Knowles

Q2 FY2026 EarningsQ2 FY26 results exceeded consensus across all key financial metrics, with revenue of $166.8M beating the $157.0M estimate and normalized EPS of $0.33 vs. $0.31 expected. The outperformance was primarily driven by the Precision Devices segment, where revenue rose 25.2% YoY due to strong demand in industrial, electrification, and defense markets. Despite headwinds from ceramic capacitor production transfer costs, Non-GAAP gross margin improved to 45.4%, surpassing the 44.9% consensus estimate.