Kennametal Inc.

NYSE:KMT 株式レポート

時価総額：US$2.6b

Kennametal 将来の成長

Future 基準チェック /06

Kennametal利益と収益がそれぞれ年間2.2%と10.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.2% 2.4%なると予測されています。

主要情報

2.2%

収益成長率

2.35%

EPS成長率

Machinery 収益成長16.7%
収益成長率10.5%
将来の株主資本利益率12.16%
アナリストカバレッジ

Good

最終更新日15 Jun 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 06

Kennametal: An Interesting Point In The Cycle

Summary Kennametal benefits from a tungsten-driven earnings boom, but long-term fundamentals remain flat and cyclical risks persist. Recent guidance hikes and a 15% share price pullback make Kennametal's high single-digit earnings multiple more compelling. Operating cash flow lags earnings due to ballooning inventories, while balance sheet flexibility has been enhanced through refinancing and expanded credit facilities. I maintain only a small positive position, viewing Kennametal as a cyclical play amid unprecedented tungsten price dynamics and supply constraints. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 01

KMT: Improving Short Cycle Demand Will Reveal Core Earnings Power

Analysts have raised their Kennametal fair value estimate from $40.00 to about $46.95, citing improving short cycle industrial demand and noting that earnings drivers beyond earlier tungsten-related tailwinds will be increasingly important for assessing the stock. Analyst Commentary Recent Street research on Kennametal highlights a mixed setup, with several firms emphasizing that earlier tungsten related benefits to earnings are fading and that investors are now paying closer attention to the underlying industrial tools business and valuation.
分析記事 • Jun 20

Kennametal (KMT) Stock Could Be 2% Undervalued After Strong Earnings Beat

Kennametal earnings jolt investor attention Kennametal (KMT) is back in focus after quarterly revenue rose 21.8% year over year and net profit climbed 84.96%, with both figures surpassing analyst expectations and leading growth among professional tools peers. See our latest analysis for Kennametal. At a share price of $36.32, Kennametal has seen its 1-year total shareholder return of 70.84% outpace its 6.45% 3 month share price return. This suggests stronger performance over the longer term,...
ナラティブ更新 • Jun 17

KMT: Future Returns Will Shift From Tungsten Tailwind To Core Execution

The updated analyst price target for Kennametal stock edges down by about $0.45, reflecting a shift toward more cautious expectations as analysts weigh an improving short-cycle demand backdrop, a less durable earnings boost from past tungsten price strength, and a focus on underlying valuation without those tailwinds. Analyst Commentary Recent research on Kennametal stock highlights a mix of optimism around improving industrial demand and caution as temporary tungsten price benefits fade from the earnings picture.
ナラティブ更新 • Jun 03

KMT: Future Returns Will Lean On Non Tungsten Earnings Execution

Narrative Update: Kennametal Analyst Price Target Shift The updated analyst price target for Kennametal now sits at about $37.64, a change of roughly $0.07 from the prior $37.57, as analysts factor in higher assumed revenue growth, a richer future P/E, and a less supportive profit margin backdrop following recent downgrades that highlight fading tungsten tailwinds and concerns about valuation on non-tungsten earnings. Analyst Commentary Recent Street research around Kennametal centers on how much value should be attributed to past tungsten-related benefits versus the underlying, ongoing earnings power of the business.
ナラティブ更新 • Apr 27

KMT: Future Returns Will Depend On Execution Versus Cautiously Higher Market Expectations

Analysts have nudged their price targets for Kennametal higher, with recent increases of $3, $4.50, $7 and $12, backed by updated views on the company that are broadly consistent with only slight tweaks to discount rate, long run revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates cluster around higher price targets, but the fine print shows a mix of optimism and caution that is useful to keep in mind if you are trying to gauge Kennametal's risk and reward trade off.
ナラティブ更新 • Apr 12

KMT: Future Returns Will Rely On Tungsten Margin Tailwind And Execution Risk

The updated analyst price target for Kennametal rises slightly, with a fair value estimate moving from about $37.14 to $37.57 as analysts factor in higher tungsten-driven margin support, modestly stronger revenue and profit assumptions, and a slightly lower future P/E multiple. Analyst Commentary Recent Street research on Kennametal has centered on higher price targets, tungsten price effects on margins, and adjustments to earnings models, with a mix of optimistic and more reserved views on how much of this is already reflected in the share price.
ナラティブ更新 • Mar 28

KMT: Future Returns Will Depend On Tungsten Tailwind And Margin Resilience

The updated analyst price target for Kennametal reflects a slight fair value change from about $37.13 to $37.14, supported by recent target increases across several firms that highlight tungsten-driven margin support and adjusted earnings models. Analyst Commentary Recent Street research around Kennametal has centered on revised price targets and at least one rating upgrade, with several firms updating their models and views on margins, tungsten exposure, and end market trends.
ナラティブ更新 • Mar 09

KMT: Future Returns Will Hinge On Tungsten Windfall And Margin Durability

The analyst price target for Kennametal is updated from $35.50 to $37.13, reflecting analysts' recent upward revisions across multiple firms as they factor in stronger revenue and margin assumptions and a slightly higher future P/E. Analyst Commentary Recent research points to a cluster of upward price target revisions and at least one rating upgrade, as analysts update their models for Kennametal's earnings power, margins, and P/E assumptions.
ナラティブ更新 • Feb 22

KMT: Future Returns Will Rely On Tungsten Windfall Proving Short Lived

Analysts have raised their average price target on Kennametal from $33.13 to $35.50, citing a series of recent target increases across Wall Street that reflect updated expectations for revenue, margins and the future P/E multiple. Analyst Commentary Recent Street research on Kennametal has been active, with several price target updates and one high profile rating change.
分析記事 • Feb 10

Kennametal Inc. (NYSE:KMT) Stocks Shoot Up 32% But Its P/E Still Looks Reasonable

Despite an already strong run, Kennametal Inc. ( NYSE:KMT ) shares have been powering on, with a gain of 32% in the...
ナラティブ更新 • Feb 08

KMT: Future Returns Will Depend On Tungsten Spike Proving Surprisingly Short Lived

Analysts have raised their Kennametal fair value estimate from US$29.88 to US$33.13. This reflects updated assumptions for revenue growth, margins, and a lower expected P/E multiple following a series of recent price target increases across the Street.
新しいナラティブ • Jan 29

Power Generation Demand And AI Data Centers Will Reshape This Industrial Supplier’s Long-Term Prospects

Catalysts About Kennametal Kennametal provides metal cutting tools and wear resistant solutions for industrial end markets across its Metal Cutting and Infrastructure segments. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jan 24

KMT: Future Returns Will Depend On Uncertain Tungsten Price Spike Durability

Analysts have lifted their Kennametal fair value estimate from $25.25 to $29.88, reflecting Street research that points to tungsten driven earnings support, higher implied revenue growth and margins, and a modestly lower assumed discount rate despite slightly reduced future P/E expectations. Analyst Commentary Street research on Kennametal has tilted more constructive, with several price target increases and rating upgrades built around tungsten linked earnings support, model tweaks, and an improving demand backdrop in certain end markets.
ナラティブ更新 • Jan 07

KMT: Future Returns Will Rely On Unproven Tungsten Pricing Durability

Analysts have lifted their price targets on Kennametal to a roughly $25 to $28 range, citing a better tungsten pricing backdrop, Q1 results ahead of expectations, and management’s higher FY26 EPS guidance, even as they continue to watch for sustained growth momentum. Analyst Commentary Recent research points to a mixed but constructive read on Kennametal, with higher price targets framed against both improving fundamentals and lingering execution questions.
分析記事 • Jan 07

Kennametal (NYSE:KMT) Has More To Do To Multiply In Value Going Forward

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
ナラティブ更新 • Dec 21

KMT: Future Returns Will Hinge On Sustaining Tungsten Pricing Power

The analyst price target for Kennametal has increased to a range of $25 to $28, up from $21 to $22 previously. Analysts point to a positive inflection from rising tungsten prices and better than expected Q1 results with improved pricing benefits.
ナラティブ更新 • Dec 07

KMT: Future Returns Will Depend On Sustained Tungsten Pricing Power

Analysts have lifted their price target on Kennametal by $3 to $28, citing a positive inflection in growth from higher tungsten prices, better than expected Q1 results with improving pricing power, and raised FY26 EPS guidance. Analyst Commentary Recent Street research reflects a mixed but improving stance on Kennametal, with price targets moving higher as earnings quality and growth signals strengthen, even as questions remain around durability of the recovery.
ナラティブ更新 • Nov 23

KMT: Future Momentum Will Depend On Sustained Pricing Power And Tungsten Trends

Analysts have increased their fair value estimate for Kennametal from $23.63 to $25.25 per share, citing improved revenue growth and profit margins, as well as recent positive developments in tungsten pricing and stronger-than-expected financial results. Analyst Commentary Recent analyst updates on Kennametal reflect a mix of optimism about improved fundamentals and continued caution regarding long-term growth prospects.
分析記事 • Nov 09

Kennametal Inc. (NYSE:KMT) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected

The Kennametal Inc. ( NYSE:KMT ) share price has done very well over the last month, posting an excellent gain of 28...
ナラティブ更新 • Nov 08

KMT: Sustained Momentum Will Face Headwinds Despite Raised Earnings Guidance

Kennametal’s analyst price target has risen from $21.06 to $23.63. Analysts cite stronger-than-expected quarterly results and improved forward earnings guidance as factors supporting the higher valuation.
分析記事 • Nov 03

Kennametal (NYSE:KMT) Has Affirmed Its Dividend Of $0.20

Kennametal Inc. ( NYSE:KMT ) will pay a dividend of $0.20 on the 24th of November. The dividend yield will be 3.6...
分析記事 • Sep 12

Is Now The Time To Look At Buying Kennametal Inc. (NYSE:KMT)?

Kennametal Inc. ( NYSE:KMT ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Aug 09

Earnings Miss: Kennametal Inc. Missed EPS By 8.6% And Analysts Are Revising Their Forecasts

It's been a mediocre week for Kennametal Inc. ( NYSE:KMT ) shareholders, with the stock dropping 17% to US$20.25 in the...
分析記事 • Aug 03

Kennametal (NYSE:KMT) Has Affirmed Its Dividend Of $0.20

Kennametal Inc. ( NYSE:KMT ) has announced that it will pay a dividend of $0.20 per share on the 26th of August. Based...
分析記事 • Jul 28

Returns At Kennametal (NYSE:KMT) Appear To Be Weighed Down

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 • Jul 14

Kennametal Inc.'s (NYSE:KMT) Intrinsic Value Is Potentially 57% Above Its Share Price

Key Insights Kennametal's estimated fair value is US$38.67 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • May 24

Is Kennametal Inc. (NYSE:KMT) Potentially Undervalued?

Kennametal Inc. ( NYSE:KMT ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 • May 10

Kennametal Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Kennametal Inc. ( NYSE:KMT ) had a good week, as its shares rose 3.4% to close at US$20.80 following the...
分析記事 • May 07

Kennametal (NYSE:KMT) Will Pay A Dividend Of $0.20

Kennametal Inc. ( NYSE:KMT ) has announced that it will pay a dividend of $0.20 per share on the 27th of May. This...
分析記事 • Apr 07

An Intrinsic Calculation For Kennametal Inc. (NYSE:KMT) Suggests It's 32% Undervalued

Key Insights Kennametal's estimated fair value is US$28.23 based on 2 Stage Free Cash Flow to Equity Kennametal's...
分析記事 • Mar 05

Kennametal Inc.'s (NYSE:KMT) Share Price Not Quite Adding Up

There wouldn't be many who think Kennametal Inc.'s ( NYSE:KMT ) price-to-earnings (or "P/E") ratio of 17.1x is worth a...
Seeking Alpha • Feb 19

Kennametal: Visible Near-Term Weakness

Summary I assign a hold rating to Kennametal stock due to ongoing weakness in its Metal Cutting segment and lack of near-term recovery catalysts. KMT's 2Q25 earnings report shows continued declines in revenue and organic growth, with significant deterioration in the Metal Cutting segment. Management's downward revision of FY25 guidance underscores poor demand trends, making a near-term turnaround unlikely. Read the full article on Seeking Alpha
分析記事 • Feb 07

Earnings Miss: Kennametal Inc. Missed EPS By 11% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Kennametal Inc. ( NYSE:KMT ) released its second-quarter result to the market. The...

業績と収益の成長予測

NYSE:KMT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20282,7311882043087
6/30/20272,7053302953658
6/30/20262,346297-43668
3/31/20262,13713773148N/A
12/31/20252,03011099180N/A
9/30/20251,9839493180N/A
6/30/20251,96793119208N/A
3/31/20251,994109153243N/A
12/31/20242,02396196290N/A
9/30/20242,036101197297N/A
6/30/20242,047109170277N/A
3/31/20242,054109188295N/A
12/31/20232,074122192294N/A
9/30/20232,076120198294N/A
6/30/20232,078118164258N/A
3/31/20232,058124107215N/A
12/31/20222,03412766176N/A
9/30/20222,02413746155N/A
6/30/20222,01214585181N/A
3/31/20221,99813896190N/A
12/31/20211,971124130226N/A
9/30/20211,925112136242N/A
6/30/20211,84154108236N/A
3/31/20211,7051085217N/A
12/31/20201,703-839204N/A
9/30/20201,768-34-5206N/A
6/30/20201,885-6-20224N/A
3/31/20202,1106517289N/A
12/31/20192,224131N/A326N/A
9/30/20192,307192N/A319N/A
6/30/20192,375242N/A301N/A
3/31/20192,417248N/A277N/A
12/31/20182,428231N/A298N/A
9/30/20182,412218N/A326N/A
6/30/20182,368200N/A277N/A
3/31/20182,287156N/A270N/A
12/31/20172,207144N/A188N/A
9/30/20172,124110N/A132N/A
6/30/20172,05849N/A195N/A
3/31/20172,015-42N/A157N/A
12/31/20161,984-65N/A163N/A
9/30/20162,020-241N/A204N/A
6/30/20162,098-226N/A222N/A
3/31/20162,215-138N/A277N/A
12/31/20152,356-201N/A321N/A
9/30/20152,508-420N/A339N/A

アナリストによる今後の成長予測

収入対貯蓄率: KMTの予測収益成長率 (年間2.2% ) は 貯蓄率 ( 3.5% ) を下回っています。

収益対市場: KMTの収益 ( 2.2% ) US市場 ( 18.2% ) よりも低い成長が予測されています。

高成長収益: KMTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: KMTの収益 ( 10.5% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: KMTの収益 ( 10.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KMTの 自己資本利益率 は、3年後には低くなると予測されています ( 12.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/13 04:56
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kennametal Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Julian MitchellBarclays
Matthew GallBarrington Research Associates, Inc.
Joel TissBMO Capital Markets Equity Research