Kennametal Inc (MEX:KMT)

Q1 2026 Kennametal Inc Earnings Call Transcript

Nov 5, 2025 / 02:30 PM GMT

Release Date Price: MXN741.4

Transcript 10-Q8-K

Key Points

Positve

Kennametal Inc (KMT) reported a 3% year-over-year organic sales growth, marking the first quarter of organic growth in two years.
The company secured significant project wins in the aerospace, defense, and energy sectors, enhancing its market position.
Kennametal Inc (KMT) realized $8 million in restructuring savings, contributing to improved profitability.
The adjusted EBITDA margin improved to 15.3% from 14.3% in the prior year quarter, driven by pricing actions and cost management.
The company raised its sales and EPS outlook for fiscal 2026, reflecting improved market conditions and strong first-quarter performance.

Negative

Free operating cash flow was negative at $-5 million, compared to $21 million in the prior year, due to higher inventory investments.
Cash from operating activities decreased to $17 million from $46 million in the prior year period, impacted by working capital changes.
The transportation end market saw a 1% decline in sales year-over-year, affected by project timing and regional slowdowns.
Higher compensation costs, tariffs, and general inflation partially offset the benefits from restructuring savings.
The company's exposure to rising tungsten costs remains a concern, although pricing actions are in place to mitigate this.

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

KMT.N - Kennametal Inc
Q1 2026 Kennametal Inc Earnings Call
Nov 05, 2025 / 02:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. I would like to welcome everyone to Cannameto's first quarter in fiscal 2026 earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session.

If you'd like to ask a question during this time, simply press star, then the number one on your telephone keypad.

If you'd like to withdraw your question, please press then the number 2.

Please note that this event is being recorded.

I would now like to turn the conference over to Michael Peay, Vice President of investor relations. Please go ahead.

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