Every 8-K that Knife River Corporation (KNF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KNF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KNF filings page.
Knife River Corporation (KNF) posted its September 2026 investor presentation for management use in meetings and presentations to the investment community. For the twelve months ended June 30, 2026, it reported revenue of $3,307.5 million, net income of $139.9 million and Adjusted EBITDA of $501.6 million. For the twelve months ended December 31, 2025, the presentation lists $3,146.0 million, $157.1 million and $496.5 million, respectively. It also reports Adjusted EBITDA up 60% and Adjusted EBITDA margin up 280 basis points from full-year 2022 to TTM June 30, 2026.
For 2Q 2026, the presentation cites Adjusted EBITDA impacts of approximately $8 million, $10 million and $6 million amid fewer public bid lettings, delayed work, adverse weather and fuel-cost pressures. It says diesel prices increased approximately 40% since early July and management expects 2H 2026 contracting services margins of approximately 9% to 10%. The slides also describe acquisition and organic-growth plans, including materials investments and operations modernization with process improvements and AI.
Knife River Corporation reported higher Q2 2026 sales but weaker profitability. Revenue for the three months ended June 30, 2026 grew 13% year over year to $938.6 million, while net income declined 13% to $43.9 million and net income margin narrowed to 4.7% from 6.1%. Adjusted EBITDA was $139.7 million, down 1% with margin of 14.9% versus 16.9%.
Management cited higher energy costs, delayed projects, a less favorable mix in contracting services and much smaller gains on asset sales compared with 2025. Contracting services revenue rose 20%, contributing to double‑digit volume and gross profit growth across key material product lines, and aggregate pricing improved 8% on a mix‑adjusted basis. Segment results were mixed, with revenue down in the West but up strongly in the Mountain, Central and Energy Services regions.
For full‑year 2026, Knife River projects revenue of $3.4 billion to $3.6 billion and Adjusted EBITDA of $520 million to $560 million, and noted it has raised guidance for revenue and aggregate volumes. Contracting services backlog was $1.2 billion at June 30, 2026. The company is investing heavily, with $90.1 million spent on maintenance and improvement capex and $244.5 million on growth initiatives in the first half of 2026, funded in part by a new $400 million Term Loan B that brought net leverage to 3.2x Adjusted EBITDA.
Knife River Corporation reported leadership changes and annual meeting voting results. The board appointed Peggy S. Rebstock, previously Vice President of Financial Planning and Analysis, as Vice President, Chief Accounting Officer and Controller effective May 21, 2026. Her annual base salary will be $320,000, with a target 2026 cash incentive of 50% of base salary, prorated for time in the new role, and an expected 2027 target equity award of 65% of base salary, subject to Compensation Committee approval. She continues to participate in the company’s long-term incentive and Change in Control Severance Plan with a 2x multiple.
Marney L. Kadrmas was retitled Senior Vice President of Financial Strategy, while Rebstock becomes principal accounting officer. At the annual stockholders’ meeting on May 20, 2026, shareholders elected directors Karen B. Fagg and Brian R. Gray, approved on an advisory basis the compensation of named executive officers, and ratified Deloitte & Touche LLP as independent registered public accounting firm for 2026.
Knife River Corporation amended its existing credit agreement on May 15, 2026, adding $400 million of new Term B loans and reducing the interest margin by 0.25%. After this Second Amendment, total Term B loans outstanding under the facility are $895 million, referred to as the 2026 Tranche B Term Loans.
These loans keep terms largely similar to the prior Term B loans, but now bear interest at either SOFR + 1.75% or an alternate base rate + 0.75%, at the company’s option. Knife River plans to use the proceeds to refinance its existing Term B loans, repay borrowings under its revolving credit facility, and support working capital and general corporate purposes.
Knife River Corporation reported higher first quarter 2026 revenue but remained unprofitable. Revenue rose 16% to $410.1 million, while net loss widened to $79.2 million, or $1.40 per share. Adjusted EBITDA was a loss of $31.8 million, an improvement from a $38.0 million loss, reflecting better margins.
The company completed three aggregates-based acquisitions and ended the quarter with record first quarter backlog of $1.2 billion. For full-year 2026, Knife River guides revenue between $3.3 billion and $3.5 billion and Adjusted EBITDA between $520 million and $560 million. Net leverage was 2.9x, with $1.4 billion of gross debt and $13.4 million of unrestricted cash as of March 31, 2026.
Knife River Corporation reported a record fourth quarter and mixed full-year 2025 results. Fourth quarter revenue rose to $755.1 million, up 15% from 2024, while net income increased 38% to $32.0 million. Adjusted EBITDA grew 47% to $119.4 million, with margin improving to 15.8%.
For 2025 as a whole, revenue increased 9% to $3,146.0 million, but net income declined to $157.1 million from $201.7 million, as interest expense and depreciation rose following heavy investment and acquisitions. Full-year Adjusted EBITDA improved to $496.5 million, up 7%. Year-end contracting services backlog reached about $1.0 billion, up from $745.6 million, supporting management’s positive outlook.
For 2026, the company expects revenue between $3.3 billion and $3.5 billion and Adjusted EBITDA of $520–$560 million. Knife River highlighted benefits from five 2025 aggregates-focused acquisitions, higher pricing in key materials, and ongoing efficiency programs, while noting net leverage of 2.2x Adjusted EBITDA at December 31, 2025.
Knife River Corporation filed an 8-K stating it issued a press release announcing third quarter 2025 earnings. The company furnished the release to the SEC under Items 2.02 (Results of Operations and Financial Condition) and 7.01 (Regulation FD Disclosure). The press release is included as Exhibit 99 and incorporated by reference. The filing was signed by Vice President and CFO Nathan W. Ring. Knife River’s common stock trades on the NYSE under the symbol KNF.