KN — what changed in the latest 10-Q
A section-by-section comparison of KN's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-27 vs the prior 10-Q · 2026-07-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +11 | −15 | ~71 | 36 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 0 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 2 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | No paragraph-level changes | 0 | 0 | 0 | 3 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-27
During the third quarter of 2026, we recorded restructuring charges of $0.5 million within Gross profit and $0.1 million within Operating expenses related primarily to headcount reductions within our PD segment. During the third quarter of 2025, we recorded restructuring charges of $0.3 million rela…
Gross profit for the third quarter of 2026 was $81.3 million, compared with $69.9 million for the third quarter of 2025, an increase of $11.4 million or 16.3%. Gross profit margin (gross profit as a percentage of revenues) for the third quarter of 2026 was 44.2%, compared with 45.7% for the third qu…
Non-GAAP gross profit for the third quarter of 2026 was $83.3 million, compared with $70.7 million for the third quarter of 2025, an increase of $12.6 million or 17.8%. Non-GAAP gross profit margin (non-GAAP gross profit as a percentage of revenues) for the third quarter of 2026 was 45.3% compared w…
Research and development expenses for the third quarter of 2026 were $11.1 million, compared with $10.0 million for the third quarter of 2025, an increase of $1.1 million or 11.0%. Research and development expenses as a percentage of revenues for the third quarter of 2026 and 2025 were 6.0% and 6.5%…
Selling and administrative expenses for the third quarter of 2026 were $39.4 million, compared with $34.0 million for the third quarter of 2025, an increase of $5.4 million or 15.9%. Selling and administrative expenses as a percentage of revenues for the third quarter of 2026 and 2025 were 21.4% and…
Text removed vs the prior filing · source: 10-Q · 2026-07-28
The tariff environment remains highly dynamic. On February 20, 2026, a Supreme Court ruling invalidated certain tariffs previously imposed under the International Emergency Economic Powers Act ("IEEPA"). Knowles submitted refund requests and has, to date, received a portion of previously paid IEEPA …
During the second quarter of 2025, we recorded an impairment charge of $3.6 million to write down the carrying value of certain machinery and equipment to fair value. For additional information, refer to Note 1. Basis of Presentation to our Consolidated Financial Statements.
During the second quarter of 2026, we recorded restructuring charges of $0.1 million within Gross profit and $0.1 million within Operating expenses related primarily to headcount reductions within our PD segment. No restructuring charges were recorded during the second quarter of 2025. For additiona…
Gross profit for the second quarter of 2026 was $74.6 million, compared with $60.6 million for the second quarter of 2025, an increase of $14.0 million or 23.1%. Gross profit margin (gross profit as a percentage of revenues) for the second quarter of 2026 was 44.7%, compared with 41.5% for the secon…
Non-GAAP gross profit for the second quarter of 2026 was $75.7 million, compared with $64.5 million for the second quarter of 2025, an increase of $11.2 million or 17.4%. Non-GAAP gross profit margin (non-GAAP gross profit as a percentage of revenues) for the second quarter of 2026 was 45.4% compare…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice