KMT at a glance
KENNAMETAL INC (KMT, SEC CIK 55242) filed its latest 10-K annual report on August 12, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 18, 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 June 30, 2026 (FY2026), KENNAMETAL INC (KMT) reported revenue of $2.4 billion (up 19.8% from FY2025) and net income of $342.4 million. Diluted EPS was $4.42.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding KENNAMETAL INC (KMT) shares worth $1.6 billion in 13F-HR filings.
- In the last 90 days, KMT insiders reported 2 open-market purchases ($355K) and 2 open-market sales ($904K) on Form 4, a net sale of $549K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.4B
- +19.8% vs prior year
- Insiders · 90 days
- 2 buys · 2 sells
- Net −$549K
- 13F holders
- 33 funds
- $1.6B · +1 vs prior quarter
- Latest 8-K
- Aug 18, 2026
- Item 5.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $2,356.7M, up 20% YoY from $1,966.8M; organic growth 19%, currency +2%, divestiture -1%
- Operating income $472.5M, margin 20.1% vs 7.3% prior year; Metal Cutting margin 14.0% vs 7.1%, Infrastructure margin 29.2% vs 7.8%
- Best segment: Infrastructure sales $959.3M (+28%), operating income $279.9M (+$221.4M); Worst: Metal Cutting sales $1,397.4M (+15%), operating income $195.6M (+$109.2M)
- Operating cash flow -$4.0M vs +$208.3M prior year; Capex $76.9M vs $89.0M; Share repurchases $10M (475K shares), dividends $61M paid
- Management notes inflation and raw material cost pressures; paused share buybacks pending cash flow improvements; pursuing tariff recoveries post-legal ruling
Business Overview
- Core business: global industrial technology leader specializing in tungsten carbides, ceramics, super-hard materials for metal cutting and wear applications across diverse industries
- No new segments introduced; continued emphasis on digital manufacturing, intelligent machining via prior partnerships with Toolpath Labs (FY25) and ModuleWorks (FY24)
- Strategic focus on price increases, supplier diversification, inventory management to counter inflation and raw material volatility; paused share repurchases after $10M in FY26
- Quantitative: sales up 20% to $2.36B; net income $342.4M ($4.42 EPS) vs $93.1M ($1.20 EPS) in prior year; workforce steady at 8,073 employees globally
- Noteworthy FY26 impact: Supreme Court invalidated certain tariffs prompting potential refund opportunities; raw material costs increased sharply due to tightening tungsten supply and geopolitical factors
Risk Factors
- Regulatory risk: potential regulation of hard metal dust under U.S., Europe, Japan health agencies could restrict tungsten, cobalt use and increase costs
- Geopolitical risk: Middle East conflicts (Oct 2023, Feb 2026) plus Russia-Ukraine war disrupt supply chain, inflate raw material prices including tungsten
- Operational risk: 57% of sales outside U.S. exposes to currency fluctuations, trade barriers, foreign labor laws, tax uncertainties, and political instability
- Competitive risk: mining/drilling customer regulations and clean energy shift may reduce demand for traditional fossil-fuel related products
- Financial risk: goodwill impairment risk with $279.2 million (9% total assets) at June 30, 2026 could negatively impact earnings if performance weakens
AI summary of the KMT 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 Mar 31, 2026
Management Discussion & Analysis
- Total regional sales growth 24% Americas, 15% EMEA, 15% Asia Pacific
- Metal Cutting regional growth 19% Americas, 15% EMEA, 8% Asia Pacific
- Infrastructure regional growth 31% Americas, 15% EMEA, 7% Asia Pacific
- Total constant-currency growth 27% Americas, 2% EMEA, 25% Asia Pacific
AI summary of the KMT 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 5.02: Departure/Appointment of Directors or Principal Officers
- Kennametal adds Richard Harshman and Dawne Hickton as directors effective September 1, 2026, subject to shareholder election in October 2026
- Board expertise strengthened in specialty materials, aerospace, defense, energy, and additive manufacturing
Item EX-99.1: Item EX-99.1
- Dawne Hickton and Richard Harshman elected directors effective immediately
- Board gains aerospace, defense, advanced materials and industrial manufacturing expertise
Item 8.01: Other Events
- Board expanded with Harshman and Hickton elected as directors on August 18, 2026
- New appointments may influence governance, oversight, and strategic direction
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 and full-year results ended June 30, 2026 announced on August 5, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q4 sales $737 million, up 43%, with organic growth of 42%; Infrastructure led at 74% organic growth
- Q4 adjusted EPS $2.96 and 41.5% adjusted operating margin, benefiting from approximately $252 million of raw-material pricing timing
Item 8.01: Other Events
- Quarterly cash dividend declared at $0.20 per share
- Payment scheduled for August 25, 2026 to shareholders of record August 11, 2026
AI summaries of KMT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KMT
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bacchus Judith L | M | Oct 1, 2026 | 20,364 | - |
| Bacchus Judith L | M | Oct 1, 2026 | 20,364 | $31.67 |
| Bacchus Judith L | F | Oct 1, 2026 | 8,479 | $31.67 |
| Bersaglini Clark David | F | Oct 1, 2026 | 10,943 | $31.67 |
| Chowbey Sanjay | F | Oct 1, 2026 | 17,594 | $31.67 |
| Chowbey Sanjay | M | Oct 1, 2026 | 44,712 | $31.67 |
| Chowbey Sanjay | M | Oct 1, 2026 | 44,712 | - |
| Bersaglini Clark David | M | Oct 1, 2026 | 25,321 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.0B | $2.4B |
| Gross Profit | - | $598.1M | $970.0M |
| Operating Income | - | $143.1M | $472.5M |
| Net Income | - | $93.1M | $342.4M |
| Gross Margin | - | 30.4% | 41.2% |
| Op. Margin | - | 7.3% | 20.1% |
| Net Margin | - | 4.7% | 14.5% |
| Balance Sheet | |||
| Total Assets | $2.5B | $2.5B | $3.2B |
| Equity | - | $1.3B | $1.6B |
| ROE | - | 7.3% | 21.8% |
| Per Share | |||
| EPS | - | $1.20 | $4.42 |
| Cash Flow | |||
| Operating CF | - | $208.3M | -$4.0M |
| CapEx | $107.6M | $89.0M | $76.9M |
Source: XBRL data in KENNAMETAL INC (KMT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KMT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.56B |
| Q1 2026 | 32 | $1.43B |
| Q4 2025 | 28 | $1.07B |
| Q3 2025 | 30 | $761.7M |
| Q2 2025 | 29 | $833.4M |
| Q1 2025 | 24 | $498.0M |
| Q4 2024 | 22 | $509.7M |
| Q3 2024 | 19 | $333.2M |
- Citadel Advisors LLC+1.18M (+784%)
- FMR LLC (Fidelity)+841.2K (+49%)
- Millennium Management+795.0K (+534%)
- Vanguard Portfolio Management LLC+417.9K (+8%)
- BlackRock+406.2K (+3%)
- Morgan Stanley−431.4K (-28%)
- Goldman Sachs Group−67.6K (-11%)
- Bridgewater Associates LP−27.7K (-4%)
- Prudential Financial−23.2K (-8%)
- PNC Financial Services−6.1K (-47%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 217 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KMT 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 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
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KMT SEC filings: frequently asked questions
Are KMT insiders buying or selling?
In the last 90 days, KENNAMETAL INC (KMT) officers, directors and 10% owners reported 2 open-market purchases worth $354,750 by 2 insiders and 2 open-market sales worth $903,835 by 2 insiders on Form 4, a net sale of $549,085. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KMT stock?
As of June 30, 2026, the largest KENNAMETAL INC (KMT) holders among the 13F filers tracked by SignalX were BlackRock ($440.4 million), Vanguard Portfolio Management LLC ($209.3 million), Dimensional Fund Advisors ($168.8 million), Vanguard Capital Management LLC ($120.6 million), State Street Corp ($108.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KMT's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), KENNAMETAL INC (KMT) reported revenue of $2.4 billion (up 19.8% from FY2025) and net income of $342.4 million. Diluted EPS was $4.42. The figures come from the XBRL data in the 10-K.
What are the main risks in KMT's latest 10-K?
In the 10-K filed August 12, 2026, KENNAMETAL INC (KMT) flagged: Regulatory risk: potential regulation of hard metal dust under U.S., Europe, Japan health agencies could restrict tungsten, cobalt use and increase costs. Geopolitical risk: Middle East conflicts (Oct 2023, Feb 2026) plus Russia-Ukraine war disrupt supply chain, inflate raw material prices including tungsten. (AI summary of the Risk Factors section.)
What did KMT report in its latest 8-K?
KENNAMETAL INC (KMT) filed an 8-K on August 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 8.01 (Other Events). Kennametal adds Richard Harshman and Dawne Hickton as directors effective September 1, 2026, subject to shareholder election in October 2026.
What are the latest KMT SEC filings?
KENNAMETAL INC (KMT) filed its latest 10-K annual report on August 12, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 18, 2026 and a Form 4 insider filing on October 5, 2026.
What is KMT's SEC CIK number?
KENNAMETAL INC (KMT)'s SEC Central Index Key (CIK) is 55242. EDGAR lists every KMT filing under that number.
Ask anything about KMT
The research agent reads KMT's filings, financials, insider trades and 13F holders, then answers with sources.