Kennametal (KMT) Q4 2026 Earnings Call Transcript

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DATE

Wednesday, August 5, 2026 astatine 9:30 a.m. ET

CALL PARTICIPANTS

• Vice President of Investor Relations - Michael Pici

• President and Chief Executive Officer - Sanjay Chowbey

• Vice President and Chief Financial Officer - Patrick Watson

Full Conference Call Transcript

Operator: Good morning. I would similar to invited everyone to Kennametal Fourth Quarter and Fiscal 2026 Earnings Conference Call. [Operator Instructions] Please enactment that this lawsuit is being recorded. I would present similar to crook the league implicit to Michael Pici, Vice President of Investor Relations. Please spell ahead, sir.

Michael Pici: Thank you, operator. Welcome, everyone, and convey you for joining america to reappraisal Kennametal's Fourth Quarter and Fiscal 2026 results. This morning, we issued our net property merchandise and posted our presumption slides connected our website. We volition beryllium referring to that descent platform passim today's call. I'm Michael Pici, Vice President of Investor Relations. Joining maine connected the telephone contiguous are Sanjay Chowbey, President and Chief Executive Officer; and Pat Watson, Vice President and Chief Financial Officer. After Sanjay and Pat's prepared remarks, we volition unfastened the enactment for questions. At this time, I'd similar to nonstop your attraction to our forward-looking disclosure statement.

Today's treatment contains comments that represent forward-looking statements and arsenic such, impact a fig of assumptions, risks and uncertainties that could origin the company's existent results, show oregon achievements to disagree materially from those expressed successful oregon implied by specified statements. These hazard factors and uncertainties are elaborate successful Kennametal's SEC filings. In addition, we volition beryllium discussing non-GAAP fiscal measures connected the telephone today. Reconciliations to GAAP fiscal measures that we judge are astir straight comparable tin beryllium recovered connected the backmost of the descent platform and connected our Form 8-K connected our website. And with that, I'll crook the telephone implicit to Sanjay.

Sanjay Chowbey: Thank you, Mike. Good morning, and convey you for joining us. I volition statesman the telephone contiguous with a little reappraisal of the fiscal year, followed by an aerospace merchandise spotlight and immoderate extremity marketplace commentary supporting our fiscal '27 outlook. Then Pat volition screen the quarterly fiscal results arsenic good arsenic the fiscal '27 outlook. Finally, I'll marque summary comments and past unfastened the enactment for questions. Beginning connected Slide 3 for an overview of our beardown fiscal twelvemonth results. Throughout fiscal '26, we proceed to triumph caller concern and grow our stock of wallet with cardinal customers crossed divers extremity markets similar aerospace and defense, energy, proscription and earthworks.