Is Knowles (KN) Cheap Following Its Portfolio Update And 30% Margin Goal?

Knowles Corporation (KN) aims for 30% EBITDA margins within 36 months, driven by growth in specialty components. The company reported 11% EBITDA growth from 2017-2025, with recent organic growth exceeding 10%. Precision Devices is expected to grow over 15% this year, while hearing-health margins remain above 50% gross and 40% EBITDA. Knowles plans to reduce debt and continue selective acquisitions.

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

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