KADANT INC(KAI)Stock Analysis
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Rank #1,050 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
KAI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for KADANT INC (KAI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores KAI at 57.3/100 on a 32-signal composite quality model, placing it at rank #1,050 of 2,879 stocks — the top half of the AI-ranked universe. KAI scores in the top quartile across balance sheet strength (75.4). Areas of concern include earnings quality (32.4) and institutional flow (39.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), KADANT INC reports quarterly revenue of $281.5M, net income of $25.5M, an operating margin of 14.2%. Top institutional holders of KAI by reported 13-F value include BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, WASATCH ADVISORS, based on the most recent SEC filings. KAI trades on the NYSE exchange and files with the SEC under CIK 886346. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KAI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for KADANT INC directly from SEC EDGAR. KADANT INC's 13F Pro composite quality score has ranged between 8 and 69 since 2021, currently 57.3 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$281.5M
Net Income
Q1 2026
$25.5M
Free Cash Flow
Q1 2026
$18.7M
Operating Margin
Q1 2026
14.2%
D/E Ratio
Q1 2026
0.36
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+9.9% YoYNet Income
-12.1% YoYOperating Income
-5.1% YoYEPS (Diluted)
-12.6% YoYTotal Assets
+45.6% YoYTotal Debt
+234.7% YoYOp. Cash Flow
+3.5% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $1.05B +9.9% | $957.7M +5.9% | $904.7M +28.4% | $704.6M +11.2% | $633.8M +23.1% | $515.0M |
| Net Income | $102.0M -12.1% | $116.1M -4.0% | $120.9M +132.3% | $52.1M -13.8% | $60.4M +94.3% | $31.1M |
| Operating Income | $157.3M -5.1% | $165.8M -3.2% | $171.3M +95.0% | $87.8M -0.9% | $88.6M +43.8% | $61.6M |
| EPS (Diluted) | $8.65 -12.6% | $9.90 -4.3% | $10.35 +128.0% | $4.54 -14.3% | $5.30 +92.7% | $2.75 |
| Total Assets | $1.71B +45.6% | $1.18B +2.2% | $1.15B +22.4% | $939.4M +29.4% | $725.7M -4.6% | $761.1M |
| Total Debt | $375.8M +234.7% | $112.3M -44.7% | $203.0M -32.5% | $301.0M +71.2% | $175.8M -27.2% | $241.4M |
| Operating Cash Flow | $171.3M +3.5% | $165.5M +61.3% | $102.6M +5.4% | $97.4M +54.7% | $63.0M -3.3% | $65.2M |
AI Insight: KAI Financial Trends
Revenue stabilized above $280M while debt spiked 41% from Q3 2025 to Q1 2026, offsetting margin recovery.
• Revenue rebounded to $282M–$286M in late 2025–Q2 2026 after Q1 2025 trough of $239M; +18% from low.
• Operating margin recovered to 14.0%–14.2% in Q1–Q2 2026 vs. 10.0% in Q4 2024; consistent mid-14% level.
• Total debt surged from $258M (Q3 2025) to $376M (Q1 2026), then modest decline to $363M (Q2 2026).
⚠ Operating cash flow collapsed 53% from $47M (Q3 2025) to $22M (Q2 2026); largest drop on record.
⚠ Debt-to-equity ratio jumped from 0.27 (Q3 2025) to 0.37 (Q2 2026); leverage elevated despite revenue growth.
⚠ Net income flat at $24M–$26M despite 19% revenue growth Q2 2024 to Q2 2026; margin compression risk.
AI Insight: KAI Ratio Trends
Kadant's profitability and returns have deteriorated sharply since mid-2024, with operating margin down 380bp and ROIC down 500bp from peak.
• Operating margin collapsed from 18.0% in Q3 2024 to 13.9% in Q1 2026, a 410bp decline over 15 months.
• ROIC fell from 16.8% in Q2 2024 to 11.8% in Q2 2026, eroding nearly 500bp of shareholder value creation.
• Leverage improved modestly: D/E fell from 0.43 in Q2 2024 to 0.36 in TTM, though recent quarter shows uptick to 0.38.
⚠ Q1 2026 marked a new recent low across all return metrics (OpMargin 13.9%, ROA 5.6%, ROIC 11.7%), signaling persistent operational headwinds.
⚠ Net profit margin compressed from 11.6% in Q3 2024 to 8.4% in Q1 2026—potential mix shift or cost inflation pressure.
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Available Research
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Top Institutional Holders of KAI
BlackRock, Inc.
$507.7M1,736,630 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$339.6M1,161,595 shWASATCH ADVISORS LP
$303.6M1,038,548 shVANGUARD PORTFOLIO MANAGEMENT LLC
$205.2M701,940 shVANGUARD CAPITAL MANAGEMENT LLC
$154.7M529,048 shSTATE STREET CORP
$134.6M460,514 shCapital International Investors
$130.9M447,841 shNeuberger Berman Group LLC
$108.0M369,486 shCapital World Investors
$103.7M354,850 shGEODE CAPITAL MANAGEMENT, LLC
$93.5M319,622 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $507.7M | 1,736,630 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $339.6M | 1,161,595 |
| WASATCH ADVISORS LP | $303.6M | 1,038,548 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $205.2M | 701,940 |
| VANGUARD CAPITAL MANAGEMENT LLC | $154.7M | 529,048 |
| STATE STREET CORP | $134.6M | 460,514 |
| Capital International Investors | $130.9M | 447,841 |
| Neuberger Berman Group LLC | $108.0M | 369,486 |
| Capital World Investors | $103.7M | 354,850 |
| GEODE CAPITAL MANAGEMENT, LLC | $93.5M | 319,622 |
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Popular Research
Is KAI a good stock to buy?
13F Pro's AI-powered analysis of KADANT INC (KAI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for KAI are available on the KAI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own KAI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling KAI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of KADANT INC's investment landscape.