Knife River (KNF Quick QuoteKNF - Free Report) reported $1.28 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 6%. EPS of $2.43 for the same period compares to $2.52 a year ago.

The reported revenue represents a surprise of -1.4% over the Zacks Consensus Estimate of $1.29 billion. With the consensus EPS estimate being $2.59, the EPS surprise was -6.18%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Knife River performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Contracting services: $604.6 million versus the three-analyst average estimate of $591.55 million.
• Revenues- Aggregates: $249.7 million versus $243.87 million estimated by three analysts on average.
• Revenues- Ready-mix concrete: $270.2 million compared to the $293.57 million average estimate based on three analysts.
• Revenues- Asphalt: $215.1 million versus the three-analyst average estimate of $219.43 million.
• Revenues- Internal sales: $-308.1 million versus the three-analyst average estimate of $-303.66 million.
• Revenues- Liquid asphalt: $147.1 million versus the two-analyst average estimate of $151.5 million.
• Revenues- Other: $97 million versus the two-analyst average estimate of $97 million.
• Gross Profit- Aggregates: $73.9 million versus $64.09 million estimated by three analysts on average.
• Gross Profit- Ready-mix concrete: $50 million versus $58.63 million estimated by three analysts on average.
• Gross Profit- Asphalt: $38.9 million versus $43.1 million estimated by three analysts on average.
• Gross Profit- Contracting services: $51.2 million versus $59.32 million estimated by three analysts on average.
• Gross Profit- Liquid asphalt: $27.9 million compared to the $34.5 million average estimate based on two analysts.

View all Key Company Metrics for Knife River here>>>

Shares of Knife River have returned +11.1% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.