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Jan 02, 2021

Kadant Q4 2020 Earnings Report

Reported financial results with record bookings, operating cash flow, and free cash flow.

Key Takeaways

Kadant reported a decrease in revenue but an increase in GAAP diluted EPS. Bookings increased by 23% to a record $197 million, and free cash flow increased by 7% to a record $38 million.

Operating cash flow increased 3% to a record $40 million.

Free cash flow increased 7% to a record $38 million.

Bookings increased 23% to a record $197 million.

GAAP diluted EPS increased 84% to $1.40.

Total Revenue
$168M
Previous year: $183M
-7.8%
EPS
$1.54
Previous year: $1.32
+16.7%
Adjusted EBITDA
$32.1M
Previous year: $32.2M
-0.1%
Bookings
$197M
Previous year: $160M
+23.0%
Gross Margin
44.1%
Previous year: 40.9%
+7.8%
Gross Profit
$74.2M
Previous year: $74.6M
-0.5%
Cash and Equivalents
$66.6M
Previous year: $68.3M
-2.4%
Free Cash Flow
$38.1M
Previous year: $35.5M
+7.3%
Total Assets
$928M
Previous year: $939M
-1.3%

Kadant

Kadant

Forward Guidance

The company expects demand to improve as industrial production continues to strengthen. However, due to the uncertainty in how global markets may respond to the pandemic, they will not be providing guidance at this time.

Positive Outlook

  • Demand is expected to improve as industrial production continues to strengthen.
  • Global footprint and the diversity of product offerings have provided stability.
  • Well-positioned to capitalize on new opportunities
  • Well-positioned to accelerate revenue growth
  • Record bookings in the fourth quarter were led by strong capital project activity and solid contributions from parts and consumables

Challenges Ahead

  • Uncertainty in how global markets may respond to the pandemic.
  • Vaccine distribution has proven to be uneven around the world.
  • Recent strengthening in demand
  • Adverse changes in global and local economic conditions
  • Variability and difficulty in accurately predicting revenues from large capital equipment and systems projects