Knife River: Margin Recovery And Activist Pressure Set Up A Discounted Entry Point
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.
Knife River Q2 Earnings Call Highlights
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.
Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript
Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript
Knife River (KNF) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Knife River (KNF) give insight into how the company performed in the quarter ended June 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) Q2 Earnings Lag Estimates
Knife River (KNF) came out with quarterly earnings of $0.77 per share, missing the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.89 per share a year ago.
Knife River (KNF) Earnings Expected to Grow: Should You Buy?
Knife River (KNF) possesses 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's Underperformance Represents A Buying Opportunity
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 Q1 Earnings Call Highlights
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
Knife River Corporation (KNF) Q1 2026 Earnings Call Transcript
Compared to Estimates, Knife River (KNF) Q1 Earnings: A Look at Key Metrics
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) Reports Q1 Loss, Beats Revenue Estimates
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.
Will Knife River (KNF) Report Negative Earnings Next Week? What You Should Know
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.
