KEKimball Electronics, Inc.
Printed Circuit Boards
- Revenue
- $1.4B
- 3.7% YoY
- Operating margin
- 4.6%
- 51% YoY
- EBITDA
- $105M
- 27% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.3×
- $27M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear258% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear16% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.3B | $1.8B | $1.7B | $1.5B | $1.4B | 3.7% |
| Operating income | $53M | $88M | $49M | $46M | $66M | 45% |
| Net income | $31M | $56M | $21M | $17M | $28M | 65% |
| Operating cash flow | −$83M | −$14M | $73M | $184M | $72M | 61% |
| Capex | $74M | $89M | $46M | $33M | $51M | 55% |
| Stock-based comp | $6M | $7M | $7M | $7M | $8M | 26% |
| Buybacks | $9M | $0 | $3M | $12M | $12M | 1.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 118 | 611 |
| FY2025 | — | — | 88 | 246 |
| FY2024 | — | — | 101 | 182 |
| FY2023 | — | — | 127 | 150 |
| FY2022 | — | — | 92 | 132 |