Every material Form 8-K Kadant filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Kadant reported third quarter 2025 revenue of $271.6 million, flat with the prior year, while net income fell 12% to $27.7 million and diluted GAAP EPS fell to $2.35 from $2.68. The company raised its 2025 revenue guidance to $1.036 billion to $1.046 billion but cut its 2025 GAAP EPS guidance to $8.52 to $8.72, and kept adjusted EPS guidance at $9.05 to $9.25.
Q3 2025 revenue was $271.6 million, flat versus $271.6 million in Q3 2024; organic revenue fell 4%.
Q3 adjusted EBITDA fell 8% to $58.0 million, and adjusted EBITDA margin was 21.4% versus 23.3%.
2025 revenue guidance raised to $1.036 billion to $1.046 billion from $1.020 billion to $1.040 billion.
2025 GAAP EPS guidance cut to $8.52 to $8.72 from $8.89 to $9.09; adjusted EPS guidance maintained at $9.05 to $9.25.
Kadant Inc. completed its acquisition of Clyde Industries Holdings for $175 million in cash on October 7, 2025, financed mainly through borrowings under its revolving credit facility. Clyde Industries, with about 400 employees and fiscal 2025 revenue of $92 million, will join Kadant's Industrial Processing segment, and the company will hold an investor call on October 9, 2025 to discuss the deal.
Purchase price: $175 million in cash, subject to customary adjustments
Clyde Industries revenue for the fiscal year ended February 28, 2025: $92 million
Acquisition primarily financed through borrowings under Kadant's revolving credit facility
Investor webcast and conference call scheduled for October 9, 2025 at 11:00 a.m. Eastern Time
Kadant entered into an Eighth Amendment to its credit agreement on September 26, 2025. The amendment raises the revolving loan commitments from $400 million to $750 million and extends the unsecured facility's maturity to September 26, 2030. For shareholders, the filing shows a larger and longer-dated borrowing capacity, with the filing giving no information on current borrowings or the reason for the change.
Revolving loan commitments increased from $400 million to $750 million
Facility maturity extended to September 26, 2030, five years after the effective date
Multicurrency sublimit raised from $300 million to $400 million; letter of credit sublimit from $80 million to $100 million
Australian subsidiary Vayeron Pty Ltd added as an authorized borrower; Australian Dollars added as a currency
Kadant reported second-quarter 2025 results with revenue down 7% to $255.3 million and net income down 16% to $26.2 million, while bookings rose 7% to $269.4 million. The company kept its full-year revenue and adjusted EPS guidance but lowered its GAAP EPS guidance by $0.08 at the midpoint, reflecting higher acquisition-related costs.
Revenue fell 7% to $255.3 million; organic revenue fell 8%
Bookings rose 7% to $269.4 million; ending backlog was $299 million
GAAP EPS fell 17% to $2.22 and adjusted EPS fell 18% to $2.31; operating cash flow rose 44% to $40.5 million
Full-year revenue guidance of $1.020 to $1.040 billion and adjusted EPS of $9.05 to $9.25 maintained; GAAP EPS guidance revised to $8.89 to $9.09 from $8.97 to $9.17
Kadant reported first quarter 2025 revenue of $239 million, down 4% from a year earlier, and GAAP EPS of $2.04, down 3%. The company lowered its full-year 2025 guidance, citing tariff costs of $5 million to $6 million and customers delaying large capital projects into 2026, which lowers the outlook for shareholders.
Q1 2025 revenue fell 4% to $239.2 million; bookings rose 3% to $256.2 million
Q1 GAAP EPS fell 3% to $2.04; adjusted EPS fell 12% to $2.10
2025 revenue guidance cut to $1.020 billion to $1.040 billion from $1.040 billion to $1.065 billion
2025 GAAP EPS guidance cut to $8.97 to $9.17 from $9.63 to $9.98; adjusted EPS guidance cut to $9.05 to $9.25 from $9.70 to $10.05
Kadant reported fourth-quarter and fiscal 2024 results on February 12, 2025. Revenue grew, but GAAP diluted EPS fell in both the quarter and the full year, and the company's 2025 adjusted EPS guidance of $9.70 to $10.05 sits below its 2024 adjusted EPS of $10.28. Shareholders get a mixed picture: sales are up, while per-share profit and the adjusted outlook are weaker.
Q4 2024 net income fell 12% to $24 million and GAAP diluted EPS fell 12% to $2.04; Q4 interest expense rose to $4.6 million from $1.7 million.
Fiscal 2024 revenue rose 10% to $1.05 billion, while GAAP diluted EPS fell 4% to $9.48 and adjusted EPS rose 2% to $10.28.
2025 guidance: revenue of $1.040 to $1.065 billion, GAAP EPS of $9.63 to $9.98, and adjusted EPS of $9.70 to $10.05; guidance excludes any tariff impact.
Webcast and conference call to discuss results scheduled for February 13, 2025, at 11:00 a.m. Eastern.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Kadant filing is on SEC EDGAR ↗. 8-K briefs of other companies →