Q3 2025 Kadant Inc Earnings Call Transcript

Oct 29, 2025 / 03:00 PM GMT

Release Date Price: $300.88 (+0.78%)

Transcript 10-Q8-K

Key Points

Positve

Kadant Inc (KAI) achieved record aftermarket parts revenue in Q3 2025, which is a core strategic area for the company.
The company reported solid execution with an adjusted EBITDA of $58 million and an adjusted EBITDA margin of 21.4%.
Cash flow from operations and free cash flow were strong at $47 million and $44 million, respectively.
The material handling segment saw revenue increase by 1% to a record $70 million, driven by an 18% rise in capital shipments.
Gross margin improved to 45.2% in Q3 2025, up 50 basis points from the previous year, demonstrating resilience against cost pressures.

Negative

Overall market demand for capital equipment remained sluggish, impacting revenue growth.
Bookings were flat compared to the same period last year due to sustained weakness in capital project orders.
The flow control segment experienced a 3% decline in Q3 revenue due to reduced capital shipments.
The industrial processing segment saw a 4% revenue decrease, attributed to reduced capital shipments.
SG&A expenses as a percentage of revenue increased to 27.9% in Q3 2025, up from 25.4% in the prior year period.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KAI.N - Kadant Inc
Q3 2025 Kadant Inc Earnings Call
Oct 29, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day.

Thank you for standing by. Welcome to Cadence's 3rd quarter 2025 earnings conference call. At this time, all participants on a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. Please note that today's conference is being recorded. I will now hand the conference over to your speaker host, Sir Michael McKinney, executive Vice President and Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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