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 micro-acoustic microphones and other audio solutions, which are increasingly important in a world that values high-quality sound in devices like smartphones and smart home products.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market presence and meet customer demands.

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 earnings per share (EPS) of $0.27, significantly surpassing estimates of $0.14. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Management emphasized their commitment to innovation in audio technology.
They highlighted plans to expand into new markets and applications for their products.
The company is focused on improving operational efficiencies to enhance profitability.

Expectations

Wall Street Expectations

Overall, expectations are mixed as analysts await more concrete guidance from management. The company's strong history of beating EPS estimates could lead to optimism among investors.

Bull Case

If Knowles continues its trend of exceeding EPS expectations, it could signal strong operational performance and market demand, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth trajectory and lead to a sharp decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's strong history of beating EPS estimates, this will be a critical indicator of ongoing performance and investor confidence.

What guidance will management provide regarding revenue growth and market expansion?

Investors will closely watch for any signs of future growth potential, especially in light of recent market trends.

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 audio technology space, especially given its recent product launches.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong management execution.

Options are pricing in a larger move than the historical average, suggesting that investors are anticipating significant news.

Recent trends in consumer electronics favor high-quality audio solutions, which Knowles is well-positioned to provide.

Key Risk

If the EPS exceeds $0.30, it could challenge the current cautious sentiment and shift investor expectations positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Knowles can maintain its growth trajectory amid competitive pressures and changing consumer demands.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, raising concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating either strong results or negative surprises.

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 the stock could rise by around 1.92%, confirming strong operational performance.

In-Line / Cautious

If results are in line but cautious, the stock may see a muted reaction as investors digest the implications of management's commentary.

Miss

If the company misses expectations, history suggests a potential decline of around 2.37%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on market trends and competitive landscape.
3Insights into operational efficiencies and cost management strategies.
4Guidance on revenue growth expectations for the upcoming quarters.
5Details on customer demand and feedback for existing products.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market presence and meet customer demands.

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 earnings per share (EPS) of $0.27, significantly surpassing estimates of $0.14. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Management emphasized their commitment to innovation in audio technology.
They highlighted plans to expand into new markets and applications for their products.
The company is focused on improving operational efficiencies to enhance profitability.

Expectations

Wall Street Expectations

Overall, expectations are mixed as analysts await more concrete guidance from management. The company's strong history of beating EPS estimates could lead to optimism among investors.

Bull Case

If Knowles continues its trend of exceeding EPS expectations, it could signal strong operational performance and market demand, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth trajectory and lead to a sharp decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's strong history of beating EPS estimates, this will be a critical indicator of ongoing performance and investor confidence.

What guidance will management provide regarding revenue growth and market expansion?

Investors will closely watch for any signs of future growth potential, especially in light of recent market trends.

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 audio technology space, especially given its recent product launches.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong management execution.

Options are pricing in a larger move than the historical average, suggesting that investors are anticipating significant news.

Recent trends in consumer electronics favor high-quality audio solutions, which Knowles is well-positioned to provide.

Key Risk

If the EPS exceeds $0.30, it could challenge the current cautious sentiment and shift investor expectations positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Knowles can maintain its growth trajectory amid competitive pressures and changing consumer demands.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, raising concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating either strong results or negative surprises.

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 the stock could rise by around 1.92%, confirming strong operational performance.

In-Line / Cautious

If results are in line but cautious, the stock may see a muted reaction as investors digest the implications of management's commentary.

Miss

If the company misses expectations, history suggests a potential decline of around 2.37%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on revenue.
2Management's commentary on market trends and competitive landscape.
3Insights into operational efficiencies and cost management strategies.
4Guidance on revenue growth expectations for the upcoming quarters.
5Details on customer demand and feedback for existing products.