KAI Kadant Inc Common Stock
NYSE · Machinery · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 12, 2026
$268.83
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$244.8752w low
$354.0752w high
Market Cap (MRQ)
$3.93B
P/E (TTM)
31.7
EPS (TTM)
$8.47
Revenue (TTM)
$1.12B
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52W Range
$245–$354
Analyst Rating
STRONG BUY
Price Target
$362
P/E
31.7
ROE
10.3%
Net Profit Margin
8.9%
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KAI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$268.83
Market Cap (MRQ)
$3.93B
P/E (TTM)
31.7
EPS (TTM)
$8.47
Revenue (TTM)
$1.12B
Div Yield
0.40%
ROE (TTM)
10.3%
52W Range
$245–$354
KAI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| July 12, 2001 | 1-for-5 | Reverse |
| June 27, 1996 | 3-for-2 | Forward |
| Sept. 18, 1995 | 3-for-2 | Forward |
About Kadant Inc Common Stock Company overview from Wikipedia
Kadant Inc. is a company that was established in 1991, as a partly privately owned subsidiary of Thermo Electron, and partly publicly traded company, and was fully spun out and renamed Kadant in 2001. The company supports papermaking, paper recycling, wood processing, material handling, and other processing industries. Kadant is a multi-national corporation with operations in Asia, Europe, North America, and South America.
History
The company was established as Thermo Fibrotek in 1991 as a wholly owned subsidiary of Thermo Electron as part of its parent's strategy to innovate and grow by creating subsidiaries that were privately owned in part, and publicly traded in part. Its initial focus was paper making and paper recycling equipment.
In 1996, the company set up a subsidiary, Thermo Fibergen, which it in turn made partially publicly traded, to focus on technologies to recover products from paper-making waste products; that company in turn acquired Granulation Technology, Inc. and created a division called GranTek that produced granules from sludge that were used, for example, as a carrier for agricultural chemicals and pesticides. The original plan was that Fibergen would build its plants adjacent to paper-making plants to process their waste, but this plan failed because it required paper-making plants to commit to long-term contracts to dispose of their waste, which they were unwilling to do. The granule business became the focus of Fibergen, helped in part by enzymologist Anatole Klyosov.
In 1997, the company acquired Black Clawson for $110 million.
In 2001, Thermo Electron fully spun out Thermo Fibrotek, which changed its name to Kadant at the same time; the Fibrogen division was renamed to Kadant Composites at the same time. The granule business of Kadant Composites took off when the company started using it as a filler in composite plastics products for decking, with sales growing from under $2 million in 2001 to $15 million in 2004.
In 2013, the company acquired Carmanah Design and Manufacturing Inc. for Canadian dollars (CAD) 54 million in cash, or approximately US$52 million.
Products
Kadant engages in mainly four segments: stock preparation systems; fluid handling systems; roll doctoring, cleaning and filtration; and fiber-based granules.
Kadant provides custom-engineered systems (e.g. recycling and approach flow systems) and equipment (e.g. virgin pulping process equipment). The company also provides fluid-handling systems (e.g. rotary joints, syphons, turbulator bars, precision unions) widely used in the dryer section of the papermaking process, and the production of corrugated boxboard, metals, plastics, rubber, textiles, chemicals, and food. In addition, the company offers doctoring systems (e.g. doctor blades), profiling systems, shower and fabric-conditioning, formation, and water filtration systems. Kadant also provides individual components, widely used in pulping, de-inking, screening, cleaning, refining recycled. The company supplies biodegradable absorbent granules from papermaking byproducts for some agriculture uses.
Research and development
Kadant's Research and Development facilities are based in Europe and the US, engaging in fiber processing, heat transfer, doctoring, and fluid handling. These facilities are located where customers can test under their own operating conditions. The company also holds seminars and training programs.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorIndustrials
industryMachinery
employees4,000
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.05B2016-12-31 → 2026-01-03
EPS$8.652016-12-31 → 2026-01-03
Free Cash Flow$154M2016-12-31 → 2026-01-03
Net margin8.9%2016-12-31 → 2026-01-03
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | KAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 31.75Y avg ≈29.5 | ≈29.5 | 33.9 | Overvalued | |
| P/S (TTM) | 3.55Y avg ≈4.0 | ≈4.0 | 3.0 | Overvalued | |
| P/B (MRQ) | 3.85Y avg ≈4.9 | ≈4.9 | 4.0 | Fair value | |
| Price / FCF (TTM) | 22.95Y avg ≈32.7 | ≈32.7 | · | · | |
| Price / Cash Flow (TTM) | 20.65Y avg ≈26.9 | ≈26.9 | 21.7 | Fair value | |
| Price / Tangible Book (MRQ) | 5.95Y avg ≈40.3 | ≈40.3 | · | · | |
| PEG Ratio | ≈2.5 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | KAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 13.9%5Y avg ≈16.5% | ≈16.5% | 16.6% | In line | |
| EBITDA Margin (TTM) | 19.0%5Y avg ≈20.7% | ≈20.7% | 20.0% | Weak | |
| Pretax Margin (TTM) | 12.9%5Y avg ≈15.5% | ≈15.5% | 14.9% | In line | |
| Net Profit Margin (TTM) | 8.9%5Y avg ≈11.3% | ≈11.3% | 11.4% | Weak | |
| ROA (TTM) | 5.9%5Y avg ≈8.8% | ≈8.8% | 7.2% | Weak | |
| ROE (TTM) | 10.3%5Y avg ≈15.4% | ≈15.4% | 13.7% | Weak | |
| ROIC | 11.6%5Y avg ≈15.4% | ≈15.4% | 12.1% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | KAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 2.65Y avg ≈2.1 | ≈2.1 | 2.4 | Strong liquidity | |
| Quick Ratio | 1.25Y avg ≈1.1 | ≈1.1 | 1.0 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | KAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | -0.11%5Y avg ≈10.9% | ≈10.9% | · | · | |
| Revenue CAGR 3Y | 5.2%5Y avg ≈10.0% | ≈10.0% | · | · | |
| Revenue CAGR 5Y | 10.6% | · | · | · | |
| EPS YoY | -8.8%5Y avg ≈15.5% | ≈15.5% | · | · | |
| Net Income YoY | -8.6%5Y avg ≈15.9% | ≈15.9% | · | · | |
| EPS CAGR 3Y | -5.8%5Y avg ≈10.4% | ≈10.4% | · | · | |
| EPS CAGR 5Y | 12.6% | · | · | · | |
| Net Income CAGR 3Y | -5.5%5Y avg ≈10.8% | ≈10.8% | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | KAI | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.75Y avg ≈0.8 | ≈0.8 | 0.7 | In line | |
| Inventory Turnover | 3.35Y avg ≈3.6 | ≈3.6 | 4.0 | Weak | |
| Receivables Turnover | 7.05Y avg ≈7.3 | ≈7.3 | 6.9 | In line | |
| Revenue / Employee | ≈$263.1K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield0.40%
Payout Ratio15.5%
Annualized Payout≈$1.44
5Y Div CAGR≈7.2%
Growth Streak≈11
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jul 16, 2026 | $0.36 | USD | ≈0.44% |
| Apr 15, 2026 | $0.36 | USD | ≈0.42% |
| Jan 8, 2026 | $0.34 | USD | ≈0.44% |
| Oct 9, 2025 | $0.34 | USD | ≈0.47% |
| Jul 10, 2025 | $0.34 | USD | ≈0.39% |
| Apr 9, 2025 | $0.34 | USD | ≈0.40% |
| Jan 10, 2025 | $0.32 | USD | ≈0.38% |
| Oct 10, 2024 | $0.32 | USD | ≈0.39% |
| Jul 11, 2024 | $0.32 | USD | ≈0.39% |
| Apr 9, 2024 | $0.32 | USD | ≈0.39% |
| Jan 3, 2024 | $0.29 | USD | ≈0.44% |
| Oct 11, 2023 | $0.29 | USD | ≈0.49% |
| Jul 12, 2023 | $0.29 | USD | ≈0.51% |
| Apr 11, 2023 | $0.29 | USD | ≈0.55% |
| Jan 4, 2023 | $0.26 | USD | ≈0.58% |
| Oct 12, 2022 | $0.26 | USD | ≈0.65% |
| Jul 13, 2022 | $0.26 | USD | ≈0.56% |
| Apr 12, 2022 | $0.26 | USD | ≈0.53% |
| Jan 5, 2022 | $0.25 | USD | ≈0.45% |
| Oct 13, 2021 | $0.25 | USD | ≈0.49% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
14.3%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 27, 2026 | $3.42 | $2.97 | 15.3% |
| March 31, 2026 | $2.84 | $2.11 | 34.7% | |
| Dec. 31, 2025 | $2.27 | $2.21 | 2.5% | |
| Sept. 30, 2025 | $2.59 | $2.20 | 17.6% | |
| June 30, 2025 | $2.31 | $2.10 | 9.8% | |
| March 31, 2025 | $2.10 | $1.99 | 5.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.05B | $1.05B | $958M | $905M | $787M | $635M | $705M | $634M | $515M | $414M | $390M | $402M | |
| Cost of Revenue | $577M | $587M | $541M | $515M | $449M | $358M | $411M | $356M | $284M | $226M | $210M | $224M | |
| R&D Expense | $15M | $14M | $14M | $13M | $11M | $11M | $11M | $11M | $10M | $7M | $7M | $6M | |
| SG&A Expense | $302M | $280M | $236M | $224M | $209M | $182M | $193M | $177M | $160M | $135M | $123M | $129M | |
| Operating Expenses | $895M | $882M | $792M | $733M | $670M | $554M | $617M | $545M | $453M | $367M | $340M | $360M | |
| Operating Income | $157M | $171M | $166M | $171M | $117M | $81M | $88M | $89M | $62M | $47M | $50M | $42M | |
| Interest Expense | · | · | $8M | $6M | $5M | $7M | $13M | $7M | $4M | $1M | $948.0K | $966.0K | |
| Interest Income | $2M | $2M | $2M | $904.0K | $267.0K | $181.0K | $213.0K | $379.0K | $447.0K | $269.0K | $200.0K | $398.0K | |
| Other Non-op | · | $-658.0K | $43.0K | $0 | · | · | · | · | · | · | · | · | |
| Pretax Income | $144M | $153M | $159M | $166M | $112M | $74M | $69M | $80M | $58M | $45M | $49M | $42M | |
| Income Tax | $40M | $41M | $42M | $44M | $27M | $18M | $16M | $18M | $26M | $12M | $15M | $12M | |
| Net Income | $102M | $112M | $116M | $121M | $84M | $55M | $52M | $60M | $31M | $32M | $34M | $29M | |
| EPS (Basic) | $8.66 | $9.51 | $9.92 | $10.38 | $7.26 | $4.81 | $4.63 | $5.45 | $2.83 | $2.95 | $3.16 | $2.61 | |
| EPS (Diluted) | $8.65 | $9.48 | $9.90 | $10.35 | $7.21 | $4.77 | $4.54 | $5.30 | $2.75 | $2.88 | $3.10 | $2.56 | |
| Shares (Basic) | 11,773,000 | 11,739,000 | 11,700,000 | 11,654,000 | 11,579,000 | 11,482,000 | 11,235,000 | 11,086,000 | 10,991,000 | 10,869,000 | 10,867,000 | 10,988,000 | |
| Shares (Diluted) | 11,794,000 | 11,771,000 | 11,729,000 | 11,688,000 | 11,655,000 | 11,564,000 | 11,457,000 | 11,400,000 | 11,312,000 | 11,149,000 | 11,094,000 | 11,210,000 | |
| EBITDA | $209M | $221M | $199M | $206M | $151M | $112M | $120M | $112M | $80M | $60M | $61M | $53M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $120M | $95M | $104M | $76M | $91M | $66M | $67M | $46M | $75M | $71M | $66M | $45M | |
| Receivables | $159M | $142M | $134M | $130M | $117M | $92M | $96M | $93M | $90M | $66M | $64M | $59M | |
| Inventory | $207M | $146M | $153M | $164M | $134M | $107M | $103M | $86M | $85M | $55M | $57M | $55M | |
| Other Current Assets | $47M | $39M | $39M | $27M | $30M | $17M | $18M | $12M | $12M | $10M | $11M | $9M | |
| Current Assets | $542M | $442M | $440M | $415M | $384M | $290M | $298M | $253M | $266M | $207M | $205M | $184M | |
| PP&E (Net) | · | · | · | · | · | $85M | $86M | $80M | $80M | $48M | $42M | $45M | |
| PP&E (Gross) | · | · | · | · | · | · | $181M | $171M | $165M | $124M | $118M | $119M | |
| Accum. Depreciation | $174M | $145M | $133M | $121M | $114M | $108M | $95M | $91M | $86M | $77M | $76M | $74M | |
| Goodwill | $556M | $479M | $392M | $385M | $397M | $352M | $336M | $258M | $268M | $151M | $119M | $128M | |
| Intangibles | $350M | $279M | $159M | $176M | $199M | $161M | $174M | $113M | $133M | $53M | $38M | $47M | |
| Other Non-current Assets | $68M | $59M | $44M | $55M | $44M | $40M | $46M | $21M | $14M | $11M | $11M | $10M | |
| Total Assets | $1.71B | $1.43B | $1.18B | $1.15B | $1.13B | $928M | $939M | $726M | $761M | $471M | $415M | $414M | |
| Accounts Payable | $53M | $51M | $42M | $58M | $59M | $32M | $46M | $36M | $35M | $24M | $24M | $27M | |
| Current Liabilities | $228M | $192M | $214M | $213M | $221M | $135M | $146M | $129M | $132M | $89M | $97M | $87M | |
| Capital Leases | $33M | $28M | $19M | $18M | $20M | $22M | $24M | · | · | · | · | · | |
| Deferred Tax | $62M | $42M | $36M | $39M | $35M | $22M | $20M | $23M | $29M | $15M | $9M | $19M | |
| Other Non-current Liabilities | $59M | $54M | $41M | $45M | $46M | $42M | $48M | $25M | $26M | $17M | $16M | $17M | |
| Long-term Debt | $373M | $287M | $109M | $199M | $265M | $228M | $295M | · | · | · | $31M | $26M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | $31M | $26M | |
| Common Stock | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | |
| Paid-in Capital | $139M | $130M | $125M | $120M | $116M | $111M | $107M | $105M | $103M | $101M | $101M | $99M | |
| Retained Earnings | $946M | $860M | $763M | $661M | $552M | $479M | $435M | $394M | $343M | $321M | $297M | $270M | |
| Treasury Stock | $69M | $71M | $71M | $72M | $74M | $76M | $79M | $86M | $89M | $90M | $94M | $88M | |
| AOCI | $-35M | $-72M | $-43M | $-55M | $-30M | $-19M | $-38M | $-39M | $-27M | $-50M | $-37M | $-17M | |
| Stockholders' Equity | $980M | $847M | $774M | $654M | $564M | $495M | $426M | $373M | $331M | $283M | $267M | $264M | |
| Liabilities + Equity | $1.71B | $1.43B | $1.18B | $1.15B | $1.13B | $928M | $939M | $726M | $761M | $471M | $415M | $414M | |
| Shares Outstanding | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | · | · | · | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $51M | $50M | $33M | $35M | $34M | $31M | $32M | $24M | $19M | $14M | $11M | $11M | |
| Stock-based Comp | $11M | $11M | $10M | $9M | $9M | $7M | $7M | $7M | $6M | $5M | $6M | $6M | |
| Deferred Tax | $2M | $1M | $-2M | $7M | $-1M | $142.0K | $-2M | $-4M | $578.0K | $-613.0K | $-2M | $3M | |
| Amort. of Intangibles | $28M | $29M | $18M | $21M | $21M | $19M | $20M | $14M | $12M | $8M | $5M | $6M | |
| Restructuring | · | $0 | $766.0K | $1M | $176.0K | $1M | · | $2M | $203.0K | · | $515.0K | · | |
| Other Non-cash | $4M | $-18M | $8M | $-69M | $37M | $-564.0K | $9M | $-24M | $8M | $144.0K | $-11M | $260.0K | |
| Operating Cash Flow | $171M | $155M | $166M | $103M | $162M | $93M | $97M | $63M | $65M | $51M | $40M | $51M | |
| CapEx | $17M | $21M | $32M | $28M | $13M | $8M | $10M | $17M | $17M | $6M | $5M | $7M | |
| Investing Cash Flow | $-205M | $-319M | $-31M | $-30M | $-154M | $-15M | $-187M | $-16M | $-222M | · | · | · | |
| Stock Issued | $5M | $2M | $0 | $1M | $2M | $3M | $5M | $813.0K | $0 | $2M | $754.0K | $1M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | $0 | $0 | $10M | $15M | |
| Net Stock Activity | $5M | $2M | $0 | $1M | $2M | $3M | $5M | $813.0K | $0 | $2M | $-9M | $-14M | |
| Dividends Paid | $16M | $15M | $13M | $12M | $11M | $11M | $10M | $10M | $9M | $8M | $7M | $6M | |
| Financing Cash Flow | $54M | $160M | $-111M | $-81M | $23M | $-85M | $112M | $-74M | $150M | · | · | · | |
| Net Change in Cash | $27M | $-11M | $27M | $-14M | $28M | $-2M | $22M | $-31M | $3M | · | · | · | |
| Taxes Paid | $44M | $42M | $48M | $37M | $24M | $18M | $25M | $26M | $21M | $16M | $11M | $10M | |
| Free Cash Flow | $154M | $134M | $134M | $74M | $150M | $85M | $87M | $46M | $48M | $45M | $32M | $42M | |
| Levered FCF | · | · | $128M | $70M | $146M | $80M | $78M | $41M | $46M | $44M | $32M | $41M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.9% | 16.3% | 17.3% | 18.9% | 14.8% | 12.8% | 12.5% | 14.0% | 11.8% | 11.0% | 12.8% | 10.5% | |
| Net Margin | 9.7% | 10.6% | 12.1% | 13.4% | 10.7% | 8.7% | 7.4% | 9.5% | 6.0% | 7.8% | 8.8% | 7.1% | |
| Pretax Margin | 13.7% | 14.5% | 16.6% | 18.3% | 14.2% | 11.6% | 9.8% | 12.6% | 11.2% | 10.8% | 12.7% | 10.3% | |
| EBITDA Margin | 19.8% | 21.0% | 20.8% | 22.8% | 19.2% | 17.7% | 17.1% | 17.7% | 15.6% | 14.5% | 15.6% | 13.2% | |
| ROA | 6.5% | 8.6% | 10.0% | 10.6% | 8.2% | 5.9% | 6.2% | 8.1% | 5.1% | 7.2% | 8.3% | 6.7% | |
| ROE | 11.2% | 13.8% | 16.3% | 19.9% | 15.9% | 12.0% | 13.0% | 17.2% | 10.1% | 11.7% | 13.0% | 10.7% | |
| ROIC | 11.6% | 14.9% | 15.7% | 19.2% | 15.7% | 12.4% | 15.7% | 18.2% | 10.1% | 11.8% | 11.8% | 10.2% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.3 | 2.1 | 1.9 | 1.7 | 2.2 | 2.0 | 2.0 | 2.0 | 2.3 | 2.1 | 2.1 | |
| Quick Ratio | 1.2 | 1.2 | 1.1 | 1.0 | 0.9 | 1.2 | 1.1 | 1.1 | 1.2 | 1.5 | 1.3 | 1.2 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.1 | 0.1 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | 0.1 | 0.1 | |
| Interest Coverage | · | · | 19.7 | 26.4 | 24.2 | 10.9 | 6.9 | 12.6 | 17.1 | 35.2 | 52.9 | 43.6 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | 0.7 | 0.8 | 0.9 | 0.8 | 0.9 | 0.9 | 0.9 | |
| Inventory Turnover | 3.3 | 3.9 | 3.4 | 3.5 | 3.7 | 3.4 | 4.3 | 4.2 | 4.1 | 4.0 | 3.8 | 3.8 | |
| Receivables Turnover | 7.0 | 7.6 | 7.2 | 7.3 | 7.5 | 6.8 | 7.5 | 7.0 | 6.6 | 6.4 | 6.4 | 6.2 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $67.00 | $57.93 | $52.91 | $44.71 | · | · | · | · | · | · | · | · | |
| Revenue / Share | $89.22 | $89.49 | $81.65 | $77.41 | $67.49 | $54.91 | $61.50 | $55.60 | $45.53 | $37.14 | $35.16 | $35.87 | |
| Cash Flow / Share | $14.53 | $13.19 | $14.11 | $8.78 | $13.94 | $8.03 | $8.50 | $5.53 | $5.76 | $4.57 | $3.41 | $4.36 | |
| Cash / Share | $8.17 | $6.47 | $7.10 | $5.22 | · | · | · | · | · | · | · | · | |
| Dividend / Share | $1.36 | $1.28 | $1.16 | $1.04 | $1.00 | $0.96 | $0.92 | $0.88 | $0.84 | $0.76 | $0.68 | $0.60 | |
| EPS (TTM) | $8.65 | $9.48 | $9.90 | $10.35 | $7.21 | $4.77 | $4.54 | $5.30 | $2.75 | $2.88 | $3.10 | $2.56 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.11% | 10.0% | 5.9% | 15.0% | 23.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.2% | 10.2% | 14.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -8.8% | -4.2% | -4.3% | 43.5% | 51.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -5.8% | 9.6% | 27.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -8.6% | -3.9% | -4.0% | 43.9% | 52.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.5% | 9.9% | 28.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.7% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.05B | $1.05B | $958M | $905M | $787M | $635M | $705M | $634M | $515M | $414M | $390M | $402M | |
| Net Income TTM | $102M | $112M | $116M | $121M | $84M | $55M | $52M | $60M | $31M | $32M | $34M | $29M | |
| Market Cap | $4.19B | $5.13B | $4.10B | $2.60B | · | · | · | · | · | · | · | · | |
| P/E | 33.1 | 37.0 | 28.3 | 17.2 | 32.0 | 29.6 | 23.3 | 15.3 | 36.5 | 21.2 | 13.1 | 16.6 | |
| P/S | 4.0 | 4.9 | 4.3 | 2.9 | · | · | · | · | · | · | · | · | |
| P/B | 4.3 | 6.1 | 5.3 | 4.0 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 56.7 | 58.0 | 18.4 | 28.0 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 24.4 | 33.0 | 24.8 | 25.3 | · | · | · | · | · | · | · | · | |
| P / FCF | 27.1 | 38.2 | 30.7 | 34.9 | · | · | · | · | · | · | · | · | |
| Dividend Yield | 0.38% | 0.29% | 0.32% | 0.46% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.0% | 2.7% | 3.5% | 5.8% | 3.1% | 3.4% | 4.3% | 6.5% | 2.7% | 4.7% | 7.6% | 6.0% | |
| Payout Ratio | 15.5% | 13.2% | 11.4% | 9.9% | 13.6% | 19.8% | 19.6% | 16.0% | 29.0% | 25.1% | 20.9% | 22.1% | |
| Annual Payout | $16M | $15M | $13M | $12M | $11M | $11M | $10M | $10M | $9M | $8M | $7M | $6M |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $313M | $282M | $257M | $272M | $255M | $239M | $258M | $272M | $275M | $249M | $239M | $244M | $230M | $284M | |
| Cost of Revenue | $176M | $155M | $135M | $149M | $138M | $129M | $146M | $150M | $153M | $138M | $137M | $138M | $128M | $165M | |
| R&D Expense | $4M | $4M | $5M | $4M | $4M | $4M | $4M | $3M | $3M | $4M | $3M | $3M | $3M | $4M | |
| SG&A Expense | $82M | $83M | $93M | $76M | $74M | $71M | $71M | $69M | $70M | $70M | $60M | $58M | $59M | $60M | |
| Operating Expenses | $262M | $241M | $234M | $229M | $216M | $204M | $221M | $223M | $226M | $212M | $200M | $201M | $190M | $230M | |
| Operating Income | $51M | $40M | $23M | $43M | $39M | $36M | $37M | $49M | $48M | $37M | $39M | $44M | $40M | $54M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $5M | · | $2M | $2M | · | |
| Interest Income | $495.0K | $351.0K | $543.0K | $373.0K | $439.0K | $517.0K | $529.0K | $407.0K | $368.0K | $611.0K | $705.0K | $438.0K | $299.0K | $460.0K | |
| Pretax Income | $46M | $36M | $23M | $40M | $36M | $32M | $33M | $44M | $44M | $33M | $38M | $42M | $38M | $52M | |
| Income Tax | $13M | $10M | $8M | $12M | $10M | $8M | $9M | $12M | $12M | $8M | $10M | $11M | $10M | $15M | |
| Net Income | $32M | $26M | $14M | $28M | $26M | $24M | $24M | $32M | $31M | $25M | $27M | $31M | $28M | $37M | |
| EPS (Basic) | $2.75 | $2.16 | $1.20 | $2.35 | $2.22 | $2.05 | $2.05 | $2.69 | $2.66 | $2.11 | $2.34 | $2.64 | $2.40 | $3.17 | |
| EPS (Diluted) | $2.75 | $2.16 | $1.21 | $2.35 | $2.22 | $2.04 | $2.04 | $2.68 | $2.66 | $2.10 | $2.33 | $2.63 | $2.40 | $3.15 | |
| Shares (Basic) | 11,808,000 | 11,794,000 | · | 11,777,000 | 11,776,000 | 11,760,000 | · | 11,745,000 | 11,743,000 | 11,724,000 | · | 11,706,000 | 11,681,000 | · | |
| Shares (Diluted) | 11,819,000 | 11,802,000 | · | 11,802,000 | 11,793,000 | 11,776,000 | · | 11,780,000 | 11,766,000 | 11,744,000 | · | 11,740,000 | 11,694,000 | · | |
| EBITDA | $51M | $55M | · | $43M | $39M | $48M | · | $49M | $48M | $49M | · | $44M | $49M | · |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $135M | $117M | $120M | $124M | $95M | $92M | $95M | $88M | $74M | $81M | $104M | $77M | $81M | $76M | |
| Receivables | $169M | $172M | $159M | $159M | $153M | $146M | $142M | $155M | $150M | $150M | · | $140M | $131M | · | |
| Inventory | $216M | $215M | $207M | $180M | $169M | $154M | $146M | $169M | $174M | $172M | · | $164M | $179M | · | |
| Other Current Assets | $49M | $50M | $47M | $45M | $45M | $41M | $39M | $41M | $42M | $40M | · | $41M | $42M | · | |
| Current Assets | $581M | $563M | $542M | $520M | $475M | $447M | $442M | $470M | $455M | $455M | · | $436M | $450M | · | |
| Accum. Depreciation | $184M | $178M | · | $164M | $159M | $152M | · | $146M | $139M | $135M | · | $128M | $126M | · | |
| Goodwill | $661M | $551M | $556M | $497M | $498M | $485M | $479M | $493M | $478M | $460M | $392M | $384M | $388M | $385M | |
| Intangibles | $354M | $341M | $350M | $271M | $273M | $275M | $279M | $292M | $290M | $274M | · | $161M | $171M | · | |
| Other Non-current Assets | $65M | $66M | $68M | $67M | $64M | $59M | $59M | $60M | $59M | $50M | · | $44M | $39M | · | |
| Total Assets | $1.89B | $1.71B | $1.71B | $1.53B | $1.48B | $1.44B | $1.43B | $1.49B | $1.46B | $1.41B | $1.18B | $1.15B | $1.17B | $1.15B | |
| Accounts Payable | $56M | $55M | $53M | $51M | $53M | $49M | $51M | $51M | $54M | $56M | · | $44M | $58M | · | |
| Current Liabilities | $224M | $227M | $228M | $213M | $200M | $181M | $192M | $205M | $202M | $222M | · | $214M | $226M | · | |
| Capital Leases | · | · | $33M | · | · | · | $28M | · | · | · | · | · | · | · | |
| Deferred Tax | $64M | $63M | $62M | $46M | $45M | $43M | $42M | $41M | $41M | $41M | · | $38M | $40M | · | |
| Other Non-current Liabilities | $60M | $57M | $59M | $58M | $57M | $52M | $54M | $57M | $52M | $45M | · | $43M | $41M | · | |
| Long-term Debt | · | · | $373M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | $146.0K | · | $146.0K | $146.0K | · | |
| Paid-in Capital | $139M | $136M | $139M | $134M | $131M | $128M | $130M | $127M | $125M | $122M | · | $122M | $118M | · | |
| Retained Earnings | $995M | $967M | $946M | $926M | $902M | $880M | $860M | $839M | $812M | $784M | · | $739M | $685M | · | |
| Treasury Stock | $69M | $69M | $69M | $70M | $70M | $70M | $71M | $71M | $71M | $71M | · | $71M | $72M | · | |
| AOCI | $-43M | $-39M | $-35M | $-40M | $-38M | $-62M | $-72M | $-45M | $-58M | $-53M | · | $-59M | $-49M | · | |
| Stockholders' Equity | $1.02B | $996M | $980M | $950M | $926M | $876M | $847M | $852M | $808M | $783M | · | $732M | $682M | · | |
| Liabilities + Equity | $1.89B | $1.71B | $1.71B | $1.53B | $1.48B | $1.44B | $1.43B | $1.49B | $1.46B | $1.41B | · | $1.15B | $1.17B | · | |
| Shares Outstanding | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 | 14,624,159 |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $16M | $15M | $15M | $12M | $12M | $12M | $13M | $13M | $12M | $12M | $8M | $8M | $8M | $9M | |
| Stock-based Comp | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $3M | $2M | $2M | $2M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $398.0K | · | $1M | |
| Other Non-cash | · | $-21M | · | · | · | $-16M | · | · | · | $-16M | · | · | $-2M | · | |
| Operating Cash Flow | $54M | $22M | $68M | $47M | $40M | $23M | $52M | $52M | $28M | $23M | $59M | $47M | $37M | $35M | |
| CapEx | $11M | $3M | $2M | $3M | $4M | $4M | $6M | $4M | $5M | $6M | $10M | $9M | $4M | $16M | |
| Investing Cash Flow | $-181M | $-4M | $110M | $-19M | $-3M | $-4M | $-3M | $-14M | $-64M | $-237M | $-11M | $-7M | $-4M | $-16M | |
| Stock Issued | $0 | $0 | $3M | $0 | $0 | $2M | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $1M | |
| Net Stock Activity | · | $0 | · | · | · | $2M | · | · | · | $2M | · | · | · | · | |
| Dividends Paid | $4M | $4M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | |
| Financing Cash Flow | $147M | $-20M | $-143M | $2M | $-38M | $-23M | $-37M | $-26M | $30M | $193M | $-25M | $-29M | $-28M | $-18M | |
| Net Change in Cash | $18M | $-3M | $43M | $30M | $3M | $-2M | $6M | $15M | $-7M | $-24M | $27M | $9M | $6M | $5M | |
| Taxes Paid | $16M | $9M | $11M | $10M | $13M | $11M | $9M | $10M | $16M | $7M | $13M | $10M | $10M | $8M | |
| Free Cash Flow | · | $19M | · | · | · | $19M | · | · | · | $17M | · | · | $32M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $13M | · | · | $31M | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 14.2% | · | 15.7% | 15.4% | 14.9% | · | 18.0% | 17.6% | 14.8% | · | 17.8% | 17.5% | · | |
| Net Margin | 10.4% | 9.1% | · | 10.2% | 10.2% | 10.1% | · | 11.6% | 11.4% | 9.9% | · | 12.6% | 12.2% | · | |
| Pretax Margin | 14.7% | 12.8% | · | 14.7% | 14.3% | 13.5% | · | 16.2% | 15.9% | 13.2% | · | 17.1% | 16.6% | · | |
| EBITDA Margin | 16.3% | 19.4% | · | 15.7% | 15.4% | 19.9% | · | 18.0% | 17.6% | 19.6% | · | 17.8% | 21.1% | · | |
| ROA | 1.9% | 1.6% | · | 1.8% | 1.8% | 1.7% | · | 2.4% | 2.4% | 1.9% | · | 2.7% | · | · | |
| ROE | 3.3% | 2.7% | · | 3.1% | 3.0% | 2.9% | · | 4.0% | 4.1% | 3.4% | · | 4.6% | · | · | |
| ROIC | 3.5% | 2.9% | · | 3.2% | 3.1% | 3.1% | · | 4.2% | 4.3% | 3.6% | · | 4.4% | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 2.5 | · | 2.4 | 2.4 | 2.5 | · | 2.3 | 2.3 | 2.0 | · | 2.0 | · | · | |
| Quick Ratio | 1.4 | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.2 | 1.1 | 1.0 | · | 1.0 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 7.9 | · | 20.7 | 16.9 | · |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | · | · | |
| Inventory Turnover | 0.9 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.8 | · | 0.9 | · | · | |
| Receivables Turnover | 1.9 | 1.8 | · | 1.7 | 1.7 | 1.6 | · | 1.8 | 1.9 | 1.8 | · | 1.8 | · | · |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $69.95 | $68.08 | · | $64.95 | $63.32 | $59.90 | · | $58.24 | $55.23 | $53.52 | · | $50.03 | · | · | |
| Revenue / Share | $26.47 | $23.85 | · | $23.01 | $21.65 | $20.31 | · | $23.06 | $23.35 | $21.20 | · | $20.80 | $19.65 | · | |
| Cash Flow / Share | · | $1.86 | · | · | · | $1.94 | · | · | · | $1.94 | · | · | $3.15 | · | |
| Cash / Share | $9.20 | $8.00 | · | $8.51 | $6.52 | $6.27 | · | $6.05 | $5.05 | $5.57 | · | $5.25 | · | · | |
| Dividend / Share | $0.36 | $0.36 | $0.40 | $0.34 | $0.34 | $0.34 | $0.32 | $0.32 | $0.32 | $0.32 | $0.29 | $0.29 | $0.29 | $0.27 | |
| EPS (TTM) | $8.47 | $7.94 | · | $8.65 | $8.98 | $9.42 | · | $9.77 | $9.72 | $9.60 | · | $10.72 | $10.14 | · |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2025 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.12B | $1.07B | · | $1.02B | $1.02B | $1.04B | · | $1.03B | $1.01B | $977M | · | $1.00B | $960M | · | |
| Net Income TTM | $100M | $94M | · | $102M | $106M | $111M | · | $115M | $114M | $113M | · | $126M | $119M | · | |
| Market Cap | $4.52B | $4.19B | · | $4.43B | $4.59B | $4.91B | · | $4.90B | $4.30B | $4.80B | · | $3.30B | · | · | |
| P/E | 36.5 | 36.1 | · | 35.0 | 34.9 | 35.7 | · | 34.3 | 30.2 | 34.2 | · | 21.0 | 20.6 | · | |
| P/S | 4.0 | 3.9 | · | 4.3 | 4.5 | 4.7 | · | 4.7 | 4.3 | 4.9 | · | 3.3 | · | · | |
| P/B | 4.4 | 4.2 | · | 4.7 | 5.0 | 5.6 | · | 5.8 | 5.3 | 6.1 | · | 4.5 | · | · | |
| P / Tangible Book | 556.9 | 40.6 | · | 24.3 | 29.5 | 42.1 | · | 73.8 | 107.5 | 98.0 | · | 17.7 | · | · | |
| P / Cash Flow | · | 191.2 | · | · | · | 215.2 | · | · | · | 210.2 | · | · | · | · | |
| Dividend Yield | 0.38% | 0.40% | · | 0.35% | 0.33% | 0.31% | · | 0.29% | 0.32% | · | · | · | · | · | |
| Earnings Yield | 2.7% | 2.8% | · | 2.9% | 2.9% | 2.8% | · | 2.9% | 3.3% | 2.9% | · | 4.8% | 4.9% | · | |
| Payout Ratio | · | 15.7% | · | · | · | 15.6% | · | · | · | 13.8% | · | · | 10.8% | · | |
| Annual Payout | $17M | $17M | · | $16M | $15M | $15M | · | $14M | $14M | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-03 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Revenue | $1.05B | $1.05B | $958M | $905M | $787M |
| Operating Margin % | 14.9% | 16.3% | 17.3% | 18.9% | 14.8% |
| Net Income | $102M | $112M | $116M | $121M | $84M |
| Diluted EPS | $8.65 | $9.48 | $9.90 | $10.35 | $7.21 |
| Metric | 2026-01-03 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Current Ratio | 2.4 | 2.3 | 2.1 | 1.9 | 1.7 |
| Quick Ratio | 1.2 | 1.2 | 1.1 | 1.0 | 0.9 |
| Metric | 2026-01-03 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Free Cash Flow | $154M | $134M | $134M | $74M | $150M |
Institutional owners (13F) 352 filers · $4.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
352
Value held
$4.4B
New positions
34
Exited positions
24
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 34 (-28 vs prior Q) | 24 (-3 vs prior Q) | 117 (-5 vs prior Q) | 114 (+24 vs prior Q) | -889K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $565,205,306 | 1,798,699 | 12.75% | Shares |
| VANGUARD GROUP INC | $369,882,140 | 1,297,741 | 8.34% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $337,874,102 | 1,075,244 | 7.62% | Shares |
| WASATCH ADVISORS LP | $303,619,362 | 1,038,548 | 6.85% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $223,375,737 | 710,867 | 5.04% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $167,279,084 | 532,346 | 3.77% | Shares |
| STATE STREET CORP | $151,741,224 | 482,921 | 3.42% | Shares |
| Capital International Investors | $142,834,503 | 454,554 | 3.22% | Shares |
| MORGAN STANLEY | $109,599,030 | 348,784 | 2.47% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $108,079,619 | 343,896 | 2.44% | Shares |
| GOLDMAN SACHS GROUP INC | $99,794,108 | 317,583 | 2.25% | Shares |
| NEUBERGER BERMAN GROUP LLC | $90,633,989 | 288,432 | 2.04% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $90,261,094 | 287,244 | 2.04% | Shares |
| ROYCE & ASSOCIATES LP | $83,493,739 | 265,709 | 1.88% | Shares |
| Capital World Investors | $79,756,287 | 253,815 | 1.80% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $66,419,000 | 211,370 | 1.50% | Shares |
| Grandeur Peak Global Advisors, LLC | $66,313,842 | 211,036 | 1.50% | Shares |
| RIVERBRIDGE PARTNERS LLC | $61,140,526 | 194,573 | 1.38% | Shares |
| BROWN ADVISORY INC | $49,763,287 | 158,366 | 1.12% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $47,711,741 | 151,837 | 1.08% | Shares |
| Conestoga Capital Advisors, LLC | $47,217,875 | 150,265 | 1.07% | Shares |
| NORTHERN TRUST CORP | $46,529,292 | 148,074 | 1.05% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43,191,856 | 137,453 | 0.97% | Shares |
| WELLS FARGO & COMPANY/MN | $40,677,364 | 129,451 | 0.92% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $36,435,766 | 108,550 | 0.82% | Shares |
| BANK OF AMERICA CORP /DE/ | $33,994,182 | 108,182 | 0.77% | Shares |
| Champlain Investment Partners, LLC | $33,721,907 | 107,316 | 0.76% | Shares |
| NORGES BANK | $33,358,657 | 106,160 | 0.75% | Shares |
| RAYMOND JAMES FINANCIAL INC | $32,029,049 | 101,929 | 0.72% | Shares |
| Select Equity Group, L.P. | $31,910,371 | 101,551 | 0.72% | Shares |
| FMR LLC | $30,308,018 | 96,452 | 0.68% | Shares |
| Legal & General Group Plc | $28,773,413 | 91,568 | 0.65% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $26,728,718 | 85,061 | 0.60% | Shares |
| LOOMIS SAYLES & CO L P | $26,366,907 | 83,910 | 0.59% | Shares |
| Bank of New York Mellon Corp | $25,922,590 | 82,496 | 0.58% | Shares |
| SEI INVESTMENTS CO | $25,678,890 | 81,720 | 0.58% | Shares |
| Grantham, Mayo, Van Otterloo & Co. LLC | $25,007,367 | 79,583 | 0.56% | Shares |
| DUDLEY & SHANLEY, INC. | $23,798,209 | 75,735 | 0.54% | Shares |
| Amundi | $20,458,624 | 65,015 | 0.46% | Shares |
| ROYAL BANK OF CANADA | $19,891,000 | 63,299 | 0.45% | Shares |
| Chevy Chase Trust Holdings, LLC | $19,882,869 | 63,275 | 0.45% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $18,143,012 | 57,738 | 0.41% | Shares |
| Curi Capital, LLC | $17,859,282 | 56,835 | 0.40% | Shares |
| MetLife Investment Management, LLC | $17,294,591 | 55,038 | 0.39% | Shares |
| Pictet Asset Management Holding SA | $17,176,440 | 54,662 | 0.39% | Shares |
| UBS Group AG | $16,744,688 | 53,288 | 0.38% | Shares |
| CITIGROUP INC | $16,459,996 | 52,382 | 0.37% | Shares |
| JANUS HENDERSON GROUP PLC | $16,416,572 | 56,158 | 0.37% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $15,737,640 | 50,083 | 0.36% | Shares |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $15,297,031 | 48,681 | 0.35% | Shares |
Company insiders 25 insiders · 12 officers · 12 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jeffrey L Powell | President & CEO | June 3, 2026 G | 0 | 0 | 0 | $0 |
| Eric T Langevin | Executive Vice President & COO | March 31, 2022 D | 32,967 | 0 | 0 | $0 |
| Edward J Sindoni | EXECUTIVE VP AND COO | March 3, 2009 A | 25,933 | 0 | 0 | $0 |
| Stacy D. Krause | SVP, GC and Secretary | May 27, 2026 S | 1,363 | 0 | 1 | $-410,027 |
| Thomas Andrew Blanchard | Vice President | May 18, 2026 S | 557 | 0 | 1 | $-450,856 |
| Fredrik H Westerhout | Vice President | March 10, 2026 M | 3,117 | 0 | 0 | $0 |
| Dara F Mitchell | Senior VP, Corp. Development | March 10, 2026 M | 1,949 | 0 | 0 | $0 |
| Peter J. Flynn | Senior Vice President | March 10, 2026 M | 2,763 | 0 | 0 | $0 |
| Michael C. Colwell | Senior Vice President | March 10, 2026 M | 3,945 | 0 | 0 | $0 |
| Deborah Selwood | Senior Vice President & CAO | March 10, 2026 M | 21,053 | 0 | 0 | $0 |
| Sandra L Lambert | VP, GENERAL COUNSEL, SECRETARY | July 1, 2018 M | 18,679 | 0 | 0 | $0 |
| Edwin D Healy | Vice President | June 15, 2006 M | 1,558 | 0 | 0 | $0 |
| Rebecca Martinez O'Mara | Director | July 4, 2026 M | 1,529 | 0 | 2 | $-186,569 |
| Erin L Russell | Director | July 4, 2026 M | 3,454 | 0 | 1 | $-405,187 |
| Jonathan W Painter | Director | July 4, 2026 M | 9,005 | 0 | 0 | $0 |
| Thomas C Leonard | Director | July 4, 2026 M | 4,770 | 0 | 0 | $0 |
| ALBERTINE JOHN M | Director | July 4, 2026 M | 8,091 | 0 | 0 | $0 |
| William P Tully | Director | Dec. 31, 2022 M | 3,564 | 0 | 0 | $0 |
| William A Rainville | Director | May 16, 2019 M | 79,785 | 0 | 0 | $0 |
| Scott P Brown, | Director | May 20, 2015 M | 12,500 | 0 | 0 | $0 |
| Francis L Mckone | Director | Dec. 29, 2012 M | 44,011 | 0 | 0 | $0 |
| John K Allen | Director | July 3, 2010 M | 31,605 | 0 | 0 | $0 |
| Joaquim S S Ribeiro | Director | May 17, 2004 A | 3,500 | 0 | 0 | $0 |
| Michael J Mckenney | · | March 10, 2026 M | 14,764 | 0 | 0 | $0 |
| Thomas M Obrien | · | May 26, 2015 M | 17,221 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 55 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| OSCV · ETF Series Solutions | 1.92% | 44,103 NS | July 31, 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1.02% | 10,320 SH | Oct. 1, 2026 | Daily |
| CAFG · Pacer Funds Trust | 0.94% | 920 NS | July 31, 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0.74% | 41 NS | July 31, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 0.26% | 334 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.25% | 99 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.23% | 112,785 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.22% | 12,858 SH | Aug. 19, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.21% | 7,167 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.20% | 1,830 SH | Oct. 1, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.20% | 41,282 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.19% | 12,277 SH | Aug. 19, 2026 | Daily |
| BULD · Pacer Funds Trust | 0.19% | 91 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.16% | 458 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 3,181 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.12% | 5,756 NS | July 31, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.12% | 746 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.11% | 306,361 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.11% | 69,205 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.11% | 3,687 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.10% | 10,655 SH | Oct. 1, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.10% | 156,080 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.08% | 39,157 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.07% | 5,005 SH | Oct. 1, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.06% | 2,776 NS | July 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.05% | 3,899 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.05% | 14,358 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.04% | 135,429 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 270,935 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.03% | 785 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.03% | 502 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.02% | 129 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.02% | 66,709 SH | Aug. 19, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.02% | 9,730 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 22,907 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 996 NS | July 31, 2026 | N-PORT |
| PFM · Invesco Exchange-Traded Fund Trust | 0.01% | 336 SH | Oct. 1, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 375,560 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 1,000 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 2,653 SH | Aug. 19, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 1,060 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.01% | 83 SH | Oct. 1, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 2,571 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 3,897 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 3,423 SH | Sept. 10, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 15,694 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 324 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 1,475 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 9,370 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 720,636 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 56,973 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 51,562 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 1,630 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 526 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 6,325 SH | Sept. 11, 2026 | Daily |
KAI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
BUY
Median target
$370.00
+37.6%
3 37.5%
Strong Buy
2 25.0%
Buy
3 37.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
3 analysts · 2026-10-03Mean target $361.67 +34.5%
← Below all targets
Current price $268.83
Low$335.00
Mean$361.67
High$380.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| KAI | $4.19B | 33.1 | -0.11% | 9.7% | 11.2% | · |
| FELE | $4.22B | 29.7 | 5.4% | 6.9% | 11.4% | 35.5% |
| ESAB | $6.78B | 30.4 | 3.7% | 8.0% | 11.5% | 36.9% |
| ALH | $4.02B | 36.3 | 13.3% | 5.9% | 94.4% | 37.6% |
| SXI | $4.31B | 41.3 | 12.8% | 11.7% | 14.4% | 41.7% |
| MWA | $3.99B | 20.9 | 8.8% | 13.4% | 20.7% | 36.1% |
| SPXC | $9.98B | 39.8 | 14.2% | 10.8% | 12.9% | · |
| WOR | $2.76B | 18.1 | 19.7% | 11.3% | 15.9% | 27.4% |
| KMT | · | 7.9 | 19.8% | 14.5% | 24.0% | 41.2% |
| HLIO | $1.81B | 37.7 | 4.1% | 5.8% | 5.2% | 32.3% |
| PRLB | $1.20B | 57.5 | 6.4% | 4.0% | 3.2% | 44.5% |
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Source: SEC 10-Q filed Aug 12, 2026