The earnings call highlighted strong performance in aftermarket revenue and gross margins, along with an increase in bookings and successful acquisitions. However, the company faced challenges with a decrease in overall revenue, earnings, and ongoing trade policy uncertainties affecting capital investments.

Company Guidance -

Q3 2025

During the Kadant Second Quarter 2025 earnings call, the company provided guidance and updates on various financial metrics and business segments. The company reported a 7% increase in bookings to $269 million and a decrease in revenue by 7% compared to the second quarter of 2024, mainly due to softer capital orders in the latter half of 2024. Adjusted EBITDA was $52 million, down 15% from the previous year, and adjusted EPS decreased by 18% to $2.31. The Flow Control segment saw solid bookings with a 4% revenue increase, while the Industrial Processing segment reported a 9% increase in new order activity but a 16% revenue decline. The Material Handling segment had a 16% increase in bookings. Kadant maintained its full-year guidance for 2025, expecting revenue between $1.20 billion and $1.40 billion and adjusted EPS between $9.05 and $9.25, with plans for a stronger second half of the year. The company highlighted a strong backlog of $299 million and expected continued improvement in industrial demand, with ongoing focus on mitigating tariff impacts and managing costs effectively.

Increase in Bookings

Bookings in the second quarter increased 7% to $269 million, led by strong capital performance and stable demand for aftermarket parts.

Strong Aftermarket Revenue

Record aftermarket parts revenue of $181.8 million, with aftermarket revenue making up 75% of total revenue in the Flow Control segment.

Improved Gross Margin

Gross margin was 45.9% in Q2 2025, up 150 basis points compared to the same period in 2024, primarily due to a higher percentage of aftermarket parts.

Acquisition and Integration Success

Integration of Dynamic Sealing Technologies completed, and acquisition of Babbini, a manufacturer of dewatering equipment, to expand market opportunities.

Strong Cash Flow

Operating cash flow increased 44% to $40.5 million, and free cash flow increased 58% to $36.5 million in Q2 2025 compared to the prior year period.

Kadant (KAI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

KAI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	2.18 / -	2.84	―	―	―
Jul 29, 2025	2025 (Q2)	1.94 / 2.31	2.81	-17.79% (-0.50)
Apr 29, 2025	2025 (Q1)	1.97 / 2.10	2.38	-11.76% (-0.28)
Feb 12, 2025	2024 (Q4)	2.08 / 2.25	2.41	-6.64% (-0.16)
Oct 29, 2024	2024 (Q3)	2.62 / 2.84	2.69	5.58% (+0.15)	―
Jul 30, 2024	2024 (Q2)	2.43 / 2.81	2.54	10.63% (+0.27)
Apr 30, 2024	2024 (Q1)	2.08 / 2.38	2.4	-0.83% (-0.02)
Feb 14, 2024	2023 (Q4)	2.10 / 2.41	2.33	3.43% (+0.08)
Oct 31, 2023	2023 (Q3)	2.27 / 2.69	2.38	13.03% (+0.31)
Aug 01, 2023	2023 (Q2)	2.14 / 2.54	2.24	13.39% (+0.30)

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
Jul 29, 2025	$344.41	$358.61	+4.12%
Apr 29, 2025	$315.24	$294.70	-6.52%
Feb 12, 2025	$356.06	$353.41	-0.74%
Oct 29, 2024	$319.55	$334.66	+4.73%

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 Nov 04, 2025, After Close (Confirmed).

What is Kadant Inc (KAI) earnings time?

Kadant Inc (KAI) earnings time is at Nov 04, 2025, 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 2025 (Q3) is 2.18.

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