Are there any notable changes in the company's guidance for key performance indicators such as order backlog, capacity utilization, and inventory levels?

No, the release does not flag any revisions to the operational‐metric guidance.

Kimball Electronics’ Q4 2025 earnings note only top‑line sales, operating income and adjusted operating income figures and a forward‑looking outlook for fiscal 2026. The press release and the accompanying earnings summary contain no explicit commentary on order‑backlog levels, plant capacity utilization or inventory balances, nor does it indicate a step‑up or step‑down from prior guidance. In other words, the company has not announced a material change—either an upgrade or a downgrade—to those key performance indicators.

Trading take‑away:

Because the guidance on the “operational engine” remains unchanged (or at least undisclosed), the market is still pricing the stock largely on the financial results and the high‑level FY 2026 outlook. With the current lack of new operational data, there is limited upside from a “beat‑the‑guidance” scenario, but also no downside risk from a surprise pull‑back in backlog or utilization. For now, the prudent play is to maintain a neutral stance—hold existing positions, watch for the next quarterly update (or a dedicated management commentary) that might surface concrete revisions to order‑backlog, capacity or inventory, and be ready to adjust the thesis if those metrics move significantly.