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KNF

Knife River Corporation

KNF · NYSEMaterials
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Raw inputsore, oil, gas, air & landMining &extractiondigging it upChemicals,metals & gasesrefining & reactingFinishedmaterialspaints, packaging, aggreg…Distribution &logisticshow it gets thereCustomers &end marketswho paysAGGAggregate reservesCABCrude asphalt binderD&EDiesel & energyC&LCapital & lendersKRQ&Knife River quarries & pitsVMCVulcan MaterialsMLMMartin MariettaCEMCement suppliersENSKnife River Energy ServicesKNFKnife RiverR&HFReady-mix & haul fleetR&BRail & bargeCONKnife River contracting crewsDOTState & local DOTsFEDFederal infrastructure fundingBLDPrivate builders & developers
Company details
Market cap
$4.5B
P/E ratio
26×
Div yield
EPS (FY2025)
$2.76
Profit margin
5%
Rev. growth
+9%
Revenue
$3.1B
Adj. EBITDA
$497M
In plain English
Knife River is a vertically integrated construction-materials and contracting company spun out of MDU Resources in 2023. It sits on 1.1 billion tons of aggregate reserves, turns that crushed rock into ready-mix concrete and asphalt, and then its own paving crews lay it down — mostly for state and local highway departments funded by federal infrastructure dollars.
In simple terms
One company, almost the whole chain
Most links in this chain are Knife River itself. It mines the rock, blends the binder, batches the concrete, makes the asphalt and then sends its own crews out to pave the road — so a huge share of its 'sales' are simply one part of the company selling to another.
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Risk read
Moderate
SteadierMore speculative
Why this rating?