Knowles (NYSE:KN) Releases Q4 2026 Earnings Guidance

Knowles (NYSE:KN) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 0.390-0.430 for the period, compared to the consensus earnings per share 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 firm has a market cap of $2.75 billion, a P/E ratio of 39.20 and a beta of 1.59. Knowles has a 12-month low of $20.57 and a 12-month high of $42.93. The company’s 50-day moving average price is $35.73 and its 200 day moving average price is $35.87. The company has a current ratio of 3.20, a quick ratio of 1.75 and a debt-to-equity ratio of 0.16.

Knowles (NYSE:KN) last posted its earnings results on Thursday, October 22nd. The communications equipment provider reported $0.38 EPS for the quarter, beating analysts’ consensus estimates of $0.36 by $0.02. The company had revenue of $184.00 million for the quarter, compared to analysts’ expectations of $172.10 million. Knowles had a net margin of 10.76% and a return on equity of 11.88%. Knowles’s revenue for the quarter was up 20.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.33 earnings per share. On average, sell-side analysts forecast that Knowles will post 1.02 earnings per share for the current year.

Analyst Upgrades and Downgrades

KN has been the topic of a number of research analyst reports. Susquehanna reduced their price target on shares of Knowles from $40.00 to $35.00 and set a “neutral” rating on the stock in a research note on Wednesday. Robert W. Baird set a $50.00 price objective on shares of Knowles in a research report on Friday. Zacks Research downgraded shares of Knowles from a “strong-buy” rating to a “hold” rating in a report on Tuesday, September 22nd. Weiss Ratings downgraded shares of Knowles from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday. Finally, Wall Street Zen lowered Knowles from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Two research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $41.00.

Insiders Place Their Bets

In related news, SVP Raymond D. 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 value of $224,137.84. Following the completion of the transaction, the senior vice president directly owned 127,945 shares in the company, valued at approximately $4,641,844.60. This trade represents a 4.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Cheryl L. Shavers sold 6,618 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $39.27, for a total value of $259,888.86. Following the transaction, the director directly owned 35,723 shares of the company’s stock, valued at $1,402,842.21. The trade was a 15.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.24% of the stock is currently owned by corporate insiders.

Key Stories 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.

Knowles Company Profile

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.