Knowles Corp. (KN)

Knowles Corp. stock experienced several notable events in the past six months. In April 2025, Knowles hosted its Investor Day and reported Q1 financial results with revenues at the high end of its guided range. In July 2025, Knowles launched high-performance inductors and released Q2 financial results, surpassing earnings expectations, and the stock reached a 52-week high. Insider sales also occurred. In September 2025, Knowles received an upgraded rating from Wall Street Zen. In October 2025, Knowles' shares hit a new 52-week high, and the company reported strong Q3 financial results, exceeding analyst estimates and providing optimistic Q4 guidance. Susquehanna and Craig Hallum increased their price targets on Knowles. A one-off loss negatively impacted the net profit margin.

Knowles anticipates improvement for its specialty film product line, with stronger performance in the latter half of the year. Channel inventories are at normalized levels, aligning orders with end-market demand. Knowles expects organic growth rates for the total company to be at the high end of its 4-6% range for 2026. The MedTech & Specialty Audio segment is expected to see revenue growth of 2-4% in 2025, while the Precision Devices segment is projected to grow at the high end of the 6-8% range for 2025.

Knowles Corporation is a global manufacturer of high-performance components, operating in the Technology sector and the Electronic Components industry. They specialize in micro-acoustic microphones, balanced armature speakers, audio solutions, high-performance capacitors, and RF filtering products. Knowles operates through two segments: Precision Devices (PD) and Medtech & Specialty Audio (MSA).

Knowles Corporation has a global presence with operations in the United States, Asia, Europe, and other parts of the Americas. The United States is the company's largest revenue generator. Headquartered in Itasca, Illinois, Knowles has over 10,000 employees across 37 locations worldwide. The company sells its products directly to OEMs and their contract manufacturers, as well as through a global network of distributors.

Knowles Corporation's brand reputation in the past year appears to be generally positive, driven by strong financial performance and strategic execution. The company's Q3 2025 earnings call reflected a positive sentiment, highlighting achievements in revenue and EPS growth. The company's focus on custom-engineered solutions and U.S.-based manufacturing is seen as providing a competitive edge.

Knowles Corporation's ownership is a mix of institutional, insider, and public/individual investors. Approximately 70.09% of the company's stock is owned by Institutional Investors, 2.50% by Insiders, and 27.41% by Public Companies and Individual Investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors Lp.