Knowles Corp. (KN)

Over the past six months, Knowles Corp. (KN) stock has experienced significant positive movement, trading at $28.68 as of April 10, 2026. Key events impacting the stock include strong Q4 and full-year 2025 financial results reported on February 5, 2026, the completion of the strategic transformation in December 2024, a hedge fund investment in November 2025, and an increased share repurchase authorization in February 2025.

While specific detailed information on demand seasonality for all Knowles Corp. products and services is not explicitly provided, the company's strategic shift and market focus offer some insights. The MedTech & Specialty Audio (MSA) segment anticipates continued growth, influenced by factors such as the aging population. The Precision Devices (PD) segment serves defense, MedTech, industrial, and electrification markets, suggesting a more consistent demand. By divesting its Consumer MEMS Microphones business, Knowles has moved away from the highly seasonal demand cycles associated with broad consumer electronics.

Knowles Corporation is a global industrial technology company specializing in high-performance electronic components, operating primarily in the electronic equipment and instruments sector. The company designs and manufactures advanced micro-acoustic microphones, balanced armature speakers, audio solutions, high-performance capacitors, and RF filtering products. Its business is divided into two segments: Precision Devices (PD), focusing on high-performance capacitor products and RF solutions, and MedTech & Specialty Audio (MSA), which designs and manufactures balanced armature speakers and microphones. Knowles has strategically shifted its focus from broad consumer electronics to higher-value industrial technology segments, including the divestiture of its Consumer MEMS Microphones business in December 2024.

Knowles Corporation has a significant global presence with operations across North America, Europe, and Asia. Its manufacturing facilities are primarily located in North America and Asia, including significant operations in the Philippines and Malaysia. The United States and Asia are the primary revenue drivers for the company.

Knowles Corporation has been actively working to redefine its brand as a premier industrial technology company, focusing on high-performance components for demanding applications in MedTech, defense, and industrial markets. Events affecting its reputation in the past year largely revolve around this strategic transformation, including the divestiture of the Consumer MEMS Microphones business in December 2024, the acquisition of Cornell Dubilier, new product launches and strategic partnerships, and meeting defense standards.

Knowles Corporation's ownership is primarily distributed among institutional investors and public shareholders. As of April 2, 2026, 332 institutional owners and shareholders held a total of 89,863,067 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Neuberger Berman Group LLC. Individual investors also hold a stake in the company, with CEO Jeffrey S. Niew holding 0.84% of the company's shares as of August 2, 2025.