Kimball Electronics, Inc. (KE) SEC Filings & Earnings Calls
EquiReason read 13 Kimball Electronics, Inc. SEC filings in the last 12 months. Latest: DEF 14A on 2026-09-30 — Proxy statement for annual meeting, including proposals to elect directors, ratify auditor, advisory vote on executive compensation, and approve name change to Kimball Solutions, I.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 589.6M
- P/E TTM
- 21.8
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 4 Nov, in 11 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
30 Sep 2026DEF 14AProxy statement for annual meeting, including proposals to elect directors, ratify auditor, advisory vote on executive compensation, and approve name change to Kimball Solutions, Inc.open
Figures in the filing · each found in the filing text
| Revenue · FY2026 | $1.40B | |
| Adjusted Operating Income Margin · FY2026 | 4.6% | |
| Cash Generated from Operating Activities · FY2026 | $72M | |
| Total Debt · FY2026 | $117M | |
| Share Repurchases · FY2026 | $12M | |
| Net Income · FY2026 | $28M | |
| Free Cash Flow · FY2026 | $28M | |
| Operating Income · FY2026 | $66M | |
| Adjusted Operating Income · FY2026 | $66M | |
| Number of Employees · FY2026 | 5,600 |
19 Aug 202610-KAnnual results for FY2026: revenue down 4% but net income up 65% due to margin improvement and gain on asset sale.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · FY2026 | $1.43B | -4% y/y |
| Gross Profit · FY2026 | $118M | +13% y/y |
| Gross Margin · FY2026 | 8.2% | |
| Operating Income · FY2026 | $66M | +45% y/y |
| Net Income · FY2026 | $28M | +65% y/y |
| Diluted Earnings per Share · FY2026 | $1.13 | +66% y/y |
| Open Orders · FY2026 | $643M | +0% y/y |
| Automotive Net Sales · Automotive · FY2026 | $657M | -7% y/y |
| Medical Net Sales · Medical · FY2026 | $413M | +4% y/y |
| Industrial Net Sales · Industrial · FY2026 | $362M | -5% y/y |
Risks flagged
Customer Concentration
“Nexteer Automotive 18% of net sales, Philips 11%, ZF 11%”
Tariff Exposure
“continued pressure on customer demand partially as a result of tariffs primarily impacting North America” · word for word
Supply Chain Disruption
“longer lead times on certain components as well as ramp up of new programs” · word for word
Restructuring Execution
“restructuring efforts to align our cost structure with reduced end market demand levels” · word for word
12 Aug 20268-K · 2.02Kimball Electronics Q4 FY2026: net sales $371.6M (+5% sequential), adjusted operating margin 4.9%, strong cash flow $42.4M, debt lowest in 4 years, FY2027 guidance for 7-9% sales growth.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2026 | $372M | |
| Operating income · Q4-2026 | $29M | |
| Adjusted operating income margin · Q4-2026 | 4.9% | |
| Cash from operations · Q4-2026 | $42M | |
| Debt · Q4-2026 | $117M | |
| Cash · Q4-2026 | $89M | |
| Borrowing capacity · Q4-2026 | $322M | |
| Cash Conversion Days · Q4-2026 | $82.00 | |
| Net sales (FY2026) · FY2026 | $1.43B | |
| Operating income (FY2026) · FY2026 | $66M |
Guidance
FY2027 net sales $1,535-1,560M (7-9% growth); organic sales growth 3-5%; Helvoet sales ~$60M; adjusted operating income 4.4-4.7% of net sales; capex $50-60M
FY2027 guidance implies return to top-line growth with organic and acquisition-driven expansion; margins stable; capex increased for growth investments.
Risks flagged
Automotive and industrial verticals declining YoY, indicating end-market weakness.
“Automotive sales -3% YoY; industrial sales -5% YoY.”
Guidance implies slight margin compression in FY2027 vs Q4 run rate.
“Adjusted operating income margin guidance 4.4-4.7% vs Q4 4.9%.”
1 Jul 20268-K · 1.01, 7.01Kimball Electronics acquired Helvoet Polymer Technologies B.V. for €90M (~$103M), a medical CDMO, expected to be accretive to FY2027 earnings and expand global medical CMO platform.acquisitionopen
Figures in the filing · each found in the filing text
| Purchase price · Q2-2026 | $103M | |
| Helvoet revenue · FY2025 | $56M | |
| Medical revenue percentage · FY2025 | 70.0% |
Risks flagged
Integration risk from combining operations across Europe, India, and US.
“Acquisition of a European-based company with India operations; integration of manufacturing facilities and cultures.”
Leverage increase from debt-funded acquisition.
“Funded through a combination of cash and available borrowing capacity on existing lines of credit.”
6 May 202610-QNet Sales $353M (-6% y/y); Net Sales $1.06B (-4% y/y); Gross Profit $28M (+3% y/y)open
Figures in the filing · each found in the filing text
| Net Sales · Q3-2026 | $353M | -6% y/y |
| Net Sales · 9M-2026 | $1.06B | -4% y/y |
| Gross Profit · Q3-2026 | $28M | +3% y/y |
| Net Income · Q3-2026 | $6M | +50% y/y |
| Diluted Earnings per Share · Q3-2026 | $0.23 | +53% y/y |
| Open Orders · 2026-03-31 | $602M | -6% y/y |
| Net Sales - Automotive · Automotive · Q3-2026 | $161M | -3% y/y |
| Net Sales - Medical · Medical · Q3-2026 | $106M | -8% y/y |
| Net Sales - Industrial · Industrial · Q3-2026 | $86M | -8% y/y |
| Cash Conversion Days · Q3-2026 | 90 | -9% y/y |
Risks flagged
Tariff cost recovery risk
“If we are unable to fully recover these costs, our results of operations and cash flows could be adversely impacted.” · word for word
Customer concentration
“Nexteer Automotive 17%, Philips 11%, ZF 12% of net sales in Q3 2026.”
Demand decline in automotive and industrial
“Net sales decreased 6% compared to the prior fiscal year third quarter, driven primarily by single-digit percentage declines in each end market vertical.” · word for word
5 May 20268-K · 2.02Revenue $353M; Operating Income $12M; Adjusted Operating Margin 4.2; Guidance: FY2026 revenue $1.4B-$1.46B, adjusted operating margin 4.2%-4.5% at high endearningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2026 | $353M | |
| Operating Income · Q3-2026 | $12M | |
| Adjusted Operating Margin · Q3-2026 | 4.2% | |
| Cash from Operations · Q3-2026 | $15M | |
| Debt · Q3-2026 | $163M |
Guidance
FY2026 revenue $1.4B-$1.46B, adjusted operating margin 4.2%-4.5% at high end
Affirmed FY2026 guidance with adjusted operating margin expected at high end of range
Risks flagged
Automotive and industrial verticals declined 3% and 8% YoY respectively
“Sales in the automotive vertical market decreased 3% compared to the third quarter of fiscal 2025, while sales in medical and industrial each decreased 8%” · word for word
5 Feb 202610-QKimball Electronics reported Q2 FY2026 results: revenue -5% YoY, gross margin improved to 8.2% from 6.6%, net income +6%.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Q2-2026 | $341M | -5% y/y |
| Net Income · Q2-2026 | $4M | +6% y/y |
| Gross Profit · Q2-2026 | $28M | +19% y/y |
| Open Orders · 2025-12-31 | $557M | -1% y/y |
| Automotive Net Sales · Automotive · Q2-2026 | $162M | -13% y/y |
| Medical Net Sales · Medical · Q2-2026 | $96M | +15% y/y |
| Industrial Net Sales · Industrial · Q2-2026 | $83M | -5% y/y |
| Operating Income · Q2-2026 | $11M | +31% y/y |
| Diluted Earnings per Share · Q2-2026 | $0.15 | +7% y/y |
Risks flagged
Tariff cost recovery risk
“If we are unable to fully recover these costs, our results of operations and cash flows could be adversely impacted.” · word for word
Customer concentration
“Nexteer Automotive 20%, Philips 11%, ZF 11% of net sales in Q2.”
Restructuring execution risk
“additional restructuring efforts may be necessary.” · word for word
4 Feb 20268-K · 2.02Net sales $341M (-5% y/y); Medical vertical sales growth 15; Adjusted operating income as % of net sales 4.5; Guidance: FY26 net sales guidance raised to $1,400-$1,460M from $1,350-$1,450M; adjusted operating income 4.2%-4.5% from 4.0%-4.25earningsopen
Figures in the filing · each found in the filing text
| Net sales · total · Q2-2026 | $341M | -5% y/y |
| Medical vertical sales growth · medical · Q2-2026 | 15.0% | |
| Adjusted operating income as % of net sales · Q2-2026 | 4.5% | |
| Cash from operations · Q2-2026 | $7M | |
| Cash Conversion Days · Q2-2026 | 91 |
Guidance
FY26 net sales guidance raised to $1,400-$1,460M from $1,350-$1,450M; adjusted operating income 4.2%-4.5% from 4.0%-4.25%
Raised FY26 guidance for sales and adjusted operating income, driven by medical vertical strength and margin improvement. Capex guidance unchanged at $50-$60M.
Risks flagged
Automotive and industrial verticals declining, partially offsetting medical growth.
“Sales in automotive decreased 13% and industrial decreased 5%.” · word for word
6 Nov 202510-QKimball Electronics reported Q1 FY2026 net sales of $365.6M, down 2% YoY, but net income surged 220% to $10.1M driven by margin improvement.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Q1-2026 | $366M | -2% y/y |
| Net Income · Q1-2026 | $10M | +220% y/y |
| Operating Cash Flow · Q1-2026 | $8M | -82% y/y |
| Open Orders · Q1-2026 | $593M | 0% y/y |
| Operating Income · Q1-2026 | $15M | +59% y/y |
| Cash Conversion Days · Q1-2026 | 83 | -23% y/y |
Risks flagged
Automotive Program Loss
“In the automotive end market vertical, sales to customers decreased 10% during the first quarter of fiscal year 2026 compared to the first quarter of fiscal year 2025, driven by the loss of a major automotive program that was unrelated to Kimball.” · word for word
Tariff Impact on Demand and Costs
“While these increased tariffs have and may continue to impact end customer demand, we expect that we will recover the tariff costs by passing them on to our customers. If we are unable to fully recover these costs, our results of operations and cash flows could be adversely impacted.” · word for word
Customer Concentration
“Sales to Nexteer Automotive, Philips, and ZF accounted for 19%, 11%, and 10% of net sales, respectively, for the three months ended September 30, 2025.” · word for word
5 Nov 20258-K · 2.02Net Sales $366M (-2% y/y); Net income $10M; Diluted EPS $0.40; Guidance: FY2026 revenue $1.35-$1.45B; adjusted OI margin 4.0%-4.25%earningsopen
Figures in the filing · each found in the filing text
| Net Sales · Q1-2026 | $366M | -2% y/y |
| Net income · Q1-2026 | $10M | |
| Diluted EPS · Q1-2026 | $0.40 | |
| Adjusted EPS · Q1-2026 | $0.49 | |
| Cash from operations · Q1-2026 | $8M | |
| Debt · Q1-2026 | $138M | |
| Cash Conversion Days · Q1-2026 | 83 |
Guidance
FY2026 revenue $1.35-$1.45B; adjusted OI margin 4.0%-4.25%
Reiterated FY2026 guidance; medical strength offsetting auto weakness; margin improvement.
Risks flagged
Automotive vertical weakness; exposure to cyclical demand.
“Automotive sales decreased 10% YoY.”
Geopolitical and tariff risks.
“Forward-looking statements mention tariffs and trade barriers as risks.”
Kimball Electronics, Inc. — questions
- What did Kimball Electronics, Inc. file recently?
- 13 SEC filings in the last 12 months. Latest: DEF 14A on 2026-09-30 — Proxy statement for annual meeting, including proposals to elect directors, ratify auditor, advisory vote on executive compensation, and approve name change to Kimball Solutions, Inc.
Every figure on this page comes from Kimball Electronics, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.