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, focusing on electronic components. The company is known for its advanced micro-acoustic microphones and other audio solutions, which are increasingly important in devices like smartphones and smart home products.

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating revenue.

N/A

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and attract new customers.

N/A

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 beating expectations of $0.14. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are generally optimistic about Knowles' upcoming earnings, especially given its strong track record of beating EPS estimates. However, there is uncertainty regarding revenue growth and overall market conditions.

Bull Case

If Knowles continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

On the other hand, if revenue growth does not meet expectations or if there are signs of market weakness, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

How is revenue growth trending in the current market environment?

Understanding revenue growth will help gauge the company's market position and demand for its products, which is vital for future projections.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Knowles' ability to maintain high EPS growth despite potential revenue challenges, as historical trends suggest strong operational efficiency.

Supporting Evidence

Knowles has consistently beaten EPS estimates over the last several quarters, indicating strong management performance.

The options market is pricing a significant move, suggesting traders expect volatility that may not align with consensus expectations.

Key Risk

If the EPS comes in below $0.20, it could undermine the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued earnings growth against the backdrop of broader economic conditions.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, suggesting potential issues in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Knowles beats expectations, history suggests a stock increase of around 1.92%, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 2.37% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Insights into customer demand trends in key markets.
3Management's outlook on supply chain challenges and their impact on production.
4Comments on competitive pressures and market share.
5Guidance on future revenue expectations and growth strategies.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating revenue.

N/A

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and attract new customers.

N/A

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 beating expectations of $0.14. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Knowles continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand, leading to a positive stock reaction.

Bear Case

On the other hand, if revenue growth does not meet expectations or if there are signs of market weakness, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

How is revenue growth trending in the current market environment?

Understanding revenue growth will help gauge the company's market position and demand for its products, which is vital for future projections.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Knowles' ability to maintain high EPS growth despite potential revenue challenges, as historical trends suggest strong operational efficiency.

Supporting Evidence

Knowles has consistently beaten EPS estimates over the last several quarters, indicating strong management performance.

The options market is pricing a significant move, suggesting traders expect volatility that may not align with consensus expectations.

Key Risk

If the EPS comes in below $0.20, it could undermine the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued earnings growth against the backdrop of broader economic conditions.

Bull Confirmed If

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

Bear Confirmed If

An EPS below $0.20 would confirm the bear case, suggesting potential issues in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.55%

Historical Avg

±2.4%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Knowles beats expectations, history suggests a stock increase of around 1.92%, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss could lead to a decline, with historical data suggesting an average drop of around 2.37% following disappointing results.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Insights into customer demand trends in key markets.
3Management's outlook on supply chain challenges and their impact on production.
4Comments on competitive pressures and market share.
5Guidance on future revenue expectations and growth strategies.