Knife River

KNF

Market cap $4B

Knife River Corporation remains a "Buy" despite a recent 20.8% stock drop and reduced guidance, supported by long-term market potential. KNF faces near-term weakness from declining volumes, regional funding cuts, and weather-related disruptions but benefits from rising prices and recent acquisitions. Profitability has declined due to higher costs and debt, yet valuation remains reasonable compared to peers, and leverage is manageable post-acquisition.

Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of NWPX Infrastructure (NWPX) and Knife River (KNF). But which of these two stocks is more attractive to value investors?

Knife River Corporation (NYSE:KNF ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Brian R. Gray - CEO, President & Director Nathan W.

Knife River (KNF) came out with quarterly earnings of $0.89 per share, missing the Zacks Consensus Estimate of $1.27 per share. This compares to earnings of $1.37 per share a year ago.

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-led, vertically integrated construction materials and contracting services company, today announced financial results for the second quarter ended June 30, 2025. PERFORMANCE SUMMARY     Three Months Ended June 30, (In millions, except per share)   2025   2024   % Change Revenue   $ 833.8     $ 806.9     3 % Net income   $ 50.6     $ 77.9     (35 )% Net income margin     6.1 %     9.7 %                   Adjusted.

Knife River (KNF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-led, vertically integrated construction materials and contracting services company, will host its second quarter 2025 earnings conference call at 11 a.m. EDT Tuesday, Aug. 5, 2025. Financial results for the quarter will be released that morning before the NYSE market opens. A live webcast of the call, along with presentation slides, will be available in the Investors section of the Knife River website at investo.

Despite poor 2024 FY performance, in 1Q25, Knife River is improving on a YoY basis. Revenues are increasing by price but not by quantity. The recent selloff has improved valuation. Relative valuation is neutral, but an absolute valuation model indicates 14-25% upside for next year. The first quarter is usually the worst due to the cold and winter.

Knife River Corporation (NYSE:KNF ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Nathan Ring - Vice President & Chief Financial Officer Brian Gray - President & Chief Executive Officer Conference Call Participants Brent Thielman - D.A. Davidson Trey Grooms - Stephens Kathryn Thompson - Thompson Research Group Garik Shmois - Loop Capital Ian Zaffino - Oppenheimer Gabe Hajde - Wells Fargo Operator Good morning, ladies and gentlemen, and welcome to the Knife River Corporation First Quarter 2025 Results Conference Call.

Knife River (KNF) came out with a quarterly loss of $1.21 per share versus the Zacks Consensus Estimate of a loss of $0.89. This compares to loss of $0.84 per share a year ago.