Kadant Inc (KAI) reported fourth-quarter 2025 results with revenue growth and largely stable profitability. Revenue rose 10.92% year-over-year to $286.2 million, while gross profit increased 12.37% to $125.7 million. Operating profit climbed 7.5% to $39.7 million, and net income attributable to common shareholders was essentially flat year-over-year at $24.0 million. Diluted earnings per share stood at $2.04, unchanged versus the prior year.
Cash generation improved during the quarter, supporting the company’s liquidity and investment activity. Cash provided by operating activities rose 17.09% to $60.8 million, and purchases of property, plant and equipment totaled $6.1 million, an increase of 8.52% year-over-year.
On the balance sheet, cash and equivalents increased materially while overall liabilities were slightly lower. The company ended the quarter with $126.9 million in cash and equivalents, up 32.28% year-over-year, and total liabilities of $570.7 million, down 0.26% year-over-year. Cost of sales for the period was $160.5 million, up 9.81% versus the prior year.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Kadant Inc Insider Trading Activity
Kadant Inc insiders have traded $KAI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $KAI stock by insiders over the last 6 months:
- ERIN L RUSSELL sold 1,435 shares for an estimated $405,179
- REBECCA MARTINEZ O'MARA has made 0 purchases and 2 sales selling 699 shares for an estimated $186,569.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Kadant Inc Hedge Fund Activity
We have seen 127 institutional investors add shares of Kadant Inc stock to their portfolio, and 193 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- M&T BANK CORP added 737,555 shares (+76036.6%) to their portfolio in Q4 2025, for an estimated $210,217,926
- MACQUARIE GROUP LTD removed 303,795 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $86,587,650
- CAPITAL WORLD INVESTORS added 178,563 shares (+56.5%) to their portfolio in Q4 2025, for an estimated $50,894,026
- MORGAN STANLEY removed 148,724 shares (-46.4%) from their portfolio in Q4 2025, for an estimated $42,389,314
- CHEVY CHASE TRUST HOLDINGS, LLC removed 100,386 shares (-44.3%) from their portfolio in Q4 2025, for an estimated $28,612,017
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 88,977 shares (-7.0%) from their portfolio in Q4 2025, for an estimated $25,360,224
- BESSEMER GROUP INC added 73,320 shares (+1619.6%) to their portfolio in Q4 2025, for an estimated $20,897,666
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Kadant Inc Analyst Ratings
Wall Street analysts have issued reports on $KAI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barrington Research issued a "Outperform" rating on 02/24/2026
To track analyst ratings and price targets for Kadant Inc, check out Quiver Quantitative's $KAI forecast page.
Kadant Inc Price Targets
Multiple analysts have issued price targets for $KAI recently. We have seen 2 analysts offer price targets for $KAI in the last 6 months, with a median target of $337.5.
Here are some recent targets:
- Gary Prestopino from Barrington Research set a target price of $380.0 on 02/24/2026
- Kurt Yinger from DA Davidson set a target price of $295.0 on 02/09/2026
