Key Tronic Corp. (KTCC)
NASDAQ:KTCC
Want to see KTCC full AI Analyst Report?
Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.37Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: near‑term financials are weak with material year‑over‑year revenue declines and widening net losses, but management highlights operational improvements, working capital reductions, meaningful program wins, strategic capacity shifts to the U.S. and Vietnam, and expected cost savings from the China wind‑down. Management expects sequential improvement in Q4 and a return to profitability, but timing risks and macro/tariff uncertainties temper near‑term visibility.Company Guidance
Expected Sequential Recovery and Return to Profitability
Management expects revenue growth in Q4 versus Q3 and anticipates a return to profitability in the fourth quarter of fiscal 2026, driven by new program ramps and improving demand from legacy customers.
Gross Margin and Operating Efficiency Improvement
Q3 gross margin improved to 8.0% from 7.7% year‑over‑year and operating margin improved to -0.3% from -0.4%. Adjusted gross margin (ex China closure charges) was 8.5% versus 8.4% a year ago, demonstrating structural efficiency gains from cost‑cutting initiatives.
New Program Wins with Meaningful Potential
Won four new programs across automotive technology ($3–$5M, Juarez, FY27 Q2 ramp), industrial tooling (~$3M, immediate ramp in Spokane), pest control ($2.5M, Juarez), and industrial power management ($8–$10M, Springdale AR starting FY27 Q2), representing ~ $16.5M–$20.5M in potential incremental opportunity.
China Wind‑down and Cost Savings
Completed winddown of China manufacturing operations (production completed in April) and expects approximately $1.2M in quarterly savings once fully executed; partial savings to be realized in Q4 with full run‑rate expected thereafter.
Working Capital Improvements and Stronger Balance Sheet Metrics
Inventory reduced by $13.5M (down 14% year‑over‑year). Accounts receivable DSOs improved to 85 days from 92 a year ago. Year‑to‑date cash flow from operations was stable at ~$10.0M (vs $10.1M prior year), enabling debt reduction of approximately $14.3M year‑over‑year.
Strategic Capacity Buildouts — U.S. and Vietnam
Expanded U.S. capacity (new Arkansas technology/production site) and doubled Vietnam manufacturing capacity (capable of supporting future medical device manufacturing). Management expects double‑digit growth in the Arkansas facility next fiscal year and anticipates ~50% of manufacturing in U.S. and Vietnam by the end of FY26.
Lean Cost Structure and Investment Discipline
Headcount in Mexico reduced by ~42% over 24 months and company is targeting selective CapEx ($5–$8M for full year) focused on automation and production equipment to support efficiency and future ramps while preserving liquidity.
KTCC 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
KTCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $2.90 | $3.21 | +10.69% |
Feb 03, 2026 | $2.91 | $2.91 | 0.00% |
Nov 04, 2025 | $3.41 | $2.96 | -13.20% |
Aug 27, 2025 | $2.98 | $2.85 | -4.36% |
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 Key Tronic Corp. (KTCC) report earnings?
Key Tronic Corp. (KTCC) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Key Tronic Corp. (KTCC) earnings time?
Key Tronic Corp. (KTCC) earnings time is at Aug 11, 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 KTCC EPS forecast?
Currently, no data Available