US · Basic Materials · Building Materials
EPS came in at 0.77 against a street estimate of 1.11 — a miss of 30.6%.
Analysts rate Knife River Corporation a buy (5 buy, 2 hold, 1 sell out of 8) with an average price target of $77.50.
MIXED Strong operational execution with 13% revenue growth and double-digit volume gains across materials, offset by $24M in external headwinds (fuel, weather delays, project timing). EBITDA guidance reaffirmed at $520–560M; revenue raised to $3.4–3.6B. Q2 2026 Central driven by North Dakota DOT budget, fully integrated Strata teams, third-party sales +34%, and data center activity. West hit by Hawaii P209 delay, Alaska spring road restrictions, and Oregon bid weakness. Analysts pressed on guidance headroom (management: midpoint expected), contracting margin trajectory (expect H2 in-line with prior year), and acquisition legacy project overhang (Q3 completion expected). Management disclosed material weakness in Oregon lettings and competitive pressure in adjacent states. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.84% |
| T. Rowe Price Associates, Inc. | 9.01% |
| Capital World Investors | 5.72% |
| Vanguard Portfolio Management, LLC | 4.96% |
| Baillie Gifford & Co Limited. | 4.83% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 3.80% |
| Dimensional Fund Advisors, Inc. | 3.15% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 KNIFE RIVER CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial figures disclosed in this Form 8-K filing • Company: Knife River | 2026-09-23 |
| Quarterly report · Q2 2026 KNIFE RIVER CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $938.6 million (up 12.6% vs. Q2 2025: $833.8 million) • Six-Month | 2026-08-04 |
| Results announced · Q3 2026 KNIFE RIVER CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $938.6 million (up 13% year-over-year from $833.8 million) • Q2 | 2026-08-04 |
| Board / officer change · Q2 2026 KNIFE RIVER CORPORATION (KNF) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 20, 2026 • Two Class III Directors elected to board • Co | 2026-05-21 |
| Material agreement · Q2 2026 KNIFE RIVER CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Company increased term B loans by $400 million on May 15, 2026 • Total term B loans ou | 2026-05-18 |
| Quarterly report · Q1 2026 KNIFE RIVER CORPORATION - Q1 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Total Revenue Q1 2026: $410.1 million (vs. $353.5 million Q1 2025, +16% YoY) - | 2026-05-05 |
| Results announced · Q2 2026 KNIFE RIVER CORPORATION Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $410.1 million (Q1 2026) vs. $353.5 million (Q1 2025) — 16% increase • | 2026-05-05 |
| Proxy statement · Q2 2026 KNIFE RIVER CORPORATION PROXY SUMMARY FOR RETAIL INVESTORS CEO COMPENSATION & CHANGE • Brian R. Gray (President and CEO) total 2025 compensation: No | 2026-04-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Raised revenue and aggregate volumes guidance for full year Knife River Corporation reported Q2 2026 results with strong top-line growth but margin compression. Revenue grew 13% year-over-year to $938.6 million, driven by double-digit volume growth a | 2026-08-04 |
| Completed three aggregates-based acquisitions in first quarter 2026 Knife River Corporation, a construction materials and contracting company, reported first quarter 2026 results showing operational improvement despite seasonal weakness. Revenue grew 16% to | 2026-05-05 |
| Completed five aggregates-based acquisitions in 2025 Knife River Corporation, a construction materials and contracting services company, reported strong fourth quarter 2025 results with record performance. Fourth quarter revenue grew 15% to $7 | 2026-02-17 |
| Narrowed full-year 2025 guidance; record Q3 results and backlog Knife River Corporation, a construction materials and contracting company, reported strong third quarter 2025 results despite operational headwinds. Key metrics: revenue hit a record $1.203 | 2025-11-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.