Overview

* Key Tronic ( KTCC ) Q4 revenue falls to $110.5 mln from $126.6 mln a year earlier

* Company cuts 300 jobs in Q4 to align costs with demand

* Co expanding U.S. and Vietnam facilities to support long-term growth

Outlook

* Key Tronic ( KTCC ) will not issue Q1 fiscal 2026 guidance due to tariff uncertainties

* Company expects US and Vietnam facilities operational in H1 fiscal 2026

* Key Tronic ( KTCC ) anticipates 50% manufacturing in US and Vietnam by end of fiscal 2026

* New OEM contract could exceed $20 mln in annual revenue during fiscal 2026

Result Drivers

* TARIFF IMPACT - Revenue decline attributed to reduced demand from two longstanding customers and delays in new program launches due to global tariff fluctuations

* COST ALIGNMENT - Co cut 300 jobs in Q4 to better align costs with current customer demand and boost automation

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales $110.49

mln

Q4 EPS -$0.36

Q4 Net -$3.92

Income mln

Q4 Gross 6.2%

Margin

Q4 Basic -$0.36

EPS

Q4 -$5.08

Pretax mln

Profit

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)