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Kadant Inc (KAI)
NYSE:KAI
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.94Last Year’s EPS
2.81Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: 2.42%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Negative
While the company experienced strong aftermarket parts business and flow control segment growth, challenges such as revenue decline, adjusted EBITDA decrease, and the impact of tariffs weighed heavily on the overall performance. The revised guidance due to tariffs further adds to the negative sentiment.Company Guidance
In Kadant's first quarter 2025 earnings call, the company provided guidance amidst ongoing uncertainties due to global tariffs. The impact of tariffs, particularly on steel and aluminum imports, is estimated to increase material costs by approximately $5 to $6 million, equating to $0.32 to $0.39 per share. Despite this, Kadant expects to mitigate these costs through supplier collaboration and cost-sharing with customers. The company's full-year revenue guidance has been revised to $1.020 billion to $1.040 billion, down from $1.040 billion to $1.065 billion, with adjusted EPS now forecasted at $9.05 to $9.25. This revision reflects both tariff impacts and delays in capital orders. The first quarter saw strong aftermarket parts bookings, representing 74% of total bookings at a record $190 million, while revenue declined 4% year-over-year due to weaker capital shipments. Gross margin reached 46.1%, the highest since 2017, driven by a higher percentage of aftermarket parts revenue. For the second quarter, Kadant projects revenue of $243 million to $250 million, with adjusted EPS anticipated between $1.90 and $2.00. The company remains focused on maintaining its operational resilience and strengthening its business globally, leveraging its decentralized structure to navigate economic challenges effectively.Strong Aftermarket Parts Business
Aftermarket parts bookings represented 74% of total bookings, reaching a record $190 million. This strong demand is attributed to a large installed base and the company's ability to deliver exceptional value to customers.
Flow Control Segment Growth
Flow Control segment saw solid demand with bookings up 6% compared to Q1 of last year, and revenue increased by 7% to $92 million. The adjusted EBITDA for this segment rose by 8%.
High Gross Margin
Gross margin in the first quarter of 2025 was 46.1%, the highest since 2017, up by 150 basis points compared to the first quarter of 2024.
Healthy Free Cash Flow
Free cash flow increased 15% to $19 million compared to the first quarter of 2024.
New Order Activity
New order activity was up in the first quarter, despite challenges from tariff uncertainties.
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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
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KAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $315.57 | $295.00 | -6.52% |
Feb 12, 2025 | $356.42 | $353.78 | -0.74% |
Oct 29, 2024 | $319.88 | $335.01 | +4.73% |
Jul 30, 2024 | $355.54 | $350.41 | -1.44% |
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.
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FAQ
When does Kadant Inc (KAI) report earnings?
Kadant Inc (KAI) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Kadant Inc (KAI) earnings time?
Kadant Inc (KAI) earnings time is at Aug 05, 2025, TBA Not 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 (Q2) is 1.94.
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