Knife Riv Holding Co.
KNF
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Knife Riv Holding Co. is well-positioned in the building materials industry, benefiting from a recovering construction sector and increased demand for sustainable building solutions.
- In Q2 2026, revenue surged by 129% compared to the previous quarter, reaching $939 million.
- The gross margin improved to 17.3%, a significant recovery from -0.7% in the prior quarter.
- Despite recent revenue growth, Knife Riv Holding Co. has faced challenges with declining earnings, indicating potential operational inefficiencies.
- The company reported a net income of -79.176 million in Q1 2026, highlighting a concerning trend in profitability.
- The current score indicates a 'Sell' signal with a score of -6.00, reflecting negative market sentiment and technical indicators.
Fundamentals
| Market cap | $2.97B | Enterprise value | $4.59B | Trailing P/E | 21.25 | Forward P/E | 16.12 |
| PEG | 1.62 | Price / book | 1.85 | Beta | 0.60 | Dividend yield | 0.00% |
| Revenue growth | 12.6% | Earnings growth | -13.5% | Gross margin | 17.8% | Operating margin | 8.8% |
| Profit margin | 4.2% | ROE | 9.1% | ROA | 4.5% | Debt / equity | 1.04 |
| Current ratio | 2.67 | Free cash flow | -$3.50M | Analyst recommendation | buy | Mean target | $84.38 |
| 52w high | $96.28 | 52w low | $49.16 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $939M | $410M | $755M | $1.2B | $834M |
| Op margin | 8.6% | -21.0% | 8.6% | 17.9% | 10.6% |
| Net income | $43.9M | -$79.2M | $32.0M | $143M | $50.6M |
| Gross margin | 17.3% | -0.7% | 19.2% | 23.6% | 18.9% |
| Gross profit | $163M | -$2.8M | $145M | $284M | $157M |
| Operating income | $81.1M | -$86.2M | $65.2M | $215M | $88.1M |
- Revenue +129% vs prior quarter ($939M vs $410M).
- Gross margin 17.3% (was -0.7% prior quarter).
- Operating margin expanded to 8.6%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $3.1B | $2.9B | $2.8B | $2.5B |
| Op margin | 9.1% | 10.9% | 10.5% | 7.7% |
| Net income | $157M | $202M | $183M | $116M |
| Gross margin | 18.4% | 19.7% | 19.0% | 14.2% |
| Gross profit | $577M | $570M | $539M | $361M |
| Operating income | $286M | $316M | $296M | $194M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · What Knife River (KNF)'s Activist Engagement With Starboard Means For Shareholders
2026-09-25 · Company News for Sep 25, 2026
2026-09-25 · B. Riley Adjusts Price Target on Knife River to $65 From $105, Keeps Buy Rating
2026-09-24 · Why Shares of Knife River Were Moving Higher Today
2026-09-24 · Knife River to Engage With Starboard, Reaffirms Focus on Enhancing Shareholder Value
2026-09-24 · Knife River Reiterates Focus on Disciplined Execution and Shareholder Value Creation
2026-09-24 · Activist Wants This Construction Company to Make Serious Changes. Stock Returns Are ‘Unacceptable.’
2026-09-24 · Oppenheimer Adjusts Knife River Price Target to $80 From $90, Maintains Outperform Rating
2026-09-24 · Knife River Shareholder Starboard Value Calls for Evaluation of Strategic Options
2026-09-24 · Starboard Delivers Letter to Knife River
2026-09-24 · Market Chatter: Knife River Faces Pressure From Starboard Value
2026-09-23 · Starboard Wants Knife River to Consider Sale
Price (daily)
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