National Presto Industries reported fourth‑quarter 2025 results that included revenue of $75.2 million, a 31% year‑over‑year increase, and diluted earnings per share of $0.13. Operating income from continuing operations rose to $12.6 million, while adjusted EBITDA reached $21.7 million, giving the company an adjusted EBITDA margin of 28.8% versus 29.7% in the same quarter a year earlier.
The growth was driven largely by the company’s defense segment, which benefited from a robust backlog of government contracts and increased rental fleet utilization. Demand for the company’s DURA‑BASE product line also accelerated, and production volumes grew more than 15% year‑over‑year. Management indicated that additional manufacturing capacity is being positioned to meet anticipated demand in 2027.
Headwinds were evident in the housewares and small‑appliance segment, where tariff‑related cost increases and higher SG&A expenses—$15.4 million in Q4 2025 versus $10.7 million a year earlier—contributed to a slight contraction in adjusted EBITDA margin. The company’s defense business, however, continued to expand, offsetting some of the pressure in other segments.
Full‑year 2026 guidance was reaffirmed, with revenue projected between $305 million and $325 million and adjusted EBITDA expected to fall between $88 million and $100 million. The guidance reflects management’s confidence in sustained growth, particularly in the defense and rental fleet markets.
Investors have expressed satisfaction with the company’s performance, citing the strong defense backlog, robust financial health, and the company’s disciplined cost management as key factors supporting the outlook.
The company’s Q4 2025 results and forward guidance underscore a solid trajectory, with continued emphasis on defense contracts, capacity expansion, and cost discipline to navigate headwinds in the housewares segment.
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