Knife River Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Knife River de 16.3% y 6.8% por año respectivamente. Se prevé que el BPA crezca en un 16.6% al año. Se espera que la rentabilidad financiera sea de 10.5% en 3 años.
Información clave
16.3%
Tasa de crecimiento de los beneficios
16.56%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Basic Materials | 11.5% |
| Tasa de crecimiento de los ingresos | 6.8% |
| Rentabilidad financiera futura | 10.52% |
| Cobertura de analistas | Good |
| Última actualización | 06 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • May 10
KNF: EDGE Margin Gains And Integration Will Drive Q4 Backlog Execution
Knife River's analyst fair value estimate has moved slightly higher from $102.50 to $104.70, as analysts factor in recent price target increases tied to Q4 margin progress and vertically integrated execution, while also weighing valuation concerns and mixed views on the 2026 outlook. Analyst Commentary Recent research on Knife River highlights a split view, with some analysts focusing on execution and margin progress after Q4, and others flagging valuation and 2026 guidance as areas of concern.Actualización del análisis • Apr 24
KNF: EDGE Margin Progress And Integration Will Support 2026 Execution Potential
Analysts have trimmed the Knife River fair value estimate by about $0.10 to $102.50, as they balance recent target hikes linked to Q4 margin progress with fresh concerns around valuation, lower margin backlog, and regulatory and policy risks. Analyst Commentary Recent Street research around Knife River reflects a split view, with some focusing on execution and margin progress and others calling out valuation and policy risk.Seeking Alpha • Apr 13
Knife River Remains Compelling As Focus On Growth Achieves Solid Growth
Summary Knife River Corporation is outperforming the S&P 500 and remains a compelling 'Buy' due to robust growth and attractive valuation. KNF delivered strong Q4 2025 results, with revenue up 14.9% and significant gains in aggregates and ready-mix concrete volumes and pricing. An aggressive acquisition strategy, including the $454 million Strata purchase, is driving backlog growth and expanding geographic and operational scale. Management guides for 2026 revenue of $3.3–$3.5 billion and EBITDA of $520–$560 million, supported by infrastructure tailwinds and public sector exposure. Read the full article on Seeking AlphaActualización del análisis • Apr 09
KNF: EDGE Margin Gains And Integration Will Support 2026 Execution Upside
Analyst fair value for Knife River is now set at $102.60, a slight adjustment from $102.82 as analysts weigh recent Q4-driven price target hikes against updated views on discount rates, margin improvement and valuation risk. Analyst Commentary Street research around Knife River is split, with a cluster of price target increases after the Q4 report balanced by a valuation driven downgrade and caution on execution risks into 2026.Actualización del análisis • Mar 26
KNF: EDGE Margin Gains And Integration Are Expected To Drive Future Upside
The analyst price target for Knife River has moved higher to a range of $81 to $109, as analysts highlight Q4 margin improvement, the benefits of the vertically integrated model and the EDGE strategy, while also flagging valuation, lower margin backlog and regulatory risks. Analyst Commentary Recent Street research on Knife River highlights a mix of optimism around execution and margins, alongside fresh questions on valuation and risk.Actualización del análisis • Mar 12
KNF: EDGE Margin Gains And Integration Benefits Will Support Future Upside
Analysts have nudged their fair value estimate for Knife River higher to about $102.82 per share from roughly $102.18, reflecting recent price target increases clustered around post Q4 margin improvement themes and efficiency benefits cited in new research. Analyst Commentary Recent Street research on Knife River has focused on how Q4 results, margin trends, and updated guidance line up with the current share price.Actualización del análisis • Feb 25
KNF: EDGE Execution And Big 6 Project Will Support Future Upside
Knife River's fair value estimate has moved from $96 to about $102, as analysts factor in higher Q4 price targets, stronger expectations around the EDGE and vertically integrated model, and differing views on how current valuation lines up with 2026 guidance. Analyst Commentary Recent Street research around Knife River reflects a wide range of views on how current pricing stacks up against the company’s Q4 performance, EDGE initiatives, and 2026 guidance.Actualización del análisis • Feb 10
KNF: Big 6 Contract And Future Earnings Framework Will Drive Upside
Analysts have trimmed their price target on Knife River by about $1 to roughly $96, reflecting slightly adjusted assumptions for fair value, discount rate, revenue growth and future P/E, even as new coverage maintains a generally supportive stance on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight Knife River's positioning in its core markets as a key support for the current valuation, arguing that the revised target still reflects confidence in the company’s ability to execute on its existing project pipeline.Actualización del análisis • Jan 25
KNF: Big 6 Contract And Execution Will Support Long-Term Upside
Analysts have slightly lifted their fair value estimate for Knife River to roughly $96.91 per share, supported by fresh coverage that highlights a constructive long term outlook and updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the refreshed fair value estimate of about $96.91 per share as supported by updated assumptions around revenue trends and profit margins, which they view as better aligned with the company’s recent execution.Actualización del análisis • Jan 11
KNF: Major Texas Project And Backlog Will Drive Long-Term Upside
Analysts have lifted their price target for Knife River to $96.80, a modest adjustment that reflects updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, while keeping their fair value view essentially unchanged. What's in the News Knife River was awarded a $112 million materials and paving project in Texas, known locally as "Big 6," involving reconstruction and expansion of a 12 mile stretch of State Highway 6 in the Bryan/College Station area, with work expected to run through 2030.Actualización del análisis • Dec 14
KNF: Construction Recovery And Backlog Will Drive Long-Term Upside Potential
Analysts have modestly reduced their price target on Knife River to $96.80 from about $98.22, reflecting a slightly lower fair value and profit margin outlook, even as they acknowledge resilient demand, a solid $1.3B backlog and sector wide expectations for a multi year construction recovery. Analyst Commentary Recent Street research presents a mixed but constructive view on Knife River, with analysts balancing near term execution risks against a solid backlog and longer term recovery potential in U.S. construction and infrastructure spending.Artículo de análisis • Dec 04
There's Reason For Concern Over Knife River Corporation's (NYSE:KNF) Massive 25% Price Jump
Those holding Knife River Corporation ( NYSE:KNF ) shares would be relieved that the share price has rebounded 25% in...Actualización del análisis • Nov 29
KNF: Recovery in Home Improvement Will Drive Long-Term Upside Potential
Analysts have lowered Knife River’s price target by $20 to $100, citing near-term headwinds from funding issues and weather conditions. Despite these challenges, a solid project backlog supports the long-term outlook.Actualización del análisis • Nov 15
KNF: Early-Cycle Recovery Will Drive Renewed Momentum Amid Sector Headwinds
Analysts have lowered Knife River's fair value estimate from approximately $102 to $98 per share, citing forecasted revenue growth headwinds and sector-specific challenges as highlighted in recent research. Analyst Commentary Recent street research offers a mix of optimism and caution regarding Knife River's outlook, with analysts weighing sector headwinds against potential catalysts for recovery and growth.Actualización del análisis • Nov 01
KNF: Regional Infrastructure Recovery And Backlog Will Drive Upside Into 2025
Analysts have revised Knife River's price target downward to $100 from $120, citing concerns over regional funding challenges and weather disruptions. However, they note continuing strong demand elsewhere.Actualización del análisis • Oct 17
Multiyear Department Of Transportation Funding Will Enable Expansion
Analysts have lowered their fair value estimate for Knife River from $106.78 to $102.11. This adjustment reflects a modest decrease in expected growth and profit margins, amid sector-wide caution and regional funding challenges.Actualización del análisis • Oct 03
Multiyear Department Of Transportation Funding Will Enable Expansion
Analysts have lowered their price target for Knife River from $120 to $100. They cite ongoing funding challenges in Oregon and adverse weather conditions in key regions as the primary reasons for the revised outlook.Artículo de análisis • Jul 26
The Returns At Knife River (NYSE:KNF) Aren't Growing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Mar 22
Knife River: It's Not Time To Turn Bearish Just Yet
Summary Knife River Corporation has significantly outperformed the market, with a 16.8% stock increase since July 2024 and a 78.8% rise since October 2023. Despite mixed volume results, revenue and gross profit have surged due to higher pricing in aggregates, ready-mix concrete, and asphalt. Its recent acquisition of Strata Corporation and strong public spending forecasts support continued growth, justifying a maintained 'buy' rating for now. While the company’s debt is under control, a potential downgrade to 'hold' could occur if the stock spikes back to where it was earlier this year. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Knife River: Aggregating Of Aggregates
Summary Knife River's shares have doubled since its spin-off, but current premium valuations make me cautious despite relative discounts compared to industry peers. The company, a major aggregates and construction materials player, reported $2.8 billion in 2023 sales, driven by price hikes with volumes down. Recent acquisitions, including the $454 million Strata Corporation deal, could boost EBITDA and earnings, but high valuation multiples remain a concern. Despite potential growth and relative valuation advantages, absolute multiples are demanding, making me hesitant to invest but interested in future developments. Read the full article on Seeking Alpha
Nuevo análisis • Sep 02
Decisive Acquisitions And EDGE Strategy Propel Positive Revenue And Net Margin Growth
Strategic improvements and expansion efforts, including dynamic pricing and acquisitions, are set to enhance profitability and broaden market presence.Seeking Alpha • Apr 15
Watch For Flying Knives: Knife River Looks Quite Good, But Valuation Isn't Low
Summary Demand for aggregates in 2024 should be quite healthy as public works projects move forward, benefiting Knife River and its leading share across its Northwest/North U.S. footprint. Management's guidance for 2024 may be too conservative given strong trends in its business footprint. Volumes are likely to be pressured by more selective bidding, but aggregate pricing could surprise. Knife River's margins are a valid talking point, but the company is moving on opportunities to improve them through its ongoing EDGE plan and potential M&A. Valuation isn't much of a bargain today and the stock likely needs beat-and-raise quarters to maintain the momentum; macro trends are supportive, but that adds to the risk. Read the full article on Seeking AlphaSeeking Alpha • Dec 29
Knife River Corporation: A Pure-Play For The Infrastructure Boom
Summary Knife River Corporation has reported a 12% YoY increase in Q3'23 revenues, reaching $1.09bn. The company aims to achieve diversified revenue growth, continuous EBITDA margin improvement, and become a leading firm in its markets by 2025. Analysts have a positive sentiment towards Knife River, with a projected price target of $77.00, representing a 14.46% price increase. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 3,847 | 229 | -73 | 444 | 3 |
| 12/31/2027 | 3,617 | 213 | 67 | 418 | 10 |
| 12/31/2026 | 3,436 | 188 | -122 | 361 | 10 |
| 3/31/2026 | 3,203 | 147 | -5 | 345 | N/A |
| 12/31/2025 | 3,146 | 157 | -70 | 278 | N/A |
| 9/30/2025 | 3,048 | 148 | -81 | 255 | N/A |
| 6/30/2025 | 2,950 | 153 | -53 | 244 | N/A |
| 3/31/2025 | 2,923 | 181 | 37 | 240 | N/A |
| 12/31/2024 | 2,899 | 202 | 150 | 322 | N/A |
| 9/30/2024 | 2,889 | 199 | 168 | 333 | N/A |
| 6/30/2024 | 2,874 | 198 | 155 | 316 | N/A |
| 3/31/2024 | 2,852 | 177 | 246 | 372 | N/A |
| 12/31/2023 | 2,830 | 183 | 211 | 336 | N/A |
| 9/30/2023 | 2,721 | 180 | 178 | 321 | N/A |
| 6/30/2023 | 2,606 | 133 | 120 | 285 | N/A |
| 3/31/2023 | 2,533 | 115 | 25 | 204 | N/A |
| 12/31/2022 | 2,535 | 116 | 29 | 207 | N/A |
| 12/31/2021 | 2,229 | 130 | 7 | 181 | N/A |
| 12/31/2020 | 2,178 | 147 | 97 | 232 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16.3% al año) de KNF es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (16.3% al año) de KNF crezcan menos que el mercado US (16.7% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de KNF crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (6.8% al año) de KNF crezcan más despacio que el mercado de US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 6.8% al año) de KNF crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de KNF sea baja dentro de 3 años (10.5%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 06:23 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Knife River Corporation está cubierta por 12 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Sherif El-Sabbahy | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |
| Adrian Huerta | J.P. Morgan |