Inferra AI / Company / KN
Knowles Corp
KN · Information Technology
Last earnings Oct 22, 2026
Key results
Total Company revenuequarter
20%
Total Company revenue grew 20% year over year in the third quarter, and our book-to-bill ratio in Precision Devices remained above one for the eighth consecutive quarter, reflecting continued order strength, Mr.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Non-GAAP EPSquarter
53.3%
Third Quarter Results Non-GAAP Diluted EPS* ($) Net Cash Provided by Operating Activities ($M) 29.1 44.6 3Q 2025 3Q 2026 152.9 184.0 3Q 2025 3Q 2026 0.33 0.38 3Q 2025 3Q 2026 +53.3%+ 20.3% +15.2% 4* For this non-GAAP financial measure, see the Appendix for GAAP to non-GAAP reconciliation Third quarter revenue growth was driven by higher volumes in hearing health shipments.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Revenuequarter
3.6%
MedTech & Specialty Audio SEGMENT PERFORMANCE Adjusted EBITDA Margin* (%) Revenue ($) 64.7 67.0 3Q 2025 3Q 2026 43.7 41.6 3Q 2025 3Q 2026 +3.6% -210 bps 5* For this non-GAAP financial measure, see the Appendix for GAAP to non-GAAP reconciliation Revenue ($) Precision Devices SEGMENT PERFORMANCE Adjusted EBITDA Margin* (%) Revenue growth in the third quarter was driven by increased demand for our products across the four major markets we serve - Medtech, Defense, Industrial and Electrification.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Gross marginquarter
$81.3 million
Gross profit 81.3 74.6 69.9
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Net incomequarter
$21.6 million
Net earnings $ 21.6 $ 19.4 $ 17.4
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
EPSquarter
$ 0.24
Diluted $ 0.24 $ 0.21 $ 0.21
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
AI analysis
Q4 2026 · reported Oct 22, 2026
Based on: Earnings release + Q4 2026 deck + parent 8-K — transcript not held
Headline figures
| Metric | Q4 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Total Company revenue | 20% | — | — |
| Non-GAAP EPS | 53.3% | — | — |
| Revenue | 3.6% | — | — |
| Gross margin | $81.3 million | — | — |
| Net income | $21.6 million | — | — |
| EPS | $ 0.24 | — | — |
Guidance · company-stated
Direction: Raised
“com Knowles Reports Q3 2 026 Financial Results and Provides Outlook for Q4 2026 Q3 Revenues Increased 20% on a Year over Year Basis to $184 million Q3 Net Cash from Operations was $45 million 2026 Full year revenue estimated at $689 million, up 16% vs 2025 ITASCA, Ill.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
(8) The number of shares used in the diluted average shares outstanding calculations on a non-GAAP basis excludes the impact of stock-based compensation expense expected to be incurred in future periods and not yet recognized in the financial statements, which would otherwise be assumed to be used to repurchase shares under the GAAP treasury stock method.
Event summary
Knowles Corp Q4 2026 — Total Company revenue grew 20% year over year in the third quarter, and our book-to-bill ratio in Precision Devices remained above one for the eighth consecutive quarter, reflecting continued order st…
Based on: Earnings release + Q4 2026 deck + parent 8-K — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “com Knowles Reports Q3 2 026 Financial Results and Provides Outlook for Q4 2026 Q3 Revenues Increased 20% on a Year over Year Basis to $184 million Q3 Net Cash from Operations was $45 million 2026 Full year revenue estimated at $689 million, up 16% vs 2025 ITASCA, Ill.”
Revenue — Raised (“Increased”)
“com Knowles Reports Q3 2 026 Financial Results and Provides Outlook for Q4 2026 Q3 Revenues Increased 20% on a Year over Year Basis to $184 million Q3 Net Cash from Operations was $45 million 2026 Full year revenue estimated at $689 million, up 16% vs 2025 ITASCA, Ill.”
Classified from the release's primary full-year outlook statement.
Capital allocation
(8) The number of shares used in the diluted average shares outstanding calculations on a non-GAAP basis excludes the impact of stock-based compensation expense expected to be incurred in future periods and not yet recognized in the financial statements, which would otherwise be assumed to be used to repurchase shares under the GAAP treasury stock method.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Knowles believes these measures are helpful in measuring its cash generated from its continuing operations that is available to repay debt, fund acquisitions, and repurchase Knowles common stock.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
88.2 117.0 3Q 2025 3Q 2026 25.7 27.5 3Q 2025 3Q 2026 +32.7% +180 bps 6 Fourth Quarter 2026 Outlook Q4 2026 GAAP Results from continuing operations are expected to include approximately $0.06 per share in stock based compensation expense, $0.04 per share in intangibles amortization expense, $0.02 per share for differences related to the GAAP effective tax rate, and $0.02 per share for other adjustments, partially offset by $0.06 per share in Syntiant dividend income.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
The number of shares used in the diluted average shares outstanding calculations on a non-GAAP basis excludes the impact of stock-based compensation expense expected to be incurred in future periods and not yet recognized in the financial statements, which would otherwise be assumed to be used to repurchase shares under the GAAP treasury stock method.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Adjusted free cash flow is defined as non-GAAP net cash attributable to continuing operations less non-GAAP capital expenditures attributable to continuing operations.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Non-GAAP capital expenditures attributable to continuing operations is defined as capital expenditures less amounts attributable to discontinued operations.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Strategy & priorities
By executing our strategy leveraging our differentiated technologies, developing custom products through close customer collaboration, and scaling production with our world-class operational capabilities we delivered strong growth across the four major markets we serve Medtech, Defense, Industrial, and Electrification.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Knowles believes that non-GAAP measures are useful as supplements to its GAAP results of operations to evaluate certain aspects of its operations and financial performance, and its management team primarily focuses on non-GAAP items in evaluating Knowles performance for business planning purposes.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Knowles believes that non-GAAP measures are useful as supplements to its GAAP results of operations to evaluate certain aspects of its operations and financial performance, and its management team primarily focuses on non-GAAP items in evaluating Knowles' performance for business planning purposes.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
Knowles uses non-GAAP measures as supplements to its GAAP results of operations in evaluating certain aspects of its business, and its executive management team focuses on non-GAAP items as key measures of Knowles performance for business planning purposes.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Adjusted EBITDA margin was impacted by inventory reserves and increased R&D and OPEX spend supporting long term growth initiatives.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Risks & headwinds
The statements in this presentation are based on currently available information and the current expectations, forecasts, and assumptions of Knowles management concerning risks and uncertainties that could cause actual outcomes or results to differ materially from those outcomes or results that are projected, anticipated, or implied in these statements.
SEC original ↗Knowles Corp — Earnings release (8-K exhibit)EX-99Oct 22, 2026
These statements are based on currently available information and the current expectations, forecasts, and assumptions of Knowles management concerning risks and uncertainties that could cause actual outcomes or results to differ materially from those outcomes or results that are projected, anticipated, or implied in these statements.
SEC original ↗Knowles Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 22, 2026
Earnings deck slides
0 decks with slide viewKnowles Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Knowles Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Knowles Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Knowles Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Knowles Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
25 documents- Q3 2026
- 8-KKN
Oct 22, 2026
- Q2 2026
- 8-K/AKN
Jul 28, 2026
- 10-QKN
Jul 28, 2026
- 8-KKN
Jul 23, 2026
- Q1 2026
- 8-KKN
Apr 29, 2026
- 10-QKN
Apr 28, 2026
- 8-KKN
Apr 23, 2026
- Q4 2025
- 8-KKN
Feb 20, 2026
- 10-KKN
Feb 9, 2026
- 8-KKN
Feb 5, 2026
- Q3 2025
- 10-QKN
Oct 28, 2025
- 8-KKN
Oct 23, 2025
- Q2 2025
- 10-QKN
Jul 29, 2025
- 8-KKN
Jul 24, 2025
- Q1 2025
- 8-KKN
May 13, 2025
- 8-KKN
May 1, 2025
- 10-QKN
Apr 29, 2025
- 8-KKN
Apr 24, 2025
- Q4 2024
- 8-KKN
Feb 25, 2025
- 10-KKN
Feb 13, 2025
- 8-KKN
Feb 13, 2025
- Q3 2024
- 8-KKN
Dec 30, 2024
- 8-KKN
Dec 9, 2024
- 8-KKN
Oct 31, 2024
- 10-QKN
Oct 29, 2024
Earnings releases
11 documentsPresentations
5 documents
Transcripts
0 documentsNo transcripts for Knowles Corp are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.