Information Technology·Electronic Components·$2.6B
Knowles Corp (KN) operates in the Information Technology sector, focusing on electronic components. The company is significant for its role in providing advanced micro-acoustic microphones and other audio solutions, which are increasingly important in consumer electronics and smart devices.
EPS Growth
Earnings per share (EPS) growth is crucial as it reflects the company's profitability and operational efficiency.
Market Demand for Audio Solutions
Understanding the demand for audio components can indicate how well Knowles is positioned in the market.
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Knowles Corp (KN) operates in the Information Technology sector, focusing on electronic components. The company is significant for its role in providing advanced micro-acoustic microphones and other audio solutions, which are increasingly important in consumer electronics and smart devices.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+40.11%
Avg Stock Reaction
+1.92%
In Q1-2026, Knowles reported an EPS of $0.27, significantly beating expectations of $0.14, marking a 92.86% surprise. The stock reacted positively, increasing by 2.42% the next day.
Management Promises & Guidance
Overall, analysts are optimistic about Knowles' upcoming earnings, expecting continued growth driven by strong demand for audio solutions.
Bull Case
If Knowles continues its trend of beating EPS estimates, it could see significant stock appreciation, especially if management provides positive guidance.
Bear Case
Conversely, if the company fails to meet expectations or if there are signs of declining demand in its key markets, the stock could face downward pressure.
EPS Growth
Expected EPS growth of 20% year-over-year.Earnings per share (EPS) growth is crucial as it reflects the company's profitability and operational efficiency.
Market Demand for Audio Solutions
Strong demand expected due to growth in consumer electronics.Understanding the demand for audio components can indicate how well Knowles is positioned in the market.
Gross Margin
Expected to remain stable around 40%.Gross margin is a key indicator of financial health, showing how much profit is made after accounting for the costs of goods sold.
The print will turn on these two things.
Q1
What will the EPS be for Q2-2026?
Given the company's history of beating EPS estimates, the actual EPS will be a key indicator of performance and could influence stock movement.
Q2
How is the demand for audio solutions expected to evolve in the coming quarters?
Understanding market demand will help gauge future revenue potential and the company's competitive position.
Why consensus could be wrong
The Street may be underestimating the impact of emerging technologies in audio solutions, which could drive higher demand than currently anticipated.
Supporting Evidence
Recent trends in consumer electronics suggest a shift towards higher-quality audio components.
Options pricing indicates a significant expected move, suggesting that the market is bracing for surprises.
The company's track record of beating EPS estimates may not be fully reflected in current valuations.
Key Risk
If the demand for audio components exceeds expectations, it could lead to a significant upward revision in earnings forecasts.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on whether Knowles can maintain its growth trajectory amid evolving market conditions.
Bull Confirmed If
EPS growth of 20% or better, indicating strong operational performance.
Bear Confirmed If
EPS growth below 10%, suggesting potential issues with demand or cost management.
Implied Move
±21.38%
Historical Avg
±2.4%
The options market is pricing in a significant potential move, indicating that investors are anticipating volatility around the earnings report.
Options are pricing ±21.4% while KN has averaged ±2.4% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Knowles beats expectations, history suggests a potential stock increase of around 1.92%, confirming the bullish outlook.
In-Line / Cautious
If results are in line but cautious commentary is provided, the stock may experience muted movement as investors reassess growth prospects.
Miss
A miss could lead to a decline, with historical patterns suggesting an average drop of around 2.37%.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
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Jul 20, 2026