Knowles Q3 revenue beats estimates on industrial, defense demand
KN•Knowles' third-quarter revenue rose 20% year over year to $184 million, above the $172.1 million consensus estimate. The company forecast fourth-quarter revenue of $180 million to $190 million and full-year 2026 revenue of $689 million.
1. Revenue and demand
Knowles reported third-quarter revenue of $184 million, up 20% year over year and above the $172.1 million analyst consensus. Net earnings were $21.6 million, and diluted EPS was $0.24. The company cited demand across Medtech, Defense, Industrial and Electrification markets.
2. Outlook
Knowles forecast fourth-quarter 2026 revenue of $180 million to $190 million and non-GAAP diluted EPS of $0.39 to $0.43. It estimated full-year 2026 revenue of $689 million, up 16% from 2025.
3. Order strength
The company said a sustained book-to-bill ratio above one in its Precision Devices segment reflected ongoing order strength. It also cited new design wins and customer collaboration on custom products as drivers of growth.
