Knowles (NYSE:KN) Issues Q3 2026 Earnings Guidance

Knowles (NYSE:KN) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.340-0.380 for the period, compared to the consensus earnings per share estimate of 0.320. The company issued revenue guidance of $167.0 million-$177.0 million, compared to the consensus revenue estimate of $163.5 million.

Analyst Ratings Changes

Several brokerages have commented on KN. Craig Hallum restated a “buy” rating and issued a $38.00 price objective on shares of Knowles in a report on Friday, April 24th. Susquehanna lifted their target price on shares of Knowles from $33.00 to $40.00 and gave the company a “neutral” rating in a research note on Friday. Robert W. Baird set a $44.00 price target on shares of Knowles in a research report on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Knowles in a report on Friday, May 22nd. Finally, Zacks Research cut Knowles from a “strong-buy” rating to a “hold” rating in a research report on Friday, June 26th. Two investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $40.67.

Knowles Trading Down 3.3%

NYSE:KN opened at $37.52 on Friday. Knowles has a one year low of $19.28 and a one year high of $42.93. The company’s 50-day simple moving average is $38.00 and its 200 day simple moving average is $30.95. The firm has a market capitalization of $3.21 billion, a P/E ratio of 48.72 and a beta of 1.59. The company has a debt-to-equity ratio of 0.17, a current ratio of 3.27 and a quick ratio of 1.77.

Knowles (NYSE:KN) last posted its quarterly earnings data on Thursday, July 23rd. The communications equipment provider reported $0.33 earnings per share for the quarter, beating analysts’ consensus estimates of $0.31 by $0.02. Knowles had a return on equity of 11.55% and a net margin of 10.63%.The company had revenue of $166.80 million during the quarter, compared to analyst estimates of $156.97 million. During the same quarter last year, the company earned $0.24 EPS. The firm’s revenue for the quarter was up 14.3% on a year-over-year basis. Knowles has set its Q3 2026 guidance at 0.340-0.380 EPS. As a group, analysts forecast that Knowles will post 0.94 EPS for the current fiscal year.

Insider Activity at Knowles

In other Knowles news, COO Daniel J. Giesecke sold 20,201 shares of Knowles stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $37.32, for a total value of $753,901.32. Following the completion of the transaction, the chief operating officer directly owned 175,855 shares of the company’s stock, valued at approximately $6,562,908.60. The trade was a 10.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Air A. Jr. Bastarrica sold 3,623 shares of the stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $30.91, for a total transaction of $111,986.93. Following the sale, the vice president owned 47,569 shares in the company, valued at approximately $1,470,357.79. The trade was a 7.08% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 173,058 shares of company stock valued at $5,809,156. 2.24% of the stock is owned by insiders.

Trending Headlines about Knowles

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Knowles beat Q2 earnings and revenue estimates, showing stronger-than-expected demand across its specialty electronic components business. Knowles (KN) Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company raised the outlook for Q3 2026, with EPS guidance of $0.34-$0.38 and revenue guidance of $167.0 million-$177.0 million, both above consensus estimates. Knowles Reports Q2 2026 Financial Results and Provides Outlook for Q3 2026
• Positive Sentiment: Commentary around a “bullish” Q2 and optimistic near-term revenue guidance reinforced the view that operating momentum is improving. Knowles (NYSE:KN) Reports Bullish Q2 CY2026, Provides Optimistic Revenue Guidance for Next Quarter
• Neutral Sentiment: The earnings call transcript and snapshot articles mainly repeat the same results and guidance, adding little new information beyond the headline beat. Knowles Corporation (KN) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Several unrelated entertainment articles about Matthew Knowles and Destiny’s Child are not connected to Knowles Corporation’s fundamentals. Mathew Knowles Says Unreleased Destiny’s Child Remixes Are Coming

Institutional Investors Weigh In On Knowles

A number of large investors have recently added to or reduced their stakes in the stock. Franklin Resources Inc. lifted its holdings in shares of Knowles by 10.5% during the 3rd quarter. Franklin Resources Inc. now owns 5,108,184 shares of the communications equipment provider’s stock valued at $119,072,000 after buying an additional 484,500 shares during the period. Goldman Sachs Group Inc. lifted its holdings in Knowles by 7.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,806,916 shares of the communications equipment provider’s stock valued at $60,152,000 after acquiring an additional 205,573 shares during the period. Ameriprise Financial Inc. boosted its position in Knowles by 365.4% in the third quarter. Ameriprise Financial Inc. now owns 1,394,341 shares of the communications equipment provider’s stock worth $32,502,000 after purchasing an additional 1,094,715 shares during the last quarter. Raymond James Financial Inc. increased its position in shares of Knowles by 52.8% during the 3rd quarter. Raymond James Financial Inc. now owns 1,360,918 shares of the communications equipment provider’s stock valued at $31,723,000 after purchasing an additional 470,100 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in shares of Knowles by 7.5% in the 3rd quarter. Bank of America Corp DE now owns 825,344 shares of the communications equipment provider’s stock worth $19,239,000 after purchasing an additional 57,899 shares during the period. Institutional investors own 96.35% of the company’s stock.

Knowles Company Profile

Knowles Corporation (NYSE: KN) is a leading developer and manufacturer of advanced micro-acoustic, audio processing and precision device solutions. The company’s product portfolio includes microelectromechanical systems (MEMS) microphones, balanced armature receivers, acoustic filters, and custom audio processing integrated circuits. These solutions are designed to enable clear speech, enhanced voice capture and intelligent audio performance in a variety of end markets.

Founded in 1946, Knowles has evolved from its roots in vacuum tube components to become a pure-play audio technology provider following its spin-off from Dover Corporation in 2014.