earnings
confidence high
sentiment positive
materiality 0.80
Kennametal Q4 sales up 43% to $737M; record adj. EPS $2.96; FY27 outlook issued
KENNAMETAL INC
- Q4 EPS $2.91, record adjusted EPS $2.96; FY26 EPS $4.42, record adjusted EPS $4.57.
- Q4 sales $737M (+43% YoY); FY26 sales $2,357M (+20% YoY).
- Operating income margin 41.1% in Q4 vs 6.1% prior year; driven by ~$252M raw material pricing timing.
- FY27 Q1 outlook: sales $745-775M, adj. EPS $2.50-2.80; FY27 full year: sales $3.33-3.45B, adj. EPS $4.15-5.15.
- Quarterly dividend $0.20/share payable Aug 25, 2026; FY26 free cash flow negative $79M on working capital.