Q1 2026 Knowles Corp Earnings Call Transcript

Apr 23, 2026 / 08:30 PM GMT

Release Date Price: $31.86 (+2.58%)

Transcript 10-Q8-K

Key Points

Positve

Knowles Corp (KN) reported strong financial results for Q1 2026, with revenue of $153 million, up 16% year-over-year, and EPS of $0.27, up 50% year-over-year.
The MedTech and Specialty Audio segment saw a 14% year-over-year revenue increase, driven by successful new product introductions.
Precision Devices segment revenue grew by 17% year-over-year, with strong demand across medtech, defense, and industrial markets.
Gross margins improved significantly, with MSA gross margins at 53.5% and Precision Devices segment margins at 39.2%, driven by increased factory capacity utilization and favorable pricing.
The company has a robust pipeline of new design wins and favorable secular trends, positioning it well for continued revenue growth and margin expansion through 2026.

Negative

Cash utilized in operations was $1 million, indicating potential challenges in cash flow management.
R&D expenses increased by $1.4 million compared to Q1 2025, reflecting higher project spending.
SG&A expenses rose by $3 million from the prior year, driven by higher sales commissions and additional headcount.
Interest expense for the quarter was $2 million, although it was $1 million lower than last year.
The company faces potential input cost pressures, particularly in resin-based products, although these are currently not significant.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KN.N - Knowles Corp
Q1 2026 Knowles Corp Earnings Call
Apr 23, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Frilla, and I will be your conference operator today. At this time, I would like to welcome everyone to the Knowles Corporation Q1 2026 Earnings Conference Call.

All lines have been please unmute to prevent at the background noise.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press the star followed by the number one on your telephone keypad. If you would like to withdraw your question, please press the star one again.

Thank you. I would now like to turn the conference over to Sarah Cook. You may begin.

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