Company Reports Q1 Revenue of $153.1M, Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy KN?
Reports Q1 revenue $153.1M, consensus $147.4M. "We started 2026 delivering strong first quarter revenues and non-GAAP diluted EPS which was at or above the high-end of our guided ranges," commented Jeffrey Niew, CEO. "We are executing on our strategy, continuing to leverage our unique technologies, creating custom products through our customer application intimacy, and then scaling into production with our world-class operational capabilities. Our end markets of Medtech, Defense, Industrial and Electrification are also benefiting from strong secular growth trends. With this powerful combination, our revenue grew 16% on a year-over-year basis in the first quarter, exceeding our five-year annual organic growth target. Our revenue growth was complemented by substantial gross margin expansion resulting in significant year-over-year EPS growth. We have numerous new design wins ramping across multiple end markets and a very healthy backlog of existing orders, positioning us well to continue to deliver year over year organic revenue and adjusted EBITDA growth in 2026 above the high-end of our annual growth targets as presented in our May 2025 investor day."
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Analyst Views on KN
Wall Street analysts forecast KN stock price to fall
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 30.610
Low
23.00
Averages
27.00
High
30.00
Current: 30.610
Low
23.00
Averages
27.00
High
30.00
About KN
Knowles Corporation is a manufacturer of specialty electronic components. The Company is engaged in manufacturing high-performance capacitors, radio frequency (RF) and microwave filters, advanced medtech microphones, balanced armature speakers, and miniaturization products. The Company’s segments include Precision Devices (PD) and MedTech & Specialty Audio (MSA). Its PD segment is specialized in the design and delivery of high-performance capacitor products and RF solutions primarily serving the defense, medtech, electrification, and industrial markets. Its MSA segment designs and manufactures balanced armature speakers and microphones used in applications that serve the hearing health and premium audio markets. The Company sells its products directly to original equipment manufacturers (OEMs) and to their contract manufacturers and suppliers and through distributors worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Knowles Q1 Results Beat Expectations with Optimistic Guidance
- Performance Exceeds Expectations: Knowles reported Q1 CY2026 revenue of $153.1 million, a 15.8% year-on-year increase that surpassed analyst expectations of $147.4 million, indicating strong demand in the MedTech and Specialty Audio sectors.
- Profitability Improvement: The non-GAAP EPS of $0.27 exceeded analyst estimates of $0.24, reflecting a 13.7% increase and showcasing the company's successful strategies in cost management and market demand.
- Optimistic Future Guidance: The company provided a revenue guidance of $157 million for Q2 CY2026, above analyst estimates of $153.5 million, demonstrating management's confidence in robust order strength, particularly in defense and energy sectors.
- Strong Market Demand: Knowles experienced sustained growth in defense, industrial, and MedTech markets, with a book-to-bill ratio of 1.19, indicating the company's competitive edge and ongoing growth potential in key markets.
See More
Knowles Corporation Q1 2026 Earnings Highlights
- Strong Financial Performance: Knowles Corporation reported Q1 2026 revenue of $153 million, reflecting a 16% year-over-year increase and exceeding the high end of guidance, indicating robust growth momentum in the market.
- Profitability Improvement: The EPS reached $0.27, up 50% year-over-year, not only surpassing expectations but also showcasing significant improvements in cost control and operational efficiency, thereby boosting investor confidence.
- Segment Growth: The Medtech & Specialty Audio segment generated $68 million in revenue, a 14% increase year-over-year, while the Precision Devices segment reported $85 million, up 17%, indicating strong performance across all markets and driving overall growth.
- Optimistic Future Outlook: The company projects Q2 2026 revenues between $152 million and $162 million, with EPS expected in the range of $0.28 to $0.32, reflecting management's confidence in future growth, particularly driven by the energy order ramp-up.
See More
Knowles (KN) Q1 2026 Earnings Call Transcript
See More
Knowles Corporation Q1 Earnings Announcement Scheduled
- Earnings Release Date: Knowles Corporation is set to announce its Q1 earnings on April 23rd after market close, with a consensus EPS estimate of $0.24, reflecting a 33.3% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $147.4 million, representing an 11.5% year-over-year growth, which underscores Knowles' steady sales increase amid strong market demand.
- Historical Performance Review: Over the past two years, Knowles has beaten EPS estimates 63% of the time and revenue estimates 88% of the time, demonstrating stability in financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and one downward revision, while revenue estimates have experienced four upward revisions with none downward, reflecting analysts' optimistic outlook on Knowles' future performance.
See More
Knowles Corporation to Participate in Multiple Conferences
- Conference Participation: Knowles Corporation's CFO, John Anderson, will participate in the 2nd Annual Spring One-on-One Virtual Conference on May 13, 2026, showcasing the company's expertise in electronic components to attract investor interest and facilitate direct communication with management.
- Technology Conference Schedule: Knowles will also attend the J.P. Morgan Global Technology, Media, and Communications Conference in Boston on May 18-19, 2026, with a presentation scheduled for May 18 at 4:10 PM EST, aiming to highlight innovations in high-performance capacitors and advanced medtech microphones.
- Company Background: Founded in 1946 and headquartered in Itasca, Illinois, Knowles is a leading manufacturer of specialty electronic components, playing a critical role in medical technology, defense, and industrial markets, showcasing its global influence.
- Global Business Presence: With employees across 11 countries, Knowles leverages extreme reliability and custom engineering capabilities to support the development of innovative technologies, committed to helping businesses succeed in the most demanding applications.
See More
Knowles Announces First Quarter 2026 Financial Results Release Date
- Earnings Release Schedule: Knowles Corporation will release its first quarter 2026 financial results on April 23, 2026, after market close, followed by a conference call at 3:30 p.m. Central time to discuss the results and outlook, which is expected to attract significant attention from analysts and investors.
- Conference Call Details: The call-in information for participants has been provided, including a toll-free number (800) 715-9871 and a toll number (646) 307-1963, with a conference ID of 8193117, reflecting the company's commitment to transparency and investor communication.
- Replay Arrangements: A replay of the conference call will be available starting at 7:00 p.m. on April 23 and lasting until 11:59 p.m. on April 30, offering an opportunity for investors who cannot attend live to access the information, thereby enhancing interaction between the company and its investors.
- Company Background: Founded in 1946 and headquartered in Itasca, Illinois, Knowles is a leading manufacturer of specialty electronic components, with products that play critical roles in MedTech, Defense, and Industrial markets, showcasing its technological strength in high-performance capacitors and RF filters.
See More
Knowles Q1 Results Beat Expectations with Optimistic Guidance
- Performance Exceeds Expectations: Knowles reported Q1 CY2026 revenue of $153.1 million, a 15.8% year-on-year increase that surpassed analyst expectations of $147.4 million, indicating strong demand in the MedTech and Specialty Audio sectors.
- Profitability Improvement: The non-GAAP EPS of $0.27 exceeded analyst estimates of $0.24, reflecting a 13.7% increase and showcasing the company's successful strategies in cost management and market demand.
- Optimistic Future Guidance: The company provided a revenue guidance of $157 million for Q2 CY2026, above analyst estimates of $153.5 million, demonstrating management's confidence in robust order strength, particularly in defense and energy sectors.
- Strong Market Demand: Knowles experienced sustained growth in defense, industrial, and MedTech markets, with a book-to-bill ratio of 1.19, indicating the company's competitive edge and ongoing growth potential in key markets.
See More
Knowles Corporation Q1 2026 Earnings Highlights
- Strong Financial Performance: Knowles Corporation reported Q1 2026 revenue of $153 million, reflecting a 16% year-over-year increase and exceeding the high end of guidance, indicating robust growth momentum in the market.
- Profitability Improvement: The EPS reached $0.27, up 50% year-over-year, not only surpassing expectations but also showcasing significant improvements in cost control and operational efficiency, thereby boosting investor confidence.
- Segment Growth: The Medtech & Specialty Audio segment generated $68 million in revenue, a 14% increase year-over-year, while the Precision Devices segment reported $85 million, up 17%, indicating strong performance across all markets and driving overall growth.
- Optimistic Future Outlook: The company projects Q2 2026 revenues between $152 million and $162 million, with EPS expected in the range of $0.28 to $0.32, reflecting management's confidence in future growth, particularly driven by the energy order ramp-up.
See More
Knowles (KN) Q1 2026 Earnings Call Transcript
See More
Knowles Corporation Q1 Earnings Announcement Scheduled
- Earnings Release Date: Knowles Corporation is set to announce its Q1 earnings on April 23rd after market close, with a consensus EPS estimate of $0.24, reflecting a 33.3% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $147.4 million, representing an 11.5% year-over-year growth, which underscores Knowles' steady sales increase amid strong market demand.
- Historical Performance Review: Over the past two years, Knowles has beaten EPS estimates 63% of the time and revenue estimates 88% of the time, demonstrating stability in financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and one downward revision, while revenue estimates have experienced four upward revisions with none downward, reflecting analysts' optimistic outlook on Knowles' future performance.
See More
Knowles Corporation to Participate in Multiple Conferences
- Conference Participation: Knowles Corporation's CFO, John Anderson, will participate in the 2nd Annual Spring One-on-One Virtual Conference on May 13, 2026, showcasing the company's expertise in electronic components to attract investor interest and facilitate direct communication with management.
- Technology Conference Schedule: Knowles will also attend the J.P. Morgan Global Technology, Media, and Communications Conference in Boston on May 18-19, 2026, with a presentation scheduled for May 18 at 4:10 PM EST, aiming to highlight innovations in high-performance capacitors and advanced medtech microphones.
- Company Background: Founded in 1946 and headquartered in Itasca, Illinois, Knowles is a leading manufacturer of specialty electronic components, playing a critical role in medical technology, defense, and industrial markets, showcasing its global influence.
- Global Business Presence: With employees across 11 countries, Knowles leverages extreme reliability and custom engineering capabilities to support the development of innovative technologies, committed to helping businesses succeed in the most demanding applications.
See More
Knowles Announces First Quarter 2026 Financial Results Release Date
- Earnings Release Schedule: Knowles Corporation will release its first quarter 2026 financial results on April 23, 2026, after market close, followed by a conference call at 3:30 p.m. Central time to discuss the results and outlook, which is expected to attract significant attention from analysts and investors.
- Conference Call Details: The call-in information for participants has been provided, including a toll-free number (800) 715-9871 and a toll number (646) 307-1963, with a conference ID of 8193117, reflecting the company's commitment to transparency and investor communication.
- Replay Arrangements: A replay of the conference call will be available starting at 7:00 p.m. on April 23 and lasting until 11:59 p.m. on April 30, offering an opportunity for investors who cannot attend live to access the information, thereby enhancing interaction between the company and its investors.
- Company Background: Founded in 1946 and headquartered in Itasca, Illinois, Knowles is a leading manufacturer of specialty electronic components, with products that play critical roles in MedTech, Defense, and Industrial markets, showcasing its technological strength in high-performance capacitors and RF filters.
See More
