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ITASCA, Ill., July 01, 2026--(BUSINESS WIRE)--Knowles Corporation (NYSE: KN) a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced the date for the release of its second quarter 2026 financial results. Second Quarter 2026 Conference Call and Webcast Knowles will issue its second quarter 2026 financial results on July 23, 2026, immediately after market closing followed by a conference call at 3:30 p.m. Central time (4:30 p.m. Eastern time) to discuss the results and company outlook. Analysts and investors are invited to join the conference call using the following information: Date: Thursday, July 23, 2026Time: 3:30 p.m. Central time (4:30 p.m. Eastern time)International (Toll): +1 (585) 542-9983North America (Toll-Free): 1 (833) 461-5787Meeting ID: 688 741 346Webcast: https://events.q4inc.com/attendee/688741346 A webcast replay will be accessible after the call via the Knowles website at http://investor.knowles.com. About Knowles Knowles is a leading manufacturer of specialty electronic components. We design parts that perform unique, critical functions for innovative technologies. Through extreme reliability, custom engineering, and scalable manufacturing, we enable businesses to succeed in the most demanding applications across MedTech, Defense, and Industrial markets. Our high-performance capacitors, RF/Microwave filters, advanced medtech microphones, balanced armatures, and miniaturization products enable and enhance the performance of technologies with the power to change, improve, and save lives. Founded in 1946 and headquartered in Itasca, Illinois, Knowles has grown into a global organization with employees spanning 11 countries. For more information, please visit knowles.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701961008/en/ Contacts Investor Relations: Sarah CookKnowles Investor [email protected]

It has been about a month since the last earnings report for Viavi Solutions (VIAV). Shares have lost about 7.5% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Viavi Solutions due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Viavi Solutions Inc. before we dive into how investors and analysts have reacted as of late. Viavi Q3 Earnings Surpass Estimates on Healthy Top-Line GrowthViavi reported strong third-quarter fiscal 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.The company posted a solid 42.8% year-over-year increase in revenues, supported by strong demand from data centers, continued 5G and fiber network upgrades, steady aerospace and defense demand, and contributions from the Spirent product line buyout.Net IncomeNet income on a GAAP basis was $6.4 million or 3 cents per share compared with $19.5 million or 9 cents per share in the prior-year quarter. Despite top-line growth, higher operating expenses and taxes impacted the bottom line.Non-GAAP net income in the reported quarter was $67.6 million or 27 cents per share compared with $33.9 million or 15 cents per share in the prior-year quarter. The bottom line surpassed the Zacks Consensus Estimate by 3 cents.RevenuesNet sales increased to $406.8 million from $284.8 million in the year-ago quarter, primarily driven by strong performance in its Network and Service Enablement (NSE) and Optical Security and Performance Products (OSP) segments. The top line beat the consensus estimate of $393.5 million.In the third quarter of fiscal 2026, the NSE segment generated $321.5 million in revenues, up 54.4% year over year. The segment accounted for 79% of total revenues. Acquisition of Spirent product lines and strong demand across lab, production and field products, mainly from the data center ecosystem and aerospace & defense sectors, drove solid sales growth in this segment.The OSP segment revenues were $85.3 million, up 11.4% year over year, driven by strong demand for 3D Sensing and anti-counterfeiting.Net sales from the Americas totaled $182.8 million, up from $108.1 million in the year-ago quarter. Revenues from Asia-Pacific were $128.2 million, up...

A month has gone by since the last earnings report for Corning (GLW). Shares have added about 25.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Corning due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Corning Incorporated before we dive into how investors and analysts have reacted as of late. GLW Q1 Earnings Match Estimates, Revenues Beat on Optical Strength Corning reported first-quarter 2026 core earnings of 70 cents per share, up 29.6% year over year and in line with the Zacks Consensus Estimate. Revenues of $4.35 billion increased 18.1% from the year-ago quarter and beat the consensus estimate by 1.78%.The top-line growth was driven by strong demand for Gen AI-related products and a sharp ramp in solar offerings, with Optical Communications and Solar emerging as key contributors. Core operating margin expanded to 20.2%, reflecting improved scale and execution. GLW Sees Strong Growth in Optical Communications Corning’s Optical Communications segment led growth, with first-quarter sales rising 36% year over year to $1.85 billion. Net income surged 93% to $387 million, supported by robust demand for Gen AI infrastructure.Growth was broad-based across enterprise and carrier networks, both of which posted 36% year-over-year gains. The company also secured additional long-term agreements with hyperscale customers, reinforcing its positioning in AI-driven data center expansion. Corning’s Solar Business Delivers Rapid Expansion The Solar segment remained a standout, with revenues jumping 80% year over year to $370 million. This reflects strong momentum in polysilicon and module production as the company scales its solar platform.Despite the revenue surge, profitability remained modest, with net income of $7 million. Management highlighted continued ramp-up activity and expects further margin improvement as production efficiencies increase and scale benefits materialize in upcoming quarters. GLW Margins Expand on Improved Cost Structure Corning delivered notable margin expansion in the quarter. Core operating margin improved 220 basis points year over year to 20.2%, while core gross margin rose to 39.1%.This improvement reflects a combination of higher volumes, favorable product mi...

Looking back on electronic components & manufacturing stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Knowles (NYSE:KN) and its peers. The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways. The 10 electronic components & manufacturing stocks we track reported an exceptional Q1. As a group, revenues beat analysts’ consensus estimates by 3.8% while next quarter’s revenue guidance was in line. Luckily, electronic components & manufacturing stocks have performed well with share prices up 11% on average since the latest earnings results. With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles (NYSE:KN) designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications. Knowles reported revenues of $153.1 million, up 15.8% year on year. This print exceeded analysts’ expectations by 3.9%. Overall, it was an exceptional quarter for the company with a beat of analysts’ EPS estimates and revenue guidance for next quarter exceeding analysts’ expectations. “We started 2026 delivering strong first quarter revenues and non-GAAP diluted EPS which was at or above the high-end of our guided ranges,” commented Jeffrey Niew, President and CEO of Knowles. Interestingly, the stock is up 13.4% since reporting and currently trades at $35.45. Is now the time to buy Knowles? Access our full analysis of the earnings results here, it’s free. As one of the world's largest printed circuit board manufacturers with facilities spanning North America and Asia, TTM Technologies (NASDAQ:TTMI) manufactures printed circuit boards (PCBs) and r...

This article first appeared on GuruFocus. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Knowles Corp (NYSE: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. 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. Warning! GuruFocus has detected 6 Warning Sign with KN. Is KN fairly valued? Test your thesis with our free DCF calculator. Q: Can you highlight the design wins across multiple end markets and their potential lifetime value? A: Jeffrey New, President and CEO, explained that the design wins are broad-based across various sectors, including medical and industrial applications. The energy order is a significant contributor, expected to ramp up by the end of Q2. The defense sector is also seeing increased activity, with expectations for stronger performance in 2027. The company focuses on customizing solutions and scaling production efficiently across these applications. Q: What are the drivers of gross margin expansion, and is there room for further pricing increases? A: John Anderson, Senior Vice President and CFO, noted that gross margin expansion is driven by increased capacity utilization...

Performance was driven by a strategy of leveraging unique technologies for custom-engineered solutions at scale for blue-chip customers in high-growth markets. The Precision Devices segment saw broad-based 17% growth across medtech, defense, industrial, and electrification, supported by a sixth consecutive quarter with a book-to-bill ratio above 1.0. Defense market strength is attributed to ongoing OEM programs, new production starts, and share gains, with additional demand expected from global stock replenishment. Industrial growth was supported by ceramic capacitor demand in semiconductor equipment and downhole applications, following the resolution of prior-year inventory challenges. MedTech and Specialty Audio growth of 14% was fueled by successful new product introductions from customers, though management expects this to normalize to historical rates for the full year. Management attributes premium margins to the company's ability to solve complex engineering problems and ramp production quickly for demanding applications. Full-year 2026 revenue growth is now expected to exceed the high end of the original 4% to 6% organic target range due to a robust order backlog. Adjusted EBITDA growth for 2026 is projected to surpass the cumulative annual growth target of 10% to 14% based on strong momentum through the first four months. Precision Devices gross margins are expected to expand in the second half of 2026 as the specialty film production line for a major energy order fully ramps and yields improve. Defense demand is anticipated to strengthen further in 2027, with the level of activity relative to global events remaining very high. The company plans to increase content per device in next-generation hearing health products, providing a future opportunity to exceed historical growth rates in the MedTech segment. A $75 million-plus energy order is currently in a production ramp-up phase, which created temporary factory cost headwinds in the specialty film line during Q1. Cash flow from operations included $8 million in outflows related to the CMM business divested in 2024, with these payments now considered substantially complete. Management noted that while transportation costs are low, they are monitoring modest increases in resin-based input costs, though these are not currently significant to the bill of materials. The company maintains a low net lever...

(Bloomberg) -- Intel Corp. has been one of the hottest stocks in the market over the past 12 months, soaring 230% to the highest price since the dot-com bubble. But the rally is facing a potential roadblock in the company’s first-quarter earnings report due after the close Thursday. Most Read from Bloomberg Anthropic’s Mythos Model Is Being Accessed by Unauthorized Users Inside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the Exit Meta Tells Staff It Will Cut 10% of Jobs in Push for Efficiency Microsoft Offers Buyouts to About 7% of US Workers Trump Encourages Companies Not to Seek Tariff Refunds The shares have been on a roll since last year, spurred by the US government’s $8.9 billion investment in return for a stake in the once-struggling chipmaker. Since then, it has also paid $14 billion to buy back half of a plant in Ireland that it had previously sold to Apollo Global Management, joined Elon Musk’s semiconductor manufacturing project Terafab and received a commitment from Alphabet Inc.’s Google to use its processors. These developments have offered investors encouraging signs about Intel’s turnaround under Chief Executive Officer Lip-Bu Tan. As a result, the stock is among the 20 best performers in the S&P 500 Index in the last year, soaring 63% since March 30 alone. Last week, it closed at $68.50, its highest level since September 2000. With the rally continuing Thursday, sending the stock up as much as 4.6%, the company’s market capitalization stands at around $340 billion — a year ago it was just $90 billion. But the first-quarter earnings report could halt that momentum. Wall Street analysts expect Intel to post adjusted earnings per share of 1 cent, a 92% drop from a year ago, and a slight decline in revenue to $12.4 billion. Gross margins are projected to fall to less than 35% from 39% in the first quarter of 2025. “I think financial strength may still take time,” said Hendi Susanto, a portfolio manager at Gabelli Funds, which holds Intel stock. “I still expect some volatility, including some potential pullback” in the shares. One challenge for the investors seeking more gains from here is the rally has made Intel the most expensive chip stock in the market. It’s trading at about 94 times earnings expected over the next 12 months, the highest multiple in the Philadelphia semiconductor index. The next closest is Arm Holdings P...

Q1 Revenues Increased 16% on a Year over Year Basis to $153 million Q1 Diluted EPS from Continuing Operations increased $0.13 on a Year over Year Basis Q1 Non-GAAP Diluted EPS from Continuing Operations Increased 50% on a Year over Year Basis to $0.27 ITASCA, Ill., April 23, 2026--(BUSINESS WIRE)--Knowles Corporation (NYSE: KN), a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced results for the quarter ended March 31, 2026. "We started 2026 delivering strong first quarter revenues and non-GAAP diluted EPS which was at or above the high-end of our guided ranges," commented Jeffrey Niew, President and CEO of Knowles. Mr. Niew continued, "We are executing on our strategy, continuing to leverage our unique technologies, creating custom products through our customer application intimacy, and then scaling into production with our world-class operational capabilities. Our end markets of Medtech, Defense, Industrial and Electrification are also benefiting from strong secular growth trends. With this powerful combination, our revenue grew 16% on a year-over-year basis in the first quarter, exceeding our five-year annual organic growth target. Our revenue growth was complemented by substantial gross margin expansion resulting in significant year-over-year EPS growth." "We have numerous new design wins ramping across multiple end markets and a very healthy backlog of existing orders, positioning us well to continue to deliver year over year organic revenue and adjusted EBITDA growth in 2026 above the high-end of our annual growth targets as presented in our May 2025 investor day," stated Mr. Niew. Financial Highlights The following table highlights the Company’s financial performance on both a GAAP and supplemental non-GAAP basis for continuing operations* with the exception of Net cash provided by operating activities (in millions, except per share data): Second Quarter 2026 Outlook The forward looking guidance for the quarter ending June 30, 2026 on a continuing operations basis, with the exception of Net cash provided by operating activities, is as follows: Q2 2026 GAAP results from continuing operations are expected to include approximately $0.06 per share in stock-based compensation expense and $0.04 per share...

ITASCA, Ill. (AP) — ITASCA, Ill. (AP) — Knowles Corp. (KN) on Thursday reported profit of $9.7 million in its first quarter. The Itasca, Illinois-based company said it had net income of 11 cents per share. Earnings, adjusted for stock option expense and amortization costs, were 27 cents per share. The maker acoustic components such as microphones posted revenue of $153.1 million in the period. For the current quarter ending in June, Knowles expects its per-share earnings to range from 28 cents to 32 cents. The company said it expects revenue in the range of $152 million to $162 million for the fiscal second quarter. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on KN at https://www.zacks.com/ap/KN

Knowles (KN) reported late Thursday Q1 adjusted earnings of $0.27 per diluted share, up from $0.18 a

Knowles (KN) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.39%. A quarter ago, it was expected that this maker acoustic components such as microphones would post earnings of $0.35 per share when it actually produced earnings of $0.36, delivering a surprise of +2.86%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Knowles, which belongs to the Zacks Communication - Components industry, posted revenues of $153.1 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 5.44%. This compares to year-ago revenues of $132.2 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Knowles shares have added about 42.5% since the beginning of the year versus the S&P 500's gain of 4.3%. While Knowles has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Knowles was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1...

Strong Q1 results and raised 2026 outlook: Knowles reported $153 million in revenue (+16% YoY) and EPS of $0.27 (+50% YoY), and management now expects 2026 organic revenue growth to finish above the high end of the prior 4%–6% target. Broad-based segment strength and large energy order: MedTech & Specialty Audio revenue was $68 million (+14%) and Precision Devices $85 million (+17%), with PD book-to-bill at 1.19 (sixth consecutive quarter >1) and a >$75 million energy order expected to contribute $25 million+ for the rest of the year after ramping by end of Q2. Margin improvement, solid liquidity, and conservative near-term guidance: Q1 gross margins were strong (MSA 53.5%, PD 39.2%) with PD margins expected to rise ~200–250 bps post-ramp; the company ended the quarter with $41 million cash, $131 million revolver borrowings (net leverage 0.6x), and guided Q2 to adjusted EBIT margins of 20%–22% and EPS of $0.28–$0.32. Interested in Knowles Corporation? Here are five stocks we like better. These 3 Stocks Just Got Upgraded—and Could Keep Climbing Knowles (NYSE:KN) reported first-quarter 2026 results that executives said reflected strong organic growth and improving profitability, supported by demand across the company’s end markets and a growing backlog. Management also issued second-quarter guidance calling for year-over-year revenue and earnings gains. President and CEO Jeffrey Niew said the company “started 2026 with solid financial results in Q1 and great momentum entering the rest of the year,” pointing to organic growth and improving earnings. Knowles posted revenue of $153 million, up 16% year-over-year and at the high end of its guided range. Earnings per share were $0.27, up 50% year-over-year and above the high end of guidance, while cash utilized in operations was $1 million, within the company’s range. → GE Vernova Beats Earnings by 790% as Data Center Demand Explodes Why Goldman Sachs Suddenly Boosted These 3 Trucking Stocks Niew said the company’s strategy focuses on “leveraging our unique technologies to design custom-engineered solutions and then delivering them at scale for blue-chip customers in high-growth markets.” He added that Knowles believes it has entered “a period of accelerated organic growth,” and said the company now expects 2026 revenue growth to land above the high end of the 4% to 6% organic revenue target provided at its Investo...