Knowles Corp. (KN)

Knowles Corp. stock has experienced several notable events over the past six months. Knowles reported strong Q4 2025 earnings and provided optimistic Q1 2026 revenue guidance, contributing to positive stock movement. The stock reached new 52-week highs in late January and early February 2026. The President and CEO Jeffrey Niew sold shares of Knowles stock on multiple occasions. Several analysts adjusted their ratings and price targets for KN in late 2025. Knowles completed the sale of its Consumer MEMS Microphone (CMM) business in December 2024. Knowles received a significant multi-year order of over $75 million for high-performance capacitors in the energy market in Q1 2025.

Demand seasonality for Knowles Corp. products varies by segment. The Precision Devices (PD) segment is generally not subject to seasonality. The Medtech & Specialty Audio (MSA) segment tends to experience stronger revenues in the fourth quarter of each fiscal year. The Consumer MEMS Microphone (CMM) segment, which served the consumer electronics market, saw its revenues vary based on the timing of OEM product launches; however, this segment was divested in December 2024.

Knowles Corporation is a global developer and manufacturer of micro-acoustic, audio processing, and precision device solutions, operating in the Information Technology sector, specifically in the Electronic Components industry. The company operates through two segments: Precision Devices (PD) and Medtech & Specialty Audio (MSA). Major products include micro-acoustic microphones, balanced armature speakers, audio processing integrated circuits, high-performance capacitors, radio frequency filters, inductors, and miniaturization capabilities.

Knowles Corporation has a global presence, operating in the United States, Asia, Europe, and other parts of the Americas, with the United States accounting for the majority of its revenue. The company has approximately 5,500 employees across facilities in 11 countries worldwide.

Knowles Corporation is recognized for its high-quality products and strong brand reputation, particularly in the MEMS microphone market. The company's reputation is built on its focus on superior technology, reliability, and the ability to deliver unique solutions that improve comfort, fit, and performance with extremely low power, especially in the hearing health sector. Its strategic shift towards higher-value, specialized industrial technology markets further solidifies its reputation as a provider of high-performance components for demanding applications.

Knowles Corporation's stock ownership is primarily held by institutional investors, who own approximately 40.25% to 68.90% of the company's stock, while insiders own about 2.42%, and public companies and individual investors hold between 28.65% and 28.68%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Dimensional Fund Advisors Lp. Jeffrey Niew, the President and CEO, is a notable individual owner.