Knife River 과거 순이익 실적
과거 기준 점검 2/6
Knife River은 연평균 3.8%의 비율로 수입이 증가해 온 반면, Basic Materials 산업은 수입이 13% 증가했습니다. 매출은 연평균 6.5%의 비율로 증가했습니다. Knife River의 자기자본이익률은 8.7%이고 순이익률은 4.2%입니다.
핵심 정보
3.84%
순이익 성장률
4.61%
주당순이익(EPS) 성장률
| Basic Materials 산업 성장률 | 19.98% |
| 매출 성장률 | 6.46% |
| 자기자본이익률 | 8.71% |
| 순이익률 | 4.23% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
분석 기사 • Aug 07
Knife River Corporation Just Missed Earnings - But Analysts Have Updated Their Models
Shareholders might have noticed that Knife River Corporation ( NYSE:KNF ) filed its second-quarter result this time...Seeking Alpha • Aug 06
Knife River: Low ROIC And Low Margins
Summary 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. At 26x P/E and 13% revenue growth, KNF stock appears overvalued relative to opportunity cost, with no clear catalyst for upside or margin catch-up. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 06
KNF: Public Infrastructure Demand And Q3 EBITDA Execution Will Shape Risk Balance
Analysts have reduced their fair value estimate for Knife River to $73 from $80, reflecting lower price targets after a Q2 miss, softer revenue growth assumptions, and a view that clearer execution and steadier margins are needed to rebuild confidence, despite support from public infrastructure exposure and housing and non residential demand. Analyst Commentary Recent research on Knife River has turned more mixed, with several bearish analysts cutting price targets and pointing to execution questions after the Q2 earnings miss.내러티브 업데이트 • Jun 30
KNF: Public Infrastructure And Profitability Efforts Will Shape Execution Risk Balancing
Analysts have lifted Knife River's fair value estimate from $75.00 to $80.00. This reflects updated models around public infrastructure exposure, corporate profitability initiatives, and refreshed price targets that now cluster in the mid to upper $90s and low $100s per share.분석 기사 • Jun 21
Knife River (KNF) Stock Could Be 17.2% Undervalued After Earnings Estimates Improved
Knife River (KNF) has drawn fresh attention after its earnings estimates improved, alongside outperformance versus the wider Construction sector. This performance has been supported by rising institutional ownership and technical indicators that currently lean toward positive short term momentum. See our latest analysis for Knife River. At a share price of $86.24, Knife River has posted a 7 day share price return of 12.12% and a 30 day share price return of 17.09%. Its 1 year total...
내러티브 업데이트 • Jun 16
KNF: Infrastructure Exposure And Acquisitions Will Support Forward Upside Potential
Knife River's analyst price target has been adjusted, with analysts pointing to the company's exposure to public infrastructure funding in key markets and its ongoing efforts to refine profitability and geographic diversification as the core drivers behind the updated view. Analyst Commentary Street research on Knife River centers on how well the company can turn its infrastructure exposure and internal initiatives into consistent execution, and how those efforts line up with current valuation.내러티브 업데이트 • Jun 02
KNF: Infrastructure Exposure And Margin Initiatives Will Support Forward Upside Potential
Analysts have nudged their Knife River price target slightly lower to $104.11 from $104.70, citing refreshed assumptions around discount rates and profitability after recent research updates that highlight the company’s exposure to U.S. infrastructure spending and ongoing margin improvement efforts. Analyst Commentary Bullish Takeaways Bullish analysts see Knife River’s exposure to U.S. public infrastructure funding across what they describe as "most critical markets" as an important support for the stock’s growth outlook and its ability to justify current valuation multiples.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • May 03
Should You Be Adding Knife River (NYSE:KNF) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Apr 17
Returns On Capital Are Showing Encouraging Signs At Knife River (NYSE:KNF)
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...분석 기사 • Apr 02
Is Knife River (NYSE:KNF) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...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 Alpha분석 기사 • Mar 03
An Intrinsic Calculation For Knife River Corporation (NYSE:KNF) Suggests It's 25% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Knife River fair value estimate is US$128 Current share price...분석 기사 • Feb 15
The Knife River Corporation (NYSE:KNF) Yearly Results Are Out And Analysts Have Published New Forecasts
As you might know, Knife River Corporation ( NYSE:KNF ) recently reported its full-year numbers. It was a credible...분석 기사 • Feb 03
What Knife River Corporation's (NYSE:KNF) P/E Is Not Telling You
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...분석 기사 • Jan 19
If EPS Growth Is Important To You, Knife River (NYSE:KNF) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...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 Alpha분석 기사 • Nov 25
Investors Will Want Knife River's (NYSE:KNF) Growth In ROCE To Persist
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Nov 07
Knife River Corporation Just Missed EPS By 6.9%: Here's What Analysts Think Will Happen Next
As you might know, Knife River Corporation ( NYSE:KNF ) recently reported its quarterly numbers. Revenues of US$1.1b...분석 기사 • Nov 05
Knife River Corporation's (NYSE:KNF) Earnings Haven't Escaped The Attention Of Investors
Knife River Corporation's ( NYSE:KNF ) price-to-earnings (or "P/E") ratio of 25.4x might make it look like a sell right...분석 기사 • Oct 18
Should You Be Adding Knife River (NYSE:KNF) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
새로운 내러티브 • 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.분석 기사 • Aug 17
Knife River (NYSE:KNF) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...분석 기사 • Jul 30
These 4 Measures Indicate That Knife River (NYSE:KNF) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 12
Do Knife River's (NYSE:KNF) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Knife River가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 3,307 | 140 | 309 | 0 |
| 31 Mar 26 | 3,203 | 147 | 296 | 0 |
| 31 Dec 25 | 3,146 | 157 | 282 | 0 |
| 30 Sep 25 | 3,048 | 148 | 265 | 0 |
| 30 Jun 25 | 2,950 | 153 | 258 | 0 |
| 31 Mar 25 | 2,923 | 181 | 249 | 0 |
| 31 Dec 24 | 2,899 | 202 | 241 | 0 |
| 30 Sep 24 | 2,889 | 199 | 243 | 0 |
| 30 Jun 24 | 2,874 | 198 | 239 | 0 |
| 31 Mar 24 | 2,852 | 177 | 239 | 0 |
| 31 Dec 23 | 2,830 | 183 | 244 | 0 |
| 30 Sep 23 | 2,721 | 180 | 203 | 0 |
| 30 Jun 23 | 2,606 | 133 | 187 | 0 |
| 31 Mar 23 | 2,533 | 115 | 171 | 0 |
| 31 Dec 22 | 2,535 | 116 | 168 | 0 |
| 31 Dec 21 | 2,229 | 130 | 157 | 0 |
| 31 Dec 20 | 2,178 | 147 | 158 | 0 |
양질의 수익: KNF는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: KNF의 현재 순 이익률 (4.2%)은 지난해 (5.2%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: KNF의 수익은 지난 5년 동안 연평균 3.8% 증가했습니다.
성장 가속화: KNF은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: KNF은 지난 1년 동안 수익이 감소(-8.7%)하여 Basic Materials 업계 평균(7%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: KNF의 자본 수익률(8.7%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/12 18:34 |
| 종가 | 2026/08/12 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Knife River Corporation는 12명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Sherif El-Sabbahy | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |
| Adrian Huerta | J.P. Morgan |