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Kennametal Inc. Stock Price

NYSE:KMT Community·US$2.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

KMT Share Price Performance

US$0
-23.86 (-100.00%)
US$37.19
Fair Value
US$0
-23.86 (-100.00%)
Price US$0

KMT Community Narratives

·
Fair Value US$37.19 11.0% undervalued intrinsic discount

Global Automation And Energy Transition Will Drive Aerospace Demand

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Fair Value US$46.95 29.5% undervalued intrinsic discount

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

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·
Fair Value US$20 65.6% overvalued intrinsic discount

AI Power Projects And Tungsten Costs Will Restrain This Industrials Supplier

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US$20
65.6% overvalued intrinsic discount
Revenue
3.19% p.a.
Profit Margin
4.97%
Future PE
17.35x
Price in 2029
US$25.94

Trending Discussion

Updated Narratives

KMT logo

KMT: Improving Short Cycle Demand Will Reveal Core Earnings Power

Fair Value: US$46.95 29.5% undervalued intrinsic discount
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KMT: Future Returns Will Shift From Tungsten Tailwind To Core Execution

Fair Value: US$37.19 11.0% undervalued intrinsic discount
3 users have set this as their fair value
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KMT logo

AI Power Projects And Tungsten Costs Will Restrain This Industrials Supplier

Fair Value: US$20 65.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record and pays a dividend.

1 Risk
4 Rewards

Kennametal Inc. Key Details

US$2.1b

Revenue

US$1.5b

Cost of Revenue

US$685.4m

Gross Profit

US$548.4m

Other Expenses

US$137.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.80
32.08%
6.41%
43.9%
View Full Analysis

About KMT

Founded
1938
Employees
8112
CEO
Sanjay Chowbey
WebsiteView website
www.kennametal.com

Kennametal Inc. engages in development and application of tungsten carbides, ceramics, and hard materials and solutions worldwide. It operates through two segments, Metal Cutting and Infrastructure. The Metal Cutting segment offers milling, hole making, turning, threading, and toolmaking systems used in the manufacture of airframes, aero engines, trucks and automobiles, ships, and various types of industrial equipment under the Kennametal, WIDIA, WIDIA Hanita, and WIDIA GTD brands through its direct sales force, a network of independent and national distributors, integrated supplier channels, and digitally. Its Infrastructure segment produces engineered tungsten carbide and ceramic components, earth-cutting tools, and metallurgical powders, such as compacts, nozzles, frac seats, and custom components used in oil and gas and petrochemical industries; rod blanks and abrasive water jet nozzles for general industries; earth cutting tools and systems used in underground mining, trenching and foundation drilling, and road milling; tungsten carbide powders for the oil and gas, aerospace, and process industries; high temperature critical wear components, tungsten penetrators, and armor solutions for aerospace and defense; and ceramics used by the packaging industry for metallization of films and papers under the Kennametal brand through a direct sales force and distributors. The company was founded in 1938 and is based in Pittsburgh, Pennsylvania.

Recent KMT News & 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
Narrative Update 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.

Recent updates

No updates