Kimball Electronics, Inc. (KE)

Kimball Electronics' stock has experienced significant movement in the past six months. As of October 14, 2025, the share price was $28.46, a 58.46% increase from October 15, 2024. The stock reached a new two-year high on September 8, 2025. In August 2025, Q2 fiscal year 2025 results beat revenue expectations, causing a 13.3% stock jump, but revenue was down 11.6% year-over-year. Management trimmed fiscal 2025 sales and operating income guidance due to demand softness. An expanded share repurchase program was announced, and a $100 million term loan A was completed. The first-quarter fiscal year 2026 financial results are scheduled to be reported on November 5, 2025.

While explicit details on demand seasonality are not provided, Kimball Electronics experienced "sustained demand softness" and "sequential weakness driven by medical and industrial verticals" in its Q2 fiscal 2025, though the automotive sector held up. The company is strategically repositioning to focus on medical CMO capabilities and high-level assemblies. The overall "Electrical Systems industry experienced a cyclical downturn" which also impacted Kimball Electronics with lower sales.

Kimball Electronics, Inc. (KE) is a global manufacturer providing Electronics Manufacturing Services (EMS) and Contract Manufacturing Organization (CMO) solutions, including design, supply chain, prototyping, validation, industrialization, automation, testing, aftermarket services, and product lifecycle management, serving automotive, medical, industrial, and public safety markets.

Kimball Electronics operates globally with facilities in the United States, China, Mexico, Poland, Romania, Thailand, India, Japan, and Vietnam, and is headquartered in Jasper, Indiana, U.S.

Kimball Electronics has a strong brand reputation, particularly in customer service. In October 2023, the company received the Highest Overall Customer Ratings in four categories of CIRCUITS ASSEMBLY's 2023 Service Excellence Awards. Kimball Electronics has participated in these awards for ten consecutive years, winning multiple awards for excellence. The company emphasizes a high-performance culture that values quality, reliability, value, speed, and ethical behavior.

Institutional investors hold approximately 78% of Kimball Electronics' stock, with major holders including BlackRock, Inc., The Vanguard Group, Inc., and Dimensional Fund Advisors LP. No single shareholder has majority control, as the top 15 investors own 51% of the company. Insiders own approximately 1.76% of the stock, with CEO Donald Charron holding 1.8% as of June 2021. The general public holds a 32% stake.