Knife River Corporation

KNF • Construction Materials

$51.18

▲ +1.60 (+3.23%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$2.90B

Growth

7.6%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Positive revenue growth · 8.9%Consistent free cash flow · 4/5Manageable debt level · 0.76Healthy liquidity · 2.54

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 6, 2026, 12:47 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$51.18

Change3.23%

Shares Out56.70M

Market Cap$2.90B

Enterprise Value$4.48B

52W Range58.72 - 96.28

Beta0.50

P/E20.75

P/S0.88

P/B1.81

P/FCF67.42

EV/Sales1.35

Price$51.18

Change3.23%

Shares Out56.70M

Market Cap$2.90B

Enterprise Value$4.48B

52W Range58.72 - 96.28

Beta0.50

P/E20.75

P/S0.88

P/B1.81

P/FCF67.42

EV/Sales1.35

EV/EBITDA10.18

EV/FCF104.05

Earnings Yield4.82%

FCF Yield1.48%

Dividend Yield0.00%

Gross Margin18.35%

Oper. Margin9.08%

Profit Margin4.99%

Debt/Eq0.76

Current Ratio2.54

Quick Ratio1.39

Revenue 5Y7.58%

Target$71.40

Target Upside39.51%

Target Median$80.00

Target Range54.00 - 85.00

Volume1.85M

Avg Volume536.60K

EPS Surprise0.02

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

47/100

Financial Strength

Debt, cash, stability

75/100

Growth Potential

Revenue and expansion

92/100

Price Attractiveness

Cheap or expensive today

76/100

Why this score▼

Positive revenue growth · 8.9%Consistent free cash flow · 4/5Manageable debt level · 0.76Healthy liquidity · 2.54

Analyst view

Analyst sentiment and price target

KNF

Analyst sentiment

Based on 8 analyst votes · 2026-10-21

75/100

Bullish

Hold

Bearish

Price Target

2026-08-06

Low

$73.00

Mean

$90.25

Median

$91.50

High

$105.00

Company Overview

IPO: 6/6/2023

Industry: Construction Materials

P/B i: 1.81

Debt / Equity i: 0.76

Operating Margin: 9.08%

Net Margin: 4.99%

ROE i: -

ROIC: -

Financial Health

Score15 / 20

Debt / Equity: 0.76

Current Ratio: 2.54

Quick Ratio: 1.39

Status: Good

Insider Transactions

Recent executive and insider activity

Fagg Karen B

Transaction: 06/30/2026

BUY

Change

—

Price

Not reported

Filing

07/01/2026

Type

BUY

Rebstock Peggy S.

Transaction: 05/21/2026

OTHER

Change

Price

Not reported

Filing

05/21/2026

Type

OTHER

Carmona-Alvarez German

Transaction: 05/20/2026

BUY

Change

+2,040

Price

Not reported

Filing

05/21/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
Fagg Karen B	BUY	—	Not reported	06/30/2026	07/01/2026
Rebstock Peggy S.	OTHER	0	Not reported	05/21/2026	05/21/2026
Carmona-Alvarez German	BUY	+2,040	Not reported	05/20/2026	05/21/2026
Chiodo Patricia	BUY	+2,040	Not reported	05/20/2026	05/21/2026
Fagg Karen B	BUY	+2,380	Not reported	05/20/2026	05/21/2026
Hill Thomas W.	BUY	+2,040	Not reported	05/20/2026	05/21/2026
MOSS PATRICIA L	BUY	+2,040	Not reported	05/20/2026	05/21/2026
SANDBROOK WILLIAM J	BUY	+2,040	Not reported	05/20/2026	05/21/2026
Fagg Karen B	BUY	—	Not reported	03/31/2026	04/01/2026
Gray Brian R.	BUY	+20,955	Not reported	03/06/2026	03/09/2026
Hastings Trevor J	BUY	+6,130	Not reported	03/04/2026	03/05/2026
Ring Nathan W	BUY	+5,211	Not reported	03/04/2026	03/05/2026
Liepitz Karl A	BUY	+4,611	Not reported	03/04/2026	03/05/2026
LaChapelle Sarah L.	BUY	+2,713	Not reported	03/04/2026	03/05/2026
Pladsen Glenn R.	BUY	+2,950	Not reported	03/04/2026	03/05/2026
Kadrmas Marney L.	BUY	+1,199	Not reported	03/04/2026	03/05/2026
Kadrmas Marney L.	SELL	-1,232	$81.74	02/12/2026	02/17/2026
Ring Nathan W	SELL	-4,336	$81.74	02/12/2026	02/17/2026
Hastings Trevor J	SELL	-4,599	$81.74	02/12/2026	02/17/2026
Gray Brian R.	SELL	-19,572	$81.74	02/12/2026	02/17/2026

About the Company

Knife River Corporation

Knife River Corporation is a U.S.-based entity focused on supplying aggregate-derived building materials and offering related contracting services. Its business activities are structured across six distinct operational segments: Pacific, Northwest, Mountain, North Central, South, and Energy Services. The company is involved in extracting, processing, and distributing crucial construction aggregates, including varieties of crushed stone, sand, and gravel. Additionally, it produces and sells both asphalt and ready-mix concrete. To support these core product lines, Knife River also performs various contracting tasks, such as heavy-civil construction, paving with asphalt and concrete, and comprehensive site development and grading work. Its primary clients are governmental bodies at the federal, state, and municipal levels, for whom it undertakes a wide range of public infrastructure initiatives. These projects often include highways, bridges, airports, educational facilities, public buildings, and other foundational community works. Founded in 1917, the organization is headquartered in Bismarck, North Dakota.

Source - link

Peers

AVNT BCC CBT FUL PRM SAND SXT TGLS TTAM USLM

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

Knife River Corporation Announces Timing of Third Quarter 2026 Results Conference Call

Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, will host its third qua

GuruFocus

Knife River Corporation Announces Timing of Third Quarter 2026 Results Conference Call

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, will host its third quarter 2026 earnings conference call at 11 a.m. EDT on Tuesday, Nov. 3, 2026. Financial results for the quarter will be released that morning before the NYSE market opens.A live webcast of the call, along with presentation slides, will be available in the Investors section of the Knife River website at inves.

Business Wire

Knife River (NYSE:KNF) Stock Falls 5.1% – Here’s Why

Knife River Corporation (NYSE: KNF - Get Free Report)'s stock price dropped 5.1% on Friday. The company traded as low as $49.74 and last traded at $49.6280. Approximately 76,642 shares were traded during trading, a decline of 89% from the average daily volume of 694,522 shares. The stock had previously closed at $52.27. Analysts Set New

Defense World

A Look at Knife River Corp (KNF) After 5.0% Decline -- GF Value $89.63 vs Price $50.54

On October 07, 2026, Knife River Corp (KNF) shares fell 5.0% to a current price of $50.54, reflecting a challenging price performance with a 52-week range betwe

GuruFocus

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.

Seeking Alpha

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-05	-1.42	-1.4	0.02
2026-02-17	0.41	0.56	0.15
2025-11-04	2.45	2.52	0.07
2025-08-05	1.27	0.89	-0.38
2025-05-06	-0.89	-1.21	-0.32
2025-02-13	0.4	0.41	0.01
2024-11-04	2.81	2.6	-0.21
2024-08-06	1.24	1.37	0.13
2024-05-07	-0.8	-0.84	-0.04
2024-02-15	0.16	0.36	0.2
2023-11-06	1.86	2.58	0.72
2023-08-08	0.58	1	0.42