Knife River Corporation provides aggregates-based construction materials and contracting services in the United States. The company is headquartered in Bismarck, North Dakota.
| Revenue (TTM) | $3.38B |
| Gross Profit (TTM) | $592.94M |
| EBITDA | $496.01M |
| Operating Margin | 16.90% |
| Return on Equity | 8.03% |
| Return on Assets | 4.39% |
| Revenue/Share (TTM) | $59.58 |
| Book Value | $30.77 |
| Price-to-Book | 1.86 |
| Price-to-Sales (TTM) | 0.95 |
| EV/Revenue | 1.401 |
| EV/EBITDA | 9.61 |
| Quarterly Earnings Growth (YoY) | -3.60% |
| Quarterly Revenue Growth (YoY) | 6.00% |
| Shares Outstanding | $56.76M |
| Float | $56.46M |
| % Insiders | 0.43% |
| % Institutions | 105.97% |
Volatility is currently expanding
Knife River NYSE: KNF reported third-quarter revenue growth of 6% to $1.3 billion, supported by higher materials volumes and paving activity, while adjusted EBITDA totaled $272 million and adjusted EBITDA margin exceeded 21%.
Knife River Corporation ( KNF ) Q3 2026 Earnings Call November 3, 2026 11:00 AM EST Company Participants Dara Dierks - Vice President of Investor Relation Brian Gray - CEO, President & Director Nathan Ring - VP & CFO Conference Call Participants Brent Thielman - Oppenheimer & Co. Inc., Research Division Kathryn Thompson - Thompson Research Group, LLC Trey Grooms - Stephens Inc., Research Division Garik Shmois - D.A. Davidson & Co., Research Division Sherif El-Sabbahy - BofA Securities, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Christopher Ellinghaus - Siebert Williams Shank & Co., L.L.C.
Although the revenue and EPS for Knife River (KNF) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Knife River (KNF) came out with quarterly earnings of $2.43 per share, missing the Zacks Consensus Estimate of $2.59 per share. This compares to earnings of $2.52 per share a year ago.
BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, today announced financial results for the third quarter ended September 30, 2026. PERFORMANCE SUMMARY Three Months Ended September 30, (In millions, except per share) 2026 2025 % Change Revenue $ 1,275.6 $ 1,203.7 6 % Net income $ 137.9 $ 143.2 (4 )% Net income margin 10.8 % 11.9 % Ad.
The Fund declined 4.75% while the Russell 2500 Index declined 6.37%. Key contributors include Illumina, Revvity and Waystar. Key detractors include Regal Rexnord, Knife River and Red Rock Resorts.
Knife River Corporation (KNF) is rated Buy with a price target of $89/share, reflecting anticipated margin recovery and operational improvements. KNF faces near-term headwinds from low-margin backlog, adverse weather, and surging diesel prices, but expects margin improvement as these issues abate. Activist investor Starboard Value is pressuring KNF to explore a sale, with potential upside if a transaction occurs near historical multiples.
BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF) (“Knife River” or the “Company”) issued the following statement in response to the letter it received today from Starboard Value LP and certain of its affiliates (“Starboard”): The Knife River Board of Directors (the “Board”) and management team welcome input from shareholders and are always open to constructive dialogue in the interest of enhancing shareholder value. The Company first learned of Starboard's investment on Sept.
Knife River Corporation remains rated Hold due to low ROIC, negative ROIC-WACC spread, and limited multiple expansion potential. Q2 results showed strong 13% revenue growth but margin compression from cost inflation and higher fuel prices, partially offset by 8% price increases. KNF's aggregates segment benefits from local monopolies, but overall industry capital returns remain structurally low versus peers like VMC and MLM.
Knife River NYSE: KNF reported second-quarter revenue growth of 13% year over year as it converted a record backlog into higher sales, while adjusted EBITDA was flat on a reported basis amid higher diesel costs, weather-related project delays and lower-margin contracting work.
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