Kennametal

Q4 FY2026 EarningsQ4 FY26 results significantly beat consensus across all key metrics: revenue of $737M exceeded the $726M expected, while adjusted EPS of $2.96 surged past the $2.31 mean estimate. The primary driver was the Infrastructure segment, where operating margins reached 58.3% due to favorable tungsten pricing timing. Management's Q1 FY27 guidance of $2.50-$2.80 adjusted EPS is also well above previous market expectations, signaling continued strength in Aerospace & Defense and Energy end markets.