Kimball Electronics, Inc. (KE)

In the past six months, Kimball Electronics' stock price has trended down. Recent events impacting the stock include the Q2 fiscal year 2026 earnings report in February 2026, where the company met adjusted earnings expectations but the stock plunged due to a revenue decline and contraction in the automotive segment, despite raising its full-year outlook. In January 2026, institutional investors were rewarded after the stock increased. In December 2025, the company announced it was intensifying its focus on strategic development with a new leadership appointment and would participate in the Piper Sandler 37th Annual Healthcare Conference. In November 2025, Kimball Electronics participated in the Wolfe Research Healthcare Conference and reported its Q1 fiscal year 2026 financial results.

The provided search results do not explicitly detail a specific demand seasonality for Kimball Electronics' products and services. The company can be influenced by economic cycles and interest rates. The company's revenue growth has been described as weak over the last five years, and analysts expect demand to deteriorate over the next 12 months, indicating potential challenges in consistent demand. The company has also revised its sales guidance due to a slowdown in the overall economy and delays from European customers, further suggesting sensitivity to broader economic conditions rather than inherent product seasonality.

Kimball Electronics, Inc. (KE) is a global electronic manufacturing services (EMS) and contract manufacturing organization (CMO) solutions provider, operating in the Industrials sector, specifically in the Electrical Equipment & Parts and Electronic Production Equipment industries. The company specializes in producing durable, high-reliability electronic assemblies and complete final products for original equipment manufacturers (OEMs) across highly regulated markets. Its core offerings include printed circuit board assembly (PCBA), system integration, tooling and test fixture development, and aftermarket services. Kimball Electronics serves three primary end markets: automotive, medical, and industrial.

Kimball Electronics operates manufacturing facilities and design centers across North America, Europe, and Asia. Key production sites are strategically located to facilitate close collaboration with customers and efficient supply-chain management. In North America, they have sites in Jasper, Indiana (Manufacturing and World Headquarters); Indianapolis, Indiana; and Reynosa, Mexico. In Europe, they operate in Amsterdam, Netherlands; Poznan, Poland; and Timisoara, Romania. In Asia, they have facilities in Nanjing, China; and Laem Chabang, Thailand. The company's global presence also includes operations in Vietnam and India, with Mexico being a significant contributor to the company's revenue.

Kimball Electronics is recognized for its "reputation of excellence" and is committed to a high-performance culture that values quality, reliability, value, speed, and ethical behavior. The company announced its intention to rebrand as Kimball Solutions, pending approvals, to reflect an expanded portfolio of capabilities and a solutions-driven approach. The company also announced a new medical manufacturing facility in Indianapolis, described as a significant step in its medical strategy.

Institutional investors hold a significant majority of Kimball Electronics, Inc. shares, controlling approximately 82% of the company. The general public holds about a 16% stake, and insiders own approximately $14 million worth of shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors LP, Bank Of America Corp /de/, American Century Companies Inc, Geode Capital Management, Llc, Acadian Asset Management Llc, Earnest Partners Llc, Charles Schwab Investment Management Inc, and State Street Corp. The top 14 shareholders collectively control 50% of the ownership.