27.2 | $70.7 | +160% |
| 2026 YTD | $70.7 | $64.1 | -9.3% |
RKLB's yearly returns have swung widely, from +392% in 2024 to −69% in 2022. It's down 9.3% so far in 2026.