Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: December 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from _______ to _______ Commission file number 1-5318 KENNAMETAL INC. (Exact name of registrant as specified in its charter) Pennsylvania 25-0900168 (St ...

Kennametal Inc. (NYSE:KMT) Q2 2024 Results Conference Call February 7, 2024 9:30 AM ET Company Participants Michael Pici - Vice President of Investor Relations Christopher Rossi - President and Chief Executive Officer Pat Watson - Vice President and Chief Financial Officer Sanjay Chowbey - Vice President and President of Metal Cutting Conference Call Participants Steve Volkmann - Jefferies. Steven Fisher - UBS Julian Mitchell - Barclays Tami Zakaria - JPMorgan Michael Feniger - Bank of America Steve Barger ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: September 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from _______ to _______ Commission file number 1-5318 KENNAMETAL INC. (Exact name of registrant as specified in its charter) Pennsylvania 25-0900168 (S ...

Kennametal Inc. (NYSE:KMT) Q1 2024 Results Conference Call November 1, 2023 9:30 AM ET Company Participants Michael Pici - Vice President of Investor Relations Christopher Rossi - President and Chief Executive Officer Pat Watson - Vice President and Chief Financial Officer Sanjay Chowbey - Vice President and President of Metal Cutting Franklin Cardenas - Vice President and President of Infrastructure Conference Call Participants Julian Mitchell - Barclays Tami Zakaria - JPMorgan Mike Feniger - Bank of Ameri ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 FOR THE FISCAL YEAR ENDED June 30, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT ☐ OF 1934 For the transition period from _______ to _______ Commission File Number 1-5318 KENNAMETAL INC. (Exact name of registrant as specified in its charter) Pennsylvania 25-0900168 (State or other ...

财务数据和关键指标变化 - 全年销售额增长9%,其中价格上涨是销售增长的主要驱动因素 [8][9] - 全年调整后营业利润率为9.6%,较上年下降1.5个百分点,主要受到基础设施分部产能利用不足的影响 [15][61][62][63][64] - 第四季度销售额增长7%,其中价格上涨是销售增长的主要驱动因素 [20][28] - 第四季度调整后营业利润率为11.4%,较上年同期下降0.9个百分点,主要受到基础设施分部销量下降和产品结构变化的影响 [28][29][53][54] - 全年自由经营现金流为1.69亿美元,创8年来最高水平,主要得益于营运资金改善,特别是存货水平的降低 [19][55][56] 各条业务线数据和关键指标变化 - 金属切削分部全年有机销售增长10%,第四季度有机销售增长10%,持续显著优于最大竞争对手 [9][20][46][47][48][49][50] - 基础设施分部全年有机销售增长7%,第四季度有机销售增长3%,受到能源和一般工程市场需求下降的影响 [9][51][52][53][54] 各个市场数据和关键指标变化 - 按地区来看,欧洲、中东和非洲全年有机销售增长11%,美洲有机销售增长9%,亚太地区有机销售增长3%,后者受到中国经济复苏缓慢的影响 [9][20][46][47][51] - 按终端市场来看,航空航天与国防全年增长14%,能源增长11%,交通运输增长8%,一般工程增长7%,采掘工程增长5% [14] - 第四季度,航空航天与国防增长12%,一般工程增长7%,交通运输增长7%,能源增长6%,采掘工程下降1% [21] 公司战略和发展方向以及行业竞争 - 公司正在执行商业和运营卓越计划,通过创新产品和解决方案来增加市场份额,如新推出的Drill Fix PRO钻头 [32][37][38] - 公司正在优化投资,以提高运营效率,并于6月宣布了一项旨在精简成本结构的行动,预计将在2024财年底实现约2000万美元的年度税前节省 [17][18] - 公司看好航空航天、交通运输和能源等终端市场的发展前景,并将继续投资以提高在这些领域的市场地位 [23][27] 管理层对经营环境和未来前景的评论 - 管理层预计2024财年第一季度销售额和利润将略低于历史季节性模式,但随着全年进展,增长将加速,下半年表现将优于上半年 [24][25][26][27][69][70][71] - 管理层认为,尽管宏观经济环境存在不确定性,但公司有信心通过执行战略举措来提高业绩和创造长期价值 [31] - 管理层将于9月8日举行投资者日,届时将提供有关公司增长和创新战略以及2027财年的财务目标的更多细节 [80] 问答环节重要的提问和回答 问题1 **Kiran Patel-O'Connor 提问** 询问2024财年利润率指引中的具体情况,包括各分部的利润率变化 [82][83][84] **Pat Watson 回答** 详细解释了基础设施分部在上半年面临的原材料成本压力,以及两个分部在全年利润率改善的主要驱动因素 [83][84] 问题2 **Steve Barger 提问** 询问公司对未来需求前景的信心程度,以及商业化举措在销量增长中的作用 [92][102][103][104][105][106] **Chris Rossi 和 Pat Watson 回答** 解释了公司对下半年需求改善的预期依据,以及商业化举措在销量增长中的重要贡献 [95][96][97][98][99][100][104][105][106][107]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: March 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from _______ to _______ Commission file number 1-5318 KENNAMETAL INC. (Exact name of registrant as specified in its charter) Pennsylvania 25-0900168 (State ...

财务数据和关键指标变化 - 销售额增长8%,其中价格贡献7%,体量增长1-2% [35][63] - 毛利率下降,主要受原材料成本上涨和产能利用率下降的影响 [37][55] - 自由经营现金流大幅增加至5600万美元,主要得益于存货管理改善 [58][59] 各条业务线数据和关键指标变化 - 金属切削业务销售额增长10%,利润率达13.1%,创疫情后最高水平 [45][50] - 基础设施业务销售额增长5%,利润率下降至4.8%,主要受原材料成本上涨和产能利用率下降影响 [51][55] 各个市场数据和关键指标变化 - 美洲地区销售额增长8%,表现最佳 [45][46] - 欧洲中东非洲地区销售额增长14% [45] - 亚太地区销售额增长1%,受中国疫情影响恢复较慢 [45][49] 公司战略和发展方向及行业竞争 - 公司持续推进创新和数字化转型,推出新一代KENGold刀具产品 [32] - 在航空航天、新能源汽车等领域获得新客户和订单,巩固行业地位 [27][28][29] - 公司有信心在各个终端市场保持竞争优势,并持续提升盈利能力 [19][70] 管理层对经营环境和未来前景的评论 - 尽管宏观环境仍存在挑战,但公司终端市场保持韧性,有望在第四季度实现利润率改善 [9][57] - 公司有信心通过提价、提升运营效率等措施应对通胀压力,并持续为股东创造价值 [26][70] 问答环节重要的提问和回答 问题1 **Julian Mitchell 提问** 询问金属切削业务利润率的未来走势 [73][74] **Pat Watson 回答** 预计第四季度金属切削业务利润率将有所提升,未来一年仍有进一步提升空间 [74][75] 问题2 **Dillon Cumming 提问** 询问公司对通胀和融资环境变化的应对措施 [83][84][87] **Chris Rossi 和 Pat Watson 回答** 公司将根据成本变化调整定价策略,确保产品定价能覆盖成本上涨 [86][87] 问题3 **Joe Ritchie 提问** 询问公司在中国新能源汽车市场的表现 [92][93] **Chris Rossi 回答** 公司正在积极开拓中国本土新能源车企,同时也服务于传统车企的电动化转型 [93]

FY23 Third Quarter Earnings Call Presentation May 2, 2023 Safe Harbor Statement Certain statements in this release may be forward-looking in nature, or "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are statements that do not relate strictly to historical or current facts. For example, statements about Kennametal's outlook for sales, adjusted operating income, FOCF, primary workin ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended: December 31, 2022 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from _______ to _______ Commission file number 1-5318 KENNAMETAL INC. (Exact name of registrant as specified in its charter) Pennsylvania 25-0900168 (St ...