Knife River Corporation (KNF) Stock Price & Analysis
KNF Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 61.34B
- Enterprise Value
- MXN 6.32B
- Total Cash (Recent Filing)
- MXN 40.69M
- Total Debt (Recent Filing)
- MXN 1.67B
- Price to Earnings (P/E)
- 23.4
- Beta
- -0.10
- Next Earnings
- Nov 03, 2026 (Est.)
- EPS Estimate
- 48.48
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Scale And Profitability
Steady multi-year revenue growth and solid EBITDA profitability indicate that Knife River has built meaningful operating scale across its construction materials and contracting activities. This provides a foundation for reinvestment, supports resilience through normal project cycles, and creates operating leverage if demand remains healthy.
Vertical Integration And Local Reserves
Knife River’s vertically integrated model allows it to capture value across material production, delivery and installation while improving coordination between businesses. Owned or controlled reserves can support supply reliability and local market participation, creating a durable platform in regional markets where logistics matter.
Margin Expansion And Capacity Pipeline
The company is pursuing several structural levers rather than relying only on market growth, including aggregates-focused acquisitions, capacity additions and cost-reduction initiatives. Continued execution could broaden its regional footprint, improve asset utilization and strengthen margins over the next several quarters.
Bears Say
Higher Leverage
The sharp increase in debt has reduced financial flexibility and makes Knife River more sensitive to construction-cycle volatility. Higher leverage can absorb more operating cash through interest and repayment needs, potentially limiting the company’s ability to fund acquisitions, capacity growth or downturn protection internally.
Weak Free-cash-flow Conversion
Positive operating cash generation has not translated consistently into free cash flow, suggesting substantial capital spending or working-capital demands. A persistently modest cash surplus would constrain debt reduction and strategic investment, leaving less flexibility if project timing, demand or costs become less favorable.
Margin And Execution Pressure
The decline in net margin indicates that recent revenue growth has produced less bottom-line earnings than at the prior peak. If mix, costs or project execution remain pressured, weaker operating leverage could impair profitability and make the company’s margin-expansion strategy more dependent on successful internal initiatives.
Knife River Corporation News
Knife River: Buy Rating Reaffirmed on Infrastructure Tailwinds, Margin Expansion, and $95 Price Target Upside
Knife River Corporation (KNF) has received a new Buy rating, initiated by Oppenheimer analyst, Brent Thielman. Brent Thielman has given his Buy rating due to a combination of factors, including
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Company Description
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.
- Sector
- Basicmaterials
- Industry
- Construction Materials
- CEO
- Brian R. Gray
- Employees
- 5,298
- Website
- www.kniferiver.com
- Address
- 1150 West Century Avenue, Bismarck, ND, 58506-5568, US
Knife River Corporation (KNF) Earnings & Revenues
KNF Company Deck
KNF Earnings Call
Earnings Call SentimentPositive
The call presented a predominantly positive tone: strong top-line and adjusted EBITDA growth, record backlog, significant aggregate and ready-mix volume gains, margin expansion initiatives, and accretive acquisitions support confidence in the 2026 outlook. Near-term challenges include contracting services margin softness in Q1, geographic mix effects on reported aggregates pricing, and emerging energy cost pressure — all of which management says are being mitigated via pricing tools, diesel pre-purchases and integration of recent acquisitions. On balance, highlights materially outweigh the lowlights.
View all MX:KNF earnings summaries