Knowles Q2 Revenue Jumps 14%, Full-Year Outlook Raised on Surging Precision Devices Demand
KN has more than doubled off its 52-week low of $18.45 on elevated volume (2.1× avg).
Summary
Knowles reported Q2 2026 results above guidance, with revenue up 14% to $166.8M and non-GAAP EPS up 38% to $0.33. The company raised its full-year outlook, now expecting 10-12% revenue growth and over 20% adjusted EBITDA growth, driven by strong demand in Precision Devices.
Key Events · Earnings and Guidance · KN
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Q2 Revenue and EPS Beat
Revenue of $166.8M exceeded the high end of guidance, growing 14% YoY. Non-GAAP diluted EPS of $0.33 was up 38% YoY and above the guided range.
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Precision Devices Drives Growth
Precision Devices revenue surged 25% YoY to $98.3M, with growth across all end markets — medtech, defense, industrial, and electrification. Adjusted EBITDA margin expanded 310 bps to 23.9%.
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Full-Year Outlook Raised
Management now expects 2026 revenue growth of 10-12% and adjusted EBITDA growth of more than 20%, up from prior expectations, citing strong bookings and backlog.
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Q3 Guidance Indicates Continued Momentum
Q3 2026 revenue is guided to $167-177M with non-GAAP diluted EPS of $0.34-0.38, implying sequential growth and margin expansion.
Analysis · KN · Manufacturing
A strong beat-and-raise quarter underscores Knowles' transformation into a higher-growth specialty components supplier. Revenue of $166.8 million grew 14% year-over-year, exceeding the high end of guidance, while non-GAAP EPS of $0.33 surged 38%. The Precision Devices segment was the standout, with revenue up 25% on broad-based demand across medtech, defense, industrial, and electrification end markets. Management raised its full-year 2026 revenue growth target to 10-12% and expects adjusted EBITDA growth of more than 20%, citing a seventh consecutive quarter of book-to-bill above one and a healthy backlog. The Q3 guidance midpoint implies continued momentum, validating the strategy laid out at the 2025 Investor Day.
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At the time of this filing, KN was trading at $39.68 on NYSE in the Manufacturing sector, with a market capitalization of approximately $3.3B. The 52-week trading range was $18.45 to $42.93. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.