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Side-by-side financial comparison of GRACO INC (GGG) and KENNAMETAL INC (KMT). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $592.6M, roughly 1.0× KENNAMETAL INC). GRACO INC runs the higher net margin — 22.3% vs 10.3%, a 12.0% gap on every dollar of revenue. On growth, KENNAMETAL INC posted the faster year-over-year revenue change (21.8% vs 8.1%). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 4.4%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
Kennametal, Inc. is a manufacturer of high-performance cutting tools and engineered components used in the aerospace, defense, transportation and oil and gas drilling industries. Its customer base is global.
GGG vs KMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $592.6M |
| Net Profit | $132.5M | $61.1M |
| Gross Margin | 51.7% | 35.1% |
| Operating Margin | 26.7% | 13.4% |
| Net Margin | 22.3% | 10.3% |
| Revenue YoY | 8.1% | 21.8% |
| Net Profit YoY | 21.9% | 85.0% |
| EPS (diluted) | $0.78 | $0.75 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $592.6M | ||
| Q4 25 | $593.2M | $529.5M | ||
| Q3 25 | $543.4M | $498.0M | ||
| Q2 25 | $571.8M | $516.4M | ||
| Q1 25 | $528.3M | $486.4M | ||
| Q4 24 | $548.7M | $482.1M | ||
| Q3 24 | $519.2M | $481.9M | ||
| Q2 24 | $553.2M | $543.3M |
| Q1 26 | — | $61.1M | ||
| Q4 25 | $132.5M | $33.9M | ||
| Q3 25 | $137.6M | $23.3M | ||
| Q2 25 | $127.6M | $21.6M | ||
| Q1 25 | $124.1M | $31.5M | ||
| Q4 24 | $108.7M | $17.9M | ||
| Q3 24 | $122.2M | $22.1M | ||
| Q2 24 | $133.0M | $37.2M |
| Q1 26 | — | 35.1% | ||
| Q4 25 | 51.7% | 32.8% | ||
| Q3 25 | 53.2% | 31.0% | ||
| Q2 25 | 52.4% | 28.2% | ||
| Q1 25 | 52.6% | 32.1% | ||
| Q4 24 | 50.9% | 30.1% | ||
| Q3 24 | 53.2% | 31.3% | ||
| Q2 24 | 54.4% | 31.5% |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 26.7% | 9.9% | ||
| Q3 25 | 30.3% | 7.5% | ||
| Q2 25 | 27.5% | 6.1% | ||
| Q1 25 | 27.3% | 9.1% | ||
| Q4 24 | 23.7% | 6.6% | ||
| Q3 24 | 28.1% | 7.5% | ||
| Q2 24 | 29.2% | 11.3% |
| Q1 26 | — | 10.3% | ||
| Q4 25 | 22.3% | 6.4% | ||
| Q3 25 | 25.3% | 4.7% | ||
| Q2 25 | 22.3% | 4.2% | ||
| Q1 25 | 23.5% | 6.5% | ||
| Q4 24 | 19.8% | 3.7% | ||
| Q3 24 | 23.5% | 4.6% | ||
| Q2 24 | 24.0% | 6.8% |
| Q1 26 | — | $0.75 | ||
| Q4 25 | $0.78 | $0.44 | ||
| Q3 25 | $0.82 | $0.30 | ||
| Q2 25 | $0.76 | $0.28 | ||
| Q1 25 | $0.72 | $0.41 | ||
| Q4 24 | $0.63 | $0.23 | ||
| Q3 24 | $0.71 | $0.28 | ||
| Q2 24 | $0.77 | $0.47 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $106.8M |
| Total DebtLower is stronger | — | $597.4M |
| Stockholders' EquityBook value | $2.7B | — |
| Total Assets | $3.3B | $2.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $106.8M | ||
| Q4 25 | $624.1M | $129.3M | ||
| Q3 25 | $618.7M | $103.5M | ||
| Q2 25 | $534.9M | $140.5M | ||
| Q1 25 | $536.1M | $97.5M | ||
| Q4 24 | $675.3M | $121.2M | ||
| Q3 24 | $764.5M | $119.6M | ||
| Q2 24 | $666.0M | $128.0M |
| Q1 26 | — | $597.4M | ||
| Q4 25 | — | $597.2M | ||
| Q3 25 | — | $597.0M | ||
| Q2 25 | — | $596.8M | ||
| Q1 25 | — | $596.6M | ||
| Q4 24 | — | $596.4M | ||
| Q3 24 | — | $596.2M | ||
| Q2 24 | — | $596.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $1.3B | ||
| Q3 25 | $2.6B | $1.3B | ||
| Q2 25 | $2.5B | $1.3B | ||
| Q1 25 | $2.5B | $1.2B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.5B | $1.3B | ||
| Q2 24 | $2.4B | $1.2B |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $3.3B | $2.6B | ||
| Q3 25 | $3.2B | $2.5B | ||
| Q2 25 | $3.0B | $2.5B | ||
| Q1 25 | $3.0B | $2.5B | ||
| Q4 24 | $3.1B | $2.4B | ||
| Q3 24 | $3.0B | $2.5B | ||
| Q2 24 | $2.9B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.49× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $196.3M | — |
| Free Cash FlowOCF − Capex | $184.3M | — |
| FCF MarginFCF / Revenue | 31.1% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $196.3M | $55.1M | ||
| Q3 25 | $179.2M | $17.5M | ||
| Q2 25 | $182.7M | $78.6M | ||
| Q1 25 | $125.4M | $28.8M | ||
| Q4 24 | $185.2M | $55.2M | ||
| Q3 24 | $178.6M | $45.7M | ||
| Q2 24 | $139.0M | $113.6M |
| Q1 26 | — | — | ||
| Q4 25 | $184.3M | $42.4M | ||
| Q3 25 | $175.7M | $-5.5M | ||
| Q2 25 | $163.1M | $57.1M | ||
| Q1 25 | $114.8M | $5.3M | ||
| Q4 24 | $171.3M | $35.9M | ||
| Q3 24 | $159.2M | $21.0M | ||
| Q2 24 | $102.7M | $90.3M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | 8.0% | ||
| Q3 25 | 32.3% | -1.1% | ||
| Q2 25 | 28.5% | 11.1% | ||
| Q1 25 | 21.7% | 1.1% | ||
| Q4 24 | 31.2% | 7.5% | ||
| Q3 24 | 30.7% | 4.4% | ||
| Q2 24 | 18.6% | 16.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 2.4% | ||
| Q3 25 | 0.6% | 4.6% | ||
| Q2 25 | 3.4% | 4.2% | ||
| Q1 25 | 2.0% | 4.8% | ||
| Q4 24 | 2.5% | 4.0% | ||
| Q3 24 | 3.7% | 5.1% | ||
| Q2 24 | 6.6% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 1.63× | ||
| Q3 25 | 1.30× | 0.75× | ||
| Q2 25 | 1.43× | 3.64× | ||
| Q1 25 | 1.01× | 0.92× | ||
| Q4 24 | 1.70× | 3.08× | ||
| Q3 24 | 1.46× | 2.07× | ||
| Q2 24 | 1.05× | 3.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
KMT
| Americas | $298.3M | 50% |
| EMEA | $174.0M | 29% |
| Asia Pacific | $120.3M | 20% |
