Kimball Electronics, Inc. (KE)

In the past six months, Kimball Electronics' stock (KE) has trended upwards. In Q1 FY2026, the company reported EPS surpassing forecasts, with revenue of $366 million, while medical vertical sales grew and debt was reduced, the stock fell post-announcement. In Q4 FY2025, the company reported a decrease in net sales year-over-year, with declines across all sectors. The company finalized the divestiture of its Automation, Test & Measurement business to focus on core EMS operations. The company revised its FY 2025 revenue guidance downwards due to ongoing demand challenges.

Kimball Electronics operates in an industry experiencing a cyclical downturn in the EMS market and has faced sustained softness in customer demand. The company has noted ongoing demand challenges and slower stabilization in the market. The automotive segment experienced lower demand, and the company is focusing on long-term growth in the medical vertical, with new program launches targeted for late FY 2026.

Kimball Electronics, Inc. (KE) is a global manufacturing solutions provider specializing in Electronics Manufacturing Services (EMS) and Contract Manufacturing Organization (CMO) solutions, operating within the Industrials sector. The company produces durable, high-reliability electronic assemblies and final products for customers in regulated markets such as automotive, medical, and industrial. Its services include EMS, CMO solutions, design services, and aftermarket services.

Kimball Electronics has a global operational footprint with facilities in North America (United States, Mexico), Europe (Poland, Romania, Netherlands), and Asia (China, Thailand, Japan, Vietnam, and India).

Kimball Electronics has maintained a reputation for excellence, quality, reliability, value, speed, and ethical behavior. In November 2024, Kimball Electronics swept all seven categories in CIRCUITS ASSEMBLY's 2025 Service Excellence Awards.

As of January 7, 2026, Kimball Electronics has 363 institutional owners and shareholders holding 22,711,837 shares, representing 76.0% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Dimensional Fund Advisors LP. The largest individual shareholder is Donald D. Charron, owning 2.17% of the company.