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Revenue by Segment
Shows sales split across Knowles’ product lines (microphones, MEMS sensors, healthcare/defense, etc.), revealing which products drive growth and which lag. Helps spot whether growth is broad-based or concentrated, and whether product mix changes are improving or pressuring margins.Knowles’ mix has structurally shifted: the consumer MEMS microphone line was removed (divestiture), leaving Precision Devices as the primary growth engine while MedTech & Specialty Audio becomes a steadier, lower‑growth segment. Management’s strong order momentum and a funded energy order underpin further PD revenue and margin expansion in the back half, but expect near‑term drag from specialty‑film ramp costs, added labor and modest cash outflows. The takeaway for investors: revenue quality is improving toward industrial/medtech demand and higher margins, but watch MSA’s tempered growth and short‑term cash/working‑capital impacts.
Date | Precision Devices | Medtech & Speciality Audio | Consumer Mems Microphones |
|---|---|---|---|
Jun 30, 2026 | $98.30M | $68.50M | $0.00 |
Mar 31, 2026 | $85.10M | $68.00M | $0.00 |
Dec 31, 2025 | $89.70M | $72.50M | $0.00 |
Sep 30, 2025 | $88.20M | $64.70M | $0.00 |
Jun 30, 2025 | $78.50M | $67.40M | $0.00 |
Mar 31, 2025 | $72.50M | $59.70M | $0.00 |
Dec 31, 2024 | $72.80M | $73.20M | $0.00 |
Sep 30, 2024 | $78.80M | $63.70M | $0.00 |
Jun 30, 2024 | $74.10M | $59.50M | $71.10M |
Mar 31, 2024 | $74.30M | $57.10M | $65.00M |