Knife River

KNF

Market cap $4.4B

Knife River NYSE: KNF reported a stronger first quarter as higher activity across its markets lifted volumes, revenue and adjusted EBITDA, while management reaffirmed full-year guidance and said results are currently tracking toward the upper half of its outlook ranges.

Knife River Corporation (KNF) Q1 2026 Earnings Call Transcript

The headline numbers for Knife River (KNF) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Knife River (KNF) came out with a quarterly loss of $1.4 per share versus the Zacks Consensus Estimate of a loss of $1.42. This compares to a loss of $1.21 per share a year ago.

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF), an aggregates-based, vertically integrated construction materials and contracting services company, today announced financial results for the first quarter ended March 31, 2026. PERFORMANCE SUMMARY   Three Months Ended March 31,   (In millions, except per share) 2026 2025 % Change   Revenue $ 410.1   $ 353.5   16 %   Net loss $ (79.2 ) $ (68.7 ) (15 )%   Net loss margin   (19.3 )%   (19.4 )%               Adjusted EBITDA $ (3.

Shares of Lantheus Holdings were added after the company received FDA approval of its key product TruVu. We used recent weakness as an opportunity to initiate a position in Talen Energy, an independent power producer whose portfolio includes the Susquehanna nuclear plant and other dispatchable generation assets. We exited Cactus as we lost confidence that its major growth lever, expansion into the Middle East, would play out in 2026 amid the escalating conflict in the region.

Knife River (KNF) doesn't possess 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-based, vertically integrated construction materials and contracting services company, will host its first quarter 2026 earnings conference call at 11 a.m. EDT Tuesday, May 5, 2026. 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.

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.

BISMARCK, N.D.--(BUSINESS WIRE)--Knife River Corporation (NYSE: KNF) announced today that it has acquired the assets of Donaldson Brothers Ready Mix Inc., an aggregates-based ready-mix supplier in western Montana. This is Knife River's third acquisition in its Mountain Segment in 2026. Donaldson is a leading supplier of aggregates and ready-mix in the growing Bitterroot Valley, south of Missoula. In addition to three aggregates sources that provide the business with over 30 years of supply, Don.