Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only KAI 0

None

Shared 0

No disclosed counterparties: KAI.

Only ACA 4

SPGIStandard and Poor'ssupplier

BRBroadridge Corporate Issuer Solutionssupplier

—John T. Boydunlistedsupplier

—GE Vernovaunlistedcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

KAIKadant Inc

282.98−0.23%

Mkt cap$3.3BRevenue$313MQ2 FY26Revenue$1.1BFY25

ACAArcosa, Inc.

149.50+0.32%

Regular sessionNov 3 '26

Mkt cap—Revenue$659MQ2 FY26Revenue$2.7BFY25

vs

Compare

Regular sessionNov 3 '26

KAIKadant Inc

vs

ACAArcosa, Inc.

282.98−0.23%

Price

149.50+0.32%

$3.3B

Mkt cap

—

Q2 FY26$313M

Revenue

$659MQ2 FY26

FY25$1.1B

Revenue

$2.7BFY25

KAI compared with ACA: revenue, margins and what each company keeps, and the suppliers and customers both name