Basic Materials
Knife River Corporation(KNF)
Live Price
Offline$86.24
+3.33% today
1Y Change
+7.85%
Window
Jun 25, 2025 โ Jun 22, 2026
- Market Cap
- $5.32B
- Revenue Growth
- +8.5%
- EPS Growth
- -22.2%
- Dividend Yield
- 0.0%
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Knife River Corporation (KNF) is a Basic Materials stock with a market cap of $5.32B and listed on NYSE. The stock last traded around $86.24 and up 7.9% across the available one-year price window (Jun 25, 2025 โ Jun 22, 2026). Baseline metrics include revenue growth of +8.5%, EPS growth of -22.2%, a dividend yield of 0.0%. What stands out right now is revenue +8.5%, EPS -22.2%, free cash flow -146.4% with operating margin 9.1% and ROIC 6.4%. Valuation already assumes a fairly strong business story at P/E 33.8 and price/sales 1.7. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines KNF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Basic Materials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+8.5% vs 0.0% peer median
Operating Margin
Near sector median
+9.1% vs +10.5% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +8.5% and EPS is at -22.2%, with operating margin around 9.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.0% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | +5.0% | -5.4% | -12.6% |
2026 Feb 17, 2026 | +36.6% | -3.5% | -5.4% | -11.6% |
2025 Nov 4, 2025 | +2.9% | +9.0% | +7.7% | +15.5% |
Benchmark Edge
KNF vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
KNF
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
KNF Max Drawdown
-36.63%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for KNF and SPY.
Company Overview
Knife River Corporation
New York Stock Exchange
Knife River Corporation provides aggregates-based construction materials and contracting services in the United States. It operates through six segments: Pacific, Northwest, Mountain, North Central, South, and Energy Services. The company mines, processes, and sells construction aggregates, including crushed stone and sand, and gravel; and produces and sells asphalt and ready-mix concrete, as well as provides contracting services to support the aggregate-based product lines, including heavy-civil construction, asphalt and concrete paving, and site development and grading. It serves federal, state, and municipal governments for various projects, such as highways, bridges, airports, schools, public buildings, and other public-infrastructure projects. The company was founded in 1917 and is based in Bismarck, North Dakota.
- Leadership
- Brian R. Gray
- IPO Date
- Jun 6, 2023
- Employees
- 4.8k
- Street Address
- 1150 West Century Avenue
- Mailing
- Bismarck, ND, 58506-5568
- Region
- Bismarck, ND, US
- Reporting Currency
- USD
- Investor Line
- 701 530 1400
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 33.8
- EV/EBITDA
- 13.2
- Price/Sales
- 1.7
- Price/Book
- 3.2
Growth
- Revenue
- +8.5%
- EPS
- -22.2%
- Free Cash Flow
- -146.4%
Profitability
- Gross Margin
- 18.4%
- Operating Margin
- 9.1%
- Net Margin
- 5.0%
- ROE
- 10.3%
- ROIC
- 6.4%
Balance Sheet
- Debt/Equity
- 0.76
- Current Ratio
- 2.54
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.