KEY TRONIC CORP — Form 8-K
Filed August 27, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 28/100
What the filing says
Key Tronic reported Q4 FY2026 revenue of $102.0M (up 14% sequentially from $89.6M but down 7.7% YoY from $110.5M). Full-year FY2026 revenue was $386.7M vs. $467.9M prior year. The company posted a net loss of $34.3M in Q4 (including a $28.4M non-cash deferred tax valuation allowance and $8.4M distressed customer receivables write-off) and $47.8M for the full year. Management completed restructuring: exited China manufacturing (expected $4M savings in FY2027), right-sized Mexico, expanded US and Vietnam capacity. Secured $60M+ in new program awards despite ~$10M supply chain financing constraints that delayed Q4 shipments. Adjusted net loss was $(0.26)/share for Q4 and $(0.34)/share for full year.
Why this rating
Massive annual losses ($47.8M = 116% of market cap $41.3M) and $10M delayed shipments indicate severe distress, but restructuring and $60M new awards show recovery path. Relative to tiny market cap, losses are company-threatening; absolute restructuring steps are material to survival.
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