Welcome to our dedicated page for Kimball Electronics SEC filings (Ticker: KE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Kimball Electronics, Inc. filings document regulatory disclosures for an Indiana-incorporated public manufacturer listed on Nasdaq under KE. Recent 8-K reports furnish quarterly earnings releases and other company events, including operating results, financial-condition commentary, sustainability reporting, manufacturing-capacity announcements, and governance-related updates.
The company’s proxy and annual meeting filings cover board elections, auditor ratification, advisory voting matters, executive compensation disclosures, and share-owner voting results. Together, these filings describe Kimball Electronics’ formal reporting record for its EMS and CMO manufacturing business, governance structure, public-company controls, capital structure, and recurring risk and compliance disclosures.
Kimball Electronics, Inc. has a new Schedule 13G reporting that American Century ETF Trust, American Century Investment Management, Inc. (ACIM), American Century Companies, Inc. (ACC), and the Stowers Institute for Medical Research collectively report beneficial ownership of Kimball Electronics common stock as of June 30, 2026.
American Century ETF Trust reports 1,242,857 shares with sole voting and dispositive power, representing 5.2% of the common stock. ACIM, ACC and the Stowers Institute each report 1,306,574 shares with sole voting and dispositive power, representing 5.4% of the class. The filing notes that various ACIM-advised clients have rights to dividends and sale proceeds, and that no single client advised by ACIM owns more than 5% of the class.
Kimball Electronics reported fiscal year 2026 net sales of $1,431.4 million, down from $1,486.7 million in 2025, reflecting lower automotive and industrial volumes and the divestiture of the Automation, Test & Measurement business. Despite lower sales, operating income increased to $66.1 million and operating margin improved to 4.6%, supported by higher gross margin and gains on disposal.
Net income rose to $27.9 million with diluted EPS of $1.13, compared with $16.98 million and $0.68, respectively, in 2025. Cash generated from operating activities was $72.3 million, down from $183.9 million, while year-end cash and equivalents were stable at about $89.6 million. The company repurchased 447,000 shares for $11.9 million.
For fiscal 2027, Kimball Electronics guides net sales of $1,535–$1,560 million, implying 7–9% growth, including approximately $60 million from Helvoet, with organic growth of 3–5%. Adjusted operating income is expected at 4.4–4.7% of net sales and capital expenditures of $50–$60 million.
Kimball Electronics entered into a definitive Share Purchase Agreement to acquire Helvoet Polymer Technologies B.V. and Helvoet Rubber & Plastics Technologies (India) Pvt. Ltd. for a cash purchase price of approximately €90 million, or about $103 million, subject to working capital adjustments.
About €1.8 million of the price is held in escrow to secure the seller’s obligations. The deal closed on July 1, 2026 and was funded with Kimball’s cash and existing credit lines. Helvoet generated approximately $56 million of revenue in calendar 2025 with an EBITDA margin in the mid-teens, and over 70% of revenue from medical customers. The purchase price represents roughly 9x estimated adjusted EBITDA for 2026 and is expected to be accretive to Kimball’s fiscal 2027 adjusted earnings, increasing sales in its medical vertical in the low double-digit range.
Kimball Electronics, Inc. CEO and director Richard D. Phillips reported estate-planning transfers involving his holdings. Two bona fide gifts totaling 8,428 shares of common stock were made on June 1, 2026, moving shares from his direct ownership into the Phillips 2026 Spousal Trust.
The trust is an irrevocable vehicle administered by an independent trustee, and Phillips has no voting or dispositive power over its securities, disclaiming beneficial ownership except for any pecuniary interest. He also reports 92,304 Restricted Shares of common stock held directly, scheduled to vest in tranches of 40,953 shares in August 2026, 34,706 shares in August 2027, and 16,645 shares in August 2028.
Kimball Electronics, Inc. VP IR & Strategy and Treasurer Andrew Donald Regrut reported routine equity compensation activity. Previously granted Restricted Shares vested and were converted into 1,052 shares of Common Stock on June 1, 2026. To cover tax obligations related to this vesting, 457 shares of Common Stock were withheld by the company, rather than sold in the open market.
These transactions reflect a derivative exercise and associated tax-withholding disposition, not discretionary buying or selling of shares on the market.
Kimball Electronics CEO and Director Richard D. Phillips reported charitable-style transfers of Kimball Electronics common stock. Two bona fide gifts on 2026-05-26 totaled 155,948 shares of Common Stock, with 77,974 shares moved from direct ownership and 77,974 shares transferred to an irrevocable trust.
The irrevocable trust is for the benefit of the reporting person’s spouse, with children as contingent beneficiaries and an independent trustee; Phillips has no voting or dispositive power over the trust’s shares and disclaims beneficial ownership except for any pecuniary interest. After these gifts, he holds 4,214 Common shares directly and 77,974 shares indirectly via the trust.
Phillips also holds 92,304 Restricted Shares of Common Stock that carry a zero exercise price and are scheduled to vest in tranches of 40,953 shares in August 2026, 34,706 shares in August 2027, and 16,645 shares in August 2028, subject to continued employment and specified termination conditions.
Kimball Electronics reported softer sales but much stronger profitability for the quarter and first nine months ended March 31, 2026. Quarterly net sales declined 6% to $352.9 million, yet net income rose 50% to $5.7 million, with diluted EPS up to $0.23.
For the nine‑month period, net sales fell 4% to $1.06 billion, while net income increased 87% to $19.4 million and diluted EPS climbed to $0.78. Gross margin improved to 8.0% on cost actions and restructuring benefits, even as restructuring charges reached $4.1 million year‑to‑date. The company ended the quarter with $84.2 million in cash, a debt‑to‑equity ratio of 0.3, open orders of $602 million, and a current ratio of 2.1.
Kimball Electronics reported mixed results for the third quarter ended March 31, 2026. Net sales were $352.9 million, down 6% from the prior year, with automotive sales down 3% and medical and industrial each down 8%, partly against a prior-year non-recurring $24 million medical inventory sale.
Despite lower revenue, profitability improved. Operating income was $11.8 million and net income increased to $5.7 million from $3.8 million, while adjusted net income rose to $8.0 million and adjusted diluted EPS reached $0.33 versus $0.27. For the first nine months, net income was $19.4 million, up from $10.4 million, and ROIC for the twelve months ended March 31, 2026 was 7.1% versus 6.1%.
The company affirmed fiscal 2026 guidance, targeting net sales of $1.40–$1.46 billion, adjusted operating income of 4.2%–4.5% of net sales with results expected at the high end, and capital expenditures of $50–$60 million. Net cash provided by operating activities for the first nine months was $29.8 million, down from $105.9 million.
Kimball Electronics Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 1,219,989 shares of common stock, representing 5.03% of the class as of 03/31/2026. The filing shows sole voting power over 159,069 shares and sole dispositive power over 1,219,989 shares.
Kimball Electronics Inc: Amendment No. 2 to a Schedule 13G/A filed by The Vanguard Group states that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries will report beneficial ownership separately. The filing reports 0 shares beneficially owned and 0% of the class for The Vanguard Group on this schedule. The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.