KE at a glance
Kimball Electronics, Inc. (KE, SEC CIK 1606757) filed its latest 10-K annual report on August 19, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Kimball Electronics, Inc. (KE) reported revenue of $1.4 billion (down 3.7% from FY2025) and net income of $28.0 million. Diluted EPS was $1.13.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Kimball Electronics, Inc. (KE) shares worth $269.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.4B
- −3.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $269.4M · +1 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,431.4M, down 4% YoY from $1,486.7M; automotive sales fell 7% to $656.9M, medical grew to $412.8M (+4%), industrial down 5% to $361.7M
- Operating margin 4.6% vs 3.1%; gross margin 8.2% vs 7.0%; S&A 4.3% vs 3.4%; net income $28M, EPS $1.13 vs $17M, $0.68, +64.6%
- Medical segment best performer with 4% sales growth and margin contribution; automotive worst with 7% sales decline due to lost major program
- Operating cash flow $72.3M vs $183.9M; capex $51.7M vs $33.7M (incl. Indianapolis medical facility); repurchased $11.9M stock, total buybacks $115.6M to date; debt reduced $30.9M
- 2027 outlook includes Helvoet acquisition integration, new Indianapolis facility start-up costs, tariff uncertainties, ongoing automotive weakness offset by medical growth, and tax rate variability due to geographic earnings mix
Risk Factors
- Regulatory/legal risk: Supreme Court vacated IEEPA tariffs imposed in Feb 2025; resulting tariff refunds began in Q4 FY2026 impacting customer cost recoveries
- Geopolitical/macroeconomic threat: Ongoing Middle East conflict involving U.S., Israel, and Iran risks supply chain disruptions and freight/component cost increases
- Operational/supply chain vulnerability: Closure of Tampa facility completed FY2025; production shifted mainly to Mexico and Jasper plants, with ongoing restructuring expected
- Competitive/market disruption risk: Loss of major automotive program in FY2026 caused 7% sales decline; pressure from competitors in mid-sized EMS space noted
- Financial/structural risk: Acquisition of Helvoet (approx. $103M paid Jul 2026) creating integration costs and synergies risk; liquidity strong with $403.8M cash + credit lines as of June 30, 2026
Business Overview
- Contract manufacturer and CDMO serving global customers with integrated supply chain solutions, extensive international operations in China, Mexico, Europe, India, Thailand
- Completed largest acquisition to date: Helvoet on July 1, 2026, expanding manufacturing footprint into India and the Netherlands and adding precision molded plastics and medical device capabilities
- Increased focus on AI deployment across engineering, manufacturing, quality, and back-office functions; compliance with evolving AI-specific laws (EU AI Act, Colorado AI Act) emphasized
- Inflation, tariffs, and supply chain disruptions increased costs; tariffs recovered mainly through contractual pass-through; currency fluctuations positively impacted net sales by 2%
- Workforce and facility expansion complexity heightened, alongside intensified cybersecurity risks and regulatory compliance pressures, including global data privacy and sustainability requirements
AI summary of the KE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $352.9M, down 6% YoY from $374.6M
- Gross margin 7.9% vs 7.2%; operating margin 3.3% vs 3.1%
- Best segment Medical revenue $106.1M, down 8%; worst Industrial revenue $86.3M, down 8%
- Operating cash flow $29.8M through nine months vs $105.9M; capital investments $43.2M
- Tariffs, geopolitical tensions, demand weakness, and component-cost pressures remain near-term headwinds
Risk Factors
- No material risk-factor changes disclosed from the June 30, 2025 Form 10-K
- Equity concentration risk: $4.0 million repurchased during the quarter
- Capital allocation risk: $6.5 million remaining under the stock repurchase plan
- Compliance risk: no officers or directors adopted or terminated Rule 10b5-1 trading plans during the quarter
AI summary of the KE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter results ended June 30, 2026, released August 12, 2026
- Earnings release attached as Exhibit 99.1, containing the substantive financial results
Item EX-99.1: Item EX-99.1
- Q4 sales $371.6M, down 2% YoY, while adjusted operating margin declined to 4.9% from 5.2%
- FY2026 sales $1,431.4M, down 4%; Medical grew 4% to $412.8M and reached 29% of sales
Item 7.01: Regulation FD Disclosure
- Forward-looking disclosure covering fiscal 2026 expectations and projections
- Key risks: global conditions, geopolitical conflicts, health emergencies, tariffs, and trade barriers
Item 1.01: Entry into a Material Definitive Agreement
- Kimball Electronics acquired Helvoet Polymer Technologies and Helvoet India from Hydratec Industries
- Acquisition closed July 1, 2026, shortly after signing on June 26, 2026
Item EX-99.1: Item EX-99.1
- Helvoet acquisition for €90 million, approximately $103 million, funded with cash and existing credit lines
- European medical CDMO adds facilities in the Netherlands and India, expanding Kimball’s global manufacturing footprint
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 earnings release covers the quarter ended March 31, 2026
- Results, guidance, and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 revenue $352.9M, down 6% YoY but up 3.4% sequentially, signaling stabilization after weaker demand
- Medical sales rose 10.2% sequentially; prior-year comparison pressured by a $24M non-recurring inventory sale
AI summaries of KE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KE
Don't miss the next KE filing
- Alerts as it files. A push when KE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut KE, by share count.
- Ask anything. An AI agent that reads every KE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Korn Steven T | G | Sep 3, 2026 | 4,000 | - |
| Korn Steven T | G | Sep 3, 2026 | 1,000 | - |
| Hass Douglas | M | Aug 24, 2026 | 12,132 | - |
| Korn Steven T | A | Aug 24, 2026 | 23,679 | - |
| Hass Douglas | A | Aug 24, 2026 | 3,422 | - |
| Hass Douglas | F | Aug 24, 2026 | 6,751 | $22.73 |
| Korn Steven T | A | Aug 24, 2026 | 20,065 | - |
| Korn Steven T | M | Aug 24, 2026 | 25,153 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.5B | $1.4B |
| Gross Profit | - | $104.4M | $117.5M |
| Operating Income | - | $45.5M | $66.1M |
| Net Income | - | $17.0M | $28.0M |
| Gross Margin | - | 7.0% | 8.2% |
| Op. Margin | - | 3.1% | 4.6% |
| Net Margin | - | 1.1% | 2.0% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.1B | $1.1B |
| Equity | $540.5M | $569.9M | $585.1M |
| ROE | - | 3.0% | 4.8% |
| Per Share | |||
| EPS | - | $0.68 | $1.13 |
| Cash Flow | |||
| Operating CF | - | $183.9M | $72.3M |
| CapEx | - | $33.3M | $51.5M |
Source: XBRL data in Kimball Electronics, Inc. (KE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $269.4M |
| Q1 2026 | 28 | $240.2M |
| Q4 2025 | 29 | $272.0M |
| Q3 2025 | 28 | $297.9M |
| Q2 2025 | 27 | $187.9M |
| Q1 2025 | 22 | $125.0M |
| Q4 2024 | 18 | $113.2M |
| Q3 2024 | 16 | $76.4M |
- Citadel Advisors LLC+174.1K (+101%)
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- FMR LLC (Fidelity)−64.3K (-64%)
- Bank of America Corp−58.9K (-5%)
- Morgan Stanley−28.5K (-15%)
- AQR Capital Management−28.0K (-12%)
- Franklin Resources−18.6K (-12%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 197 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 10-K | Aug 19, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Mar 19, 2026 | - | Analysis | - |
| 10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 4, 2026 | - | - | |
| 8-K | Jan 8, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 10-Q | Nov 6, 2025 | Sep 30, 2025 | Analysis |
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KE SEC filings: frequently asked questions
Which institutions hold KE stock?
As of June 30, 2026, the largest Kimball Electronics, Inc. (KE) holders among the 13F filers tracked by SignalX were BlackRock ($62.5 million), Dimensional Fund Advisors ($42.4 million), Bank of America Corp ($30.5 million), Vanguard Capital Management LLC ($27.3 million), Vanguard Portfolio Management LLC ($20.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KE's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Kimball Electronics, Inc. (KE) reported revenue of $1.4 billion (down 3.7% from FY2025) and net income of $28.0 million. Diluted EPS was $1.13. The figures come from the XBRL data in the 10-K.
What are the main risks in KE's latest 10-K?
In the 10-K filed August 19, 2026, Kimball Electronics, Inc. (KE) flagged: Regulatory/legal risk: Supreme Court vacated IEEPA tariffs imposed in Feb 2025; resulting tariff refunds began in Q4 FY2026 impacting customer cost recoveries. Geopolitical/macroeconomic threat: Ongoing Middle East conflict involving U.S., Israel, and Iran risks supply chain disruptions and freight/component cost increases. (AI summary of the Risk Factors section.)
What did KE report in its latest 8-K?
Kimball Electronics, Inc. (KE) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal fourth-quarter results ended June 30, 2026, released August 12, 2026.
What are the latest KE SEC filings?
Kimball Electronics, Inc. (KE) filed its latest 10-K annual report on August 19, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on September 4, 2026.
What is KE's SEC CIK number?
Kimball Electronics, Inc. (KE)'s SEC Central Index Key (CIK) is 1606757. EDGAR lists every KE filing under that number.
Ask anything about KE
The research agent reads KE's filings, financials, insider trades and 13F holders, then answers with sources.