$KN

Knowles projects Q4 2026 EPS of $0.39-$0.43 as it plans 2027 capex at 5%-7% of revenue to add Precision Devices capacity (NYSE:KN)

Knowles (KN) reported Q3 2026 revenue of $184M, up 20% YoY, and EPS of $0.38. The company projects Q4 2026 EPS of $0.39-$0.43. It plans 2027 capex at 5%-7% of revenue to expand Precision Devices capacity, according to management.

Original reporting
Published Oct 22, 2026, 11:28 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 22, 2026, 11:33 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 seekingalpha.com
Decision brief

The 30-second read

$KNBullishMed
01

Why it matters

The earnings beat and raised guidance suggest a short-term upside opportunity, but investors should monitor execution risk.

02

Market read

First disclosure of Q3 results and forward guidance, offering actionable insight for traders.

03

What to watch

Potential supply-chain constraints or macro slowdown could offset earnings strength.

Relevance 7/10Novelty 7/10Timing: after-hours

Background

Knowles Corporation released its Q3 2026 earnings call, reporting revenue and EPS figures and providing guidance for Q4 2026 and 2027 capex.

Company-level read

Ticker impact

$KNBullishHigh confidence
Context

Q3 revenue $184M (up 20% YoY) and EPS $0.38; Q4 2026 EPS guidance $0.39-$0.43 and 2027 capex 5%-7% of revenue.

Expected impact

likely modest upside as market prices in stronger guidance

Evidence & confidence

Earnings beat and higher guidance reduce downside risk and attract buyers.

Market effects

Positive earnings may boost sentiment in the audio and sensor component sector.

Limited to US markets where Knowles is listed.

Minimal global impact beyond sector peers.

Counterpoint

If guidance falls short of analyst consensus, the stock could face sell pressure.

Key entities

  • Knowles Corporation

    US-listed audio and sensor component manufacturer.

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.