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Knife River Corporation
KNF
NYSE·Basic Materials·Construction Materials·Mkt cap $4.7B
$84.88
▲ +2.43%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$58.72 - $96.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 2.0% 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).
- Significant premium - growth priced in
Growth
Stable outlook
Increased federal and state infrastructure spending on highways, bridges, and public projects
Value
Significant premium - growth priced in
Momentum
Strong
+12.1% over 3m
Quality
Thin
Strong fundamentals
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
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 4, 2026
MAY 5, 2026
Reported EPS of -$1.40 vs -$1.42 consensus (+1.4% surprise). Revenue of $410.1M vs $387.1M expected (+6.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+1.4%
Next: May 4, 2026
Revenue trend · last 8Q
—
—
+2%
+7%
+3%
+9%
+15%
+16%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$806.9M
$1.1B
$657.2M
$353.5M
$833.8M
$1.2B
$755.1M
$410.1M
Margins · last 8Q
Gross
—
Operating
—
Profit
-19.3%
Wall Street consensus
5 analysts · 60% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
60%
Hold
20%
Sell
20%
Median Price Target
$80.00
▼ -5.7% vs $84.88
Latest: RBC Capital · Jun 30, 2026
1 analyst covering