The EPS miss and guidance cut will likely weigh on the stock, despite strong revenue growth. Monitor Q2 guidance for further organic trend signals and acquisition integration progress. The raised revenue guidance provides a partial offset, but margin compression and organic decline are cautionary.
Price Chart
Executive Summary
Kadant reported Q1 2026 revenue growth of 18% to $281.5M, but GAAP EPS of $2.16 missed consensus of $2.35 by 8.1%. Full-year GAAP EPS guidance was lowered to $9.80-$10.15 from $10.27-$10.62, partly due to acquisition dilution. Organic revenue declined 1% and gross margin contracted 110 bps, highlighting mixed underlying performance.
Key Financial Metrics
Key Facts
- Revenue $281.5M, up 18% YoY; organic revenue down 1%
- GAAP diluted EPS $2.16 vs consensus $2.35 (miss of 8.1%)
- Adjusted EPS $2.84, up 14% YoY
- Record bookings $320.8M, up 25%
- FY2026 GAAP EPS guidance lowered to $9.80-$10.15 from $10.27-$10.62
- FY2026 revenue guidance raised to $1.178B-$1.203B from $1.160B-$1.185B
- Gross margin 45.0%, down 110 bps YoY
- Operating cash flow $21.9M, down 4%
Financial Impact
GAAP EPS miss of 8.1% and FY guidance cut of ~$0.50 at midpoint vs prior guidance
Risk Factors
- Acquisition dilution may persist; adjusted EPS guidance reduced by $0.20 due to inventory deferral
- Organic revenue decline signals underlying demand weakness
- Geopolitical uncertainty may delay capital project timing
- Gross margin contraction from acquisition-related costs and mix
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000886346-26-000037 |
| Document: kai-20260505.htm | 0000886346-26-000037 |
| Document: kaiform8kex992q126.htm | 0000886346-26-000037 |
| Document: 0000886346-26-000037-index-headers.html | 0000886346-26-000037 |
| Document: 0000886346-26-000037-index.html | 0000886346-26-000037 |
| Document: 0000886346-26-000037.txt | 0000886346-26-000037 |
| 8-K Data (Synthetic) | 0000886346-26-000037 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Press Release | $266.30 $265.56 | ▼ −0.28% | ▼ −0.06% | $268.83 (+0.95%) |
Aug 4, 2026 8w ago | Press Release | $337.12 $334.08 | ▼ −0.90% | ▼ −1.25% | $268.83 (−20.26%) |
May 21, 2026 19w ago | Press Release | $319.42 $315.67 | ▼ −1.17% | ▼ −2.85% | $268.83 (−15.84%) |
May 5, 2026 21w ago | 8-K | $327.52 $326.86 | ▼ −0.20% | ▼ −1.33% | $268.83 (−17.92%) |
Apr 30, 2026 22w ago | Press Release | $293.13 $327.52 | ▲ +11.73% | ▲ +10.00% | $268.83 (−8.29%) |
Apr 30, 2026 22w ago | 8-K | $293.13 $327.52 | ▲ +11.73% | ▲ +10.00% | $268.83 (−8.29%) |
Apr 30, 2026 22w ago | Press Release | $293.13 $327.52 | ▲ +11.73% | ▲ +10.00% | $268.83 (−8.29%) |
Apr 1, 2026 26w ago | DEFA14A | $290.30 $323.38 | ▲ +11.40% | ▲ +7.63% | $268.83 (−7.39%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access