Knowles (NYSE:KN) Announces Q4 2026 Earnings Guidance

Knowles (NYSE:KN) issued an update on its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) 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 Down 3.7%

Shares of KN opened at $32.15 on Friday. The company has a current ratio of 3.20, a quick ratio of 1.75 and a debt-to-equity ratio of 0.16. The business’s 50 day moving average is $35.73 and its 200 day moving average is $35.87. Knowles has a 12-month low of $20.57 and a 12-month high of $42.93. The company has a market capitalization of $2.75 billion, a PE ratio of 31.20 and a beta of 1.59.

Knowles (NYSE:KN) last issued its quarterly earnings data on Thursday, October 22nd. The communications equipment provider reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of $0.36 by $0.02. Knowles had a net margin of 10.76% and a return on equity of 11.88%. The business had revenue of $184.00 million during the quarter, compared to analysts’ expectations of $172.10 million. During the same period last year, the company posted $0.33 EPS. The business’s revenue was up 20.3% on a year-over-year basis. Research analysts expect that Knowles will post 1.02 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

KN has been the topic of several analyst reports. Wall Street Zen downgraded Knowles from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Zacks Research downgraded Knowles from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 22nd. Weiss Ratings raised shares of Knowles from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Robert W. Baird set a $50.00 price objective on shares of Knowles in a research report on Friday. Finally, Susquehanna reduced 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. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $41.00.

Insider Activity at Knowles

In other news, 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 sale, the director owned 35,723 shares in the company, valued at approximately $1,402,842.21. The trade was a 15.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Raymond Cabrera sold 6,178 shares of Knowles stock in a transaction on Monday, July 27th. The stock was sold at an average price of $36.28, for a total transaction of $224,137.84. Following the completion of the transaction, the senior vice president directly owned 127,945 shares in the company, valued at $4,641,844.60. This represents a 4.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 2.24% of the stock is owned by corporate insiders.

Key Headlines Impacting Knowles

Here are the key news stories impacting Knowles this week:

• Positive Sentiment: Knowles reported third-quarter earnings of $0.38 per share, above the $0.36 analyst consensus, while revenue reached $184 million, surpassing expectations of $172.1 million. Revenue increased 20.3% year over year, and earnings rose from $0.33 per share in the prior-year quarter. Knowles third-quarter earnings report
• Positive Sentiment: The company issued an upbeat fourth-quarter outlook, projecting earnings per share of $0.390-$0.430 versus the $0.360 consensus and revenue of $180 million-$190 million versus expectations of $174.5 million. The guidance indicates continued momentum and could support future earnings estimates.
• Positive Sentiment: Operational results also improved, with gross profit increasing to $81.3 million, operating profit reaching $30.7 million and operating cash flow rising to $44.6 million, according to the post-earnings analysis. Knowles third-quarter results analysis
• Neutral Sentiment: Susquehanna cut its price target for Knowles. The move may weigh on sentiment, although the article details provided do not specify the revised target or the analyst’s rationale. Susquehanna cuts Knowles price target
• Negative Sentiment: Insider trading data showed 15 open-market insider sales and no purchases over the past six months, including substantial sales by the CEO and other senior executives. While sales may reflect personal liquidity or scheduled transactions, the lack of insider buying can reinforce cautious investor sentiment.
• Negative Sentiment: With Knowles trading at a reported P/E ratio above 40, investors may be taking profits after the earnings rally and demanding stronger evidence that the improved growth outlook justifies the company’s valuation.

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.