Knife River Corporation remains a compelling 'buy' as robust revenue growth and expanding backlog outpace recent share price weakness. KNF's vertically integrated model, regional reach, and strategic acquisitions drive volume growth across aggregates, ready-mix concrete, and asphalt. Public infrastructure funding and record DOT budgets underpin strong forward demand, with management guiding 2026 revenue of $3.3–$3.5 billion and EBITDA of $520–$560 million.
Knife River NYSE: KNF reported a stronger first quarter as higher activity across its markets lifted volumes, revenue and adjusted EBITDA, while management reaffirmed full-year guidance and said results are currently tracking toward the upper half of its outlook ranges.
Knife River Corporation (KNF) Q1 2026 Earnings Call Transcript
The headline numbers for Knife River (KNF) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Knife River (KNF) came out with a quarterly loss of $1.4 per share versus the Zacks Consensus Estimate of a loss of $1.42. This compares to a loss of $1.21 per share a year ago.
Knife River (KNF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Knife River Corporation is outperforming the S&P 500 and remains a compelling 'Buy' due to robust growth and attractive valuation. KNF delivered strong Q4 2025 results, with revenue up 14.9% and significant gains in aggregates and ready-mix concrete volumes and pricing. An aggressive acquisition strategy, including the $454 million Strata purchase, is driving backlog growth and expanding geographic and operational scale.
Knife River (KNF) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.41 per share a year ago.
Knife River Corporation ( KNF ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Nathan Ring - VP & CFO Brian Gray - CEO, President & Director Conference Call Participants Brent Thielman - D.A. Davidson & Co., Research Division Kathryn Thompson - Thompson Research Group, LLC Trey Grooms - Stephens Inc., Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Ian Zaffino - Oppenheimer & Co. Inc., Research Division Ivan Yi - Wolfe Research, LLC Presentation Operator Good morning, ladies and gentlemen, and welcome to the Knife River Corporation's third quarter results conference call.
Knife River (KNF) came out with quarterly earnings of $2.52 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2.6 per share a year ago.
Knife River (KNF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Knife River Corporation (NYSE:KNF ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Brian R. Gray - CEO, President & Director Nathan W.