KMT
Kennametal Inc.

Kennametal Inc.KMT

Industrials · Tools & Accessories
29.94USD
+1.59%
Sep 24, 2026
KMT overview ready
Downstream Processor and Recycler Supporting Reshoring of Strategic Tungsten Materials
Kennametal is a downstream processor and recycler of tungsten-carbide materials and a supplier of precision cutting tools, wear components, metallurgical powders, and certain defense/aerospace hard-material applications.
Strong narrative exposure
Exposed to the Critical Minerals Supply Security narrative through Strategic Alloys and Materials Processing — component supplier.
Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Mixed fundamentals
Ev / sales is strong, while free cash flow yield is weak.
Primary risk
Raw material price volatility.
Market Sep 23Filing Jun 30Price action Sep 23Research Jul 21

Conviction Level

NarrativeHeat7.5ThemeHeat7.2PriceAction3.4Valuation0.8CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads trend under pressure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$2.3B
Avg Volume (60D)
1.5M
60 sessions
Revenue Growth YoY
+19.8%
FY2026 vs FY2025
Gross Margin
+41.2%
Trailing twelve months
Operating Margin
+20.1%
Trailing twelve months
Free Cash Flow Yield
-3.5%
Distance from 200DMA
-12.1%
Next Earnings
2026-11-04
P/E
6.7x
EV / Sales
1.2x
Market metrics as of Sep 23, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads expensive.
Kennametal Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at 1.2x revenue, which requires sustained delivery to be justified.

Company Research

Thesis
Kennametal is a downstream processor and recycler of tungsten-carbide materials and a supplier of precision cutting tools, wear components, metallurgical powders, and certain defense/aerospace hard-material applications. Its exposure is real but is less direct than that of a primary strategic-metal producer.
Opportunity
Moderate opportunity
Defense, aerospace, energy, and industrial-manufacturing demand for qualified strategic metals, hard materials, recycling capacity, and engineered material components outside fragile foreign supply chains.
Key risk
Raw material price volatility.

Narrative & Theme

Critical Minerals Supply Security
Part of Strategic Alloys and Materials Processing, with moderate fit.
KMT genuinely participates in the active Critical Minerals Supply Security narrative because tungsten availability, price, recycling, and domestic hard-material processing have become strategically important.
Narrative HeatHeating up7.5 / 10
Theme HeatHeating up7.2 / 10

Business & Markets

Industrials · Tools & Accessories
What they do

Kennametal Inc. develops and applies tungsten carbides, ceramics, and hard materials globally, operating through Metal Cutting and Infrastructure segments that supply tooling systems and solutions for industrial manufacturing.

How it earns

Transactional sales of tooling products and systems to industrial manufacturers and infrastructure customers.

Products & services
Metal cutting tools and systems
Infrastructure solutions
Customers & end markets
Aerospace manufacturers
Automotive manufacturers
Industrial equipment producers
Infrastructure sector
Market position

Established leader in industrial tooling and hard materials with recognized brands like Kennametal and WIDIA.

Demand drivers
High cyclicality

Demand is tied to industrial manufacturing and infrastructure investment cycles.