Knowles Q3 2026 slides: 20% revenue growth driven by precision devices

Knowles Corporation reported a strong third-quarter 2026 performance, exceeding analyst expectations with a 20.3% year-over-year revenue growth. The company's advanced micro-acoustic, audio processing, and precision device solutions drove this growth across medical technology, defense, industrial, and electrification markets. Knowles' revenue reached $184.0 million, surpassing Wall Street estimates of $172.1 million by $11.9 million.

Non-GAAP diluted earnings per share increased by 15.2% to $0.38, beating the consensus estimate of $0.36. Operating cash flow surged 53.3% to $44.6 million, benefiting from strong product demand and higher earnings. The Precision Devices segment emerged as the primary growth engine, with revenue surging 32.7% to $117.0 million. This segment's adjusted EBITDA margin expanded by 180 basis points to 27.5%, while gross margin reached 41.6%.

For the fourth quarter of 2026, Knowles anticipates 14% year-over-year growth in revenue, between $180 million and $190 million, and non-GAAP diluted earnings per share ranging from $0.39 to $0.43.