Knife River Tidigare resultatutveckling
Tidigare kriterier kontrolleras 2/6
Knife River har ökat intäkterna med en genomsnittlig årlig takt på 5.8%, medan Basic Materials -branschen såg intäkterna växer på 13.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 6.5% per år. Knife River s avkastning på eget kapital är 9.4% och den har en nettomarginal på 4.6%.
Viktig information
5.76%
Tillväxttakt i vinsten
6.61%
Tillväxttakt för EPS
| Basic Materials Tillväxt i branschen | 19.98% |
| Intäkternas tillväxttakt | 6.52% |
| Avkastning på eget kapital | 9.40% |
| Nettomarginal | 4.58% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Analysuppdatering • 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 AlphaAnalysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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
Ny analys • 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 AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Knife River tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 3,203 | 147 | 291 | 0 |
| 31 Dec 25 | 3,146 | 157 | 282 | 0 |
| 30 Sep 25 | 3,048 | 148 | 270 | 0 |
| 30 Jun 25 | 2,950 | 153 | 263 | 0 |
| 31 Mar 25 | 2,923 | 181 | 255 | 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 |
Kvalitetsintäkter: KNF har inkomster av hög kvalitet.
Växande vinstmarginal: KNF s nuvarande netto vinstmarginaler (4.6%) är lägre än förra året (6.2%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: KNF s intäkter har ökat med 5.8% per år under de senaste 5 åren.
Accelererande tillväxt: KNF s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.
Resultat vs industri: KNF hade negativ intäktstillväxt ( -18.8% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Basic Materials ( 8.7% ).
Avkastning på eget kapital
Hög ROE: KNF s avkastning på eget kapital ( 9.4% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/07 18:11 |
| Aktiekurs vid dagens slut | 2026/05/07 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Knife River Corporation bevakas av 12 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Sherif El-Sabbahy | BofA Global Research |
| Rohit Seth | B. Riley Securities, Inc. |
| Adrian Huerta | J.P. Morgan |