Knife River Corporation
KNF
NYSE·Basic Materials·Construction Materials·Mkt cap $3.5B
$61.83
▼ -0.48%
P/E
25.24
Mkt Cap
$3.5B
52-Wk Range
$58.72–$96.28
52-Week Range
$58.72 - $96.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 22.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Geographic diversification across six major U.S. regions reduces market concentration risk
- Vertically integrated operations from mining through finished product delivery and contracting services
- Long-established relationships with government agencies and infrastructure contractors since 1917
- Significant barriers to entry through owned aggregate reserves and established distribution networks
- Essential commodity products with consistent demand tied to infrastructure spending
Bear Case
2 risks
- Low volatility (beta 0.5).
- Premium valuation to Construction Materials peers
Growth
Stable outlook
Increased federal and state infrastructure spending on highways, bridges, and public projects
Value
Premium valuation to Construction Materials peers
Momentum
Weak
-14.3% over 3m
Quality
Thin
Solid business
Dividend
None
No dividend
Smart-money signal
Who's buying KNF right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 4, 2026
Reported EPS of $0.77 vs $1.13 consensus (-31.9% surprise). Revenue of $938.6M vs $931.4M expected (+0.8%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-31.9%
Revenue trend · last 8Q
—
+2%
+7%
+3%
+9%
+15%
+16%
+13%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.1B
$657.2M
$353.5M
$833.8M
$1.2B
$755.1M
$410.1M
$938.6M
Margins · last 8Q
Gross
17.3%
Operating
8.6%
Profit
4.7%
Wall Street consensus
3 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
33%
Sell
33%
Median Price Target
—
Latest: RBC Capital · Jun 30, 2026
vs Industry
How KNF stacks vs Construction Materials
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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