Knowles Targets 30% Margins as Specialty Components Drive Growth

Knowles reported Q2 revenue of $166.8M, up 14.3% year over year and above analysts’ $157M estimate. Adjusted EPS was $0.33 vs $0.31 expected, and adjusted EBITDA was $41.8M with margin expansion. Q3 CY2026 guidance calls for $172M revenue and $0.36 adjusted EPS at midpoint, both above estimates, with operating margin rising to 14.9%.

Knowles Corp (KN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991q22026.htm EX-99.1 Document Exhibit 99.1 Financial Contact: Sarah Cook Knowles Investor Relations Email: investorrelations@knowles.com Knowles Reports Q2 2026 Financial Results and Provides Outlook for Q3 2026 Q2 Revenues Increased 14% on a Year over Year Basi

Tesla reported a 26% revenue increase to $22.5B in Q2, with net income of $1.11B, but negative free cash flow of $1.1B due to $5.79B in capital expenditures. The company's $43.5B cash position provides a buffer for growth investments in robotaxis, Optimus robots, and semiconductors. Tesla's market share in U.S. EVs has risen despite industry contraction, but competition from Chinese rivals like BYD persists.

Credo Technology Group (CRDO) reported $236.3M in adjusted profit and $82.9M in free cash flow for its fiscal first quarter. Shares fell 42.14% over the past month to $150.39, despite 18 of 19 analysts maintaining Buy ratings with a $281.47 consensus target. Revenue grew 114.7% year over year, but concerns arise over the gap between profit and cash flow.

Michael Dell is acquiring Baldwin & Co. (BWIN) for $7.7B. Baldwin reported Q2 revenue of $492.9M (+30% YoY), adjusted net income of $68.5M, and adjusted EBITDA of $116.7M (+37%). Management guided Q3 revenue to $485M-$495M and full-year revenue to $2.01B-$2.05B. Analysts have mixed targets, with a consensus 'Moderate Buy' and average target of $33.

Amazon.com (AMZN) stock is down 13% from its 52-week high, despite AWS's 36.7% YOY revenue growth in Q2 2026. AWS's backlog of committed contracts reached $496 billion, with demand outpacing capacity. AWS's operating margin improved 520 basis points YOY, excluding energy contract gains. Management attributes growth to AI workloads and efficient capacity use.