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Kadant (KAI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 04, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.94

Last Year’s EPS

2.31

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a largely positive operational and commercial picture: record bookings, strong recurring aftermarket revenue (74% of sales), double-digit organic growth in bookings, solid adjusted EBITDA and an EPS beat. Management raised full-year revenue guidance while incorporating the recent acquisition, highlighting confidence in long-term growth and integration progress. Offsetting these positives are margin pressure from acquisition-related amortization and product mix, higher SG&A from acquisitions and FX, temporary working capital and cash conversion headwinds, short-term EPS dilution and an expected near-term increase in leverage due to acquisition financing, and geopolitical uncertainty that is delaying some capital projects. Overall, the momentum in bookings, parts revenue and profit growth outweighs near-term acquisition-related and macro headwinds.

Company Guidance

Kadant raised 2026 revenue guidance to $1.178–$1.203 billion (up from $1.116–$1.185B) and set adjusted EPS guidance of $12.33–$12.68 (this excludes $34.5M of intangible amortization—$2.20 per share—and $0.33 of acquisition-related costs), while noting Q1 is expected to be the weakest quarter; Q2 revenue is guided to $296–$306M with adjusted EPS $2.88–$2.98 (excludes $0.55 amortization and $0.07 acquisition costs). Key modeling assumptions include gross margin of 44.5%–45.0%, SG&A 27.6%–28.1% of revenue, net interest expense $20–$21M, a tax rate of 27.5%–28.0%, and depreciation of $27–$27.5M. The company said the April acquisition of Kadant Profil will be dilutive by ~$0.20 to 2026 adjusted EPS (intercompany revenue treated conservatively until on‑hand inventory is sold), noted they borrowed EUR155M to fund the deal (net debt was $244M and leverage was 1.27 at quarter end but is expected to rise to just under 2 next quarter), and reiterated liquidity of roughly $210M revolver capacity plus ~$200M uncommitted capacity; operational metrics cited include a 1.14 book‑to‑bill, $326M ending backlog, 74% parts & consumables mix, 147 cash conversion days, and working capital ~20% of revenue (17.4% excluding 2025 acquisitions).

Record Bookings and Strong Order Growth

Total bookings increased 25% year-over-year in Q1, driven by double-digit organic growth and recent acquisitions; book-to-bill rose to 1.14 (a 3-year high) and ending backlog increased 13% sequentially to $326 million.

Revenue Growth

Consolidated revenue increased 18% year-over-year to $281.5 million in Q1 2026.

Record Aftermarket Parts Revenue

Aftermarket parts and consumables revenue reached a record $209 million, representing 74% of total Q1 revenue, supporting recurring revenue and margin stability.

Profitability Improvement and Beat

Adjusted EBITDA increased 19% year-over-year to $56.8 million (20.2% of revenue). Adjusted EPS rose 14% to $2.84 and beat the high end of guidance by $0.43.

Segment-Level Strength — Industrial Processing

Industrial Processing posted record bookings of $145 million with organic bookings up 23%; segment revenue increased 37% year-over-year to $123 million and adjusted EBITDA margin remained healthy at 24%.

Flow Control Performance

Flow Control bookings increased 12% to a record $112 million; Q1 revenue rose 7% to $99 million with aftermarket parts comprising 77% of segment revenue and adjusted EBITDA margin of 27.8%.

Material Handling Stability

Material Handling achieved steady growth with revenue up 5% to $60 million and bookings modestly higher at $65 million, and management notes a strong backlog supporting fundamentals in aggregate mining, waste management and recycling.

Strategic M&A and Integration Progress

Closed acquisition of voestalpine BOHLER Profil (Kadant Profil) and integrations of 2025 acquisitions Clyde Industries and Babbini progressing well; management expects the profile acquisition to be accretive to long-term earnings growth.

Balance Sheet and Liquidity

Net debt decreased $8 million sequentially to $244 million and leverage ratio fell to 1.27 at quarter end; available borrowing capacity remained substantial (~$210 million under revolver plus ~$200 million uncommitted).

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

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KAI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 04, 2026	2026 (Q2)	2.94 / -	2.31	―	―	―
May 05, 2026	2026 (Q1)	2.11 / 2.84	2.1	35.24% (+0.74)
Feb 23, 2026	2025 (Q4)	2.19 / 2.27	2.25	0.89% (+0.02)
Oct 28, 2025	2025 (Q3)	2.18 / 2.59	2.84	-8.80% (-0.25)	―
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)

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
May 05, 2026	$288.86	$327.52	+13.38%
Feb 23, 2026	$327.17	$335.34	+2.50%
Oct 28, 2025	$297.88	$300.21	+0.78%
Jul 29, 2025	$343.25	$357.40	+4.12%

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 Aug 04, 2026, After Close (Confirmed).

What is Kadant Inc (KAI) earnings time?

Kadant Inc (KAI) earnings time is at Aug 04, 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 (Q2) is 2.94.