Expectations trend
FY2028 · fiscal year ending 2028-01-03 · fmp
Kadant Inc. (KAI)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$308.56+9.11%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
14.04 → 14.04 EPS · FY ending Jan 3, 2028 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for KAI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete and integrate voestalpine BÖHLER Profil acquisition | A supporting condition in Kadant Inc.'s published investment case. The stated target is Acquisition completed and integrated by mid-2026. | Intact | Acquisition not completed or integration fails to add growth | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-03 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
KAI is a growth-oriented industrial business with recent strong financial performance, supported by acquisitions and organic expansion. Its long-term thesis is intact, but confidence is medium because the latest results weakened company momentum and the signal shifted to mildly favorable.
The evidence describes KAI as cheap versus peers, while its priced-in tag says expectations are justified and fragility is low. The expectations gap is negative, suggesting the market’s assumptions may be somewhat ahead of the model’s view, but the evidence does not explain that gap further.
Near term, recent results show revenue, earnings, and free cash flow growth, and management has raised 2026 guidance. However, company momentum and the composite signal fell after fresh earnings, and the company has a recent run of earnings misses despite the earlier August earnings beat. Over the multi-year view, progress depends on sustaining growth and profitability while managing investment and cash generation.
A guidance cut on the next call would be a meaningful negative for the thesis. The industrial backdrop also matters: continued strong results and guidance from GEV, PH, and EMR could support sector momentum, while misses or lower guidance could remove that support. The recent CEO transition is noted, but the evidence gives no detail on its likely effect.
For the next 1 to 3 years, KAI’s growth and earnings progress support an intact long-term thesis, but weaker recent momentum, earnings execution risk, and an industrial-sector headwind temper the picture. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company keeps raising dividends, now $0.36 per share. |
| Intact |
| Dividend per share falls below $0.34 |
Dividend per share: $0.36 per share FY2026-Q2; GAAP. Published target: $0.36 per share. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 12, 20260.36 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
EPS near $12.5 in 2026 despite margin pressure | A primary condition in Kadant Inc.'s published investment case. The stated target is >= $12.33. | Under Pressure | EPS falls below $10.5 in FY26 | Diluted EPS: $2.75 per share FY2026-Q2; GAAP. Published target: >= $12.33. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 20262.75 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to about $1.19 billion in 2026 | Kadant grows revenue about 10% a year, helped by acquisitions. | Under Pressure | Revenue falls below $1.04B in FY26 | Revenue: $312.875M FY2026-Q2; GAAP. Published target: ~$1.19B. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026312,875,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$14.19 → $14.04 · observed estimates
$1.25B → $1.27B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-25 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-26 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-27 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-28 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-29 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-30 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-07-31 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-01 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-02 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-03 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-04 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-05 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-06 | $14.19 | $1,252,504,925 | 3 / 3 |
| 2026-08-07 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-08 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-09 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-10 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-12 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-13 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-14 | $14.14 | $1,256,101,675 | 3 / 2 |
| 2026-08-15 | $14.14 | $1,256,101,675 | 3 / 3 |
| 2026-08-16 | $14.14 | $1,256,101,675 | 3 / 3 |
| 2026-08-17 | $14.14 | $1,256,101,675 | 3 / 3 |
| 2026-08-18 | $14.14 | $1,256,101,675 | 3 / 3 |
| 2026-08-19 | $14.14 | $1,256,101,675 | 3 / 3 |
| 2026-08-20 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-21 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-22 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-23 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-24 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-25 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-26 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-27 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-28 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-29 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-30 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-08-31 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-01 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-02 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-03 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-04 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-05 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-06 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-07 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-08 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-09 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-10 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-11 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-12 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-13 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-14 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-15 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-16 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-17 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-18 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-19 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-20 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-21 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-22 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-23 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-24 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-25 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-26 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-27 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-28 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-29 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-09-30 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-01 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-02 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-03 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-04 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-05 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-06 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-07 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-08 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-09 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-10 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-11 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-12 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-13 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-14 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-15 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-16 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-17 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-18 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-19 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-20 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-21 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-22 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-23 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-24 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-25 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-26 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-27 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-28 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-29 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-30 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-10-31 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-11-01 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-11-02 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-11-03 | $14.04 | $1,267,851,750 | 3 / 3 |
| 2026-11-04 | $14.04 | $1,267,851,750 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.