NYSE$KAI
Kadant Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
Kadant Inc reported revenue of $255.3 million and net income of $26.2 million for Q2 2025.
Revenue declined 7% year-over-year to $255.3 million due to lower capital equipment demand amid tariff uncertainty, while parts and consumables revenue reached a record $181.8 million. Operating income was $39.4 million and diluted EPS was $2.22. Strong bookings of $269.4 million increased backlog to $299.1 million.
- Parts and consumables revenue hit a record $181.8 million, representing 71% of total revenue.
- Flow Control segment revenue rose 4% while Industrial Processing revenue fell 16% due to delayed capital orders.
- Gross margin improved to 45.9% from higher-margin aftermarket mix.
- Backlog grew 16% from year-end 2024 to $299.1 million on strong Q2 bookings.
Headline financials
Revenue & EPS history
Kadant · Revenue · Quarterly
$255M
Revenue by segment
Kadant · $255M total across 3 segments · Q2 2025
- Flow Control$95.9M—37.6%
- Industrial Processing$95.9M—37.6%
- Material Handling$63.4M—24.8%
Forward guidance
Management anticipates stronger full-year 2025 bookings versus 2024, particularly in Industrial Processing, though capital order timing remains uncertain due to tariffs.
Tailwinds
- Strong parts and consumables demand expected to continue
- Long-term end-market fundamentals remain solid
Headwinds
- Tariff uncertainty lengthening quote-to-order cycles
- Some capital projects deferred into 2026
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+1.3%
Avg return
Earnings day
+1.4%
Avg return
5 days after
+2.3%
Avg return
30 days after
56%
35 / 63 earnings
Positive
+13.1%
Q2 2017
Best reaction
-14.4%
Q4 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | -1.3% | +15.6% | +1.2% | |
| Q4 2025 | +2.7% | +4.8% | -7.5% | |
| Q3 2025 | +0.8% | -7.3% | -6.8% | |
| Q1 2025 | -6.5% | -7.1% | -0.5% | |
| Q4 2024 | -0.7% | +11.6% | -1.2% | |
| Q3 2024 | +4.2% | +6.6% | +25.2% | |
| Q2 2024 | -0.6% | -12.4% | -9.4% | |
| Q1 2024 | -8.9% | -5.1% | -4.2% | |
| Q4 2023 | +12.0% | +11.5% | +4.5% | |
| Q3 2023 | +6.8% | +10.9% | +18.3% | |
| Q2 2023 | -6.7% | -4.8% | -1.4% | |
| Q1 2023 | +3.4% | +4.7% | +2.9% | |
| Q4 2022 | +4.7% | +8.1% | -2.5% | |
| Q3 2022 | -5.2% | -1.9% | +8.9% | |
| Q2 2022 | -3.0% | -5.0% | -12.8% | |
| Q1 2022 | +5.9% | -1.2% | +1.5% | |
| Q4 2021 | -4.6% | -6.3% | -3.6% | |
| Q3 2021 | +2.6% | +5.2% | +6.7% | |
| Q2 2021 | +9.2% | +12.8% | +20.3% | |
| Q1 2021 | -0.7% | +3.7% | -5.4% | |
| Q3 2020 | -4.5% | -1.9% | +12.1% | |
| Q2 2020 | -6.1% | -7.3% | -1.2% | |
| Q1 2020 | +0.4% | -2.3% | +15.7% | |
| Q4 2019 | -14.4% | -10.4% | -33.7% | |
| Q3 2019 | +1.4% | +5.3% | +11.6% | |
| Q2 2019 | +8.3% | -1.9% | -5.0% | |
| Q1 2019 | -0.9% | -7.0% | -16.1% | |
| Q4 2018 | +2.6% | +1.6% | +1.8% | |
| Q3 2018 | +5.9% | +4.7% | -1.8% | |
| Q2 2018 | -0.2% | -5.4% | +4.8% | |
| Q1 2018 | +0.7% | -0.6% | +4.5% | |
| Q4 2017 | -0.4% | -0.6% | +4.8% | |
| Q3 2017 | +10.2% | +3.2% | -0.0% | |
| Q2 2017 | +13.1% | +11.1% | +11.3% | |
| Q1 2017 | +13.0% | +18.8% | +26.2% | |
| Q4 2016 | +0.0% | -0.3% | -6.7% | |
| Q3 2016 | +3.1% | +1.6% | +22.0% | |
| Q2 2016 | +3.9% | -1.0% | +1.7% | |
| Q1 2016 | +3.0% | — | — | |
| Q4 2015 | -2.9% | — | — | |
| Q3 2015 | -3.3% | — | — | |
| Q2 2015 | +5.0% | — | — | |
| Q1 2015 | -6.9% | — | — | |
| Q4 2014 | +1.0% | — | — | |
| Q3 2014 | +7.1% | — | — | |
| Q2 2014 | +1.9% | — | — | |
| Q1 2014 | -2.3% | — | — | |
| Q4 2013 | +4.4% | — | — | |
| Q3 2013 | +3.4% | — | — | |
| Q2 2013 | -3.1% | — | — | |
| Q1 2013 | +6.4% | — | — | |
| Q4 2012 | -9.0% | — | — | |
| Q3 2012 | +10.3% | — | — | |
| Q2 2012 | -8.2% | — | — | |
| Q1 2012 | +1.6% | — | — | |
| Q4 2011 | -0.8% | — | — | |
| Q4 2010 | -0.8% | — | — | |
| Q3 2011 | -4.8% | — | — | |
| Q2 2011 | +11.6% | — | — | |
| Q1 2011 | +11.6% | — | — | |
| Q3 2010 | +0.6% | — | — | |
| Q2 2010 | -0.7% | — | — | |
| Q1 2010 | +5.2% | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro