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.
Price Chart
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
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
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
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001587523-26-000016 |
| Exhibit: exhibit992q12026.htm | 0001587523-26-000016 |
| Document: kn-20260423.htm | 0001587523-26-000016 |
| Document: 0001587523-26-000016-index-headers.html | 0001587523-26-000016 |
| Document: 0001587523-26-000016-index.html | 0001587523-26-000016 |
| Document: 0001587523-26-000016.txt | 0001587523-26-000016 |
| 8-K Data (Synthetic) | 0001587523-26-000016 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 6w ago | Insider Cluster | $34.79 $35.43 | ▲ +1.84% | ▲ +3.79% | $39.90 (+14.69%) |
Aug 18, 2026 6w ago | Insider Cluster | $36.06 $35.09 | ▲ +2.69% | ▲ +0.94% | $39.90 (−10.65%) |
Aug 17, 2026 6w ago | 144 | $38.99 $34.78 | ▼ −10.80% | ▼ −8.82% | $39.90 (+2.33%) |
Aug 14, 2026 7w ago | Insider Cluster | $38.51 $34.61 | ▲ +10.13% | ▲ +8.14% | $39.90 (−3.61%) |
Aug 12, 2026 7w ago | Press Release | $39.02 $35.41 | ▼ −9.25% | ▼ −7.35% | $39.90 (+2.26%) |
May 5, 2026 21w ago | 144 | $33.96 $38.69 | ▲ +13.93% | ▲ +11.15% | $39.90 (+17.49%) |
May 5, 2026 21w ago | 144 | $33.96 $38.69 | ▲ +13.93% | ▲ +11.15% | $39.90 (+17.49%) |
May 1, 2026 21w ago | 144 | $31.93 $37.81 | ▲ +18.42% | ▲ +12.77% | $39.90 (+24.96%) |
Apr 30, 2026 22w ago | Insider Cluster | $31.19 $37.97 | ▲ +21.74% | ▲ +16.77% | $39.90 (+27.93%) |
Apr 23, 2026 23w ago | 8-K | $30.61 $35.23 | ▲ +15.09% | ▲ +11.07% | $39.90 (+30.35%) |
US Market Status
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