Knife River Corporation

NYSE:KNF Rapport sur les actions

Capitalisation boursière : US$5.1b

Knife River Croissance future

Future contrôle des critères 1/6

Knife River devrait augmenter ses bénéfices et son chiffre d'affaires de 16.3% et de 6.8% par an respectivement. Le BPA devrait croître de de 16.6% par an. Le rendement des capitaux propres devrait être 10.5% dans 3 ans.

Informations clés

16.3%

Taux de croissance des bénéfices

16.56%

Taux de croissance du BPA

Basic Materials croissance des bénéfices11.5%
Taux de croissance des recettes6.8%
Rendement futur des capitaux propres10.52%
Couverture par les analystes

Good

Dernière mise à jour06 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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 Alpha
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Article d'analyse • 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 Alpha
Seeking 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
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Nouvelle analyse • 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 Alpha
Seeking 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:KNF - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20283,847229-734443
12/31/20273,6172136741810
12/31/20263,436188-12236110
3/31/20263,203147-5345N/A
12/31/20253,146157-70278N/A
9/30/20253,048148-81255N/A
6/30/20252,950153-53244N/A
3/31/20252,92318137240N/A
12/31/20242,899202150322N/A
9/30/20242,889199168333N/A
6/30/20242,874198155316N/A
3/31/20242,852177246372N/A
12/31/20232,830183211336N/A
9/30/20232,721180178321N/A
6/30/20232,606133120285N/A
3/31/20232,53311525204N/A
12/31/20222,53511629207N/A
12/31/20212,2291307181N/A
12/31/20202,17814797232N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de KNF ( 16.3% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de KNF ( 16.3% par an) devraient croître plus lentement que le marché US ( 16.7% par an).

Croissance élevée des bénéfices: Les bénéfices de KNF devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de KNF ( 6.8% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de KNF ( 6.8% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de KNF devrait être faible dans 3 ans ( 10.5 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 06:23
Cours de l'action en fin de journée2026/05/11 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Knife River Corporation est couverte par 12 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Sherif El-SabbahyBofA Global Research
Rohit SethB. Riley Securities, Inc.
Adrian HuertaJ.P. Morgan