earnings
confidence high
sentiment positive
materiality 0.75
Knowles Q2 revenue $166.8M (+14% YoY), non-GAAP EPS $0.33; raises FY2026 growth outlook to 10-12%
Knowles Corp
- Q2 revenue $166.8M (above guided range); GAAP EPS $0.21, non-GAAP EPS $0.33 (+38% YoY).
- Seventh consecutive quarter book-to-bill >1; FY2026 revenue growth expected 10-12% with adjusted EBITDA growth >20%.
- Q3 guidance: revenue $167-177M, non-GAAP EPS $0.34-0.38, net cash from ops $35-45M.
- Precision Devices segment grew YoY across all end markets: Medtech, Defense, Industrial, Electrification.
- CEO expects to exceed organic growth targets from May 2025 Investor Day in 2027.