Latest Earnings Results: Q3 '26
Estimated EPS
$2.58
Reported EPS
$2.43
Surprise
-5.8%
Estimated Rev
$1.3B
Reported Rev
$1.28B
Surprise
-1.71%
• Reported GAAP EPS of $2.43 down -3.57% YoY • Reported revenue of $1.28B up 5.97% YoY • Knife River updated full-year 2026 guidance to revenue of $3.38B to $3.43B and Adjusted EBITDA of $475M to $505M, reflecting continued near-term headwinds.
Bullish Takeaway
Knife Rivers aggregate volumes increased 10% and aggregate gross margin reached 29.6%; Sharper EDGE targets capital improvements, while Mountain revenue rose 34% and EBITDA 10%.
Bearish Takeaway
Knife River cited continuing market dynamics, project delays and higher fuel costs affecting contracting services; net income fell 4%, and backlog was $857.2M with lower expected margins.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.48 | -- | -- | N/A |
Q3 '26 | $2.58 | $2.43 | -5.80% | MISSED |
Q2 '26 | $1.13 | $0.77 | -31.66% | MISSED |
Q1 '26 | -$1.41 | -$1.40 | 0.67% | BEAT |
Q4 '25 | $0.40 | $0.56 | 39.43% | BEAT |