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- **Aftermarket Dominance**: 76% of Industrial Processing revenue from parts, driving 6% YoY growth.
- **Acquisition Momentum**: Clyde Industries deal to add $23-25M Q4 revenue, offsetting $0.51M costs.
- **Capital Delay Risk**: 60%+ backlog in Flow Control segment reflects 3% Q3 revenue decline.
- **Tariff Volatility**: Uncertain trade policies push $100M+ projects into 2026, impacting 2025 capital equipment outlook.

**【CEO Opening Remarks】**
- Highlighted record aftermarket parts revenue growth (6% YoY) and sequential improvement in Q3 2025.
- Noted persistent capital project delays due to macroeconomic uncertainty, with bookings expected to shift into 2026.
- Emphasized strategic focus on parts and consumables business,76% of Industrial Processing segment revenue.

**【CFO Financial Update】**
- Q3 2025 GAAP EPS of $2.35, adjusted EPS of $2.59 (vs. $2.84 prior year).
- Gross margin improved 50bps to 45.2%, driven by parts mix (69% of revenue).
- Acquisitions of Babbini ($16.5M) and Clyde Industries ($175M) to contribute $23-25M in Q4 revenue.
- Full year 2025 revenue guidance raised to $1.36-1.46B, despite $0.51M acquisition costs.

**【Q&A Highlights】**
- Capital equipment bookings delayed by 12-18 months due to administrative hurdles.
- Material Handling segment saw 11% revenue growth, 23.3% EBITDA margin.
- Tariffs and trade policy uncertainty continue to impact project timelines.
- Clyde acquisition expected to add $30M+ to backlog in Q4 2025.

Kadant Inc. (KAI) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

KAI

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