$KN

Knowles Q3 2026 slides: 20% revenue growth driven by precision devices

Knowles Corporation (KN) reported Q3 2026 revenue of $184.0M, up 20.3% YoY, beating estimates. EPS was $0.38, up 15.2% YoY. Precision Devices segment grew 32.7%, while MedTech & Specialty Audio grew 3.6%. Q4 guidance: revenue $180M-$190M, EPS $0.39-$0.43. Shares rose 4.85% after-hours.

Original reporting
Published Oct 22, 2026, 9:18 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 9:32 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$KN
Bullish
high confidence
Mentioned
$KN
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$KNBullishHigh
01

Why it matters

The earnings beat and raised guidance provide a fresh catalyst for price movement, especially after the after‑hours rally.

02

Market read

First‑report earnings with beat and guidance lift; actionable for traders today.

03

What to watch

Higher capex in 2027 may pressure cash flow if demand slows, and margin compression in the MedTech segment could offset overall gains.

Relevance 7/10Novelty 8/10Timing: after‑hours today

Background

Knowles (NYSE:KN) is a micro‑acoustic and precision‑device maker serving medical, defense, industrial and electrification markets.

Company-level read

Ticker impact

$KNBullishHigh confidence
Context

Knowles reported Q3 2026 revenue of $184.0M (+20.3% YoY) beating estimates and raised Q4 guidance, causing a 4.85% after‑hours price jump.

Expected impact

likely upward pressure as investors price in the revenue beat and higher guidance

Evidence & confidence

The company delivered strong top‑line growth, beat consensus, and lifted guidance, all fresh facts that can move the stock immediately.

Market effects

Positive earnings may lift the broader precision‑devices and micro‑acoustic sector, supporting peers in medical‑tech and defense.

U.S. small‑cap market could see modest gains from the beat.

Limited to investors tracking niche acoustic and precision‑device stocks.

Counterpoint

If capacity constraints curb Q1 2027 growth, the current rally could be short‑lived.

Key entities

  • Jeffrey Niew

    CEO who highlighted competitive advantages driving growth.

  • John Anderson

    CFO who discussed capacity expansion and capex plans.

Related articles

$KNMed

Knowles (KN) Q3 2026 Earnings Call Transcript

Knowles (KN) reported Q3 2026 revenue of $184M, up 20% YoY, with EPS at $0.38. MedTech & Specialty Audio revenue grew 4% YoY to $67M, while Precision Devices revenue surged 33% YoY to $117M. The company expects Q4 revenue between $180M and $190M, up 14% YoY at the midpoint. Knowles repurchased $25M in shares and reduced debt, maintaining a strong balance sheet.

$KNMedAI 8/10

What Knowles (KN) Said on Its Q3 Earnings Call

Knowles (KN) reported Q3 earnings, highlighting capacity expansion plans and strong demand in precision devices and hearing health. Revenue grew 4% YoY in med tech and specialty audio. The company expects 14% YoY revenue growth in Q4 and 16% for 2026, with margin expansion. Knowles also announced a $15M defense order and plans for increased capital spending in 2027.

$KNHighAI 8/10

Knowles surges on earnings beat and strong guidance

Knowles Corporation (NYSE:KN) reported Q3 earnings of $0.38 per share, beating estimates of $0.36, with revenue of $184M, surpassing expectations of $172.1M. The company issued Q4 guidance above forecasts, with EPS expected between $0.39-$0.43 and revenue between $180M-$190M. Shares rose 2.8% in after-hours trading.