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.

05.08.2026

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.

04.08.2026

Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript

04.08.2026

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.

04.08.2026

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.

04.08.2026

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 $.

Videos

No Data

There is no data to display

Upgrades / Downgrades

Ticker	Brokerage Firm	Ratings Change	Price Target	Date
KNF	Wells Fargo	Equal Weight	undefined >> $73	August 5th 2026

Press releases

04.08.2026

Knife River Corporation (KNF)

Get all premium features to the best stock analysis tool

Finranks

Company

Contact us

Follow us

Knife River Corporation (KNF)

Knife River: Low ROIC And Low Margins

Knife River Q2 Earnings Call Highlights

Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript

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

Knife River (KNF) Q2 Earnings Lag Estimates

Knife River Corporation Reports Second Quarter 2026 Financial Results

Videos

No Data

Upgrades / Downgrades

Press releases

Knife River Corporation Reports Second Quarter 2026 Financial Results

Search stocks

Knife River Corporation (KNF)

Get all premium features to the best stock analysis tool

Finranks

Company

Contact us

Follow us

Knife River Corporation (KNF)

Knife River: Low ROIC And Low Margins

Knife River Q2 Earnings Call Highlights

Knife River Corporation (KNF) Q2 2026 Earnings Call Transcript

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

Knife River (KNF) Q2 Earnings Lag Estimates

Knife River Corporation Reports Second Quarter 2026 Financial Results

Videos

No Data

Upgrades / Downgrades

Press releases

Knife River Corporation Reports Second Quarter 2026 Financial Results