Knowles (NYSE:KN) Releases Q4 2026 Earnings Guidance

Key Points

• Knowles issued above-consensus Q4 2026 guidance, forecasting EPS of $0.39–$0.43 versus the $0.36 analyst estimate and revenue of $180 million–$190 million versus $174.5 million.
• The company’s latest quarter also exceeded expectations, with EPS of $0.38 and revenue of $184 million, representing 20.3% year-over-year revenue growth.
• Analyst sentiment remains moderately positive, with an average “Moderate Buy” rating and a $41 price target, though Susquehanna cut its target to $35 and recent insider activity consisted of stock sales.

Knowles (NYSE:KN - Get Free Report) updated its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share guidance of 0.390-0.430 for the period, compared to the consensus EPS estimate of 0.360. The company issued revenue guidance of $180.0 million-$190.0 million, compared to the consensus revenue estimate of $174.5 million.

Knowles Stock Performance

KN stock opened at $34.05 on Friday. The company has a quick ratio of 1.75, a current ratio of 3.20 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.91 billion, a price-to-earnings ratio of 43.63 and a beta of 1.59. Knowles has a 12 month low of $20.57 and a 12 month high of $42.93. The firm has a 50 day moving average of $35.85 and a two-hundred day moving average of $35.90.

Knowles (NYSE:KN - Get Free Report) last announced its quarterly earnings results on Thursday, October 22nd. The communications equipment provider reported $0.38 earnings per share for the quarter, topping analysts' consensus estimates of $0.36 by $0.02. Knowles had a return on equity of 11.45% and a net margin of 10.63%. The company had revenue of $184.00 million during the quarter, compared to analysts' expectations of $172.10 million. During the same quarter in the previous year, the firm earned $0.33 earnings per share. The business's quarterly revenue was up 20.3% compared to the same quarter last year. As a group, equities analysts anticipate that Knowles will post 1.02 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently issued reports on KN. Robert W. Baird set a $50.00 price target on Knowles in a research report on Friday. Susquehanna lowered their target price on shares of Knowles from $40.00 to $35.00 and set a "neutral" rating on the stock in a research note on Wednesday. Weiss Ratings raised Knowles from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, October 8th. Wall Street Zen cut shares of Knowles from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 1st. Finally, Zacks Research cut Knowles from a "strong-buy" rating to a "hold" rating in a report on Tuesday, September 22nd. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $41.00.

Insider Buying and Selling

In other Knowles news, SVP Raymond Cabrera sold 6,178 shares of the company's stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $36.28, for a total value of $224,137.84. Following the completion of the sale, the senior vice president owned 127,945 shares of the company's stock, valued at approximately $4,641,844.60. This represents a 4.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Cheryl Shavers sold 6,618 shares of the business's stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $39.27, for a total value of $259,888.86. Following the completion of the transaction, the director directly owned 35,723 shares of the company's stock, valued at approximately $1,402,842.21. The trade was a 15.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.24% of the stock is currently owned by insiders.

Key Knowles News

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Knowles reported third-quarter 2026 EPS of $0.38, ahead of the $0.36 consensus estimate, while revenue reached $184.0 million versus expectations of approximately $172.1 million. Revenue increased 20.3% year over year, supporting the company’s growth outlook. Knowles quarterly earnings results
• Positive Sentiment: Management issued fourth-quarter guidance above analyst expectations, calling for EPS of $0.39-$0.43 versus the $0.36 consensus and revenue of $180 million-$190 million versus the $174.5 million consensus. The outlook suggests continued operating momentum and is the clearest potential catalyst for the stock. Knowles beats expectations and provides guidance
• Positive Sentiment: Profitability and cash generation improved in the quarter, with operating profit reported at $30.7 million, net income at $21.6 million and operating cash flow at $44.6 million. These results strengthen the fundamental case, although some reported financial figures differ across third-party summaries. Knowles third-quarter earnings performance
• Neutral Sentiment: Despite the earnings beat, Knowles trades below its 50-day and 200-day moving averages, indicating that technical momentum remains weak and investors may be waiting for further confirmation of the improved outlook.
• Negative Sentiment: Susquehanna lowered its price target for Knowles, potentially signaling that the broker sees limited near-term upside even after the company’s earnings beat. Susquehanna cuts Knowles price target
• Negative Sentiment: Recent insider activity has been exclusively selling, with executives reportedly making no open-market purchases during the past six months. While insider sales may reflect personal liquidity needs, the absence of buying can weigh on investor sentiment. Knowles insider trading activity

About Knowles

Knowles Corporation NYSE: KN is a global manufacturer of advanced electronic components and solutions for audio, communications, medical, industrial and other specialized applications. The company develops products that support sound capture, audio processing, signal management and high-performance connectivity in a range of electronic devices and systems.

Its portfolio includes microelectromechanical systems (MEMS) microphones, audio processors, speakers, receivers, balanced armature drivers and other acoustic components.

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