Kimball Electronics Inc. (KE) Releases Q2 2026 Earnings: Revenue Miss; EPS Up YoY but Below Estimate

Kimball Electronics Inc. (KE) reported second-quarter 2026 results with revenue of $341.3 million, down 4.5% year‑over‑year and below the consensus revenue estimate of $349.4 million. Diluted earnings per share came in at $0.15, up 7.1% year‑over‑year but short of the EPS estimate of $0.26.

Revenue: $341.3 million (down 4.51% YoY)

Gross profit: $27.9 million (up 18.96% YoY)

Operating profit: $10.8 million (up 30.83% YoY)

Net income attributable to common shareholders: $3.6 million (up 5.97% YoY)

Diluted EPS: $0.15 (up 7.14% YoY)

Balance sheet and cash-flow highlights show a mixed picture: operating cash flow weakened sharply while liquidity improved and capital spending rose.

Cash from operating activities: $8.1 million (down 72.62% YoY)

Purchases of property, plant and equipment: $10.5 million (up 64.21% YoY)

Cash and cash equivalents: $77.9 million (up 44.53% YoY)

Total liabilities: $504.3 million (down 6.08% YoY)

Margins and cost trends indicate improved profitability despite lower sales.

Cost of sales: $313.4 million (down 6.15% YoY)

Gross margin approximately 8.2%; operating margin approximately 3.2%; net margin approximately 1.1%.

Gross and operating profits expanded year‑over‑year, suggesting margin improvement even as revenue slipped.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Kimball Electronics Inc. Hedge Fund Activity

We have seen 92 institutional investors add shares of Kimball Electronics Inc. stock to their portfolio, and 78 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ACADIAN ASSET MANAGEMENT LLC added 373,460 shares (+807.9%) to their portfolio in Q3 2025, for an estimated $11,151,515
BNP PARIBAS FINANCIAL MARKETS added 258,333 shares (+10263.5%) to their portfolio in Q3 2025, for an estimated $7,713,823
HILLSDALE INVESTMENT MANAGEMENT INC. added 229,270 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,846,002
MILLENNIUM MANAGEMENT LLC removed 177,826 shares (-87.3%) from their portfolio in Q3 2025, for an estimated $5,309,884
LSV ASSET MANAGEMENT removed 162,123 shares (-90.6%) from their portfolio in Q3 2025, for an estimated $4,840,992
GLOBEFLEX CAPITAL L P added 139,899 shares (+inf%) to their portfolio in Q3 2025, for an estimated $4,177,384
AMERICAN CENTURY COMPANIES INC added 139,029 shares (+19.9%) to their portfolio in Q3 2025, for an estimated $4,151,405

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Kimball Electronics Inc. Government Contracts

We have seen $51,908 of award payments to $KE over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Kimball Electronics Inc. Analyst Ratings

Wall Street analysts have issued reports on $KE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Lake Street issued a "Buy" rating on 08/15/2025

To track analyst ratings and price targets for Kimball Electronics Inc., check out Quiver Quantitative's $KE forecast page.