KNF Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides an analysis of KNF Financials, detailing its revenue breakdown, profitability margins, and a comparison with competitors. Knife River Corp (KNF) primarily generates revenue from public-sector contracting services, ready-mix concrete, and aggregates, with contracting making up 40% of sales. The company exhibits various margins and an ROE of 9.71%, and its financial performance is benchmarked against industry peers like ACA and USLM.
KNF Stock News Today | Earnings, Events & Price Alerts
This page provides a compilation of recent news and events related to KNF (Knife River) stock, including acquisitions, market performance, and analyst ratings. Key updates highlight Knife River's strategic acquisitions to expand its operations in aggregates and asphalt paving in various regions. The news also touches on stock performance and sector-specific trends impacting packaging and containers stocks.
Knife River (KNF) director receives phantom stock grant tied to share value
Knife River Corp director Karen B. Fagg received a grant of 221.676 phantom stock units on March 31, 2026, with each unit economically equivalent to one share of common stock. This grant, valued at $79.508 per unit, is a cash-settled compensation award, not an open-market trade, and will be paid upon the termination of her service as a director. Following this transaction, Fagg holds a total of 1,061.659 phantom stock units and 30,937 direct shares of common stock.
KNF Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for Knife River Corp (KNF). As of April 1, 2026, the overall technical sentiment for KNF is a "Buy", based on a proprietary analysis of 13 technical signals, with 8 indicating buy and 5 indicating sell. The analysis highlights key momentum indicators, support and resistance levels, and moving averages to provide a comprehensive outlook for the stock.
Knife River Corp. Experiences Valuation Adjustment Amid Competitive Market Landscape
Knife River Corp., a small-cap building products company, has seen a recent valuation adjustment with a P/E ratio of 27 and a price-to-book value of 2.79. While key financial metrics like EV to EBIT and ROCE indicate operational efficiency and profitability, the company's stock performance has declined over the past month and year, contrasting with the S&P 500. This revision highlights its current standing in a competitive market as it faces distinct valuation differences compared to its peers.
Knife River Corp. Experiences Revision in Stock Evaluation Amid Mixed Market Signals
Knife River Corp., a small-cap building products company, has seen its stock price decline to $80.20, though it has outperformed the S&P 500 year-to-date despite a negative annual return. Technical indicators present a mixed outlook for the stock. The company's resilience is highlighted by its 14% year-to-date return against the S&P 500's -7.33%.
Knife River Corp Stock: A Key Player in U.S. Construction Materials with Steady Growth Potential for Investors
Knife River Corp (KNF) is a leading U.S. construction materials supplier focused on aggregates and asphalt, primarily in the western and central U.S. The company benefits from strong demand in growing regions, public infrastructure spending, and a vertically integrated business model. Analysts see growth potential, supported by its mid-cap status and strategic market position, making it relevant for North American investors seeking infrastructure exposure.
Knife River Acquires Montana Aggregates And Ready-Mix Business
Knife River has acquired Donaldson Brothers Ready Mix Inc., an aggregates-based ready-mix supplier in western Montana. This acquisition is Knife River's third in its Mountain Segment in 2026, strengthening its strategic aggregate reserves and establishing a presence in a new, growing regional market. The move aligns with Knife River's strategy to expand in mid-size, higher-growth markets through vertically integrated, aggregates-focused businesses.
Congress Asset Management Co. Cuts Stock Holdings in Knife River Corporation $KNF
Congress Asset Management Co. reduced its stake in Knife River Corporation ($KNF) by 8.6% in the fourth quarter, selling 65,623 shares and retaining 700,780 shares valued at $49.3 million. Despite this reduction, Knife River exceeded quarterly expectations with an EPS of $0.56 and revenue of $755.06 million, indicating a 14.9% year-over-year increase. Analysts currently hold a "Moderate Buy" consensus for KNF, with an average price target of $97.43.
Knife River acquires Donaldson Brothers Ready Mix assets in Hamilton
Knife River Corp., a construction materials and contracting company, has acquired the assets of Donaldson Brothers Ready Mix in Hamilton. This acquisition, which officially closed on Friday, will welcome Donaldson's 30 team members into Knife River's workforce. Donaldson Brothers has been a family-owned business for over 60 years, specializing in gravel, sand, concrete, and pre-cast concrete products.
Knife River Acquires Aggregates and Ready-Mix Business in Montana
Knife River Corporation (NYSE: KNF) announced its third acquisition in its Mountain Segment for 2026, purchasing Donaldson Brothers Ready Mix Inc. in western Montana. This acquisition provides Knife River with strategic aggregate reserves and expands its presence in the growing Bitterroot Valley. This move aligns with Knife River's strategy of targeting aggregates-based, vertically integrated opportunities in high-growth markets.
Knife River pens deal with Montana’s Donaldson Bros. Ready Mix
Knife River has acquired the assets of Donaldson Bros. Ready Mix Inc. in Hamilton, Mont., including a ready-mixed concrete plant, utility precast production, hardscapes, a materials retail center, and three aggregate sites. This acquisition expands Knife River's presence in Montana's growing Bitterroot Valley and marks its third addition to the Intermountain States platform this year, supporting its strategy to target vertically integrated opportunities in high-growth markets.
Knife River acquires Donaldson Brothers assets
Knife River Corp. has acquired Donaldson Brothers Ready Mix, an aggregate-based ready-mixed concrete supplier in western Montana, marking its third acquisition in the Mountain segment this year. Donaldson supplies the Bitterroot Valley, operating a ready-mix plant and manufacturing precast concrete products, with three aggregate sources providing over 30 years of supply. This acquisition strategically expands Knife River's presence in a growing Montana market.
Third Mountain deal this year gives Knife River over 30 years of supply
Knife River Corporation (NYSE: KNF) has acquired Donaldson Brothers Ready Mix Inc., a Montana-based aggregates and ready-mix supplier. This marks Knife River's third acquisition in its Mountain Segment in 2026, adding three aggregate sources that ensure over 30 years of supply. The move aligns with Knife River's strategy to target aggregates-based, vertically integrated opportunities in growing markets and strengthens its position in western Montana.
Knife River Corporation acquired Assets of Donaldson Bros. Ready Mix, Inc.
Knife River Corporation (NYSE:KNF) announced the acquisition of assets of Donaldson Bros. Ready Mix, Inc. The acquisition was completed on March 23, 2026. Knife River is a construction materials and contracting services provider with a strong presence across 14 states.
Knife River Corp stock gains momentum on NYSE amid strong 2026 guidance and record backlog
Knife River Corp (NYSE: KNF) saw its stock gain momentum following robust Q4 2025 results and optimistic 2026 guidance, driven by a 15% revenue increase and a record $1.0 billion contracting services backlog. The company's focus on aggregates acquisitions and efficiency gains is expected to fuel 2026 growth, with projected revenues between $3.3 billion and $3.5 billion and Adjusted EBITDA of $520 million to $560 million. Analysts maintain a "Moderate Buy" consensus, highlighting the company's strong position in the resilient US infrastructure market.
Voss Capital LP Purchases New Holdings in Knife River Corporation $KNF
Voss Capital LP has acquired a new stake in Knife River Corporation (NYSE:KNF), purchasing 440,000 shares valued at approximately $33.8 million, making it their 14th largest holding. Institutional investors and hedge funds collectively own 80.11% of Knife River's stock, with other firms like Baillie Gifford & Co. also increasing their positions. Knife River recently exceeded Q3 earnings and revenue expectations, and analysts currently rate the stock with a "Moderate Buy" consensus and an average target price of $97.43.
Knife River Corp stock gains momentum on NYSE amid strong 2026 guidance and record backlog
Knife River Corp (NYSE: KNF) saw its stock rise after reporting strong Q4 2025 results, with revenue up 15% and Adjusted EBITDA up 47%. The company also provided optimistic 2026 guidance, projecting revenue between $3.3 billion and $3.5 billion, and a record contracting services backlog exceeding $1.0 billion. This performance is largely driven by robust aggregates demand in the US, strategic acquisitions, and efficiency programs, making it an attractive prospect for DACH investors seeking stable transatlantic exposure to US infrastructure.
Knife River Corp. Experiences Revision in Stock Evaluation Amid Competitive Market Dynamics
Knife River Corp., a small-cap company in the building products sector, has adjusted its valuation, with a P/E ratio of 27 and a price-to-book value of 2.79. The company's stock has faced challenges over the past year, returning -12.99% compared to the S&P 500's 16.41% return, highlighting the competitive dynamics within its industry.
KNF SEC Filings - Knife River Ord Shs When Issued 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Knife River Corporation's (KNF) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It details the company's operations as an aggregates-led construction materials and contracting services provider, offering insights into financial conditions and key events. The platform also offers AI-powered summaries and real-time updates for new filings.
Knife River Corporation Receives 'Moderate Buy' Rating from Analysts
Knife River Corporation (NYSE:KNF) has received an average 'Moderate Buy' rating from ten research firms, with one analyst rating it 'sell,' three 'hold,' and six 'buy.' The average 12-month price target is set at $97.43, indicating moderate gains are expected. This highlights the company's financial health and growth prospects in the construction materials industry, particularly in the western United States.
Dakota County residents oppose Knife River Construction rezoning near Highway 110
Residents of Dakota County are voicing opposition to the proposed rezoning of land near Highway 110 for Knife River Construction. The article title highlights this local disagreement. The content does not elaborate further on the reasons for opposition but marks the published time as March 17, 2026, at 10:41 PM CDT.
Knife River Stock Gains as Construction Season Approaches
Knife River Corporation's stock is gaining as the construction season approaches, with shares up nearly nine percent year-to-date. The company has a full backlog of projects and is focusing on efficient execution to convert these into revenue. Investors are closely watching the pace of new project commencements and the company’s ability to manage cost pressures from raw materials and logistics.
Knife River Corp stock surges on analyst upgrades as construction materials demand stabilizes
Knife River Corp's stock is surging, driven by analyst upgrades and stabilizing demand in the construction materials sector. With a consensus price target of $106.83, analysts anticipate a 36% upside, viewing the stock as a "moderate-buy." The company benefits from strong North American infrastructure spending and a robust business model, attracting investment despite a recent market correction.
Knife River Corp stock surges on analyst upgrades as construction materials demand stabilizes
Knife River Corp (ISIN: US4989041072) has seen its stock price climb to near $78.44, up 25% from its 52-week low, driven by improved analyst sentiment and a recovery in construction materials demand. Analysts have set a consensus price target of $106.83, indicating a potential upside of approximately 36%, with 73% of ratings being "buy" recommendations. The company's strong business model, exposure to North American infrastructure spending, and solid cash generation profile are key factors attracting investor interest and analyst upgrades.
Kennedy Capital Management LLC Purchases 82,455 Shares of Knife River Corporation $KNF
Kennedy Capital Management LLC significantly increased its stake in Knife River Corporation (NYSE:KNF) by 55.1% during the third quarter, purchasing 82,455 shares to hold a total of 232,042 shares valued at approximately $17.84 million. Other institutions, including Baillie Gifford and Norges Bank, also acquired substantial new stakes, leading to institutional investors now owning 80.11% of the company. Knife River recently exceeded Q3 earnings and revenue estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $97.43.
Knife River Corp (NYSE: KNF) awards RSUs to VP & Chief Accounting Officer
Knife River Corp (NYSE: KNF) awarded 1,199 restricted stock units (RSUs) to Marney L. Kadrmas, VP & Chief Accounting Officer. These RSUs, valued at $0.0000 per unit, will vest on December 31, 2028, provided Ms. Kadrmas remains employed by the company. Following this grant, she directly holds 4,917 common shares and indirectly holds an additional 2,460.0368 shares in a 401(k) plan.
Knife River (KNF) CEO awarded 20,955 RSUs vesting in 2028
Knife River Corp's President & CEO, Brian R. Gray, was granted 20,955 restricted stock units (RSUs) that will vest on December 31, 2028, provided he remains employed by the company. Each RSU represents one share of Knife River common stock. Following this award, Gray directly holds 84,747 shares, with an additional 8,164.6823 shares held indirectly in a 401(k) plan.
[Form 4] Knife River Corp Insider Trading Activity
Nathan W. Ring, Executive Vice President and CFO of Knife River Corp (KNF), received an attribution of 5,211 restricted stock units (RSUs) on March 4, 2026. These RSUs vest on December 31, 2028, contingent on his continued employment, bringing his direct ownership to 30,530 common shares. Additionally, a 401(k) plan account holds 2,402.3025 common shares indirectly, with its balance subject to daily fluctuations.
Knife River acquires Morgan Asphalt in Salt Lake City
Knife River Corp. has acquired Morgan Asphalt, an aggregate-based asphalt paving company located in the Salt Lake City area. This acquisition expands Knife River's Mountain region footprint into one of the nation's fastest-growing states. Morgan Asphalt's operations include aggregate crushing, asphalt production, and contracting services, along with 30 years of available reserves.
Knife River Corporation (KNF) Stock Price Today & Analysis
This article provides an analysis of Knife River Corporation (KNF) stock, including its current price, fundamental financial data, and company overview. It also offers a guide on how to buy KNF stock through the Gotrade app, discusses its dividend policy, and provides general advice on stock valuation.
Knife River Corp. Experiences Evaluation Revision Amidst Market Dynamics and Performance Indicators
Knife River Corp., a small-cap building products company, has seen its stock price rise slightly to $89.38, demonstrating resilience against the S&P 500 with significant recent gains. Despite notable volatility over the past year and a negative one-year return, the company's technical indicators present a mixed but overall mildly bullish to bullish outlook on longer timeframes. Its strong year-to-date and one-month returns highlight its potential to navigate market fluctuations effectively.
KNF PE Ratio & Valuation, Is KNF Overvalued
This article analyzes the valuation of Knife River Corp (KNF) using various metrics. It concludes that KNF is currently in the "Fair zone" with a forward P/E ratio of 23.81, compared to its five-year average of 21.10, and a fair price range of $73.79 to $94.69. The analysis also highlights that KNF's P/S ratio of 1.25 is above the industry average, which, despite robust revenue growth, may be unsustainable.
Knife River Expands into Utah with Acquisition of Morgan Asphalt in Salt Lake City
Knife River Corporation (NYSE: KNF) has announced the acquisition of Morgan Asphalt Inc., an aggregates-based asphalt paving company located in Salt Lake City, Utah. This strategic move expands Knife River's Mountain Region operations into one of the fastest-growing states, providing a growth platform that includes aggregate crushing and production, asphalt production, and contracting services. The acquisition brings approximately 250 employees during peak season and is expected to integrate into Knife River's existing regional operations ahead of the 2026 construction season.
Knife River bets on Utah growth with Salt Lake City paving acquisition
Knife River Corporation (NYSE: KNF) announced the acquisition of Morgan Asphalt Inc., an aggregates-based asphalt paving company in Salt Lake City, Utah. This strategic expansion allows Knife River to establish a footprint in one of the fastest-growing states in the U.S. and integrate Morgan Asphalt's operations into its existing Mountain Region segment. The acquisition positions Knife River for additional growth opportunities across its 15-state footprint and strengthens its contracting services.
Knife River Corporation $KNF Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. reduced its stake in Knife River Corporation by 1.4% in the third quarter, selling 82,710 shares but still owning 5.75 million shares valued at $442.3 million. The company reported strong Q1 results, beating EPS and revenue estimates, and holds a "Moderate Buy" consensus rating from analysts with an average price target of $96.43. Institutional ownership remains high at 80.11%, with other major investors adjusting their positions.
Knife River sets $1B record backlog and targets up to $3.5B in 2026 sales
Knife River Corporation reported strong Q4 and full-year 2025 financial results, with Q4 revenue up 15% and Adjusted EBITDA up 47% year-over-year. The company achieved a record year-end backlog of $1 billion and strategically acquired five businesses in 2025, expecting these to significantly contribute to future growth. For 2026, Knife River set revenue guidance between $3.3 billion and $3.5 billion, aiming for Adjusted EBITDA between $520 million and $560 million, supported by continued organic growth, strategic M&A, and operational efficiencies.
Knife River Corporation (NYSE:KNF) Receives Average Recommendation of "Moderate Buy" from Analysts
Knife River Corporation (NYSE:KNF) has received an average "Moderate Buy" recommendation from analysts, with a mean 12-month price target of $96.43. The company recently exceeded earnings expectations, reporting an EPS of $0.56 against an anticipated $0.41, and revenue of $755.06M, marking a 14.9% year-over-year increase. Several firms have adjusted price targets, with some increasing to $105 and one cutting to a "Sell" rating, while institutional investors hold approximately 80.11% of the stock.
Knife River (NYSE: KNF) VP reports RSU tax-withholding share disposition
Knife River Corp VP Karl A. Liepitz reported a tax-withholding share disposition on February 12, 2026, where 8,648 shares of common stock were withheld by the company to cover tax obligations upon the vesting of a restricted stock unit award. This transaction, executed at $81.74 per share, reduced his direct beneficial ownership to 39,701 shares, while he also indirectly holds 1,896.8482 shares through a 401(k) plan. This was a non-market transaction and not an open-market sale.
Analysts Are Bullish on These Materials Stocks: Vulcan Materials (VMC), Knife River Corporation (KNF)
Analysts are expressing bullish sentiments on two materials stocks, Vulcan Materials (VMC) and Knife River Corporation (KNF). Bank of America Securities analysts have maintained Buy ratings on both companies, setting price targets that suggest an upside from current levels. Vulcan Materials has a Moderate Buy consensus with a target of $326.13, while Knife River Corporation also has a Moderate Buy consensus with a target of $99.57.
Knife River Corp SEC 10-K Report
Knife River Corp (KNF) has released its 2025 10-K report, highlighting a 9% revenue increase to $3,146.0 million due to acquisitions and price hikes, despite a decline in net income and operating income. The report details the company's financial performance across its West, Mountain, Central, and Energy Services segments, strategic initiatives focused on acquisitions, and an optimistic future outlook based on strong public funding for infrastructure. The company also addresses challenges like public-sector dependency, supply chain disruptions, and commodity/interest rate risks, outlining management strategies to mitigate these issues.
Knife River (KNF) Q4 2025 jumps as backlog tops $1.0B and 2026 outlook rises
Knife River Corporation reported strong fourth-quarter 2025 results, with revenue up 15% to $755.1 million and Adjusted EBITDA increasing 47% to $119.4 million. The company's year-end backlog reached a record $1.03 billion, supporting its positive 2026 outlook, which projects revenue between $3.3 billion and $3.5 billion and Adjusted EBITDA of $520 million to $560 million. Full-year 2025 net income was pressured by higher interest and depreciation expenses despite a 9% revenue increase and 7% Adjusted EBITDA growth.
Analysts Are Bullish on These Materials Stocks: IAMGOLD (IAG), Knife River Corporation (KNF)
BMO Capital analyst Matt Murphy maintained a Buy rating on IAMGOLD (IAG) and set a price target of C$36.00. B. Riley Securities analyst Rohit Seth maintained a Buy rating on Knife River Corporation (KNF) and set a price target of $92.00, with RBC Capital also maintaining a Buy rating and a $109.00 price target. Both companies received bullish sentiments from analysts in the Materials sector.
DA Davidson raises Knife River stock price target on improved results
DA Davidson has increased its price target for Knife River Corp. (NYSE:KNF) to $105 from $95, maintaining a Buy rating, following strong Q4 results and 2026 guidance. The stock has seen significant gains recently, trading at $92.50. Another firm, Stephens, also raised its target to $105 due to exceeding expectations in earnings and revenue.
Hodges Capital Management Inc. Increases Stock Position in Knife River Corporation $KNF
Hodges Capital Management Inc. significantly increased its stake in Knife River Corporation (NYSE:KNF) by 98.5% in the third quarter, bringing its total holdings to 40,000 shares valued at $3.08 million. This increase follows Knife River's strong Q4 earnings, which beat analyst expectations, and positive guidance for FY2026, contributing to a 16.4% jump in its stock price. Despite the bullish sentiment and institutional buying, the article notes that the stock trades at a high P/E ratio and faces execution and integration risks.
Knife River Corporation (NYSE:KNF) Q4 2025 earnings call transcript
This is the Q4 2025 earnings call transcript for Knife River Corporation (NYSE:KNF). The transcript would contain detailed discussions about the company's financial performance, operational achievements, and future outlook for the fourth quarter of 2025. It serves as a comprehensive record of the executive team's commentary and responses to analyst questions regarding the company's results.
Stephens raises Knife River stock price target on strong volumes
Stephens has increased its price target for Knife River Corp. (NYSE:KNF) to $105 from $86, maintaining an Overweight rating, following strong fourth-quarter results driven by robust volumes and solid pricing in aggregates and ready-mix concrete. The company's adjusted EBITDA margin exceeded expectations, and its 2026 sales and EBITDA guidance also surpassed forecasts. Knife River's strong performance was further supported by mid-single-digit growth projections for aggregates and mid-teens growth for ready-mix concrete, partly due to the Texcrete acquisition.
Knife River Corporation (NYSE:KNF) Q4 2025 Earnings Call Transcript
Knife River Corporation reported strong Q4 and full-year 2025 results, exceeding earnings expectations with a reported EPS of $0.56 against an expected $0.41. The company achieved its most profitable year ever, growing adjusted EBITDA by 7% to $497 million, completing five acquisitions, and enhancing its competitive edge initiatives. Looking ahead to 2026, Knife River forecasts consolidated revenue between $3.3 billion and $3.5 billion and adjusted EBITDA between $520 million and $560 million, driven by strategic growth, robust backlog, and ongoing operational improvements, particularly in aggregates and vertically integrated operations.
Knife River (KNF) Is Up 17.9% After Q4 Beat And Higher 2026 Revenue Guidance - What's Changed
Knife River Corporation (KNF) reported a strong Q4 and full-year 2025, with revenues exceeding expectations and net income reaching US$32 million and US$157.1 million respectively. The company also issued higher 2026 revenue guidance of US$3.30 billion to US$3.50 billion, indicating confidence in its project pipeline, though future performance is still heavily tied to public infrastructure funding. While the updated guidance is positive, investors should remain aware of potential risks related to reliance on public budgets and bid timing.
Knife River: Q4 Earnings Snapshot
Knife River Corp. reported strong fourth-quarter earnings and revenue, surpassing Wall Street expectations. The company posted net income of $32 million, or 56 cents per share, on revenue of $755.1 million. For the full year, Knife River achieved $157.1 million in profit and $3.15 billion in revenue, projecting 2026 revenue between $3.3 billion and $3.5 billion.
