Equity Profile

KN

Knowles Corporation

Information TechnologyElectronic Components$3.2B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Knowles Corporation (KN) operates in the Information Technology sector, focusing on electronic components. The company is known for its advanced microphone technology and acoustic solutions, which are increasingly important in devices like smartphones and smart home products.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will provide insight into how well Knowles is managing costs and generating revenue.

N/A

Revenue Growth

Revenue growth will indicate demand for Knowles' products and overall market position, especially in a competitive tech landscape.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+40.11%

Avg Stock Reaction

+1.92%

Last Quarter Recap

In Q1-2026, Knowles reported an EPS of $0.27, significantly beating expectations by 92.86%. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Continued focus on innovation in microphone technology.
Commitment to improving operational efficiencies.
Plans to expand market presence in consumer electronics.

Expectations

Wall Street Expectations

Overall expectations are cautiously optimistic, given the company's strong track record of beating EPS estimates in recent quarters. Investors are looking for continued growth and profitability.

Bull Case

If Knowles continues its trend of exceeding EPS estimates, it could signal robust demand for its products, leading to a significant stock price increase.

Bear Case

Any signs of declining revenue or increased costs could lead to a negative market reaction, especially if it breaks the recent trend of positive surprises.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

How is Knowles addressing supply chain challenges and cost pressures?

Understanding management's strategy on these issues will be key to assessing future profitability and growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Knowles' ability to innovate and capture market share in the growing acoustic solutions sector, which could lead to stronger-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Recent trends in consumer electronics suggest increasing demand for Knowles' products.

Options pricing indicates significant expected volatility, which may reflect underlying bullish sentiment.

Key Risk

If the EPS comes in below $0.20, it could undermine the positive narrative around the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Knowles can maintain its growth trajectory in a competitive market while managing costs effectively.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, suggesting potential issues with revenue or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±15.5% while KN has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.9%

Calls (4K)P/C Ratio: 0.00Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Knowles beats expectations, history suggests a stock increase of around 1.92%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may react modestly, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop around 2.37%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in the acoustic technology space.
2Insights into supply chain management and cost control measures.
3Comments on market demand trends for consumer electronics.
4Guidance on revenue expectations for the next quarter.
5Any strategic partnerships or collaborations that may enhance market position.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will provide insight into how well Knowles is managing costs and generating revenue.

N/A

Revenue Growth

Revenue growth will indicate demand for Knowles' products and overall market position, especially in a competitive tech landscape.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+40.11%

Avg Stock Reaction

+1.92%

Last Quarter Recap

In Q1-2026, Knowles reported an EPS of $0.27, significantly beating expectations by 92.86%. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Continued focus on innovation in microphone technology.
Commitment to improving operational efficiencies.
Plans to expand market presence in consumer electronics.

Expectations

Wall Street Expectations

Overall expectations are cautiously optimistic, given the company's strong track record of beating EPS estimates in recent quarters. Investors are looking for continued growth and profitability.

Bull Case

If Knowles continues its trend of exceeding EPS estimates, it could signal robust demand for its products, leading to a significant stock price increase.

Bear Case

Any signs of declining revenue or increased costs could lead to a negative market reaction, especially if it breaks the recent trend of positive surprises.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

How is Knowles addressing supply chain challenges and cost pressures?

Understanding management's strategy on these issues will be key to assessing future profitability and growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Knowles' ability to innovate and capture market share in the growing acoustic solutions sector, which could lead to stronger-than-expected results.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational performance.

Recent trends in consumer electronics suggest increasing demand for Knowles' products.

Options pricing indicates significant expected volatility, which may reflect underlying bullish sentiment.

Key Risk

If the EPS comes in below $0.20, it could undermine the positive narrative around the company's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Knowles can maintain its growth trajectory in a competitive market while managing costs effectively.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, suggesting potential issues with revenue or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±15.5% while KN has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.9%

Calls (4K)P/C Ratio: 0.00Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Knowles beats expectations, history suggests a stock increase of around 1.92%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may react modestly, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop around 2.37%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in the acoustic technology space.
2Insights into supply chain management and cost control measures.
3Comments on market demand trends for consumer electronics.
4Guidance on revenue expectations for the next quarter.
5Any strategic partnerships or collaborations that may enhance market position.