KN Knowles (KN) Q2 FY26 earnings call
Knowles delivered a strong second quarter, driven by broad-based organic growth across its Precision Devices segment, leading to a significant raise in its full-year revenue and adjusted EBITDA guidance. The company is seeing robust demand in defense, industrial, and medtech markets, supported by strong bookings and a healthy backlog. Management remains confident in continued margin expansion and strategic capital allocation, including share buybacks and potential M&A.
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KN operating KPIs by quarter
| KPI | This call Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Book-to-bill ratio Precision Devices | 1.4 ratioOverall, book-to-bill in Precision Devices was 1.4.Source: earnings call transcript | 1.5 ratioPrecision Devices had a book-to-bill of 1.5 in Q3 with broad-based order strength across our key end markets, both among OEMs and with our distribution partners.Source: earnings call transcript | +7.1% |
| Bookings Precision Devices | <$140MOrders in the PD segment were nearly $140 million in Q2, well above Q1 bookings and providing me confidence in continued growth in the future.Source: earnings call transcript | <$180MQ3 orders in PD segment were nearly $180 million, well above Q2 orders, reinforcing my confidence in continued growth.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.