earnings
confidence high
sentiment positive
materiality 0.70
Knowles Q3 revenue $184M, up 20% YoY and above guidance high end; guides Q4 to $180-190M
Knowles Corp
- Q3 revenue $184.0M vs $152.9M a year ago (+20%); GAAP diluted EPS $0.24, non-GAAP diluted EPS $0.38 vs $0.33 in Q3-25.
- GAAP gross margin 44.2% (non-GAAP 45.3%) vs 45.7% a year earlier; net cash from operations $44.6M vs $29.1M in Q3-25.
- Q4 2026 guidance: revenue $180-190M, non-GAAP diluted EPS $0.39-0.43 (GAAP $0.31-0.35), operating cash flow $60-70M.
- FY2026 revenue estimated at $689M, up 16% vs 2025; CEO Jeffrey Niew expects to exceed May 2025 Investor Day revenue and adjusted EBITDA growth targets in 2027.
- Precision Devices book-to-bill above 1 for an eighth consecutive quarter; Q4 GAAP EPS includes $0.06/share of Syntiant dividend income.