Equity Profile

KN

Knowles Corporation

Information TechnologyElectronic Components$3.2B

Jul23Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Knowles Corporation (KN) operates in the information technology sector, specifically within the electronic components industry. The company is known for its advanced micro-acoustic microphones and other audio solutions, which are critical for various applications, including smartphones and smart devices....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.30

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet consumer demand, essential for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+40.11%

Avg Stock Reaction

+1.92%

Last Quarter Recap

In Q1 2026, Knowles reported an EPS of $0.27, significantly exceeding expectations of $0.14, marking a 92.86% surprise. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Continued focus on innovation in audio technology.
Commitment to improving production efficiency.
Plans to expand into new markets with growing demand for audio solutions.

Expectations

Wall Street Expectations

Overall, expectations for Knowles' upcoming earnings are cautiously optimistic, given their strong track record of beating EPS estimates. However, uncertainty remains due to the lack of revenue guidance.

Bull Case

If Knowles continues its trend of exceeding EPS estimates and shows strong revenue growth, it could lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could trigger a negative reaction from investors.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.30

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and meet consumer demand, essential for long-term success.

Gross Margin

N/A

Gross margin indicates how efficiently the company produces its products and can impact overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and how does it compare to the consensus estimate?

Given the company's history of beating EPS estimates, this will be a critical factor in determining market reaction.

What insights can management provide regarding revenue growth and market expansion?

Understanding revenue trends and future plans will help investors gauge the company's growth potential and market strategy.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Knowles' ability to maintain high margins despite potential supply chain challenges, as evidenced by their consistent EPS surprises.

Supporting Evidence

Knowles has a 100% EPS beat rate over the last eight quarters, indicating strong operational management.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant news.

The lack of revenue guidance could mean the company is preparing to surprise positively, as they have done in the past.

Key Risk

If the EPS comes in below $0.25, it could challenge the current positive sentiment and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will either reinforce the company's growth trajectory or signal potential challenges ahead.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $0.25 would confirm the bear case and raise concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders anticipate volatility around the earnings announcement.

Options are pricing ±15.5% while KN has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.9%

Calls (4K)P/C Ratio: 0.00Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Knowles beats expectations, history suggests a potential stock increase of about 1.92%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess future growth.

Miss

A miss on EPS could lead to a decline in stock price, with historical data suggesting an average drop of around 2.37%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's outlook on market demand for audio solutions.
3Details on cost management strategies and their impact on margins.
4Insights into competitive positioning within the electronic components industry.
5Any commentary on supply chain stability and its effects on production.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Calix, Inc.

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.30

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet consumer demand, essential for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

KN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+40.11%

Avg Stock Reaction

+1.92%

Last Quarter Recap

In Q1 2026, Knowles reported an EPS of $0.27, significantly exceeding expectations of $0.14, marking a 92.86% surprise. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Continued focus on innovation in audio technology.
Commitment to improving production efficiency.
Plans to expand into new markets with growing demand for audio solutions.

Expectations

Wall Street Expectations

Bull Case

If Knowles continues its trend of exceeding EPS estimates and shows strong revenue growth, it could lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could trigger a negative reaction from investors.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.30

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and meet consumer demand, essential for long-term success.

Gross Margin

N/A

Gross margin indicates how efficiently the company produces its products and can impact overall profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and how does it compare to the consensus estimate?

Given the company's history of beating EPS estimates, this will be a critical factor in determining market reaction.

What insights can management provide regarding revenue growth and market expansion?

Understanding revenue trends and future plans will help investors gauge the company's growth potential and market strategy.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Knowles' ability to maintain high margins despite potential supply chain challenges, as evidenced by their consistent EPS surprises.

Supporting Evidence

Knowles has a 100% EPS beat rate over the last eight quarters, indicating strong operational management.

The options market is pricing a larger move than historical averages, suggesting that traders expect significant news.

The lack of revenue guidance could mean the company is preparing to surprise positively, as they have done in the past.

Key Risk

If the EPS comes in below $0.25, it could challenge the current positive sentiment and lead to a reassessment of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will either reinforce the company's growth trajectory or signal potential challenges ahead.

Bull Confirmed If

An EPS of $0.30 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $0.25 would confirm the bear case and raise concerns about the company's profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders anticipate volatility around the earnings announcement.

Options are pricing ±15.5% while KN has averaged ±2.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

38.9%

Calls (4K)P/C Ratio: 0.00Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Knowles beats expectations, history suggests a potential stock increase of about 1.92%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess future growth.

Miss

A miss on EPS could lead to a decline in stock price, with historical data suggesting an average drop of around 2.37%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's outlook on market demand for audio solutions.
3Details on cost management strategies and their impact on margins.
4Insights into competitive positioning within the electronic components industry.
5Any commentary on supply chain stability and its effects on production.