Knowles (NYSE:KN) Announces Q4 2026 Earnings Guidance

Knowles (NYSE:KN) issued an update on its fourth quarter 2026 earnings guidance on Friday. The company provided EPS guidance of 0.390-0.430 for the period, compared to the consensus EPS estimate of 0.360. The company issued revenue guidance of $180.0 million-$190.0 million, compared to the consensus revenue estimate of $174.5 million.

Knowles Trading Up 2.0%

Shares of Knowles stock opened at $34.05 on Friday. Knowles has a 1 year low of $20.57 and a 1 year high of $42.93. The company has a market capitalization of $2.91 billion, a price-to-earnings ratio of 43.63 and a beta of 1.59. The business has a fifty day simple moving average of $35.85 and a two-hundred day simple moving average of $35.90. The company has a debt-to-equity ratio of 0.16, a current ratio of 3.20 and a quick ratio of 1.75.

Knowles (NYSE:KN) last posted its earnings results on Thursday, October 22nd. The communications equipment provider reported $0.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.02. The company had revenue of $184.00 million during the quarter, compared to analysts’ expectations of $172.10 million. Knowles had a net margin of 10.63% and a return on equity of 11.45%. Knowles’s quarterly revenue was up 20.3% compared to the same quarter last year. During the same quarter last year, the company posted $0.33 EPS. Research analysts forecast that Knowles will post 1.02 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings raised shares of Knowles from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Wall Street Zen downgraded shares of Knowles from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Susquehanna reduced their price target on Knowles from $40.00 to $35.00 and set a “neutral” rating on the stock in a report on Wednesday. Zacks Research downgraded shares of Knowles from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 22nd. Finally, Robert W. Baird set a $50.00 price target on Knowles in a report on Friday. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $41.00.

Insider Transactions at Knowles

In other news, Director Cheryl L. Shavers sold 6,618 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $39.27, for a total value of $259,888.86. Following the sale, the director owned 35,723 shares of the company’s stock, valued at $1,402,842.21. The trade was a 15.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Raymond D. Cabrera sold 6,178 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $36.28, for a total transaction of $224,137.84. Following the sale, the senior vice president directly owned 127,945 shares in the company, valued at $4,641,844.60. The trade was a 4.61% decrease in their position. The SEC filing for this sale provides additional information. 2.24% of the stock is owned by insiders.

Key Knowles News

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Knowles reported third-quarter 2026 EPS of $0.38, ahead of the $0.36 consensus estimate, while revenue reached $184.0 million versus expectations of approximately $172.1 million. Revenue increased 20.3% year over year, supporting the company’s growth outlook. Knowles quarterly earnings results
• Positive Sentiment: Management issued fourth-quarter guidance above analyst expectations, calling for EPS of $0.39-$0.43 versus the $0.36 consensus and revenue of $180 million-$190 million versus the $174.5 million consensus. The outlook suggests continued operating momentum and is the clearest potential catalyst for the stock. Knowles beats expectations and provides guidance
• Positive Sentiment: Profitability and cash generation improved in the quarter, with operating profit reported at $30.7 million, net income at $21.6 million and operating cash flow at $44.6 million. These results strengthen the fundamental case, although some reported financial figures differ across third-party summaries. Knowles third-quarter earnings performance
• Neutral Sentiment: Despite the earnings beat, Knowles trades below its 50-day and 200-day moving averages, indicating that technical momentum remains weak and investors may be waiting for further confirmation of the improved outlook.
• Negative Sentiment: Susquehanna lowered its price target for Knowles, potentially signaling that the broker sees limited near-term upside even after the company’s earnings beat. Susquehanna cuts Knowles price target
• Negative Sentiment: Recent insider activity has been exclusively selling, with executives reportedly making no open-market purchases during the past six months. While insider sales may reflect personal liquidity needs, the absence of buying can weigh on investor sentiment. Knowles insider trading activity

About Knowles

Knowles Corporation (NYSE: KN) is a global manufacturer of advanced electronic components and solutions for audio, communications, medical, industrial and other specialized applications. The company develops products that support sound capture, audio processing, signal management and high-performance connectivity in a range of electronic devices and systems.

Its portfolio includes microelectromechanical systems (MEMS) microphones, audio processors, speakers, receivers, balanced armature drivers and other acoustic components.