US Equity ยท NYSE ยท Earnings Dossier

KNF earnings intelligence

Knife River Corporation

Basic Materials ยท Building Materials ยท USD reporting basis

Current earnings profile Mixed earnings transmission

Delivery and market response do not currently form a persistent directional pattern.

Evidence96/100 ยท Deep

Next scheduled catalyst

Tuesday 3 November 2026

Time unconfirmed ยท Fiscal period ending 30 Sep 2026

56event risk

Elevated

Countdown22 dayscalendar proximity
EPS estimate2.59 USDprovider consensus
Estimate growth+2.4%versus comparable year-ago actual
Historical movement4.8%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Three-year relationship unavailable

Earnings power must cover the first visible week.

Beat rate50.0%6 beats in 12 measured quarters
Average surprise+10.4%median -0.8%
Delivery streak22 consecutive misses
Average response+2.4%12 measured reactions
Result-price confirmation67%same directional sign
Surprise variability47.0 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Oct 2026
EPS growth-8.8%year on year
Revenue growth12.1%year on year
Average surprise-2.8%latest four quarters
SUE-0.38standardised surprise
Net margin4.2%trailing basis
Cash conversion0.31xcash flow / net income
P/E20.2xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 9 Oct 2026
Weekly close49.84 USDcompleted week
13-week return-38.5%price momentum
Fair-value gap-37.1%price versus current fair value
Relative strength-39.3exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateNegative43.1%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period4 Aug 202630 Jun 2026 ยท exact
EPS actual / estimate0.77 / 1.11USD
Surprise-30.6%Miss
EPS growth-14.4%year on year
Revenue / growth938600000+12.6% ยท USD
Next close / four weeks-8.7% / -12.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period5 May 202631 Mar 2026 ยท exact
EPS actual / estimate-1.39 / -1.32USD
Surprise-5.3%Miss
EPS growth-15.8%year on year
Revenue / growth410131000+16.0% ยท USD
Next close / four weeks-2.7% / -15.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period17 Feb 202631 Dec 2025 ยท exact
EPS actual / estimate0.56 / 0.44USD
Surprise+27.3%Beat
EPS growth+36.6%year on year
Revenue / growth755100000+14.9% ยท USD
Next close / four weeks+12.3% / -2.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period4 Nov 202530 Sep 2025 ยท exact
EPS actual / estimate2.53 / 2.60USD
Surprise-2.7%Miss
EPS growth-2.3%year on year
Revenue / growth1203717000- ยท USD
Next close / four weeks+17.4% / +23.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Aug 202530 Jun 2025 ยท exact
EPS actual / estimate0.90 / 1.43USD
Surprise-37.1%Miss
EPS growth-35.3%year on year
Revenue / growth833759000- ยท USD
Next close / four weeks+5.6% / -2.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 May 202531 Mar 2025 ยท exact
EPS actual / estimate-1.20 / -0.86USD
Surprise-39.5%Miss
EPS growth-44.6%year on year
Revenue / growth353471000- ยท USD
Next close / four weeks-1.4% / -2.3%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Feb 202531 Dec 2024 ยท exact
EPS actual / estimate0.41 / 0.34USD
Surprise+20.6%Beat
EPS growth+5.1%year on year
Revenue / growth657216000- ยท USD
Next close / four weeks-0.5% / -14.1%completed weekly closes
ReadContainedresult versus price sign
Reported / period4 Nov 202430 Sep 2024 ยท exact
EPS actual / estimate2.59 / 2.84USD
Surprise-8.8%Miss
EPS growth-2.3%year on year
Revenue / growth-- ยท USD
Next close / four weeks+3.7% / +6.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period6 Aug 202430 Jun 2024 ยท exact
EPS actual / estimate1.39 / 1.23USD
Surprise+13.0%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks-0.0% / +7.6%completed weekly closes
ReadContainedresult versus price sign
Reported / period7 May 202431 Mar 2024 ยท exact
EPS actual / estimate-0.83 / -0.84USD
Surprise+1.2%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks-0.6% / -10.5%completed weekly closes
ReadContainedresult versus price sign
Reported / period15 Feb 202431 Dec 2023 ยท exact
EPS actual / estimate0.39 / 0.16USD
Surprise+143.8%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+1.8% / +11.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 Nov 202330 Sep 2023 ยท exact
EPS actual / estimate2.65 / 1.85USD
Surprise+43.2%Beat
EPS growth-year on year
Revenue / growth-- ยท USD
Next close / four weeks+2.4% / +10.5%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ยฑ0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context