Knowles Q4 revenue rises 14%, beats expectations

Overview

• Specialty electronic component maker's Q4 revenue rose 14%, beating analysts' expectations

• Adjusted EPS beat analyst expectations

• Company completed transformation into high-margin industrial tech firm

Outlook

• Knowles expects Q1 2026 revenue between $143 mln and $153 mln

• Company forecasts Q1 2026 diluted EPS of $0.09 to $0.13 GAAP

• Knowles anticipates Q1 2026 net cash from operations between $(5) mln and $5 mln

Result Drivers

• REVENUE GROWTH - Driven by strong backlog of existing orders and new design wins, per CEO Jeffrey Niew

• CASH FLOW - Net cash from operations exceeded the high-end of guided range, allowing debt reduction and share buybacks

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for Knowles Corp is $26.50, about 9% above its February 4 closing price of $24.32

• The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBwbnWl04a

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