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Kadant Inc (KAI)
NYSE:KAI
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.14Last Year’s EPS
2.1Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects a mixed but measured tone. There are clear operating strengths: record Q4 revenue, a record aftermarket mix, strong cash flow and successful recent acquisitions. Segment-level improvements and conservative but upgradeable 2026 guidance are positives. Offsetting these are meaningful headwinds: weaker capital activity (capital revenue down 16% for the year), tariff-driven margin pressure, higher SG&A and tax impacts, rising net debt and an expected leverage increase tied to acquisitions, plus timing uncertainty for large capital orders. Management is cautious and focused on cash generation and integration upside, resulting in an outlook that balances tangible operational wins against persistent macro and timing risks.Company Guidance
Record Q4 and Aftermarket Strength
Q4 revenue reached a record $286.2M, up 11% year-over-year, driven by acquisitions and a record aftermarket parts business; aftermarket parts comprised ~70% of Q4 revenue (71% for the full year). Bookings increased 12% in Q4 versus prior year.
Full-Year Revenue and Aftermarket Mix
Fiscal 2025 revenue of ~$1.05B (reported $1.052B), with aftermarket parts at a record 71% of total revenue (up from 66% in 2024), supporting higher gross margins year-over-year.
Strong Cash Flow and Free Cash Flow Records
Operating cash flow for the full year increased 10% to $171.3M and free cash flow rose 15% to a record $154.3M; Q4 operating cash flow was $61M.
Q4 Adjusted EBITDA and Margins
Adjusted EBITDA in Q4 increased 11% to $58M and Q4 adjusted EBITDA margin was 20.3% of revenue, reflecting improved profitability in the quarter.
Segment-Level Revenue and Margin Improvements
Industrial Processing Q4 revenue rose 16% to $118M with aftermarket parts up 31% and adjusted EBITDA margin improving 90 bps. Material Handling Q4 revenue rose 11% to $69M with adjusted EBITDA margin up 130 bps to 22.1%. Flow Control Q4 revenue increased 5% to $100M with aftermarket parts up 9%.
Acquisitions and Integration Progress
Closed Clyde Industries and Babbini in H2 2025; integration progressing well. Announced definitive agreement to acquire voestalpine BÖHLER Profil GmbH (~EUR 157M) to expand capabilities.
Conservative but Upbeat 2026 Guidance
2026 revenue guidance of $1.160B–$1.185B and adjusted EPS guidance $10.40–$10.75 (excl. recurring intangible amortization). After adding back recurring intangible amortization, adjusted EPS guidance is $12.53–$12.88, signaling management confidence in cash-driven profitability.
Operational Recognition and Long-Term Market Opportunities
Named one of America's most responsible companies (Newsweek) for the sixth straight year; management highlights secular opportunities in recycling, waste management, data centers and industrial automation as drivers of future capital activity.
KAI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $320.47 | $327.08 | +2.06% |
Oct 28, 2025 | $298.21 | $300.53 | +0.78% |
Jul 29, 2025 | $343.62 | $357.79 | +4.12% |
Apr 29, 2025 | $314.52 | $294.02 | -6.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kadant Inc (KAI) report earnings?
Kadant Inc (KAI) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Kadant Inc (KAI) earnings time?
Kadant Inc (KAI) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KAI EPS forecast?
KAI EPS forecast for the fiscal quarter 2026 (Q1) is 2.14.