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    How Upcoming Earnings Will Impact Knowles (KN) Stock

    Simply Wall St·10/22/2026 12:41:22
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    • Knowles is set to release quarterly earnings after Thursday’s market close, with analysts expecting 12.6% year-on-year revenue growth following a prior quarter that exceeded revenue forecasts.
    • The focus is on how Knowles is translating demand in medtech, industrial, and defense into sustained revenue momentum while managing factory efficiency and product mix pressures.
    • We will examine how Knowles' investment narrative around resilient demand and margin execution is tested by expectations for another strong revenue quarter.

    Compare Knowles' setup with other potential earnings movers by scanning our curated list of 21 high quality undiscovered gems that may be flying under the radar ahead of their own results.

    Knowles Investment Narrative Recap

    To own Knowles, you need to believe the business can keep turning demand from medtech, industrial, and defense customers into consistent revenue while tightening up its factories. The near term story hinges on execution. Thursday’s earnings will show whether recent operational progress still holds as volumes shift and product mix stays in focus.

    The biggest swing factor right now is margin quality. Growth in specialty film and inductors can support scale, but higher scrap and ramp costs remain a live risk if they do not improve. This earnings print matters for testing whether Knowles can grow without giving back too much profitability.

    The key announcement tied to this setup is simple. Knowles is reporting quarterly results this Thursday after the close, with analysts looking for 12.6% year on year revenue growth after a prior quarter that exceeded expectations. That keeps attention firmly on how the company is turning its order book into realized sales.

    This update also sits against recent commentary that bookings and design wins support a broader addressable market over coming quarters. Earnings on Thursday will not settle the long term thesis, but they will give you fresh evidence on two things that matter most in the near term: revenue momentum and whether margin pressure from mix and factory costs is stabilizing.

    Knowles Long Term Earnings Story

    Analysts frame the Knowles setup around a steady grind higher rather than a moonshot. Forecasts point to revenue rising by 8.7% a year over the next three years as medtech, industrial, and defense demand filters through a larger product portfolio and a more efficient factory base.

    Profitability assumptions do a lot of heavy lifting in that story. The consensus view has profit margins moving from 11.5% today to 16.6% in three years, which would signal cleaner execution on scrap, ramps, and product mix than investors have seen recently. That margin gap is wide enough that even modest shortfalls could affect how you think about the whole earnings path.

    Earnings expectations crystallize that shift. Analysts project earnings of US$135.8 million by around 2029, up from US$73.2 million today, with the most optimistic forecasts reaching as high as US$152.0 million. The move from current profit levels to that 2029 consensus implies roughly an 85% increase in earnings, which is a sizable jump for a business still working through factory and mix pressure.

    Valuation math then builds on those operating assumptions. For the current analyst framework to hold, Knowles would need to reach about US$815.9 million in revenue and US$135.8 million in earnings in 2029 and trade on a P/E of 35.0x. That multiple would be below the current 45.6x the stock is on, yet above the 31.6x P/E cited for the broader US electronic industry, so it assumes investors continue to pay a premium for this earnings profile.

    Knowles' narrative projects revenue of about US$815.9 million and earnings of roughly US$135.8 million by 2029. This setup relies on 8.7% yearly revenue growth and an earnings increase of around US$62.6 million from US$73.2 million today.

    Discover why Knowles' fair value indicates a 25% potential upside to its current price before the market closes that gap.

    NYSE:KN 1-Year Stock Price Chart
    NYSE:KN 1-Year Stock Price Chart

    Exploring Other Perspectives

    For Knowles, the big alternate swing factor is EBITDA margins. Bullish analysts are leaning on a path toward margins above 25%, with revenue reaching about US$844.1 million and earnings around US$157.8 million by 2029, compared with the more cautious US$815.9 million and US$135.8 million. Thursday’s earnings could shift which story you find more convincing, so treat this print as a chance to compare both sets of expectations for yourself.

    Explore 3 other Knowles fair value estimates, including one that suggests as much as 37% upside from the current price.

    Form Your Own Verdict

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so trust your own analysis.

    • A great starting point for your Knowles research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • See our latest analysis for Knowles. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Knowles' overall financial health at a glance.

    Looking For More Ideas Beyond Knowles?

    If the Knowles setup has you thinking about where else expectations and reality might be misaligned, broaden your watchlist with a few focused stock lists built specifically for idea generation.