KN Knowles Corp

BULLISH Impact: 8/10 8-K
Horizon immediate Filed Apr 23, 2026 Processed 1mo ago SEC 0001587523-26-000016
8-K Item 2.02: Earnings release
Latest settled — T+20d
KN ▲ +15.09% at T+20d
LONG call ✓ call won +15.09% · α vs SPY +11.07% · entry $30.61 → $35.23
Next anchor: T+60d in 6w
Last close $38.22 (close Jun 8) · +24.86% from $30.61 entry
Entry anchored
Apr 23, 03:59 PM ET
via Databento tick
T+1d
+1.86%
call +1.86% · α +1.70%
$31.18
settled 7w ago
T+5d
+1.89%
call +1.89% · α +0.99%
$31.19
settled 6w ago
T+20d
+15.09%
call +15.09% · α +11.07%
$35.23
settled 20d ago
T+60d
call — · α —
in 6w

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Executive Summary

Knowles reported Q1 2026 earnings with revenue of $153.1 million, up 16% YoY and 4.2% above consensus, and non-GAAP EPS of $0.27, up 50% YoY and 92.9% above consensus. The company raised its full-year guidance, citing strong demand in Medtech and Precision Devices segments and margin expansion. This represents a strong beat driven by volume growth and operational leverage.

Key Financial Metrics

Guidance
$152 to $162 million
raised
Free Cash Flow
-$3.1M
Gross Margin
43.8%

Actionable Insight

Monitor the next earnings call for details on margin sustainability and capital return plans, as strong guidance suggests continued momentum in high-growth end markets.

Key Facts

  • Q1 2026 revenue: $153.1M, up 16% YoY, beat consensus of $147.4M
  • Non-GAAP diluted EPS: $0.27, up 50% YoY, beat consensus of $0.14
  • GAAP gross margin: 43.8%, up from 40.3% YoY
  • Company raised full-year guidance, citing strong backlog and new design wins
  • Precision Devices segment revenue up 17.4%, MedTech & Specialty Audio up 13.9%

Financial Impact

Revenue beat by $5.7 million, EPS beat by $0.13

revenueepsgross_marginguidance

Risk Factors

  • First-quarter operating cash flow was negative ($0.7M), though management attributes this to seasonality
  • GAAP EPS was only $0.13, significantly below non-GAAP, indicating material adjustments

Market Snapshot

Exchange
NYSE
Sector
Household Audio & Video Equipment

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001587523-26-000016
Exhibit: exhibit992q12026.htm0001587523-26-000016
Document: kn-20260423.htm0001587523-26-000016
Document: 0001587523-26-000016-index-headers.html0001587523-26-000016
Document: 0001587523-26-000016-index.html0001587523-26-000016
Document: 0001587523-26-000016.txt0001587523-26-000016
8-K Data (Synthetic)0001587523-26-000016
7 reports for KN
Performance horizon
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Reports for KN — sortable, filterable
Type Now
May 5, 2026
5w ago
144
NEUTRAL ★ 3/10
$33.96 $38.69▲ +13.93%▲ +11.15%$38.22 (+12.54%)
May 5, 2026
5w ago
144
NEUTRAL ★ 3/10
$33.96 $38.69▲ +13.93%▲ +11.15%$38.22 (+12.54%)
May 1, 2026
5w ago
144
NEUTRAL ★ 2/10
$31.93 $37.81▲ +18.42%▲ +12.77%$38.22 (+19.70%)
Apr 30, 2026
5w ago
Insider Cluster
MIXED ★ 4/10
$31.19 $37.97▲ +21.74%▲ +16.77%$38.22 (+22.54%)
Apr 23, 2026
6w ago
8-K
BULLISH ★ 8/10
$30.61 $35.23▲ +15.09%▲ +11.07%$38.22 (+24.86%)
Mar 11, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$25.01 $28.68▲ +14.67%▲ +12.70%$38.22 (+52.82%)
Feb 19, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$27.26 $24.78▼ −9.10%▼ −5.48%$38.22 (+40.21%)
Showing 7 of 7

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