KN Knowles (KN) Q3 FY26 earnings call
Knowles delivered a strong Q3 FY26, exceeding revenue guidance driven by robust demand across its Precision Devices segment, which saw a 33% year-over-year increase and a 1.5 book-to-bill ratio. The company is investing in capacity expansion to support continued growth, particularly in PD, and anticipates exceeding its Investor Day revenue targets for 2026 and beyond, despite some near-term capacity constraints and a minor headwind in the MSA segment. Management is focused on margin expansion and strategic growth initiatives.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
KN operating KPIs by quarter
| KPI | Jun 2026 Q2 FY26 | This call Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Book-to-bill ratio Precision Devices | 1.4 ratioOverall, book-to-bill in Precision Devices was 1.4.Source: earnings call transcript | 1.5 ratioPrecision Devices had a book-to-bill of 1.5 in Q3 with broad-based order strength across our key end markets, both among OEMs and with our distribution partners.Source: earnings call transcript | +7.1% |
| Bookings Precision Devices | <$140MOrders in the PD segment were nearly $140 million in Q2, well above Q1 bookings and providing me confidence in continued growth in the future.Source: earnings call transcript | <$180MQ3 orders in PD segment were nearly $180 million, well above Q2 orders, reinforcing my confidence in continued growth.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.