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Dec 31, 2022

Kadant Q4 2022 Earnings Report

Kadant's Q4 2022 performance was reported, demonstrating revenue growth and increased profitability, although bookings decreased.

Key Takeaways

Kadant reported a 6% increase in revenue to $232 million for Q4 2022. Net income increased by 8% to $26 million, and GAAP diluted EPS also increased by 8% to $2.23. Adjusted EBITDA increased by 10% to $50 million. However, bookings decreased by 7% to $215 million.

Revenue increased by 6% to a record $232 million.

Net income increased by 8% to $26 million.

GAAP diluted EPS increased by 8% to $2.23.

Adjusted EBITDA increased by 10% to $50 million, representing 21.3% of revenue.

Total Revenue
$232M
Previous year: $219M
+6.2%
EPS
$2.33
Previous year: $2.31
+0.9%
Adjusted EBITDA
$49.5M
Previous year: $44.8M
+10.5%
Gross Margin
43.1%
Previous year: 42.4%
+1.7%
Gross Profit
$100M
Previous year: $74.2M
+34.7%
Cash and Equivalents
$79.7M
Previous year: $65.7M
+21.4%
Free Cash Flow
$23.2M
Previous year: $85.3M
-72.9%
Total Assets
$1.15B
Previous year: $928M
+24.0%

Kadant

Kadant

Forward Guidance

For 2023, Kadant expects revenue of $900 to $925 million, GAAP diluted EPS of $8.72 to $8.97, and adjusted diluted EPS of $8.80 to $9.05. For the first quarter of 2023, the company expects GAAP diluted EPS of $2.08 to $2.20 on revenue of $217 to $223 million.

Positive Outlook

  • Strong backlog at the end of 2022 positions the company well for a solid start to 2023.
  • Ongoing project activity is healthy.
  • Revenue of $900 to $925 million is expected for 2023.
  • GAAP diluted EPS of $8.72 to $8.97 is expected for 2023.
  • GAAP diluted EPS of $2.08 to $2.20 is expected for the first quarter of 2023.

Challenges Ahead

  • Uncertainty in the latter half of 2023 as central banks work to ease inflationary pressures.
  • Moving costs related to the relocation of one of our Chinese facilities, adjusted diluted EPS of $8.80 to $9.05.
  • Revenue of $217 to $223 million is expected for the first quarter of 2023.
  • Macroeconomic headwinds.
  • Lingering supply chain constraints.