Knife River Corporation (KNF)

Official site

BASIC MATERIALS • BUILDING MATERIALS • NYSE

$49.95

+1.98 (+4.12%)

Market Cap: $2.83B

Last updated: Oct 16, 2026 at 5:00 PM ET

Earnings

Performance (10Y)

Beat Rate

54%(7/13)

Avg Surprise

+15.91%

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$2.56

Range$2.49 - $2.62

2 analysts

EPS RevisionsNo revisions (7d)No revisions (30d)

EPS Estimate DriftChange to current

90d ago$2.89-11.6%

60d ago$2.79-8.4%

30d ago$2.79-8.4%

7d ago$2.64-3.2%

Current$2.56

Revenue Consensus

$1.3B

Range$1.3B - $1.3B

7 analysts

Period ending Dec 31, 2026

EPS Consensus$0.22

Range$-0.07 - $0.62

3 analysts

Revenue Consensus

$826M

Range$774M - $877M

9 analysts

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Dec 31, 2026Dec 26EST	-	$0.22	$-0.07 - $0.62	-	-	3	-	-
Sep 30, 2026Sep 26EST	-	$2.56	$2.49 - $2.62	-	-	2	No revisions (30d)	-
Jun 30, 2026Jun 26 Reported Aug 4, 2026Reported Aug 4	$0.77	$1.11	$1.09 - $1.19	-30.63%	Miss	2	1 1 30d	-14.4%
Mar 31, 2026Mar 26 Reported May 5, 2026Reported May 5	$-1.39	$-1.32	$-1.49 - $-1.17	-5.30%	Miss	4	3 0 30d	-15.8%
Dec 31, 2025Dec 25 Reported Feb 17, 2026Reported Feb 17	$0.56	$0.44	$0.33 - $0.57	+27.27%	Beat	6	0 1 30d	+36.6%
Sep 30, 2025Sep 25 Reported Nov 4, 2025Reported Nov 4	$2.53	$2.60	$2.33 - $2.72	-2.69%	Miss	5	0 3 30d	-2.3%
Jun 30, 2025Jun 25 Reported Aug 5, 2025Reported Aug 5	$0.90	$1.43	$1.28 - $1.58	-37.06%	Miss	6	0 2 30d	-35.3%
Mar 31, 2025Mar 25 Reported May 6, 2025Reported May 6	$-1.20	$-0.86	$-0.97 - $-0.71	-39.53%	Miss	4	0 2 30d	-44.6%
Dec 31, 2024Dec 24 Reported Feb 13, 2025Reported Feb 13	$0.41	$0.34	$0.30 - $0.42	+20.59%	Beat	4	1 2 30d	+5.1%
Sep 30, 2024Sep 24 Reported Nov 4, 2024Reported Nov 4	$2.59	$2.84	$2.67 - $2.98	-8.80%	Miss	7	2 0 30d	-2.3%
Jun 30, 2024Jun 24 Reported Aug 6, 2024Reported Aug 6	$1.39	$1.23	$1.12 - $1.35	+13.01%	Beat	7	No revisions (30d)	+39.0%
Mar 31, 2024Mar 24 Reported May 7, 2024Reported May 7	$-0.83	$-0.84	$-0.94 - $-0.78	+1.19%	Beat	5	No revisions (30d)	-14.5%
Dec 31, 2023Dec 23 Reported Feb 15, 2024Reported Feb 15	$0.39	$0.16	$0.08 - $0.29	+143.75%	Beat	4	No revisions (30d)	-
Sep 30, 2023Sep 23 Reported Nov 6, 2023Reported Nov 6	$2.65	$1.85	$1.83 - $1.90	+43.24%	Beat	3	No revisions (30d)	-
Jun 30, 2023Jun 23 Reported Aug 8, 2023Reported Aug 8	$1.00	$0.55	-	+81.82%	Beat	-	-	-
Mar 31, 2023Mar 23 Reported May 16, 2023Reported May 16	$-0.72	$0.00	-	N/A	Miss	-	-	-

Key Metrics

Valuation
P/E Ratio	20.22	EV/EBITDA	8.74x
Price/FCF	65.84x	FCF Yield	1.52%
Profitability
Profit Margin	4.23%	Operating Margin	8.80%
ROE	9.12%	ROIC	6.38%
Financial Health
Debt/Equity	1.01x	Interest Coverage	3.13x
Current Ratio	2.66x	Quick Ratio	1.60x
Trading Statistics
Beta	0.60	Avg Volume	1.05M
52-Week High	$96.28	52-Week Low	$47.79

Technical Indicators Dashboard

Moving Averages

SMA 10$50.45

SMA 20$51.83

SMA 50$58.61

SMA 200$75.40

EMA 10$50.33

EMA 20$52.21

EMA 50$58.46

EMA 200$71.62

MACD

Line: -2.81Signal: -3.02Hist: 0.21

ADX

ADX: 51.3+DI: 12.7-DI: 28.5

Aroon & PSAR

Aroon UpN/A

Aroon Down96.0

PSAR$51.43

Bollinger Bands

Upper Band$56.29

Lower Band$47.37

%B Position1721%(Upper)

Band Width0.29

RSI (14-Day)

Neutral

39.0

Momentum Oscillators

Stoch %K12.6

Stoch %D7.3

Williams %R-69.1

ROC (10d)-1.3%

Momentum-0.67

CCI (20d)-89.8

MFI (14d)36.4

Volatility Measures

ATR (14d)$2.23(4.5%)

StdDev (20d)2.23

Hist Vol52.2%(High)

Volume Flow

VWAP$49.49

OBV-9.8M

AD Line-9.6M

CMF (20d)-0.053

Volume Metrics

Avg Vol (20d)1.1M

Vol Ratio0.4x(Low)

VWMA (20d)$52.22

Pivot Points

R3$49.77

R2$49.33

R1$48.66

Pivot Point$48.22

S1$47.55

S2$47.11

S3$46.44

Advanced Oscillators

TSI-31.36

Ultimate Osc40.9

KST-146.99

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023
Total Revenue	$938.59M	$410.13M	$755.07M	$1.20B	$833.76M	$353.47M	$657.22M	$1.11B	$806.91M	$329.59M	$646.89M	$1.09B
Cost of Revenue	$775.82M	$412.90M	$609.72M	$919.38M	$676.51M	$363.07M	$543.11M	$832.28M	$630.69M	$323.10M	$534.42M	$820.98M
Gross Profit	$162.77M	$-2,772,000	$145.34M	$284.33M	$157.25M	$-9,595,000	$114.10M	$273.01M	$176.22M	$6.49M	$112.47M	$269.39M

Operating Expenses	$81.65M	$83.46M	$80.10M	$69.13M	$69.17M	$73.06M	$70.07M	$63.87M	$59.47M	$60.22M	$75.26M	$59.17M
R&D	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
SG&A	$81.65M	$83.46M	$80.10M	$69.13M	$69.17M	$73.06M	$70.07M	$63.87M	$59.47M	$60.22M	$75.26M	$59.17M
Operating Income	$81.11M	$-86,233,000	$65.25M	$215.21M	$88.08M	$-82,653,000	$44.04M	$209.14M	$116.75M	$-53,727,000	$37.21M	$210.22M

Interest Income	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Interest Expense	$24.56M	$20.74M	$21.34M	$23.00M	$22.34M	$15.26M	$13.39M	$13.94M	$13.94M	$13.98M	$14.09M	$15.35M
Income Before Tax	$59.84M	$-107,606,000	$45.22M	$193.40M	$67.95M	$-93,349,000	$33.15M	$197.69M	$104.11M	$-63,955,000	$26.81M	$194.87M
Income Tax Expense	$15.96M	$-28,430,000	$13.19M	$50.24M	$17.34M	$-24,639,000	$9.87M	$49.58M	$26.18M	$-16,326,000	$6.11M	$48.22M

Net Income	$43.88M	$-79,176,000	$32.03M	$143.15M	$50.60M	$-68,710,000	$23.27M	$148.10M	$77.93M	$-47,629,000	$20.70M	$146.66M

EBITDA	$141.80M	$-33,736,000	$118.83M	$270.85M	$141.47M	$-38,537,000	$82.58M	$247.11M	$153.25M	$-17,076,000	$72.89M	$242.34M
EBIT	$84.41M	$-86,865,000	$66.55M	$216.40M	$90.28M	$-78,086,000	$46.54M	$211.62M	$118.05M	$-49,979,000	$40.90M	$210.23M

* Some calculated fields are derived from available data when not provided by source

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Government Contracts

Gov Obligations (TTM)

-$169

Gov Obligations / Revenue

0.0%

Obligations YoY

N/A

Active Awards

New Awards (TTM)

Avg Remaining Term

N/A

Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

News

Knife River Corp Q3FY26 Results: Earnings call set for Nov 3

Knife River Corporation will host its third quarter 2026 earnings conference call on Tuesday, November 3, 2026...

scanx.trade•Oct 15, 2026 2:15 PM ET10/15/26•Neutral

Knife River stock hits 52-week low at $48.96

Knife River Corp's stock has fallen to a 52-week low of $48.96, nearly 49% down from its high, reflecting a challenging year and a 29.78% decline over the past year. Despite this...

Investing.com•Oct 13, 2026 5:58 AM ET10/13/26•Bearish

RBC Capital Downgrades Knife River Corp. (KNF) to Sector Perform

RBC Capital has downgraded Knife River Corp. (KNF) from Outperform to Sector Perform, lowering its price target from $103.00 to $58.00. The downgrade is attributed to input cost inflation...

StreetInsider•Oct 9, 2026 6:12 AM ET10/9/26•Bearish

RBC Capital cuts Knife River stock rating on cost inflation concerns

RBC Capital has downgraded Knife River Corp. (NYSE:KNF) to Sector Perform from Outperform and reduced its price target significantly due to concerns about input cost inflation and potential impacts on contract volumes....

Investing.com Nigeria•Oct 9, 2026 5:12 AM ET10/9/26•Bearish

T. Rowe Price reports over 10% of Knife River (KNF) shares but denies beneficial ownership.

T. Rowe Price Associates, Inc. has filed an amended Schedule 13G/A, reporting beneficial ownership of 6,133,996 common shares, or 10.8% of Knife River (KNF) as of September 30, 2026. Despite the filing...

Stock Titan•Oct 7, 2026 2:29 PM ET10/7/26•Neutral

KNF Valuation and Fair Value

P/E: 20.2x
Forward P/E: 13.6x
EV/EBITDA: 8.7x
P/FCF: 65.8x
PEG: 1.6x
P/B: 1.8x

See GNG's fair value

KNF Profitability: Margins, ROIC and FCF

Gross margin: 17.8%
Operating margin: 8.8%
Net margin: 4.2%
ROIC: 6.4%
ROE: 9.1%
FCF margin: 1.3%
FCF yield: 1.5%

KNF Competitors

Company	Ticker
NovaGold Resources Inc	NG
Seabridge Gold Inc.	SA
Taseko Mines Ltd	TGB
H B Fuller Company	FUL
United States Lime & Minerals Inc	USLM
Hawkins Inc	HWKN
Fortuna Silver Mines Inc	FSM
Quaker Chemical Corporation	KWR

Sector: Basic Materials

KNF Analyst Ratings

Consensus: Hold
Analysts: 8
Strong Buy: 1
Buy: 4
Hold: 2
Sell: 0
Strong Sell: 1

KNF Bull Case vs Bear Case

Bull case

KNF grew quarterly revenue 12.6% year over year.
62.5% of KNF's analyst ratings are Buy or Strong Buy.

Bear case

KNF beat EPS estimates in 25.0% of its last 8 reported quarters.

KNF Earnings: Beat Rate and Next Report

Beat rate: 2 of 8 quarters (25.0%)
Average surprise: -9.5%
EPS estimate (fiscal period ending Sep 30, 2026): $2.56
Estimate revisions (30 days, fiscal period ending Sep 30, 2026): 0 up, 0 down

Frequently Asked Questions About KNF

Does KNF pay dividends?

Knife River Corporation (KNF) does not currently pay a regular dividend.

What is KNF's P/E ratio?

Knife River Corporation has a price-to-earnings (P/E) ratio of 20.22.

What is KNF's market cap?

Knife River Corporation (KNF) has a market capitalization of $2.83B with a current stock price of $49.95.

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