NYSE$KN

Knowles Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Knowles reported solid results driven by better-than-expected performance in the MedTech & Specialty Audio segment and favorable mix in Consumer MEMS Microphones, offset by Precision Devices revenue falling below expectations due to demand weakness.

Knowles Corporation announced its Q2 2023 financial results, with revenue at $173.0 million. The MedTech & Specialty Audio segment performed well due to faster-than-anticipated customer inventory declines, while Precision Devices revenues were below expectations. The company has reduced its revenue and earnings outlook for the second half of 2023 due to soft customer demand.

  • MedTech & Specialty Audio segment delivered better than expected results.
  • Precision Devices revenues finished below expectations due to demand weakness.
  • Consumer MEMS Microphones benefited from favorable mix due to better-than-expected demand in computing end markets.
  • Revenue and earnings outlook for the second half of 2023 has been reduced due to soft customer demand.

Headline financials

Total Revenue

$173M

Previous: $188M-8.0%
EPS (adj)

$0.23

Previous: $0.33-30.3%
Capital Expenditures

-$7.9M

Previous: -$13.9M+43.2%
Free Cash Flow

$5.7M

Previous: -$257M+102.2%
Net Income

$13.6M

Previous: -$243M+105.6%
Operating Income

$16.9M

Previous: -$215M+107.9%
Gross Profit

$73.7M

Previous: $77.7M-5.1%
Cash & Equivalents

$54.4M

Previous: $47.7M+14.0%
Total Assets

$1.18B

Previous: $1.46B-19.4%
Stock-Based Comp

$7.1M

Previous: $7.2M-1.4%

Revenue & EPS history

Knowles · Revenue · Quarterly

$173M

Q2 2023-8%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

The forward looking guidance for the quarter ending September 30, 2023 is as follows: Revenues between $170.0 to $180.0 million, Gross Profit Margin between 41.2% to 43.2%, and Diluted EPS between $0.14 to $0.18.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.5%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+2.0%

Avg return

30 days after

54%

29 / 54 earnings

Positive

+22.4%

Q3 2023

Best reaction

-19.3%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%-2.9%+17.2%
Q4 2025+9.1%+9.1%+0.4%
Q3 2025+0.3%-1.7%-11.1%
Q2 2025-1.7%-1.5%+7.3%
Q1 2025+2.8%+0.6%+3.6%
Q4 2024+0.2%-1.0%-12.2%
Q3 2024+3.5%+5.9%+10.9%
Q2 2024-0.9%-8.0%+2.8%
Q1 2024+2.4%+5.6%+10.7%
Q4 2023-3.7%-2.2%-0.1%
Q3 2023+22.4%+19.3%+23.1%
Q2 2023-9.1%-9.8%-14.4%
Q1 2023+7.9%+4.8%+13.6%
Q4 2022-14.5%-6.2%-13.5%
Q3 2022+5.3%+9.7%+17.4%
Q2 2022-15.2%-15.3%-26.3%
Q1 2022+1.5%+3.8%+5.6%
Q4 2021+4.5%+1.7%-0.1%
Q3 2021+5.1%+4.7%+9.1%
Q2 2021+4.4%+5.2%+6.0%
Q1 2021-0.2%+0.6%-4.2%
Q4 2020+1.7%+2.1%+1.5%
Q3 2020-5.9%+4.1%+13.5%
Q2 2020+10.0%+9.7%+6.1%
Q1 2020-3.3%-5.0%+5.9%
Q4 2019-18.6%-19.9%-18.9%
Q3 2019-2.1%-1.9%-0.3%
Q2 2019+10.8%+12.8%+12.8%
Q1 2019-1.2%+0.2%-12.7%
Q4 2018+1.5%-0.3%+0.2%
Q3 2018+9.0%+4.1%+3.5%
Q2 2018+13.7%+12.9%+12.6%
Q1 2018+9.0%+11.6%+27.7%
Q4 2017-4.5%-3.4%+2.3%
Q3 2017-0.9%+2.9%+4.7%
Q2 2017-6.5%-8.4%-10.9%
Q1 2017-8.0%-9.0%-13.3%
Q4 2016+3.0%+2.7%+0.2%
Q3 2016+3.6%-1.8%+12.1%
Q2 2016-10.4%-14.6%-12.1%
Q1 2016+4.7%
Q4 2015-17.9%
Q3 2015-19.3%
Q2 2015+8.3%
Q1 2015-5.6%
Q4 2014-18.3%
Q3 2013-4.5%
Q3 2014+1.5%
Q2 2013+4.7%
Q2 2014-3.2%
Q4 2013+1.8%
Q4 2012+1.8%
Q1 2013+1.8%
Q1 2014-5.7%
Q3 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro