Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

Seeking Alpha • Oct 23, 2026

What Knowles (KN) Said on Its Q3 Earnings Call

Knowles NYSE: KN reported third-quarter 2026 revenue of $184 million, up 20% from a year earlier and above the high end of its guidance range, as demand accelerated across its precision devices portfolio. Adjusted earnings per share were $0.38, up 15% year over year, while cash from operating activities reached $45 million.

MarketBeat • Oct 22, 2026

Knowles Corporation (KN) Q3 2026 Earnings Call Transcript

Knowles Corporation (KN) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 22, 2026

Knowles Reports Q3 2026 Financial Results and Provides Outlook for Q4 2026

ITASCA, Ill.--(BUSINESS WIRE)--Knowles Corporation (NYSE: KN), a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced results for the quarter ended September 30, 2026. “Third quarter revenue exceeded the high end of our guidance, while non-GAAP diluted EPS and cash from operations were at the high end of our guided ranges,” said Jeffrey Niew, P.

Business Wire • Oct 22, 2026

Knowles (KN) Beats Q3 Earnings and Revenue Estimates

Knowles (KN) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.33 per share a year ago.

Zacks Investment Research • Oct 22, 2026

Knowles Expands RF Signal Chain Offering with New A-Series Attenuators

New compact surface mount attenuators advance Knowles' strategy to provide customers with a more complete RF solution while delivering rugged, reliable performance from DC to 20 GHz.   ITASCA, Ill.

PRNewsWire • Sep 30, 2026

Knowles to Release Third Quarter 2026 Financial Results on October 22, 2026

ITASCA, Ill.--(BUSINESS WIRE)--Knowles Corporation (NYSE: KN) a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced the date for the release of its third quarter 2026 financial results. Third Quarter 2026 Conference Call and Webcast Knowles will issue its third quarter 2026 financial results on October 22, 2026, immediately after market closin.

Business Wire • Sep 29, 2026

Knowles Targets 30% Margins as Specialty Components Drive Growth

Knowles NYSE: KN has reshaped its portfolio around specialty electronic components for medical technology, defense and industrial markets, Chief Executive Officer Jeff Niew said during an investor presentation. The company has divested lower-margin, more commoditized operations and is emphasizing customized products, margin expansion and cash generation.

MarketBeat • Aug 27, 2026

Knowles (KN) Is Up 6.81% in One Week: What You Should Know

Does Knowles (KN) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Aug 14, 2026

Elucent Medical Selects Knowles Corporation to Manufacture Advanced Surgical Guidance Device

Elucent chooses Knowles for micro molding capabilities, design-for-manufacturability expertise, and vertically integrated assembly to accelerate production of their critical surgical guidance device. ITASCA, Ill.

PRNewsWire • Aug 12, 2026