Knife River: Low ROIC And Low Margins

Knife River Corporation remains rated Hold due to low ROIC, negative ROIC-WACC spread, and limited multiple expansion potential. Q2 results showed strong 13% revenue growth but margin compression from cost inflation and higher fuel prices, partially offset by 8% price increases. KNF's aggregates segment benefits from local monopolies, but overall industry capital returns remain structurally low versus peers like VMC and MLM.

Seeking Alpha • Aug 6, 2026

Knife River Q2 Earnings Call Highlights

Knife River NYSE: KNF reported second-quarter revenue growth of 13% year over year as it converted a record backlog into higher sales, while adjusted EBITDA was flat on a reported basis amid higher diesel costs, weather-related project delays and lower-margin contracting work.

MarketBeat • Aug 5, 2026

Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript

Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

Knife River Corporation Reports Second Quarter 2026 Financial Results

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, today announced financial results for the second quarter ended June 30, 2026. PERFORMANCE SUMMARY   Three Months Ended June 30,   (In millions, except per share)   2026     2025   % Change   Revenue $ 938.6   $ 833.8   13 %   Net income $ 43.9   $ 50.6   (13 )%   Net income margin   4.7 %   6.1 %               Adjusted EBITDA $.

Business Wire • Aug 4, 2026

Knife River (KNF) Reports Q2 Earnings: What Key Metrics Have to Say

The headline numbers for Knife River (KNF) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Aug 4, 2026

Knife River (KNF) Q2 Earnings Lag Estimates

Knife River (KNF) came out with quarterly earnings of $0.77 per share, missing the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $0.89 per share a year ago.

Zacks Investment Research • Aug 4, 2026

Knife River (KNF) Earnings Expected to Grow: Should You Buy?

Knife River (KNF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 28, 2026

Knife River Corporation Announces Timing of Second 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 second quarter 2026 earnings conference call at 11 a.m. EDT on Tuesday, Aug. 4, 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 in.

Business Wire • Jul 15, 2026

Knife River Corporation's Underperformance Represents A Buying Opportunity

Knife River Corporation remains a compelling 'buy' as robust revenue growth and expanding backlog outpace recent share price weakness. KNF's vertically integrated model, regional reach, and strategic acquisitions drive volume growth across aggregates, ready-mix concrete, and asphalt. Public infrastructure funding and record DOT budgets underpin strong forward demand, with management guiding 2026 revenue of $3.3–$3.5 billion and EBITDA of $520–$560 million.

Seeking Alpha • Jul 9, 2026

Knife River Q1 Earnings Call Highlights

Knife River NYSE: KNF reported a stronger first quarter as higher activity across its markets lifted volumes, revenue and adjusted EBITDA, while management reaffirmed full-year guidance and said results are currently tracking toward the upper half of its outlook ranges.

MarketBeat • May 11, 2026