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Knowles (KN) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 27, 2026 · Knowles (KN) Q3 2026 earnings results →

Q3 2026 Revenue up 20% year over year to $184M · 12¢ of every $1 of revenue kept as net profit · operating margin 16.7%

Knowles made $184M in Q3 2026 (+20% Y/Y). Operating margin 16.7%, net earnings $21.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 27, 2026.

Revenue$184M
Year over year+20%
Operating margin16.7%
Net earnings$21.6M
Operating cash flow$44.6M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $184.0M in Q3 2026, up 20% year over year and up 10% from the previous quarter.

Gross margin was 44.2%, down 1.5 points from Q3 2025. Operating profit was $30.7M, a 16.7% margin (down 0.2 points year over year). Of the extra revenue versus Q3 2025, 16% reached operating profit, below the 17% margin then. Operating expenses grew 15% against revenue growth of 20%. The fastest-growing cost line was SG&A (+16%). Net earnings were $21.6M, up 24% year over year. The effective tax rate was 23.4%.

Operating cash flow was $44.6M (up 53% year over year), 206% of net earnings. Non-cash charges added back $9.9M of depreciation and amortization and $6.8M of share-based compensation. Working capital and other items added $6.3M. Capital expenditures of $7.3M left free cash flow of $37.3M.

Quarterly history

Knowles revenue by quarterKnowles revenue by quarter$132MQ1 2025$146MQ2 2025$153MQ3 2025$162MQ4 2025$153MQ1 2026$167MQ2 2026$184MQ3 2026
Knowles net earnings by quarterKnowles net earnings by quarter−$2.0MQ1 2025$7.8MQ2 2025$17.4MQ3 2025$21.0MQ4 2025$9.7MQ1 2026$19.4MQ2 2026$21.6MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 27, 2026$184M+20%16.7%$21.6M$44.6M
Q2 202610-QJul 28, 2026$167M+14%14.8%$19.4M$28.2M
Q1 202610-QApr 28, 2026$153M+16%10.4%$9.7M−$700K
Q4 202510-KFeb 9, 2026$162M+14%15.9%$21.0M—
Q3 202510-QOct 28, 2025$153M+7%16.9%$17.4M$29.1M
Q2 202510-QJul 29, 2025$146M+8%10.1%$7.8M$36.4M
Q1 202510-QApr 29, 2025$132M-0.8%3.0%−$2.0M$1.3M

Charts

Knowles: revenue growth, year over year and quarter over quarterKnowles: revenue growth, year over year and quarter over quarterY/YQ/Q-1%Q1 2025+8%+10%Q2 2025+7%+5%Q3 2025+14%+6%Q4 2025+16%-6%Q1 2026+14%+9%Q2 2026+20%+10%Q3 2026
Latest (Q3 2026): Y/Y +20%, Q/Q +10%.
Knowles: profit against cash, quarter by quarterKnowles: profit against cash, quarter by quarterNet incomeOperating cash flow$18.5MQ4 2024−$2.0M$1.3MQ1 2025$7.8M$36.4MQ2 2025$17.4M$29.1MQ3 2025$21.0MQ4 2025$9.7M−$700KQ1 2026$19.4M$28.2MQ2 2026$21.6M$44.6MQ3 2026
Latest (Q3 2026): Net income $21.6M, Operating cash flow $44.6M.
Knowles: diluted shares by fiscal yearKnowles: diluted shares by fiscal year93MFY202095MFY202193MFY202292MFY202390MFY202488MFY2025
-5.3% since FY2020: buybacks shrank the count.
Knowles: long-term debt falling due (FY2024)Knowles: long-term debt falling due (FY2024)$72.7M2025$134M2028
Cash $130M, short-term investments —, long-term debt $202M at 2024-12-31.
Knowles in its industry: growth against margin (6 companies, SIC 3651)Knowles in its industry: growth against margin (6 companies, SIC 3651)revenue growth, year over year →↑ operating marginmedian -1%median 3%SONOUEICGNSSKOSSMSNKN (+20%, 17%)
Household Audio & Video Equipment; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Knowles

Unless the context otherwise requires, references in this Annual Report on Form 10-K to “Knowles,” the “Company,” “we,” “our,” or “us” refer to Knowles Corporation and its consolidated subsidiaries. We are a leading manufacturer of specialty electronic components. We design parts that perform unique, critical functions for innovative technologies. Through extreme reliability, custom engineering, and scalable manufacturing, our high-performance capacitors, radio frequency (“RF”) filters, advanced microphones, and balanced armature speakers enable and enhance the most demanding applications across medtech, defense, industrial, and electrification/energy markets with the power to change, improve, and save lives.

In its own words, from its 10-K, filed Feb 9, 2026.

Knowles against its Household Audio & Video Equipment peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +20% against the peers' median -1%. Operating margin: 16.7% against the peers' median 3.2%.

CompanyQuarterRevenueY/YOp. margin
KN KnowlesQ3 2026$184M+20%16.7%
SONO SonosQ3 FY26$375M+9%8.4%
UEIC Universal ElectronicsQ3 2026$89.4M-1%3.2%
GNSS GenasysQ3 FY26$7.3M-26%-55.3%
KOSS KossQ1 FY27$3.1M-24%-12.9%
MSN Emerson RadioQ1 FY27$1.1M-37%-65.1%

Source: Knowles 10-Q on SEC EDGAR · CIK 1587523 · Household Audio & Video Equipment

Guidance and outlook

Knowles Revenue: guidance against what was reportedKnowles Revenue: guidance against what was reportedguided rangereported (above / within / below)Q2 2026$167MQ3 2026$184MQ4 2026
Met or beat 2 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Knowles: what its forward-looking statements are about (10-Q filed 2026-07-28)Knowles: what its forward-looking statements are about (10-Q filed 2026-07-28)Costs1Other1Capital spending1Buybacks & dividends1Demand1
5 statements; tone -0.20 (−1 all cautious, +1 all confident); 0 hedged.
Knowles: outlook statements against the filing beforeKnowles: outlook statements against the filing beforeCautious1

13F: who owns KN and who is buying

Largest holders of KN (13F)Largest holders of KN (13F)BlackRock$572MVanguard Portfolio Management LLC$283MVanguard Group$232MDimensional Fund Advisors LP$208MGoldman Sachs Group$188MVanguard Capital Management LLC$154MState Street$146MNeuberger Berman Group LLC$132MGeode Capital Management, LLC$100MAriel Investments, LLC$94.8M
Funds' net buying of KN by quarter (13F)Funds' net buying of KN by quarter (13F)$5.6M2024-09$648K2024-12−$36.2M2025-03−$11.6M2025-06$49.7M2025-09−$52.8M2025-12$12.5M2026-03$43.6M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on KN

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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