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Knife River Corporation (KNF)
NYSE:KNF
US Market
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Knife River Corporation (KNF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.44
Last Year’s EPS
0.41
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance with record results and positive progress in strategic initiatives. The company's acquisitions and pricing strategies have yielded impressive margins and growth, particularly in the Central segment. However, some challenges were noted, such as project delays due to weather and competitive dynamics in the Mountain region. Despite these, the overall outlook remains optimistic, with continued focus on growth and operational improvements.
Company Guidance
During the Knife River Corporation's third-quarter 2025 conference call, the company reported record financial results, including revenue of $1.2 billion and adjusted EBITDA of $273 million, marking all-time quarterly highs. The adjusted EBITDA margin increased to 22.7% due to strong contributions from recent acquisitions and effective cost control and pricing optimization efforts under their EDGE strategy. The company highlighted a record backlog with increased higher-margin asphalt paving materials and noted significant improvements in gross margins across their aggregate, ready-mix, and asphalt product lines. Despite challenges such as adverse weather and a sluggish Oregon economy, the company achieved year-over-year improvements in Oregon, with contracting services backlog at about 90% compared to the previous year. Looking forward, Knife River expects 2025 full-year revenue between $3.1 billion and $3.15 billion, and adjusted EBITDA between $475 million and $500 million, leveraging strong market fundamentals and continued strategic acquisitions.
Record Financial Results
Knife River Corporation reported record quarterly revenue of $1.2 billion and adjusted EBITDA of $273 million, marking all-time highs.
Strong Adjusted EBITDA Margin
The company achieved an adjusted EBITDA margin of 22.7% for the quarter, driven by improved gross margins across aggregate, ready-mix, and asphalt product lines.
Successful Acquisitions
Recent acquisitions, including Strata Corporation, significantly contributed to the company's record revenue and EBITDA figures.
Positive Outlook for Oregon
Despite previous challenges, Oregon showed year-over-year improvements and a stabilization trend, supported by a new transportation funding package.
High Backlog Levels
Knife River reported record third-quarter backlog with more high-margin asphalt paving materials, and strong DOT budgets across various states.
Growth in Central Segment
The Central segment achieved record quarterly revenue and EBITDA, with a backlog up 83% year-over-year, driven primarily by growth in Texas.
Energy Services Growth
The Energy Services segment saw revenue growth of 34% and EBITDA growth of 18%, driven by acquisitions and vertical integration.

Knife River Corporation (KNF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KNF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
0.44 / -
0.41
Nov 04, 2025
2025 (Q3)
2.59 / 2.52
2.6-3.08% (-0.08)
Aug 05, 2025
2025 (Q2)
1.40 / 0.89
1.37-35.04% (-0.48)
May 06, 2025
2025 (Q1)
-0.93 / -1.21
-0.84-44.05% (-0.37)
Feb 13, 2025
2024 (Q4)
0.34 / 0.41
0.3613.89% (+0.05)
Nov 04, 2024
2024 (Q3)
2.81 / 2.60
2.580.78% (+0.02)
Aug 06, 2024
2024 (Q2)
1.24 / 1.37
137.00% (+0.37)
May 07, 2024
2024 (Q1)
-0.86 / -0.84
-0.72-16.67% (-0.12)
Feb 15, 2024
2023 (Q4)
0.17 / 0.36
0.31813.21% (+0.04)
Nov 06, 2023
2023 (Q3)
1.86 / 2.58
1.76246.42% (+0.82)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KNF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$61.11$66.22+8.36%
Aug 05, 2025
$84.36$86.00+1.94%
May 06, 2025
$96.91$91.81-5.26%
Feb 13, 2025
$97.26$101.42+4.28%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Knife River Corporation (KNF) report earnings?
Knife River Corporation (KNF) is schdueled to report earning on Feb 12, 2026, Before Open (Confirmed).
    What is Knife River Corporation (KNF) earnings time?
    Knife River Corporation (KNF) earnings time is at Feb 12, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is KNF EPS forecast?
          KNF EPS forecast for the fiscal quarter 2025 (Q4) is 0.44.
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