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FTRE

Fortrea Holdings Inc

Feb 06 • 04:00PM ET

14.65

+0.85 6.16 %

Healthcare • Biotechnology • USA • NASD

Peers: PFE JNJ MRK AMGN LLY BMY GILD REGN VRTX BIIB

| Held by: IJR VTI IWM FNDA VB VXF IJS VBR SPSM IWN

Index	RUT	P/E	-	EPS (ttm)	-11.28	Insider Own	0.53%	Shs Outstand	92.20M	Perf Week	-12.85%
Market Cap	1.35B	Forward P/E	18.74	EPS next Y	0.78	Insider Trans	10.53%	Shs Float	91.91M	Perf Month	-16.24%
Enterprise Value	2.41B	PEG	0.40	EPS next Q	0.17	Inst Own	103.43%	Short Float	9.61%	Perf Quarter	22.59%
Income	-1.02B	P/S	0.49	EPS this Y	54.26%	Inst Trans	-5.91%	Short Ratio	6.48	Perf Half Y	102.35%
Sales	2.76B	P/B	2.33	EPS next Y	53.59%	ROA	-32.08%	Short Interest	8.83M	Perf YTD	-15.07%
Book/sh	6.30	P/C	10.31	EPS next 5Y	47.15%	ROE	-98.13%	52W High	18.67 -21.53%	Perf Year	-5.85%
Cash/sh	1.42	P/FCF	-	EPS past 3/5Y	- 3.94%	ROIC	-60.47%	52W Low	3.97 269.02%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	157.49	Sales past 3/5Y	-4.10% 1.11%	Gross Margin	15.73%	Volatility	10.07% 7.46%	Perf 5Y	-
Dividend TTM	-	EV/Sales	0.87	EPS Y/Y TTM	-259.57%	Oper. Margin	-2.44%	ATR (14)	1.18	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.00	Sales Y/Y TTM	-0.54%	Profit Margin	-36.90%	RSI (14)	39.08	Recom	2.62
Dividend Gr. 3/5Y	- -	Current Ratio	1.00	EPS Q/Q	44.03%	SMA20	-11.69%	Beta	1.69	Target Price	16.80
Payout	-	Debt/Eq	2.04	Sales Q/Q	3.91%	SMA50	-9.01%	Rel Volume	1.21	Prev Close	13.80
Employees	15500	LT Debt/Eq	1.90	Earnings	Feb 26 BMO	SMA200	50.73%	Avg Volume	1.36M	Price	14.65
IPO	Jun 16, 2023	Option/Short	Yes / Yes	EPS/Sales Surpr.	-25.09% 8.51%	Trades		Volume	1,651,619	Change	6.16%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-08-26	Upgrade	Truist	Hold → Buy	$22
Jan-06-26	Upgrade	Evercore ISI	In-line → Outperform	$25
Dec-15-25	Upgrade	Barclays	Underweight → Equal Weight	$15
Dec-11-25	Upgrade	Citigroup	Neutral → Buy	$21
Aug-04-25	Upgrade	Robert W. Baird	Neutral → Outperform	$9
May-02-25	Initiated	Truist	Hold	$7
Apr-10-25	Downgrade	Barclays	Equal Weight → Underweight	$6
Dec-11-24	Downgrade	Citigroup	Buy → Neutral	$30 → $23
Dec-06-24	Downgrade	Robert W. Baird	Outperform → Neutral	$28 → $25
Sep-25-24	Downgrade	Jefferies	Buy → Hold	$25 → $21
Aug-08-24	Downgrade	Evercore ISI	Outperform → In-line	$31 → $27
Jul-24-24	Resumed	Barclays	Equal Weight	$30
Jun-06-24	Initiated	Goldman	Neutral	$28
May-29-24	Initiated	TD Cowen	Hold	$27
May-28-24	Initiated	Mizuho	Neutral	$27
Mar-22-24	Initiated	Robert W. Baird	Neutral	$43
Mar-06-24	Initiated	Deutsche Bank	Hold	$36
Jan-05-24	Initiated	William Blair	Mkt Perform
Jan-04-24	Initiated	Jefferies	Buy	$44
Dec-11-23	Upgrade	Citigroup	Neutral → Buy	$34 → $40

Show Previous Ratings

Feb-06-26 07:15AM	Biogen Inc. (BIIB) Q4 Earnings and Revenues Top Estimates (Zacks) +6.16%
Feb-05-26 07:38PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) -14.07%
Feb-02-26 09:00AM	Curreen Capital: Fortrea (FTRE) is an Example of Our "Crazy Cheap" Strategy (Insider Monkey)
Jan-29-26 08:08AM	Fortrea Announces Date for Fourth Quarter and Full Year 2025 Financial Results and Conference Call (GlobeNewswire)
Jan-28-26 11:40AM	FTRE or ACAD: Which Is the Better Value Stock Right Now? (Zacks)
04:11PM	Loading…
Jan-16-26 04:11PM	Why Fortrea (FTRE) Stock Is Trading Up Today (StockStory)
12:13PM	Mizuho Increases Fortrea (FTRE) PT to $15 Despite Signs of Peaking Healthcare Trends (Insider Monkey)
Jan-14-26 08:55AM	Fortrea Holdings Inc. (FTRE) Shows Fast-paced Momentum But Is Still a Bargain Stock (Zacks)
Jan-12-26 11:40AM	FTRE vs. ACAD: Which Stock Is the Better Value Option? (Zacks) +5.81%
Jan-09-26 11:24AM	Fortrea Announces Updated Presentation Time at Upcoming J.P. Morgan Healthcare Conference (GlobeNewswire)
Jan-07-26 08:06AM	Fortrea Holdings Inc. (FTRE) Moves 5.5% Higher: Will This Strength Last? (Zacks)
Jan-06-26 07:00AM	Fortrea to Present at Upcoming J.P. Morgan Healthcare Conference (GlobeNewswire) +5.54%
Dec-19-25 03:16PM	Why Fortrea (FTRE) Stock Is Up Today (StockStory) +6.80%
Dec-18-25 11:50AM	Why Fortrea (FTRE) Stock Is Trading Up Today (StockStory)
Dec-11-25 07:17PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research)
02:16PM	Loading…
02:16PM	Why Fortrea (FTRE) Stock Is Up Today (StockStory)
Dec-10-25 08:19PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) +5.21%
06:00PM	Fortrea Announces Grant of Inducement Awards Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Dec-04-25 07:00AM	SCTbio and Fortrea Forge Strategic Collaboration to Accelerate Cell and Gene Therapy Development and Delivery (GlobeNewswire)
Nov-25-25 01:01PM	Fortrea (FTRE) Stock Trades Up, Here Is Why (StockStory) +6.95%
07:00AM	Fortrea to Present at Upcoming Citi and Evercore Healthcare Conferences (GlobeNewswire)
Nov-24-25 06:46PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) +9.63%
07:00AM	Fortrea Completes $75.7 Million Senior Notes Tender Offer Utilizing Cash on Hand (GlobeNewswire)
Nov-17-25 07:00AM	Fortrea Appoints Agnieszka Gallagher as General Counsel (GlobeNewswire) -5.96%
Nov-13-25 10:56PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) -9.88%
Nov-12-25 12:36AM	5 Insightful Analyst Questions From Fortrea's Q3 Earnings Call (StockStory)
Nov-11-25 10:35PM	Q3 Earnings Highs And Lows: Fortrea (NASDAQ:FTRE) Vs The Rest Of The Drug Development Inputs & Services Stocks (StockStory) +5.46%
10:56AM	Stock Market Today: U.S. Stocks Fall As SoftBank Disposes of Nvidia Stake, ADP Reports Job Losses (TheStreet)
Nov-06-25 05:50PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) -7.78%
12:32AM	FTRE Q3 Deep Dive: Revenue Outpaces Estimates, Margin Expansion Remains a Focus (StockStory)
07:32PM	Loading…
Nov-05-25 07:32PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) +23.20%
02:55PM	Why Fortrea (FTRE) Stock Is Trading Up Today (StockStory)
02:02PM	Fortrea Holdings Inc (FTRE) Q3 2025 Earnings Call Highlights: Strong Demand and Strategic ... (GuruFocus.com)
07:40AM	Fortrea Holdings Inc. (FTRE) Q3 Earnings Lag Estimates (Zacks)
07:02AM	Fortrea (NASDAQ:FTRE) Beats Q3 Sales Expectations (StockStory)
06:30AM	Fortrea Reports Third Quarter 2025 Results (GlobeNewswire)
Nov-03-25 10:08PM	Fortrea (FTRE) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Oct-27-25 06:57PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) -8.05%
Oct-24-25 06:43PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research)
Oct-20-25 01:35PM	Why Fortrea (FTRE) Stock Is Trading Up Today (StockStory) +10.26%
07:00AM	Fortrea Announces Tender Offer for up to $75,744,000 Aggregate Purchase Price of Outstanding Debt (GlobeNewswire)
Oct-15-25 07:00AM	Fortrea Announces Date for Third Quarter 2025 Financial Results and Conference Call (GlobeNewswire)
Oct-13-25 07:31AM	5 Value Picks to Ride Out US-China Trade Rift & Government Shutdown (Zacks)
Oct-11-25 09:48AM	Barclays Lifts Fortrea (FTRE) PT to $8 Amid Q3 2025 Life Sciences Preview (Insider Monkey)
Oct-08-25 01:45PM	Why Fortrea (FTRE) Stock Is Up Today (StockStory) +8.81%
Oct-06-25 09:41AM	Amarin (AMRN) Surges 12.5%: Is This an Indication of Further Gains? (Zacks)
Oct-02-25 02:39PM	How to make money from tax-loss selling between now and the end of the year (MarketWatch)
Sep-25-25 05:10PM	Why Fortrea (FTRE) Shares Are Sliding Today (StockStory) -5.81%
Sep-22-25 04:30PM	Fortrea Appoints William Sharbaugh to Board of Directors (GlobeNewswire)
Sep-12-25 04:15PM	Fortrea Announces Grant of Inducement Awards Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Sep-11-25 02:15PM	Jefferies Raises Fortrea (FTRE) PT to $9.50 Amid Improved Biotech Funding (Insider Monkey)
Sep-08-25 06:57PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) -11.26%
Sep-05-25 07:03PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) +10.66%
Sep-03-25 12:36PM	Why Fortrea (FTRE) Stock Is Trading Up Today (StockStory) +6.79%
Aug-27-25 12:02AM	3 Reasons FTRE is Risky and 1 Stock to Buy Instead (StockStory)
Aug-25-25 09:55AM	Investors who lost money with Fortrea Holdings Inc. (NASDAQ: FTRE) should contact the Shareholders Foundation in connection with Lawsuit (PR Newswire) +6.30%
Aug-22-25 07:02PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) +7.62%
Aug-21-25 11:37PM	Reflecting On Drug Development Inputs & Services Stocks' Q2 Earnings: Fortrea (NASDAQ:FTRE) (StockStory)
Aug-19-25 12:09AM	Jefferies Raises PT on Fortrea Holdings Inc. (FTRE); Truist Financial Maintains 'Hold' Rating (Insider Monkey)
Aug-13-25 01:37AM	5 Insightful Analyst Questions From Fortrea's Q2 Earnings Call (StockStory) +7.25%
Aug-12-25 08:00AM	Avant Technologies and Ainnova Tech Announce Enhanced Patient Recruitment Strategy Ahead of FDA Clinical Trial (PR Newswire) +14.40%
03:18AM	FTRE Q2 Deep Dive: Revenue Growth Driven by Clinical Pharmacology and Operational Restructuring (StockStory)
Aug-07-25 08:48PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) +10.03% -9.12%
Aug-06-25 01:20PM	Why Fortrea (FTRE) Shares Are Sliding Today (StockStory)
07:45AM	Fortrea Holdings Inc. (FTRE) Beats Q2 Earnings and Revenue Estimates (Zacks)
07:36AM	Fortrea (NASDAQ:FTRE) Reports Bullish Q2, Stock Soars (StockStory)
06:30AM	Fortrea Reports Second Quarter 2025 Results (GlobeNewswire)
Aug-05-25 06:00PM	Fortrea Appoints Tracy Krumme as Senior Vice President, Investor Relations (GlobeNewswire)
08:15AM	AC Immune (ACIU) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
Aug-04-25 11:06PM	Fortrea (FTRE) Reports Earnings Tomorrow: What To Expect (StockStory) +17.58%
04:30PM	Fortrea Announces Grant of Inducement Awards Under Nasdaq Listing Rule 5635(c)(4) (GlobeNewswire)
Jul-29-25 08:00AM	Avant Technologies and Ainnova Tech Advance Clinical Trial Protocol Following FDA Feedback (PR Newswire) -7.42%
07:20AM	Curreen Capital's Investment Thesis for Fortrea Holdings Inc (FTRE) (Insider Monkey)
Jul-23-25 03:36PM	Fortrea, Azenta, Bio-Techne, 10x Genomics, and Amphastar Pharmaceuticals Stocks Trade Up, What You Need To Know (StockStory) +8.79%
Jul-22-25 02:05PM	Why Are Fortrea (FTRE) Shares Soaring Today (StockStory) +24.46%
08:45AM	Investors in Fortrea Holdings Inc. Should Contact Levi & Korsinsky Before August 1, 2025 to Discuss Your Rights - FTRE (PR Newswire)
Jul-18-25 08:45AM	Fortrea Holdings Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - FTRE (PR Newswire) -5.25%
Jul-16-25 07:00AM	Fortrea Announces Date for Second Quarter 2025 Financial Results and Conference Call (GlobeNewswire)
Jul-15-25 08:58AM	Fortrea, Emery Pharma Partner for Rapid MNP Testing in Rifampin, Enables FDA-Compliant DDI Studies (Insider Monkey) -5.79%
08:00AM	Avant Technologies and JV Partner, Ainnova, Complete Pivotal Meeting with U.S. FDA (PR Newswire)
Jul-11-25 12:51PM	Why Fortrea (FTRE) Shares Are Falling Today (StockStory)
10:46AM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research)
09:00AM	Investors in Fortrea Holdings Inc. Should Contact Levi & Korsinsky Before August 1, 2025 to Discuss Your Rights - FTRE (PR Newswire)
Jul-07-25 08:06AM	Here's Why Penn Davis McFarland Sold Fortrea Holdings (FTRE) in Q1 (Insider Monkey) -14.75%
Jun-30-25 08:55AM	5 Must-Read Analyst Questions From Fortrea's Q1 Earnings Call (StockStory)
08:00AM	Avant Technologies and JV Partner, Ainnova, Prepare for Key FDA Milestone with Next Week's Pre-Submission Meeting (PR Newswire)
Jun-26-25 09:49AM	Adaptive Biotechnologies (ADPT) Surges 12.5%: Is This an Indication of Further Gains? (Zacks)
Jun-24-25 09:15AM	Exelixis, Inc. (EXEL) Soars to 52-Week High, Time to Cash Out? (Zacks)
07:00AM	Fortrea & Emery Pharma Announce Strategic Collaboration to Deliver FDA Compliant Drug-Drug-Interaction Studies Using Rifampin (GlobeNewswire)
Jun-20-25 11:40AM	FTRE vs. ILMN: Which Stock Should Value Investors Buy Now? (Zacks)
Jun-16-25 11:38PM	Drug Development Inputs & Services Stocks Q1 Recap: Benchmarking Fortrea (NASDAQ:FTRE) (StockStory) -5.70%
Jun-13-25 12:15PM	Oracle reports Q4 beat, BioNTech to acquire CureVac: Morning Buzz (TipRanks) -5.74%
Jun-12-25 08:36AM	Fortrea Adopts Limited-Duration Stockholder Rights Plan (GlobeNewswire) +15.47%
Jun-11-25 04:10PM	Fortrea Names Anshul Thakral Chief Executive Officer (GlobeNewswire)
Jun-04-25 09:35AM	FTRE Q1 CY2025 Earnings Call: Revenue Miss, Adjusted Profit Beat, and CEO Transition (StockStory) +12.96%
Jun-03-25 04:05PM	Fortrea to Present at the Jefferies Global Healthcare Conference (GlobeNewswire) +12.11%
May-30-25 12:00AM	Fortrea (FTRE): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
May-13-25 03:05AM	Fortrea Holdings Inc (FTRE) Q1 2025 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
May-12-25 06:03PM	Analyst Report: Fortrea Holdings Inc. (Morningstar Research) -15.61%
07:50AM	Fortrea Holdings Inc. (FTRE) Q1 Earnings and Revenues Beat Estimates (Zacks)

Fortrea Holdings, Inc. engages in the provision of clinical development and commercialization services. It operates under the Clinical Services and Enabling Services Segments. The Clinical Services segment provides services across the clinical pharmacology, clinical development, and other clinical service spectrum utilizing enabling services and technology through multiple delivery models. The Enabling Services segment provides technology solutions directly to customers that streamline complex randomization and optimize the trial drug supply process, while minimizing operational costs and supporting timely and accurate patient dosing. The company was founded on January 31, 2023 and is headquartered in Durham, NC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hanson James S.	Former Officer	Jan 20 '26	Proposed Sale	15.57	27,736	431,935		Jan 20 03:30 PM
Parks Robert	Chief Accounting Officer	Sep 15 '25	Option Exercise	0.00	24,934	0	26,384	Sep 17 04:16 PM
Parks Robert	Chief Accounting Officer	Sep 16 '25	Sale	9.95	7,338	73,013	19,046	Sep 17 04:16 PM
Parks Robert	Officer	Sep 16 '25	Proposed Sale	9.95	7,338	73,008		Sep 16 03:24 PM
Parks Robert	Chief Accounting Officer	Sep 08 '25	Option Exercise	0.00	2,042	0	2,042	Sep 10 04:36 PM
Parks Robert	Chief Accounting Officer	Sep 09 '25	Sale	10.23	592	6,056	1,450	Sep 10 04:36 PM
Hanson James S.	General Counsel	Sep 08 '25	Option Exercise	0.00	5,788	0	20,769	Sep 10 04:34 PM
Hanson James S.	General Counsel	Sep 09 '25	Sale	10.23	1,677	17,156	19,092	Sep 10 04:34 PM
Morais Mark A.	Chief Operating Officer	Sep 08 '25	Option Exercise	0.00	7,156	0	60,131	Sep 10 04:32 PM
Morais Mark A.	Chief Operating Officer	Sep 09 '25	Sale	10.23	3,155	32,276	56,976	Sep 10 04:32 PM
Mcconnell Jill G.	Chief Financial Officer	Sep 08 '25	Option Exercise	0.00	7,156	0	61,926	Sep 10 04:30 PM
Mcconnell Jill G.	Chief Financial Officer	Sep 09 '25	Sale	10.23	3,156	32,286	58,770	Sep 10 04:30 PM
Morais Mark A.	Officer	Sep 09 '25	Proposed Sale	10.23	3,155	32,273		Sep 09 04:48 PM
Parks Robert	Officer	Sep 09 '25	Proposed Sale	10.23	592	6,056		Sep 09 04:44 PM
Hanson James S.	Officer	Sep 09 '25	Proposed Sale	10.23	1,677	17,154		Sep 09 04:44 PM
Mcconnell Jill G.	Officer	Sep 09 '25	Proposed Sale	10.23	3,156	32,283		Sep 09 04:40 PM
Russell Erin L	Director	Sep 02 '25	Buy	10.15	9,854	100,018	9,854	Sep 04 04:39 PM
Morais Mark A.	Chief Operating Officer	Aug 18 '25	Option Exercise	0.00	11,312	0	57,861	Aug 20 05:25 PM
Morais Mark A.	Chief Operating Officer	Aug 19 '25	Sale	8.01	4,886	39,137	52,975	Aug 20 05:25 PM
Mcconnell Jill G.	Chief Financial Officer	Aug 18 '25	Option Exercise	0.00	11,312	0	59,656	Aug 20 05:23 PM
Mcconnell Jill G.	Chief Financial Officer	Aug 19 '25	Sale	8.01	4,886	39,137	54,770	Aug 20 05:23 PM
Morais Mark A.	Officer	Aug 19 '25	Proposed Sale	8.01	4,886	39,160		Aug 19 03:22 PM
Mcconnell Jill G.	Officer	Aug 19 '25	Proposed Sale	8.01	4,886	39,160		Aug 19 03:14 PM
NEUPERT PETER M	Director	Aug 08 '25	Buy	6.79	30,000	203,700	65,632	Aug 11 08:21 PM
NEUPERT PETER M	Director	Aug 11 '25	Buy	6.26	32,500	203,450	98,132	Aug 11 08:21 PM
Morais Mark A.	Chief Operating Officer	Jun 02 '25	Option Exercise	0.00	11,007	0	49,679	Jun 04 05:44 PM
Morais Mark A.	Chief Operating Officer	Jun 03 '25	Sale	4.17	3,130	13,052	46,549	Jun 04 05:44 PM
Mcconnell Jill G.	Chief Financial Officer	Jun 02 '25	Option Exercise	0.00	11,007	0	51,474	Jun 04 05:43 PM
Mcconnell Jill G.	Chief Financial Officer	Jun 03 '25	Sale	4.17	3,130	13,052	48,344	Jun 04 05:43 PM
Hanson James S.	General Counsel	Jun 02 '25	Option Exercise	0.00	7,706	0	17,172	Jun 04 05:42 PM
Hanson James S.	General Counsel	Jun 03 '25	Sale	4.17	2,191	9,136	14,981	Jun 04 05:42 PM
Mcconnell Jill G.	Officer	Jun 03 '25	Proposed Sale	4.17	3,130	13,050		Jun 03 03:25 PM
Morais Mark A.	Officer	Jun 03 '25	Proposed Sale	4.17	3,130	13,050		Jun 03 03:23 PM
Hanson James S.	Officer	Jun 03 '25	Proposed Sale	4.17	2,191	9,135		Jun 03 03:15 PM
Smith David Ross	Director	May 14 '25	Option Exercise	0.00	7,282	0	11,729	May 16 04:51 PM
Pesicka Edward A	Director	May 14 '25	Option Exercise	0.00	7,282	0	13,636	May 16 04:49 PM
Ray Amrit	Director	May 14 '25	Option Exercise	0.00	7,282	0	13,636	May 16 04:47 PM
SANDERS MACHELLE	Director	May 14 '25	Option Exercise	0.00	7,282	0	7,282	May 16 04:45 PM
NEUPERT PETER M	Chief Executive Officer	May 14 '25	Option Exercise	0.00	7,282	0	35,632	May 16 04:42 PM
Hanson James S.	General Counsel	Mar 13 '25	Option Exercise	0.00	2,998	0	10,473	Mar 17 04:37 PM
Hanson James S.	General Counsel	Mar 14 '25	Sale	9.70	1,007	9,768	9,466	Mar 17 04:37 PM
Morais Mark A.	Chief Operating Officer	Mar 13 '25	Option Exercise	0.00	4,283	0	39,879	Mar 17 04:35 PM
Morais Mark A.	Chief Operating Officer	Mar 14 '25	Sale	9.70	1,207	11,708	38,672	Mar 17 04:35 PM
Mcconnell Jill G.	Chief Financial Officer	Mar 13 '25	Option Exercise	0.00	4,283	0	41,677	Mar 17 04:33 PM
Mcconnell Jill G.	Chief Financial Officer	Mar 14 '25	Sale	9.70	1,210	11,737	40,467	Mar 17 04:33 PM
Morais Mark A.	Chief Operating Officer	Mar 12 '25	Option Exercise	0.00	725	0	35,799	Mar 14 04:32 PM
Morais Mark A.	Chief Operating Officer	Mar 13 '25	Sale	9.93	203	2,016	35,596	Mar 14 04:32 PM
Mcconnell Jill G.	Chief Financial Officer	Mar 12 '25	Option Exercise	0.00	935	0	37,655	Mar 14 04:31 PM
Mcconnell Jill G.	Chief Financial Officer	Mar 13 '25	Sale	9.93	261	2,592	37,394	Mar 14 04:31 PM
Hanson James S.	Officer	Mar 14 '25	Proposed Sale	9.70	1,007	9,766		Mar 14 03:40 PM
Morais Mark A.	Officer	Mar 14 '25	Proposed Sale	9.70	1,207	11,705		Mar 14 03:40 PM
Mcconnell Jill G.	Officer	Mar 14 '25	Proposed Sale	9.70	1,210	11,735		Mar 14 03:40 PM
Morais Mark A.	Chief Operating Officer	Mar 11 '25	Option Exercise	0.00	1,573	0	35,573	Mar 13 04:54 PM
Morais Mark A.	Chief Operating Officer	Mar 12 '25	Sale	9.98	499	4,980	35,074	Mar 13 04:54 PM
Mcconnell Jill G.	Chief Financial Officer	Mar 11 '25	Option Exercise	0.00	2,028	0	37,363	Mar 13 04:53 PM
Mcconnell Jill G.	Chief Financial Officer	Mar 12 '25	Sale	9.98	643	6,417	36,720	Mar 13 04:53 PM
Morais Mark A.	Officer	Mar 13 '25	Proposed Sale	9.93	203	2,015		Mar 13 03:18 PM
Mcconnell Jill G.	Officer	Mar 13 '25	Proposed Sale	9.93	261	2,591		Mar 13 03:15 PM
Morais Mark A.	Officer	Mar 12 '25	Proposed Sale	9.98	499	4,980		Mar 12 03:15 PM
Mcconnell Jill G.	Officer	Mar 12 '25	Proposed Sale	9.98	643	6,417		Mar 12 03:09 PM
ECKERT R ANDREW	Director	Feb 21 '25	Option Exercise	0.00	7,282	0	13,636	Feb 25 05:12 PM
Morais Mark A.	Chief Operating Officer	Feb 11 '25	Option Exercise	0.00	1,210	0	34,424	Feb 13 05:30 PM
Morais Mark A.	Chief Operating Officer	Feb 12 '25	Sale	14.67	424	6,220	34,000	Feb 13 05:30 PM
Mcconnell Jill G.	Chief Financial Officer	Feb 11 '25	Option Exercise	0.00	1,544	0	35,875	Feb 13 05:28 PM
Mcconnell Jill G.	Chief Financial Officer	Feb 12 '25	Sale	14.67	540	7,922	35,335	Feb 13 05:28 PM
Mcconnell Jill G.	Officer	Feb 12 '25	Proposed Sale	14.67	540	7,923		Feb 12 03:18 PM
Morais Mark A.	Officer	Feb 12 '25	Proposed Sale	14.67	424	6,221		Feb 12 03:15 PM
Mcconnell Jill G.	Chief Financial Officer	Feb 10 '25	Sale	14.80	578	8,554	34,331	Feb 11 04:44 PM
Morais Mark A.	Chief Operating Officer	Feb 10 '25	Sale	14.80	773	11,440	33,214	Feb 11 04:42 PM
Morais Mark A.	Officer	Feb 10 '25	Proposed Sale	14.80	773	11,440		Feb 10 04:22 PM
Mcconnell Jill G.	Officer	Feb 10 '25	Proposed Sale	14.80	578	8,554		Feb 10 04:07 PM

Open in Screener

KAI

Kadant, Inc

Feb 06 • 04:00PM ET

343.11

+12.86 3.89 %

Industrials • Specialty Industrial Machinery • USA • NYSE

Peers: IEX ITT DOV XYL AOS ENS NPO MWA LECO BMI

| Held by: IJR VTI IWM VB VBK VXF SPSM IWO SCHA VIG

Index	RUT	P/E	39.67	EPS (ttm)	8.65	Insider Own	1.07%	Shs Outstand	11.78M	Perf Week	6.87%
Market Cap	4.04B	Forward P/E	33.49	EPS next Y	10.24	Insider Trans	-2.52%	Shs Float	11.65M	Perf Month	15.85%
Enterprise Value	4.18B	PEG	8.21	EPS next Q	2.19	Inst Own	114.72%	Short Float	11.78%	Perf Quarter	25.85%
Income	101.98M	P/S	3.95	EPS this Y	-10.60%	Inst Trans	-3.62%	Short Ratio	10.15	Perf Half Y	5.36%
Sales	1.02B	P/B	4.25	EPS next Y	11.48%	ROA	6.75%	Short Interest	1.37M	Perf YTD	20.38%
Book/sh	80.64	P/C	31.84	EPS next 5Y	4.08%	ROE	11.32%	52W High	409.73 -16.26%	Perf Year	-7.33%
Cash/sh	10.78	P/FCF	27.70	EPS past 3/5Y	9.55% 15.84%	ROIC	8.47%	52W Low	244.87 40.12%	Perf 3Y	65.18%
Dividend Est.	-	EV/EBITDA	20.66	Sales past 3/5Y	10.23% 8.37%	Gross Margin	45.10%	Volatility	4.31% 3.69%	Perf 5Y	136.45%
Dividend TTM	1.36 (0.40%)	EV/Sales	4.09	EPS Y/Y TTM	-11.55%	Oper. Margin	14.94%	ATR (14)	11.94	Perf 10Y	784.08%
Dividend Ex-Date	Jan 08, 2026	Quick Ratio	1.60	Sales Y/Y TTM	-0.96%	Profit Margin	9.96%	RSI (14)	68.49	Recom	2.00
Dividend Gr. 3/5Y	8.58% 6.83%	Current Ratio	2.45	EPS Q/Q	-12.40%	SMA20	6.07%	Beta	1.21	Target Price	337.50
Payout	13.50%	Debt/Eq	0.27	Sales Q/Q	-0.02%	SMA50	13.09%	Rel Volume	1.56	Prev Close	330.25
Employees	3500	LT Debt/Eq	0.27	Earnings	Oct 28 AMC	SMA200	11.16%	Avg Volume	135.16K	Price	343.11
IPO	Nov 09, 1992	Option/Short	Yes / Yes	EPS/Sales Surpr.	18.74% 4.14%	Trades		Volume	210,759	Change	3.89%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-07-23	Resumed	William Blair	Outperform
Feb-19-21	Upgrade	Barrington Research	Mkt Perform → Outperform	$175
May-28-20	Downgrade	Sidoti	Buy → Neutral
May-28-20	Downgrade	Barrington Research	Outperform → Mkt Perform
Mar-24-20	Upgrade	Sidoti	Neutral → Buy	$88
Feb-14-20	Reiterated	Barrington Research	Outperform	$107 → $105
Jan-07-20	Initiated	DA Davidson	Neutral	$105
Dec-11-18	Upgrade	Sidoti	Neutral → Buy
Mar-01-18	Resumed	Barrington Research	Outperform	$110
May-31-17	Reiterated	Barrington Research	Outperform	$80 → $86
Aug-18-16	Upgrade	Seaport Global Securities	Neutral → Buy	$58
Aug-05-16	Reiterated	Barrington Research	Outperform	$55 → $63
Oct-29-15	Initiated	Macquarie	Neutral
Feb-26-10	Reiterated	Roth Capital	Buy	$20 → $18
Dec-11-09	Initiated	Roth Capital	Buy	$20
Sep-02-09	Initiated	Canaccord Adams	Buy	$15
Jun-02-09	Downgrade	JP Morgan	Overweight → Neutral
Oct-25-07	Reiterated	Barrington Research	Outperform	$36 → $38
Feb-21-07	Reiterated	Barrington Research	Outperform	$30 → $36
Feb-15-07	Reiterated	Barrington Research	Outperform	$30 → $36

Show Previous Ratings

Feb-04-26 08:48AM	Kadant Details 157M voestalpine BÖHLER Profil Deal, Expects 2026 Dilution as Inventory Clears (MarketBeat)
Jan-29-26 08:14AM	Kadant to Acquire voestalpine BOHLER Profil (GlobeNewswire)
Jan-22-26 08:05AM	LSI (LYTS) Q2 Earnings and Revenues Top Estimates (Zacks)
Dec-24-25 11:35PM	3 Profitable Stocks with Warning Signs (StockStory)
Dec-16-25 11:02PM	3 Reasons KAI is Risky and 1 Stock to Buy Instead (StockStory)
11:31PM	Loading…
Dec-04-25 11:31PM	1 Small-Cap Stock to Research Further and 2 We Brush Off (StockStory)
Dec-03-25 03:26PM	Kadant (KAI) Stock Is Up, What You Need To Know (StockStory)
Dec-01-25 06:12AM	1 Oversold Stock Primed to Rebound and 2 We Find Risky (StockStory)
Nov-27-25 10:34PM	General Industrial Machinery Stocks Q3 In Review: Kadant (NYSE:KAI) Vs Peers (StockStory)
Nov-21-25 09:06AM	3 Industrials Stocks with Questionable Fundamentals (StockStory) +6.68%
Nov-13-25 04:39PM	Kadant Declares Cash Dividend (GlobeNewswire)
Nov-09-25 11:47PM	3 Volatile Stocks We Steer Clear Of (StockStory)
Nov-04-25 11:56AM	Why Kadant (KAI) Shares Are Trading Lower Today (StockStory)
12:36AM	Kadant's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Oct-30-25 03:56PM	Kadant Inc (KAI) Q3 2025 Earnings Call Highlights: Record Aftermarket Parts Revenue and ... (GuruFocus.com) -5.09%
08:16PM	Loading…
Oct-29-25 08:16PM	KAI Q3 Deep Dive: Aftermarket Parts Growth and Acquisitions Balance Industrial Headwinds (StockStory)
Oct-28-25 06:20PM	Kadant (KAI) Beats Q3 Earnings and Revenue Estimates (Zacks)
05:34PM	Kadant (NYSE:KAI) Reports Strong Q3 (StockStory)
05:19PM	Kadant: Q3 Earnings Snapshot (Associated Press Finance)
05:03PM	Kadant Reports Third Quarter 2025 Results (GlobeNewswire)
09:36AM	Kadant Inc (KAI) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-26-25 11:09PM	Kadant (KAI) Reports Q3: Everything You Need To Know Ahead Of Earnings (StockStory)
Oct-24-25 09:10AM	Illinois Tool Works (ITW) Q3 Earnings Top Estimates (Zacks)
Oct-23-25 10:52AM	Kadant to Hold Earnings Conference Call on Wednesday, October 29, 2025 (GlobeNewswire)
Oct-08-25 09:39AM	Kadant Acquires Clyde Industries & Boosts Product Portfolio (Zacks)
Oct-07-25 04:53PM	Kadant Acquires Clyde Industries (GlobeNewswire)
Sep-17-25 11:35PM	Spotting Winners: Kadant (NYSE:KAI) And General Industrial Machinery Stocks In Q2 (StockStory)
Sep-04-25 04:46PM	Kadant Declares Cash Dividend (GlobeNewswire)
Aug-21-25 10:07AM	Kadant Named to Newsweek's List of America's Greatest Companies 2025 (GlobeNewswire)
Aug-14-25 12:03AM	3 Reasons KAI is Risky and 1 Stock to Buy Instead (StockStory)
11:32PM	Loading…
Aug-12-25 11:32PM	KAI Q2 Deep Dive: Aftermarket Demand, Capital Bookings, and Tariff Volatility Shape Outlook (StockStory)
11:27PM	The 5 Most Interesting Analyst Questions From Kadant's Q2 Earnings Call (StockStory)
Jul-31-25 03:27AM	Kadant Inc (KAI) Q2 2025 Earnings Call Highlights: Strong Aftermarket Demand and Strategic ... (GuruFocus.com) -7.21%
Jul-30-25 01:41PM	Kadant (KAI) Stock Trades Up, Here Is Why (StockStory)
Jul-29-25 05:50PM	Kadant (KAI) Beats Q2 Earnings and Revenue Estimates (Zacks)
05:05PM	Kadant (NYSE:KAI) Surprises With Q2 Sales But Quarterly Revenue Guidance Misses Expectations (StockStory)
04:52PM	Kadant: Q2 Earnings Snapshot (Associated Press Finance)
04:32PM	Kadant Reports Second Quarter 2025 Results (GlobeNewswire)
09:34AM	Earnings To Watch: Kadant Inc (KAI) Reports Q2 2025 Result (GuruFocus.com)
Jul-28-25 09:24AM	What To Expect From Kadant Inc (KAI) Q2 2025 Earnings (GuruFocus.com)
Jul-27-25 11:09PM	Kadant (KAI) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-24-25 10:01AM	Kadant to Hold Earnings Conference Call on Wednesday, July 30, 2025 (GlobeNewswire)
Jun-25-25 02:17AM	5 Insightful Analyst Questions From Kadant's Q1 Earnings Call (StockStory)
May-28-25 04:58PM	Kadant Awarded $18 Million in Orders for Wood Processing Systems (GlobeNewswire)
May-26-25 11:32PM	Spotting Winners: Kadant (NYSE:KAI) And General Industrial Machinery Stocks In Q1 (StockStory)
May-19-25 12:00AM	3 Reasons KAI is Risky and 1 Stock to Buy Instead (StockStory)
May-15-25 04:26PM	Kadant Authorizes Share Repurchase (GlobeNewswire)
04:19PM	Kadant Declares Cash Dividend (GlobeNewswire)
May-05-25 12:37AM	1 Volatile Stock Worth Your Attention and 2 to Approach with Caution (StockStory)
May-03-25 01:26AM	Dividend Champion, Contender, And Challenger Highlights: Week Of May 4 (Seeking Alpha)
May-01-25 05:47AM	Q1 2025 Kadant Inc Earnings Call (Thomson Reuters StreetEvents)
03:14AM	Kadant Inc (KAI) Q1 2025 Earnings Call Highlights: Navigating Tariff Challenges and Aftermarket ... (GuruFocus.com)
Apr-30-25 09:53PM	Kadant, Inc. (KAI) Q1 2025 Earnings Call Transcript (Seeking Alpha) -6.52%
10:22AM	Generac's Q1 Earnings & Revenues Top Estimates, 2025 Outlook Revised (Zacks)
Apr-29-25 05:55PM	Kadant (KAI) Q1 Earnings and Revenues Surpass Estimates (Zacks)
05:18PM	Kadant's (NYSE:KAI) Q1 Earnings Results: Revenue In Line With Expectations But Full-Year Sales Guidance Misses Expectations (StockStory)
04:55PM	Kadant: Q1 Earnings Snapshot (Associated Press Finance)
04:43PM	Kadant Reports First Quarter 2025 Results (GlobeNewswire)
Apr-28-25 03:07AM	What To Expect From Kadant's (KAI) Q1 Earnings (StockStory)
Apr-24-25 11:41AM	Kadant to Hold Earnings Conference Call on Wednesday, April 30, 2025 (GlobeNewswire)
07:40AM	Dover Corporation (DOV) Tops Q1 Earnings Estimates (Zacks)
Apr-06-25 12:54AM	Dividend Champion, Contender, And Challenger Highlights: Week Of April 6 (Seeking Alpha)
Apr-04-25 01:43PM	8 Upcoming Dividend Increases During Volatile Times (Seeking Alpha)
Apr-02-25 01:27PM	Franklin Electric: A Fascinating Business That Doesn't Warrant Much Optimism (Seeking Alpha)
Mar-30-25 05:52PM	Procter & Gamble, Johnson & Johnson Among 10 Companies To Announce Dividend Increases In First Half Of April (Seeking Alpha)
Mar-26-25 05:03AM	General Industrial Machinery Stocks Q4 Recap: Benchmarking Kadant (NYSE:KAI) (StockStory)
Mar-25-25 05:06AM	3 Reasons to Avoid KAI and 1 Stock to Buy Instead (StockStory)
Mar-12-25 12:45PM	3 Small-Cap Stocks in Hot Water (StockStory)
Mar-05-25 04:26PM	Kadant Declares Cash Dividend (GlobeNewswire)
Feb-21-25 03:33PM	Fortrea to Add Erin L. Russell to Board of Directors (GlobeNewswire)
Feb-14-25 06:32AM	Q4 2024 Kadant Inc Earnings Call (Thomson Reuters StreetEvents) +9.68%
02:17AM	Kadant Inc (KAI) Q4 2024 Earnings Call Highlights: Record Revenue Amidst Challenges (GuruFocus.com)
Feb-13-25 05:54PM	Kadant Set to Join S&P SmallCap 600 (PR Newswire)
Feb-12-25 07:00PM	Kadant (KAI) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
06:20PM	Kadant (KAI) Q4 Earnings Beat Estimates (Zacks)
05:28PM	Kadant: Q4 Earnings Snapshot (Associated Press Finance)
05:07PM	Kadant (NYSE:KAI) Reports Q4 In Line With Expectations But Full-Year Sales Guidance Misses Expectations Significantly (StockStory)
04:43PM	Kadant Reports Fourth Quarter and Fiscal Year 2024 Results (GlobeNewswire)
07:27AM	Kadant Inc (KAI) Q4 2024: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Feb-11-25 09:14AM	Do You Believe in the Long-Term Growth Prospects of Kadant (KAI)? (Insider Monkey)
08:09AM	Kadant (KAI) Reports Earnings Tomorrow: What To Expect (StockStory)
Feb-10-25 02:51PM	Trade Tracker: Amy Raskin trims Vertex, Natera & Kadant, buys CareDx and Impinj (CNBC TV)
Feb-07-25 04:13PM	Kadant to Hold Earnings Conference Call on Thursday, February 13, 2025 (GlobeNewswire)
Jan-21-25 10:33AM	Kadant Named One of America's Most Responsible Companies for Fifth Consecutive Year (GlobeNewswire)
Jan-07-25 04:06AM	Two Reasons to Avoid KAI and One Stock to Buy Instead (StockStory)
Jan-06-25 04:28PM	Kadant Named to Newsweek's List of America's Greenest Companies 2025 (GlobeNewswire)
Jan-01-25 04:08AM	General Industrial Machinery Stocks Q3 Earnings: Luxfer (NYSE:LXFR) Firing on All Cylinders (StockStory)
Dec-19-24 04:07AM	Spotting Winners: Kadant (NYSE:KAI) And General Industrial Machinery Stocks In Q3 (StockStory)
Dec-12-24 07:16AM	Kadant Hosts 2024 Investor Day (GlobeNewswire)
Dec-06-24 03:10AM	Q3 Earnings Highlights: Otis (NYSE:OTIS) Vs The Rest Of The General Industrial Machinery Stocks (StockStory)
Nov-27-24 12:00PM	Kadant (KAI) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Nov-14-24 04:33PM	Kadant Declares Cash Dividend (GlobeNewswire)
Oct-31-24 03:13AM	Kadant Inc (KAI) Q3 2024 Earnings Call Highlights: Record EBITDA and Strong Revenue Growth (GuruFocus.com)
Oct-29-24 06:30PM	Kadant (KAI) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
06:00PM	Kadant (KAI) Q3 Earnings and Revenues Top Estimates (Zacks)
05:00PM	Kadant (NYSE:KAI) Posts Better-Than-Expected Sales In Q3 But (StockStory)
04:53PM	Kadant: Q3 Earnings Snapshot (Associated Press Finance)
04:43PM	Kadant Reports Third Quarter 2024 Results (GlobeNewswire)
04:14PM	Kadant to Host 2024 Investor Day (GlobeNewswire)
09:08AM	Kadant Inc (KAI) Q3 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)

Kadant Inc. operates as a global supplier of critical components and engineered systems used in process industries worldwide. It operates through the following segments: Flow Control, Industrial Processing, and Material Handling. The Flow Control segment includes custom-engineered products, systems, and technologies that control the flow of fluids used in industrial and commercial applications to keep critical processes running efficiently in the packaging, tissue, food, metals, and other industrial sectors. The Industrial Processing segment provides equipment, machinery, and technologies used to recycle paper and paperboard and process timber for use in the packaging, tissue, wood products and alternative fuel industries, among others. The Material Handling segment focuses on the products and engineered systems used to handle bulk and discrete materials for secondary processing or transport in the aggregates, mining, food, and waste management industries, among others. The company was founded in November 1991 and is headquartered in Westford, MA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Russell Erin L	Director	Nov 25 '25	Sale	282.36	1,435	405,180	3,066	Nov 26 08:16 AM
Russell Erin L	Director	Nov 25 '25	Proposed Sale	282.24	1,435	405,019		Nov 25 02:37 PM
O'Mara Rebecca Martinez	Director	Nov 11 '25	Proposed Sale	266.72	699	186,437		Nov 12 11:23 AM
O'Mara Rebecca Martinez	Director	Nov 11 '25	Sale	266.91	699	186,569	1,141	Nov 12 08:34 AM
LEONARD THOMAS C	Director	Aug 27 '25	Sale	338.41	415	140,442	4,250	Aug 28 08:36 AM
LEONARD THOMAS C	Director	Aug 27 '25	Proposed Sale	338.10	415	140,310		Aug 27 03:23 PM
Blanchard Thomas Andrew	Vice President	Aug 18 '25	Sale	343.00	714	244,902	1,188	Aug 19 04:29 PM
Blanchard Thomas Andrew	Officer	Aug 18 '25	Proposed Sale	342.82	714	244,770		Aug 18 05:32 PM
Flynn Peter J.	Senior Vice President	Jun 13 '25	Sale	320.00	1,500	480,000	2,619	Jun 13 04:14 PM
Flynn Peter J.	Officer	Jun 13 '25	Proposed Sale	319.91	1,500	479,868		Jun 13 01:36 PM
Blanchard Thomas Andrew	Vice President	Mar 19 '25	Sale	341.59	325	111,018	1,902	Mar 20 09:05 AM
Blanchard Thomas Andrew	Officer	Mar 19 '25	Proposed Sale	341.18	325	110,882		Mar 19 05:30 PM
MCKENNEY MICHAEL J	Executive Vice President & CFO	Feb 28 '25	Sale	370.58	8,026	2,974,287	10,939	Mar 03 04:14 PM
MCKENNEY MICHAEL J	Officer	Feb 28 '25	Proposed Sale	370.54	8,026	2,973,956		Feb 28 04:16 PM

FTRE

Fortrea Holdings Inc

KAI

Kadant, Inc

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