Knowles Corp — Form 8-K
Filed July 23, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Knowles reported Q2 2026 revenues of $166.8M (up 14% YoY from $145.9M), with diluted EPS from continuing operations of $0.21 (up $0.12 YoY) and non-GAAP diluted EPS of $0.33 (up 38% YoY). The company raised full-year 2026 guidance to 10-12% revenue growth (from prior unspecified range) and expects adjusted EBITDA growth of >20%. Precision Devices revenue grew 25.2% to $98.3M; MedTech Specialty Audio grew 1.6% to $68.5M. Q3 2026 guidance: revenues $167–177M; non-GAAP diluted EPS $0.34–0.38. Book-to-bill >1.0 for seven consecutive quarters; strong backlog and design wins across Medtech, Defense, Industrial, Electrification end markets.
Why this rating
Strong organic growth, margin expansion, raised guidance, and 7-quarter book-to-bill >1.0 signal durable demand. Meaningful but not transformational relative to ~$1.5B market cap; Precision Devices growth particularly robust. Execution risk on guidance remains.
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