The earnings call highlighted achievements such as securing a significant defense contract and achieving cost savings. However, these were overshadowed by challenges, including a decline in organic sales, market softness, and tariff impacts. The overall sentiment is cautious due to these significant challenges.
Company Guidance
During the Kennametal Fourth Quarter and Fiscal 2025 Earnings Conference Call, the company provided guidance for fiscal year 2026, projecting sales between $1.95 billion and $2.05 billion. They anticipate volume ranging from a decline of 5% to flat, with a 4% combined price and tariff surcharge realization and a 2% tailwind from foreign exchange. Adjusted EPS is expected to be between $0.90 and $1.30. The company also outlined plans to achieve $125 million in cost savings by the end of fiscal 2027 through multiple plant consolidations, exceeding the original target by $25 million. The restructuring efforts, which have already resulted in $65 million in savings, aim to address structural cost issues and optimize capacity. Kennametal also expects a positive year-over-year effect of operations driven by higher price and restructuring savings, although offset by lower sales, production volume, and increased costs.
Infrastructure Segment Achievement
Secured a $25 million multi-year award with a U.S. defense customer.
Cost Reduction Success
Achieved $6 million in restructuring savings this quarter with a run rate savings of approximately $65 million inception to date, expecting approximately $90 million by the end of fiscal '26.
Shareholder Returns
Returned $122 million to shareholders through share repurchases of $60 million and dividends of $62 million.
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
KMT Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$24.88
$20.35
-18.21%
May 07, 2025
$19.44
$19.39
-0.26%
Feb 05, 2025
$22.81
$22.04
-3.38%
Nov 06, 2024
$25.67
$30.16
+17.49%
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.
FAQ
When does Kennametal Inc. (KMT) report earnings?
Kennametal Inc. (KMT) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).
What is Kennametal Inc. (KMT) earnings time?
Kennametal Inc. (KMT) earnings time is at Nov 03, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.