KN Q3 deep dive: demand surge drives capacity expansion and margin opportunity

Electronic components manufacturer Knowles (NYSE:KN) reported Q3 2026 results beating Wall Street’s revenue expectations, with sales up 20.3% year on year to $184 million. On top of that, next quarter’s revenue guidance ($185 million at the midpoint) was surprisingly good and 6% above what analysts were expecting. Its non-GAAP profit of $0.38 per share was 6.3% above analysts’ consensus estimates.