Knowles Corporation (KN) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Knowles published the results on October 22, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Knowles reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• All figures are for continuing operations. Knowles sold its Consumer MEMS Microphones business to Syntiant in December 2024 and reports it as discontinued. GAAP EPS on this page is diluted EPS from continuing operations; net diluted EPS including discontinued operations was $0.25, against $0.20 a year earlier, and net income on this page is net earnings including discontinued operations.

Source: Knowles Q3 2026 results, October 22, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Knowles splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Knowles's Precision Devices revenue was $117 million in Q3 2026, up 33% from $88.2 million in Q3 2025, 64% of total revenue.
• Knowles's MedTech & Specialty Audio revenue was $67.0 million in Q3 2026, up 4% from $64.7 million in Q3 2025, 36% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

The EPS line is Knowles' guidance table: GAAP $0.31 to $0.35, adjustments of $0.08, and non-GAAP $0.39 to $0.43.

In its Q3 2026 release, Knowles said:

“Revenues from continuing operations $180 to $190 million”

“Diluted earnings per share from continuing operations $0.31 to $0.35 $0.08 $0.39 to $0.43”

“Net cash provided by operating activities $60 to $70 million”

“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.”

Source: Knowles Q3 2026 release, Oct 22, 2026.

This is the company's own guidance as of Oct 22, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the KN forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Revenue and diluted EPS from continuing operations, GAAP, each as first reported in that quarter's release.

We do not hold a confirmed date for Knowles's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 22, 2026

Knowles reports two segments. Precision Devices, which makes high performance capacitors and RF products for the defense, industrial, medtech and electrification markets, brought in $117.0 million of the $184.0 million total in Q3 2026. MedTech & Specialty Audio, which makes balanced armature speakers and microphones used mainly in hearing aids, brought in $67.0 million. (Knowles Q3 2026 earnings supplemental, Oct 22, 2026; Knowles Form 10-K, 2025, Feb 9, 2026)

Knowles' revenue rose $31.1 million, or 20.3%, from Q3 2025, and almost all of the increase came from Precision Devices. Its revenue rose $28.8 million, or 32.7%, which the 10-Q puts down to higher demand in the electrification, industrial, defense and medtech markets and higher pricing. MedTech & Specialty Audio revenue rose $2.3 million on higher shipments into hearing health, partly offset by lower specialty audio volumes. (Knowles Form 10-Q, Q3 2026, Oct 27, 2026)

Knowles' MedTech & Specialty Audio business depends on a few customers. Its 10-K says the segment's top five customers accounted for about 76% of its 2025 revenue, and WS Audiology alone for about 24% of segment revenue and 11% of company revenue. (Knowles Form 10-K, 2025, Feb 9, 2026)

By the location of the direct customer, Knowles' Q3 2026 revenue was $86.6 million from the United States, $63.0 million from Asia, $27.9 million from Europe and $6.5 million from elsewhere. US revenue grew from $66.8 million a year earlier. (Knowles Form 10-Q, Q3 2026, Oct 27, 2026)

Knowles earned $0.24 per diluted share from continuing operations in Q3 2026 and $0.38 on a non-GAAP basis. The release itemizes the $0.14 gap: $0.06 of stock-based compensation, $0.04 of intangibles amortization, $0.01 of restructuring charges, $0.01 of production transfer costs and $0.02 for differences related to the GAAP effective tax rate. (Knowles Q3 2026 release, Oct 22, 2026)

Knowles' GAAP gross margin slipped to 44.2% from 45.7% even as revenue grew. The 10-Q points to non-recurring inventory adjustments, unfavorable product mix, production transfer costs in the ceramic capacitor business and higher factory costs in Precision Devices, and inventory reserves weighed on MedTech & Specialty Audio. Net interest expense fell to $1.6 million from $2.3 million, and the provision for income taxes rose to $6.6 million from $4.3 million. (Knowles Q3 2026 release, Oct 22, 2026; Knowles Form 10-Q, Q3 2026, Oct 27, 2026; Knowles Q3 2026 earnings supplemental, Oct 22, 2026)

Diluted weighted average shares were 87.7 million, against 87.3 million a year earlier. Knowles repurchased 1,387,421 shares for $47.5 million in the first nine months of 2026, and had $81.5 million left under its buyback program at September 30, 2026. (Knowles Q3 2026 release, Oct 22, 2026; Knowles Form 10-Q, Q3 2026, Oct 27, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Knowles guides one quarter ahead in its release, on GAAP and non-GAAP bases. For Q4 2026 it expects revenue from continuing operations of $180 to $190 million, GAAP diluted EPS of $0.31 to $0.35, non-GAAP diluted EPS of $0.39 to $0.43, and operating cash flow of $60 to $70 million. The release says the midpoint implies full year 2026 revenue of $689 million, up 16% from 2025. (Knowles Q3 2026 release, Oct 22, 2026)

Knowles' Q4 2026 GAAP outlook includes $0.06 per share of dividend income from Syntiant, the buyer of its former consumer microphone business, which Knowles excludes from non-GAAP results. Chief executive Jeffrey Niew said Q3 revenue exceeded the high end of guidance and that the Precision Devices book-to-bill ratio stayed above one for the eighth consecutive quarter. (Knowles Q3 2026 release, Oct 22, 2026)

A consensus figure is the average of the models published by the analysts who cover Knowles, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Knowles's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning KN is on is KN a buy or a sell?, what analysts expect next is on the KN forecast, and what the company does is on the Knowles Corporation (KN) stock page.

Every number on this page can be traced to a document Knowles published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.