Knife River appoints Peggy S. Rebstock as chief accounting officer
Knife River Corporation has appointed Peggy S. Rebstock as vice president, chief accounting officer, and controller, effective Thursday. Rebstock, 53, previously served as the company's vice president of financial planning and analysis. Her compensation package includes an annual base salary of $320,000, eligibility for executive incentive compensation, and participation in the long-term incentive plan.
Knife River (KNF) director Patricia Chiodo receives 2,040 RSUs as board compensation
Knife River Corp director Patricia Chiodo was granted 2,040 Restricted Stock Units (RSUs) as part of her board compensation. These RSUs vest on the day before the company’s next annual meeting, provided she continues to serve on the board. Following this transaction, her direct holdings in Knife River total 5,553 shares.
Director receives 2,040 RSUs at Knife River (NYSE: KNF)
William J. Sandbrook, a director at Knife River Corp (NYSE: KNF), was granted 2,040 restricted stock units (RSUs) as compensation on May 20, 2026. These RSUs, which have no cash purchase price, will vest immediately before the company's next annual meeting, provided Sandbrook continues his service on the board. After this award, his direct holdings in Knife River common stock will total 7,735 shares.
Knife River (KNF) director receives 2,040 RSUs vesting before next annual meeting
Knife River Corp director Patricia L. Moss was granted 2,040 restricted stock units (RSUs) as compensation, reported at $0.00 per unit. These RSUs will vest immediately prior to the company's next annual meeting of stockholders, provided Moss continues her board service. Following this grant, Moss directly holds 31,874 shares or share-equivalent units.
Knife River (NYSE: KNF) promotes Peggy Rebstock and wins shareholder backing
Knife River Corporation announced the promotion of Peggy S. Rebstock to Vice President, Chief Accounting Officer and Controller, effective May 21, 2026, with an annual base salary of $320,000. Shareholders at the annual meeting on May 20, 2026, approved the election of two directors, advisory executive compensation, and the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for 2026. These updates signal continuity in leadership and strong shareholder alignment with the company's governance and compensation practices.
Knife River (KNF) director Karen Fagg receives 2,380 restricted stock units award
Knife River Corp director Karen B. Fagg was granted 2,380 restricted stock units (RSUs) as disclosed in a Form 4 filing. These RSUs will vest immediately prior to the company's next annual stockholder meeting, contingent on her continued service on the board. Following this award, Karen Fagg directly holds 33,317 shares of Knife River common stock.
Donaldson Bros. RM, precast, aggregate operations join Knife River
Knife River Corp. has acquired the assets of Donaldson Bros. Ready Mix Inc. in Hamilton, Montana, expanding its presence in the Intermountain States. This acquisition includes a ready-mixed concrete plant, precast production, hardscapes, a retail center, and three aggregate sites, positioning Knife River in the growing Bitterroot Valley. It marks the third such addition this year, supporting Knife River's strategy for aggregates-based, vertically integrated opportunities in high-growth markets.
According to documents submitted to the U.S. Securities and Exchange Commission, Knife River Corp has increased its revolving B loan facility by 400 millions dollars.
Knife River Corp has increased its revolving B loan facility by $400 million, as disclosed in documents submitted to the U.S. Securities and Exchange Commission. The company also managed to reduce the applicable interest rate margin on this loan by 0.25 percentage points. These financial maneuvers aim to optimize financing costs and improve the company's financial flexibility.
Knife River Expands Term B Loans to $895 Million, Cuts Margin in JPMorgan-Led Amendment
Knife River Corp (KNF) has amended its Credit Agreement, increasing its Term B loans by $400 million to a total of $895 million while simultaneously reducing the interest margin by 0.25%. These funds will be used for refinancing existing loans, repaying borrowings under the revolver, and for general working capital and corporate purposes. The agreement was made with JPMorgan Chase Bank and other lenders, becoming effective on May 15, 2026.
Knife River (NYSE: KNF) upsizes to $895M Term B loan at lower margin
Knife River Corporation (KNF) has upsized its Term B loan to $895 million by adding $400 million and simultaneously reduced the interest margin by 0.25%. The company plans to use the proceeds to refinance existing Term B loans, repay revolving credit facility borrowings, and fund working capital and general corporate purposes. The new 2026 Tranche B Term Loans bear interest at SOFR + 1.75% or an alternate base rate + 0.75%, maintaining largely similar terms to previous loans.
According to documents submitted to the U.S. Securities and Exchange Commission, Knife River Corp has increased its revolving B loan facility by 400 millions dollars.
Knife River Corp has increased its revolving B loan facility by $400 million, as reported in documents filed with the U.S. Securities and Exchange Commission. Concurrently, the company also succeeded in reducing the applicable interest rate margin for this loan portion by 0.25 percentage points. These financial adjustments aim to enhance the company's financial flexibility and optimize its financing costs.
T. Rowe Price (KNF) holds 4,497,266 shares, 7.9% stake in Knife River
T. Rowe Price Associates, Inc. has filed an amended Schedule 13G reporting a beneficial ownership of 4,497,266 shares, representing a 7.9% stake in Knife River Corp (KNF) as of March 31, 2026. The filing indicates T. Rowe Price holds sole voting power for 4,486,119 shares and sole dispositive power for all 4,497,266 shares, while also including a statement explicitly denying beneficial ownership. This disclosure clarifies a significant institutional position in Knife River, though it does not imply specific trading intentions.
Earnings call transcript: Knife River Q1 2026 EPS miss amid strong revenue growth
Knife River Corporation reported mixed Q1 2026 results, with a significant EPS miss of -1.4 against a forecast of -0.85, primarily due to geographic mix and un-processed materials mix despite overall 16% year-over-year revenue growth. The company reaffirmed its full-year guidance, anticipating trending towards the upper half of revenue and adjusted EBITDA ranges, driven by strong backlog, strategic acquisitions, and operational efficiencies. Management remains optimistic about continued growth through vertical integration, market expansion, and ongoing M&A in fragmented markets.
Earnings call transcript: Knife River Q1 2026 EPS miss amid strong revenue growth
Knife River Corporation reported mixed Q1 2026 results with a significant EPS miss of -1.4 against a forecast of -0.85, a deviation of 64.71%. Despite this, the company achieved strong revenue growth of 16% year-over-year, driven by acquisitions and increased volumes in aggregates and ready-mix. Knife River reaffirmed its full-year guidance, projecting continued revenue growth and strategic expansion, with a focus on leveraging vertical integration and dynamic pricing to manage costs and enhance profitability.
Earnings call transcript: Knife River Q1 2026 EPS miss amid strong revenue growth By Investing.com
Knife River Corporation reported mixed Q1 2026 results, missing EPS forecasts significantly with -1.4 against an expected -0.85, but achieving strong 16% year-over-year revenue growth to $410.1 million. The company's stock experienced initial pre-market optimism followed by a decline, indicating mixed investor sentiment. Leadership highlighted strategic acquisitions, vertical integration, and "Competitive EDGE" initiatives as key drivers for continued growth and reaffirmed its full-year guidance towards the upper half of its revenue and Adjusted EBITDA ranges.
Knife River Q1 Earnings Call Highlights
Knife River (KNF) reported a strong first quarter with significant increases in revenue and adjusted EBITDA, driven by higher activity across its markets and strategic acquisitions. The company’s volumes rose across core product lines like aggregates, ready-mix, and asphalt, while management reaffirmed its full-year guidance, expecting results to trend towards the upper half of its outlook. Knife River emphasized its growth strategy in midsize, high-growth markets, vertical integration, and margin improvement efforts, underscoring its financial health and capacity for future acquisitions.
Knife River’s Q1 Loss and Acquisition Pipeline Might Change The Case For Investing In KNF
Knife River Corporation reported increased revenue but a wider net loss in Q1 2026, alongside an active acquisition strategy to expand its vertically integrated footprint. The company's focus on disciplined M&A and record public infrastructure backlog are key to its investment narrative, though cost pressures and integration risks remain important watchpoints. Analysts anticipate significant revenue and earnings growth by 2029, projecting a 16% upside to its current price based on fair value estimates.
F m Investments LLC Raises Stake in Knife River Corporation $KNF
F m Investments LLC significantly increased its stake in Knife River Corporation (NYSE:KNF) by 19.2% in the fourth quarter, bringing its total holdings to 73,611 shares valued at approximately $5.18 million. Institutional investors collectively own about 80.11% of Knife River's stock, with several other firms also boosting their positions. This increase comes as Knife River reported better-than-expected quarterly results and analysts widely rate the stock as a "Moderate Buy."
Knife River Corporation (NYSE:KNF) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Knife River Corporation (NYSE:KNF) has received a "Moderate Buy" consensus recommendation from brokerages, with an average one-year price target of $98. The company reported a 16% year-over-year revenue increase in Q1 and a record $1.2 billion backlog, contributing to a positive outlook. Despite a wider GAAP net loss, analysts remain optimistic, with several firms raising their price targets.
Knife River enters 2026 build season with $1.2B backlog after 3 deals
Knife River Corporation reported a strong start to 2026, with revenue increasing by 16% and adjusted EBITDA by 16% in the first quarter. The company completed three aggregates-based acquisitions, contributing to a record first-quarter backlog of $1.2 billion. Knife River reaffirmed its full-year 2026 financial guidance, anticipating profitable growth driven by strong demand and strategic acquisitions.
Assessing Knife River (KNF) Valuation After Higher Q1 Revenue And A Deeper Net Loss
Knife River (KNF) reported higher Q1 revenue of US$410.1 million but also a deeper net loss of US$79.2 million. Despite this, the stock has shown strong recent momentum with a 22.18% return over 30 days and a 23.95% return over 90 days. The fair value estimate is US$102.50, suggesting the stock is currently undervalued, bolstered by a significant $1.3 billion backlog tied to public infrastructure projects.
Knife River Shares Dropping 5.1% on Knife River Corporation Reports First Quarter 2026 Financial Results
Knife River Corporation's shares fell 5.1% to $85.72 following the release of its first-quarter 2026 financial results. The market reacted negatively, suggesting investor disappointment with the quarterly performance or guidance. Trading volume increased as investors responded to the earnings report, trimming the company's market capitalization to $4.9 billion amidst a complex operating environment for the building materials sector.
Knife River Corporation (NYSE:KNF) Q1 2026 Earnings Call Transcript
Knife River Corporation (NYSE:KNF) reported a strong start to 2026, exceeding Q1 earnings expectations with a 16% increase in revenue and adjusted EBITDA. The company attributes this performance to increased market activity, double-digit volume growth across product lines, and strategic acquisitions in Utah and Montana. Knife River expects to trend towards the upper half of its revenue and adjusted EBITDA guidance for the year, supported by a record $1.2 billion backlog and its vertically integrated business model.
Knife River (KNF) grows Q1 2026 sales but posts larger net loss
Knife River Corporation reported higher revenue and a larger net loss in Q1 2026, with sales increasing to $410.1 million but net loss widening to $79.2 million. The company's EBITDA improved to a loss of $35.4 million, driven by increased ready-mix concrete and aggregate volumes, including contributions from recent acquisitions. Knife River maintained a strong contracting backlog of $1.17 billion, with significant government funding for infrastructure supporting future revenue.
Knife River Shares Dropping 5.1% on Knife River Corporation Reports First Quarter 2026 Financial Results
Knife River Corporation's shares dropped 5.1% to $85.72 following the release of its first quarter 2026 financial results, which seemingly disappointed investors. The building materials company's stock decline occurred on high trading volume, trimming its market capitalization to $4.9 billion, as the market reacted negatively to the quarterly performance or provided guidance. Investors are now watching for management's commentary on demand trends, pricing power, and updated full-year guidance to assess the company's outlook.
Knife River reports ‘good start to 2026’
Knife River Corp. reported a strong start to 2026, with aggregate volumes up 26.1% and revenue in its construction materials business increasing by 22.9%. The company's president and CEO, Brian Gray, highlighted a 16% improvement in overall revenue and adjusted EBITDA, attributing the success to volume increases, reduced per-unit costs, and recent acquisitions. Knife River expects continued profitable growth with mid-single digit increases in aggregate volumes and pricing, supported by a record first-quarter backlog of $1.2 billion.
Knife River (NYSE: KNF) grows Q1 2026 sales 16% and sets $3.3–3.5B outlook
Knife River Corporation reported a 16% increase in Q1 2026 revenue, reaching $410.1 million, despite widening its net loss to $79.2 million. The company's Adjusted EBITDA loss improved to $31.8 million, and it completed three acquisitions while achieving a record first-quarter backlog of $1.2 billion. For the full year 2026, Knife River forecasts revenue between $3.3 billion and $3.5 billion and Adjusted EBITDA between $520 million and $560 million.
Earnings Flash (KNF) Knife River Corporation Reports Q1 Revenue $410.1M, vs. FactSet Est of $387.1M
Knife River Corporation (KNF) reported its Q1 revenue at $410.1 million, surpassing FactSet's estimate of $387.1 million. The company, an aggregates-based construction materials and contracting services provider, operates across multiple geographic segments and a specialized Energy Services segment. Its stock is covered by 10 analysts with an average target price of $102.50.
Knife River: Q1 Earnings Snapshot
Knife River Corp. (KNF) reported a first-quarter loss of $79.2 million, or $1.40 per share, which exceeded Wall Street expectations. The construction materials company also surpassed revenue forecasts, posting $410.1 million for the period, and projects full-year revenue between $3.3 billion and $3.5 billion. This financial update indicates a stronger performance than analysts predicted for both loss per share and revenue.
Knife River Corporation Reports First Quarter 2026 Financial Results
Knife River Corporation announced strong financial results for the first quarter of 2026, with a 16% increase in revenue and Adjusted EBITDA. The company completed three aggregates-based acquisitions, expanded into higher-growth markets, and reported a record first-quarter backlog of $1.2 billion. Knife River also provided 2026 financial guidance, anticipating mid-single to mid-teen volume increases across its product lines and expecting profitable growth for shareholders.
Knife River: Q1 Earnings Snapshot
Knife River Corp. (KNF) reported a first-quarter loss of $79.2 million, or $1.40 per share, which was better than analysts' expectations of a $1.42 per share loss. The construction materials company also exceeded revenue forecasts, reporting $410.1 million against an expected $386.6 million. Knife River anticipates full-year revenue to be between $3.3 billion and $3.5 billion.
Knife River in the spotlight as first-quarter earnings loom
Knife River Corp. is set to announce its first-quarter earnings, with analysts anticipating a seasonal loss of $0.85 per share, an improvement from the prior year but a reversal from the previous quarter's profit due to a winter construction slowdown. Despite short-term challenges, analysts maintain a "Buy" rating with a 10% upside potential, driven by optimism regarding the company's aggressive expansion strategy. Investors will be keen to see how recent acquisitions and a significant project in Texas will contribute to future earnings and margins, alongside guidance for the upcoming construction season.
Knife River in the spotlight as first-quarter earnings loom
Knife River Corp. is poised to announce its first-quarter earnings, with analysts anticipating a seasonal loss of $0.85 per share due to the typical winter slowdown in construction. Despite this, the company maintains a "Buy" rating with an implied 10% upside, supported by its aggressive expansion strategy through recent acquisitions and focus on vertically integrated opportunities. Investors will closely watch the contribution of new acquisitions to earnings, the strength of its project backlog, and forward guidance for the upcoming spring and summer construction season to assess its future profitability.
Vanguard Capital Management (NYSE: KNF) holds 2.98M shares, 5.25% stake
Vanguard Capital Management has reported a 5.25% stake in Knife River Corp (KNF), holding 2,979,706 shares as of March 31, 2026. This disclosure was made in a Schedule 13G filing, indicating a passive investment. Vanguard exercises sole voting power over 433,816 shares and sole dispositive power over all 2,979,706 shares.
Knife River (KNF) Expected to Announce Earnings on Tuesday
Knife River (KNF) is set to declare its Q1 2026 earnings before market open on Tuesday, May 5th, with analysts projecting a loss of ($1.3450) EPS and revenue of $390.2 million. This contrasts with the previous quarter's positive earnings of $0.56 EPS and $755.06 million in revenue, both exceeding estimates. The stock currently hovers around $89 with a market cap of $5.06 billion and holds a "Moderate Buy" consensus rating among analysts.
Knife River (NYSE:KNF) - Stock Analysis
This report provides a stock analysis for Knife River (NYSE:KNF), a company offering aggregates-based construction materials and contracting services. It highlights that analysts view KNF as undervalued, with growth expected from regional infrastructure recovery and a strong backlog. The report also details recent news, performance, fundamentals, and upcoming earnings reports for the company.
Paradice Investment Management LLC Purchases New Shares in Knife River Corporation $KNF
Paradice Investment Management LLC acquired a new position of 312,743 shares in Knife River Corporation (NYSE:KNF) during the fourth quarter, valued at approximately $22 million, making it their 14th largest holding. The construction materials company recently reported strong earnings, beating analyst expectations with $0.56 EPS on $755.06 million in revenue, leading to a "Moderate Buy" consensus rating among analysts with an average price target of $97.29. Several other institutional investors also adjusted their stakes in Knife River, reflecting varied investment strategies in the company.
Knife River (KNF) Valuation Check After Recent Pullback And Backlog Growth Narrative
Knife River (KNF) has experienced a recent pullback, despite strong year-to-date performance and trading below its average analyst price target of US$102.50. The company is considered undervalued with a fair value of $102.60, supported by a record $1.3 billion backlog and exposure to public infrastructure projects. However, its high P/E ratio of 31.8x, compared to the industry average of 16.1x, suggests that much of the positive news may already be priced in, posing a risk if sentiment cools.
Knife River Corporation Announces First Quarter 2026 Results Conference Call
Knife River Corporation (NYSE: KNF) will host its first quarter 2026 earnings conference call on Tuesday, May 5, 2026, at 11 a.m. EDT. The financial results for the quarter will be released before the NYSE market opens on the same day. Knife River is an aggregates-based construction materials and contracting services company, a member of the S&P MidCap 400 index.
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 valuation revised amidst fluctuating market conditions. Despite a recent decline and mixed technical indicators, the company has outperformed the S&P 500 year-to-date, demonstrating resilience. The stock is currently priced at $83.85, reflecting recent volatility, with a 52-week high of $103.17 and a low of $58.72.
Knife River Corporation Announces First Quarter 2026 Results Conference Call
Knife River Corporation (NYSE: KNF) will host its first quarter 2026 earnings conference call on Tuesday, May 5, 2026, at 11 a.m. EDT. Financial results will be released before market open that same morning. A live webcast and presentation slides will be available on the company's investor relations website, with domestic and international dial-in options provided for the conference call.
Knife River posts Q1 results May 5 before market, call at 11 a.m.
Knife River Corporation (NYSE: KNF) announced it will release its first quarter 2026 financial results before the market opens on Tuesday, May 5, 2026. The company will host an earnings conference call at 11 a.m. EDT on the same day to discuss the results. A live webcast and presentation slides will be available on the Knife River website for investors.
Press Release: Knife River Corporation Announces First Quarter 2026 Results Conference Call
Knife River Corporation will release its first quarter 2026 financial results on April 27, 2026. The company will host a conference call and webcast on April 28, 2026, at 10:00 a.m. CT to discuss these results. Interested parties can access the webcast or dial into the conference call using the provided details.
Knife River posts Q1 results May 5 before market, call at 11 a.m.
Knife River Corporation (NYSE: KNF) will host its first quarter 2026 earnings conference call on Tuesday, May 5, 2026, at 11 a.m. EDT. Financial results will be released before NYSE market opening that morning. A live webcast and presentation slides will be available on the company's investor relations website.
Knife River Corporation Announces First Quarter 2026 Results Conference Call
Knife River Corporation (NYSE: KNF) will host its first quarter 2026 earnings conference call on Tuesday, May 5, 2026, at 11 a.m. EDT. Financial results will be released that morning before the NYSE market opens. A live webcast and presentation slides will be available on the company's investors website.
Knife River Corp stock (US4989041072): Why Google Discover changes matter more now
Google's 2026 Discover Core Update, completed February 27, 2026, is significantly changing how financial news, including information on Knife River Corp stock (US4989041072), is delivered to mobile users. This update prioritizes proactive, personalized content directly to users' feeds, decoupling from traditional search. For investors, this means faster and more tailored access to relevant financial insights, particularly for specialized sectors like construction materials, enhancing visibility for companies like Knife River Corp.
Knife River Corp stock (US4989041072): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is significantly changing how financial news, including updates on Knife River Corp stock, is delivered to mobile users. This update proactively pushes personalized content based on user interests, rather than requiring active search queries, which is particularly beneficial for investors tracking specialized sectors like construction materials. For retail investors following Knife River Corp, this means faster access to critical information on infrastructure demand, operational efficiencies, and financial performance, directly on their mobile devices.
Knife River Corp stock (US4989041072): Why Google Discover changes matter more now
Google's 2026 Discover Core Update, completed on February 27, 2026, is significantly impacting how investors discover content related to stocks like Knife River Corp (NYSE:KNF). The update prioritizes personalized, visual, and fresh content in mobile feeds, offering retail investors proactive access to company news and potentially influencing sentiment and trading volume faster than traditional channels. This new approach benefits Knife River Corp by increasing exposure for quality content about its operations and market activities, driven by user engagement and the algorithm's analysis of individual interests.
Knife River Corp stock (US4989041072): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is significantly changing how investors encounter content related to stocks like Knife River Corp (US4989041072). This update prioritizes fresh, visual, and personalized content in mobile feeds, offering a proactive way for retail investors to stay informed about company developments like infrastructure projects and contract wins. By leveraging user interests and engagement, Google Discover can influence stock sentiment and trading volume more rapidly, providing a competitive edge for tracking the performance of NYSE:KNF.
Knife River Corporation (NYSE:KNF) Sees Significant Increase in Short Interest
Knife River Corporation (NYSE:KNF) experienced a significant 20.9% increase in short interest during March, reaching 3,949,399 shares, representing about 7.0% of its total shares sold short. The company recently reported better-than-expected quarterly results with EPS of $0.56 and revenue of $755.06 million, surpassing analyst estimates. Analysts currently have a "Moderate Buy" rating for KNF, with a consensus target price of $97.29, and several firms have raised their price targets to $105.
