Knowles 3Q 2026: Revenue $184M, Net income $21.6M, EPS $0.25— 10-Q Summary
Knowles reported Q3 2026 revenue of $184M, up 20.3% YoY, with net income of $21.6M and EPS of $0.25. Growth was driven by Precision Devices, while margins faced pressure from factory costs. The company plans to increase capital spending to expand capacity, with 2026 capex expected at 5% of revenue.
How this was made
The 30-second read
Why it matters
The earnings beat and strong segment performance provide a fresh catalyst for short‑term price movement.
Market read
First‑time disclosure of Q3 results; material for traders focusing on semiconductor component stocks.
What to watch
Factory cost pressures and ceramic‑capacitor transfer costs may erode profitability despite revenue growth.
Background
The article summarizes Knowles Corp's Q3 2026 10‑Q filing, highlighting financial and business highlights.
Ticker impact
Knowles reported Q3 2026 revenue of $184M, up 20.3% YoY, with net income $21.6M and EPS $0.25, driven by Precision Devices growth.
likely upward pressure as the market prices in the revenue and earnings beat.
Revenue and EPS both exceeded prior‑year levels; guidance on increased capex signals continued growth.
Market effects
Precision Devices growth may boost audio, defense and medtech component suppliers.
U.S. semiconductor and component sector could see modest lift.
Limited to niche markets; no broad macro effect.
Counterpoint
Higher capex could strain margins if demand softens, potentially weighing on the stock.
Key entities
- companyKnowles Corp
U.S. listed provider of precision acoustic and sensor components.
