KAI at a glance
KADANT INC (KAI, SEC CIK 886346) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), KADANT INC (KAI) reported revenue of $1.1 billion (down 0.1% from FY2024) and net income of $102.0 million. Diluted EPS was $8.65.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding KADANT INC (KAI) shares worth $1.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- −0.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.8B · −2 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 3, 2026
Business Overview
- Core business: manufacturing and sale of equipment and systems for processing and handling of fibrous materials
- New development: executed Share Purchase and Transfer Agreement with voestalpine High Performance Metals GmbH, indicating expansion into metals sector
- Strategic shift: Eighth Amendment to Credit Agreement on Sept 26, 2025, showing refinanced debt and updated capital structure
- Quantitative metric: 61,048 shares issuable under equity compensation plans with $314.88 weighted average grant date fair value
- Unusual fact: significant reliance on proxy statement for key governance and compensation disclosures, incorporated by reference rather than detailed in this filing
Risk Factors
- Acquisition-related debt risk: $366.7M outstanding on revolving credit facility with $383.2M available; leverage ratio 1.33 complying with covenants, but increased borrowing planned for 2026 acquisition
- Macroeconomic exposure: 16% organic revenue decline in capital equipment products in 2025 due to global trade tensions and weak housing market impacting Industrial Processing segment
- Supply chain vulnerability: Elevated import costs and trade tensions in China led to decreased capital equipment demand and mill closures in Industrial Processing segment
- Competitive/market risk: Ongoing pulp and paper mill closures and merger activity weakening Flow Control segment’s capital equipment demand, notably in North America
- Financial expense risk: Interest expense fell 22% to $15.6M in 2025 but expected to rise significantly in 2026 due to acquisition-related borrowing increases
AI summary of the KAI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Q2 revenue $312.875M, up 23% YoY from $255.267M; organic revenue up 8%
- Consolidated gross margin 43.8% vs 45.9% YoY; net income $32.8M vs $26.6M
- Best segment Industrial Processing revenue $143.800M, up 50%; worst margin decline to 40.7% from 42.6%
- Bookings $312M, up 16%; parts and consumables bookings up 25%, capital equipment bookings down 3%
- Outlook: 2026 bookings above 2025; stronger capital bookings expected in second half amid tariffs, inflation, and geopolitical uncertainty
Risk Factors
- Newly revised global-regulation risk triggered by USTR’s July 1, 2026 USMCA nonrenewal decision
- Regulatory risk from U.S. tariffs, including 25% China machinery tariffs and 50% Canada import tariffs
- Compliance risk from expanded Russia and China sanctions restricting shipments, payments, and customer support
- Market risk from evolving tariffs, which have already negatively affected the business and may reduce competitiveness
- Geopolitical risk from the Russia-Ukraine conflict, with 2025 Russia sales of $1.9 million and heightened sanctions exposure
AI summary of the KAI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Succession-plan announcement dated September 10, 2026, signaling an upcoming leadership transition
- Investors should review Exhibit 99 for successor identity, timing, and strategic continuity implications
Item EX-99.1: Item EX-99.1
- Michael C. Colwell becomes president and COO October 1, 2026, then CEO and director January 2, 2027
- Jeffrey L. Powell remains CEO through January 2, 2027, then becomes executive chairman supporting strategy, acquisitions, and operations
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO succession: Michael Colwell becomes president and COO October 1, 2026, then CEO and director January 2, 2027
- Jeffrey Powell transitions to executive chairman January 2, 2027, retiring January 1, 2028
Item 2.02: Results of Operations and Financial Condition
- Earnings announcement dated August 4, 2026, covering Kadant’s fiscal-year 2026 results
- Press release in Exhibit 99.1 contains the company’s financial results and management commentary
Item 7.01: Regulation FD Disclosure
- Webcast and conference call scheduled for August 5, 2026, covering quarter ended July 4, 2026
- Investor presentation slides furnished as Exhibit 99.2 for management’s financial-results discussion
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 23% to record $312.9M; adjusted EPS increased 26% to record $3.42
- Adjusted EBITDA grew 30% to $68.1M, with margin expanding to 21.8% despite gross margin declining 210 basis points to 43.8%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Two directors re-elected through 2029; Albertine received 9.22M votes, Leonard 9.75M
- Executive compensation advisory vote approved by 9.83M shares, signaling continued shareholder support
AI summaries of KAI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KAI
Don't miss the next KAI filing
- Alerts as it files. A push when KAI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut KAI, by share count.
- Ask anything. An AI agent that reads every KAI filing and answers with sources.
KAI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Painter Jonathan W | M | Oct 3, 2026 | 128 | - |
| ALBERTINE JOHN M | M | Oct 3, 2026 | 128 | - |
| Russell Erin L | M | Oct 3, 2026 | 128 | - |
| Painter Jonathan W | M | Oct 3, 2026 | 128 | - |
| LEONARD THOMAS C | M | Oct 3, 2026 | 128 | - |
| LEONARD THOMAS C | M | Oct 3, 2026 | 128 | - |
| O'Mara Rebecca Martinez | M | Oct 3, 2026 | 128 | - |
| O'Mara Rebecca Martinez | M | Oct 3, 2026 | 128 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.1B |
| Operating Income | - | $171.3M | $157.3M |
| Net Income | $116.1M | $111.6M | $102.0M |
| Op. Margin | - | 16.3% | 14.9% |
| Net Margin | - | 10.6% | 9.7% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.4B | $1.7B |
| Equity | - | $847.1M | $979.8M |
| ROE | - | 13.2% | 10.4% |
| Per Share | |||
| EPS | $9.90 | $9.48 | $8.65 |
| Cash Flow | |||
| Operating CF | - | $155.3M | $171.3M |
| CapEx | $31.9M | $21.0M | $17.0M |
Source: XBRL data in KADANT INC (KAI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KAI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.77B |
| Q1 2026 | 34 | $1.54B |
| Q4 2025 | 30 | $1.47B |
| Q3 2025 | 31 | $1.65B |
| Q2 2025 | 32 | $1.78B |
| Q1 2025 | 28 | $1.21B |
| Q4 2024 | 24 | $920.8M |
| Q3 2024 | 22 | $410.0M |
- Goldman Sachs Group+213.2K (+204%)
- Morgan Stanley+185.6K (+114%)
- BlackRock+62.1K (+4%)
- Citigroup+25.6K (+95%)
- State Street Corp+22.4K (+5%)
- Citadel Advisors LLC−71.7K (-99%)
- Ameriprise Financial−56.6K (-65%)
- T. Rowe Price Group−22.6K (-13%)
- Bank of America Corp−10.1K (-9%)
- Raymond James Financial−7.5K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 233 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KAI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 10-Q | Aug 12, 2026 | Jul 4, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 13, 2026 | Apr 4, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
| 4 | Apr 6, 2026 | - | - | - |
Related Industrials companies
- JBTM · JBT MAREL CorpSpecial Industry Machinery (No Metalworking Machinery)
- NVT · nVent Electric plcSpecial Industry Machinery (No Metalworking Machinery)
- PNR · PentairSpecial Industry Machinery (No Metalworking Machinery)
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
- ACU · ACME UNITED CORPCutlery, Handtools & General Hardware
KAI SEC filings: frequently asked questions
Which institutions hold KAI stock?
As of June 30, 2026, the largest KADANT INC (KAI) holders among the 13F filers tracked by SignalX were BlackRock ($565.2 million), Vanguard Portfolio Management LLC ($223.4 million), Vanguard Capital Management LLC ($167.3 million), State Street Corp ($151.7 million), Morgan Stanley ($109.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KAI's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), KADANT INC (KAI) reported revenue of $1.1 billion (down 0.1% from FY2024) and net income of $102.0 million. Diluted EPS was $8.65. The figures come from the XBRL data in the 10-K.
What are the main risks in KAI's latest 10-K?
In the 10-K filed March 3, 2026, KADANT INC (KAI) flagged: Acquisition-related debt risk: $366.7M outstanding on revolving credit facility with $383.2M available; leverage ratio 1.33 complying with covenants, but increased borrowing planned for 2026 acquisition. Macroeconomic exposure: 16% organic revenue decline in capital equipment products in 2025 due to global trade tensions and weak housing market impacting Industrial Processing segment. (AI summary of the Risk Factors section.)
What did KAI report in its latest 8-K?
KADANT INC (KAI) filed an 8-K on September 10, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Succession-plan announcement dated September 10, 2026, signaling an upcoming leadership transition.
What are the latest KAI SEC filings?
KADANT INC (KAI) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 12, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on October 5, 2026.
What is KAI's SEC CIK number?
KADANT INC (KAI)'s SEC Central Index Key (CIK) is 886346. EDGAR lists every KAI filing under that number.
Ask anything about KAI
The research agent reads KAI's filings, financials, insider trades and 13F holders, then answers with sources.