Sep 2026 (Q3 FY26) — Oct 22, 2026
Knowles Q3 FY26 — Strong Revenue Growth and Robust Orders Drive Capacity Expansion
Read the full callKnowles earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 153 | +15.8% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 10.4 | +7.4 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 9.7 | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $23.16 on 22 Oct 2025 → $32.17. High $42.8 (22 Jun 2026), low $20.67 (20 Nov 2025).
Overview
Call summaries
Knowles Q3 FY26 — Strong Revenue Growth and Robust Orders Drive Capacity Expansion
Read the full callKnowles Corporation Q2 FY26 — Strong Organic Growth and Raised Full-Year Outlook
Read the full callEvery analysed call
Financials
Net profit, year on year: +585% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 135 | 143 | 143 | 132 | 146 | 153 | 162 | 153 |
| Operating profit | 13 | 19 | 15 | 4 | 15 | 26 | 26 | 16 |
| Operating margin | 9.4% | 13.1% | 10.8% | 3.0% | 10.1% | 16.9% | 15.9% | 10.4% |
| Profit before tax | 8 | 12 | 14 | 1 | 11 | 22 | 30 | 11 |
| Tax rate | 38.5% | 24.6% | 24.1% | 150.0% | 31.0% | 19.3% | 13.8% | −2.7% |
| Net profit | -259 | 1 | 19 | -2 | 8 | 17 | 21 | 10 |
| EPS ($ per share) | -2.90 | 0.01 | — | -0.02 | 0.09 | 0.20 | — | 0.11 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -224 | -175 | -168 | -18 | -448 | -376 | -614 | -569 |
| Total liabilities | 336 | 366 | 351 | 272 | 191 | 429 | 362 | 275 |
| Fixed assets | 212 | 207 | 192 | 201 | 162 | 143 | 130 | 140 |
| Total assets | 1,548 | 1,655 | 1,655 | 1,732 | 1,184 | 1,463 | 1,118 | 1,051 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from investing | -88 | -110 | -35 | -130 | -33 | -142 | 45 | -32 |
| Cash from financing | -49 | -8 | -24 | -131 | -73 | 58 | -132 | -159 |
| Net cash flow | -38 | 5 | 69 | -79 | -21 | 39 | 43 | -76 |
| Capital expenditure | -80 | -41 | -32 | -49 | -32 | -17 | -14 | -32 |
| KPI | Jun 2026 Q2 FY26 | 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.
102 filings between Oct 31, 2025 and Aug 17, 2026.
Purchases
None
No insider bought shares.
Sales
$28.28M
41 sales by 8 insiders
49% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 4 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Niew Jeffrey | — | $20.82M | Aug 14, 2026 |
| Anderson John S. | — | $3.12M | Aug 13, 2026 |
| Giesecke Daniel J. | — | $1.19M | May 27, 2026 |
| BARNES KEITH | — | $1.11M | Feb 19, 2026 |
| Bastarrica Air A. Jr. | — | $626.4K | Apr 30, 2026 |
| PERNA ROBERT J | — | $551.4K | Feb 26, 2026 |
| Cabrera Raymond D. | — | $491.6K | Jul 27, 2026 |
| SHAVERS CHERYL L | — | $361.3K | Aug 17, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 17, 2026 | SHAVERS CHERYL L Director | Sale | 6,443 | $253.0K |
| Aug 17, 2026 | SHAVERS CHERYL L Director | Sale | 175 | $6.9K |
| Aug 14, 2026 | Niew Jeffrey President & CEO | Sale 10b5-1 plan | 6,951 | $264.1K |
| Aug 13, 2026 | Niew Jeffrey President & CEO | Sale 10b5-1 plan | 43,049 | $1.67M |
| Aug 13, 2026 | Anderson John S. Senior Vice President & CFO | Sale 10b5-1 plan | 10,000 | $388.4K |
| Aug 12, 2026 | Niew Jeffrey President & CEO | Sale 10b5-1 plan | 150,000 | $5.86M |
| Aug 12, 2026 | Anderson John S. Senior Vice President & CFO | Sale 10b5-1 plan | 30,000 | $1.17M |
| Jul 27, 2026 | Cabrera Raymond D. SVP, Chief HR Officer | Sale | 6,178 | $224.1K |
| May 27, 2026 | Giesecke Daniel J. Senior Vice President & COO | Sale 10b5-1 plan | 10,012 | $373.5K |
| May 27, 2026 | Giesecke Daniel J. Senior Vice President & COO | Sale 10b5-1 plan | 10,189 | $380.4K |
| May 13, 2026 | Cabrera Raymond D. SVP, Chief HR Officer | Tax withheld | 17,599 | $644.5K |
| May 13, 2026 | Cabrera Raymond D. SVP, Chief HR Officer | Option exercise | 25,210 | $422.8K |
| May 5, 2026 | Niew Jeffrey President & CEO | Sale | 142,857 | $4.75M |
| May 5, 2026 | Niew Jeffrey President & CEO | Option exercise | 142,857 | $2.40M |
| Apr 30, 2026 | Bastarrica Air A. Jr. Vice President, Controller | Sale | 3,623 | $112.0K |
| Apr 29, 2026 | Bastarrica Air A. Jr. Vice President, Controller | Sale | 2,153 | $64.5K |
| Apr 28, 2026 | WISHART MICHAEL S Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | Crowley Daniel J Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | Cardew Jason M Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | Li Ye Jane Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | BARNES KEITH Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | SHAVERS CHERYL L Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | Angelini Laura Director | Award | 6,265 | $190.0K |
| Apr 28, 2026 | Bastarrica Air A. Jr. Vice President, Controller | Sale | 1,962 | $59.4K |
| Apr 27, 2026 | Bastarrica Air A. Jr. Vice President, Controller | Sale | 2,262 | $69.4K |
| Feb 26, 2026 | PERNA ROBERT J SVP, General Counsel & Sec | Sale | 9,221 | $257.1K |
| Feb 24, 2026 | PERNA ROBERT J SVP, General Counsel & Sec | Sale | 7,422 | $208.6K |
| Feb 20, 2026 | Bastarrica Air A. Jr. Vice President, Controller | Tax withheld | 2,347 | $64.6K |
| Feb 20, 2026 | Anderson John S. Senior Vice President & CFO | Tax withheld | 5,731 | $157.8K |
| Feb 20, 2026 | Cabrera Raymond D. SVP, Chief HR Officer | Tax withheld | 3,086 | $85.0K |
| Feb 20, 2026 | Giesecke Daniel J. Senior Vice President & COO | Tax withheld | 3,968 | $109.3K |
| Feb 20, 2026 | Niew Jeffrey President & CEO | Tax withheld | 17,456 | $480.7K |
| Feb 20, 2026 | SHAVERS CHERYL L Director | Sale | 3,700 | $101.4K |
| Feb 20, 2026 | PERNA ROBERT J SVP, General Counsel & Sec | Tax withheld | 3,086 | $85.0K |
| Feb 19, 2026 | BARNES KEITH Director | Sale | 41,048 | $1.11M |
| Feb 18, 2026 | Giesecke Daniel J. Senior Vice President & COO | Tax withheld | 3,624 | $98.4K |
| Feb 18, 2026 | Niew Jeffrey President & CEO | Tax withheld | 15,943 | $433.0K |
| Feb 18, 2026 | Bastarrica Air A. Jr. Vice President, Controller | Tax withheld | 2,143 | $58.2K |
| Feb 18, 2026 | PERNA ROBERT J SVP, General Counsel & Sec | Tax withheld | 2,818 | $76.5K |
| Feb 18, 2026 | Cabrera Raymond D. SVP, Chief HR Officer | Tax withheld | 2,818 | $76.5K |
| Feb 18, 2026 | Anderson John S. Senior Vice President & CFO | Tax withheld | 5,234 | $142.2K |
| Feb 17, 2026 | Giesecke Daniel J. Senior Vice President & COO | Award | 16,581 | $0 |
| Feb 17, 2026 | Giesecke Daniel J. Senior Vice President & COO | Tax withheld | 17,581 | $477.1K |
| Feb 17, 2026 | Giesecke Daniel J. Senior Vice President & COO | Award | 39,685 | $1.08M |
| Feb 17, 2026 | Cabrera Raymond D. SVP, Chief HR Officer | Tax withheld | 13,184 | $357.8K |
| Feb 17, 2026 | Niew Jeffrey President & CEO | Award | 72,955 | $0 |
| Feb 17, 2026 | Niew Jeffrey President & CEO | Tax withheld | 94,277 | $2.56M |
| Feb 17, 2026 | Niew Jeffrey President & CEO | Award | 212,814 | $5.78M |
| Feb 17, 2026 | PERNA ROBERT J SVP, General Counsel & Sec | Award | 13,817 | $0 |
| Feb 17, 2026 | PERNA ROBERT J SVP, General Counsel & Sec | Award | 34,725 | $942.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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