Knowles Corporation (KN) AI Stock Analysis

Knowles Corporation specializes in providing advanced micro-acoustic components, audio solutions, capacitors, and radio frequency products across industries including consumer electronics, medtech, defense, electric vehicles, industrial applications, and communications. The company operates through two main segments: Audio and Precision Devices (PD). The Audio segment designs and manufactures microphones, balanced armature speakers, and audio processors used in mobile devices, hearing health, True Wireless Stereo, IoT, and computing. The Precision Devices segment supplies high-performance capacitors and radio frequency solutions for power supplies, medical implants, satellite communications, and radar systems. Knowles distributes products directly to OEMs, contract manufacturers, suppliers, and through global distributors.

Knowles reported annual revenue of $868.1M in FY2021 before dropping to $478.8M in FY2022 and $456.8M in FY2023. Sales rebounded to $553.5M in FY2024 and reached $593.2M in FY2025, reflecting 7.2% annual growth. Net income was -$430.1M in FY2022 and -$239.5M in FY2024, but recovered to $44.2M in FY2025 with an operating margin of 13.1%. For the trailing twelve months, revenue reached $635.0M with a profit margin of 10.6% and operating margin of 15.2%. In the latest quarter ended June 30, 2026, revenue rose 14.3% year-over-year, and earnings increased 146.6%.

As of June 30, 2026, Knowles held $49.6M in cash and short-term investments alongside total debt of $150.2M, resulting in net debt of $100.6M. Shareholders' equity was $795.5M against total assets of $1.08B. The company maintains a current ratio of 3.20 and a debt-to-equity ratio of 0.19. In FY2025, operating cash flow was $114.0M and free cash flow reached $81.9M. Cash deployment that year included $32.1M in capital expenditures, $65.0M in share buybacks, and $6.2M in dividends paid, contributing to a 5-year share count decline of 6.8%.

Knowles carries a trailing P/E of 39.9x, which stands above the 28.1x median of its US-listed Technology peers. Its forward P/E of 15.2x is below the peer median of 18.8x, and its PEG ratio is 0.43. Price-to-sales of 4.5x and EV-to-EBITDA of 24.2x compare to peer medians of 2.8x and 16.6x, respectively. The stock closed at $33.50 on October 16, 2026, delivering a 1-year return of 42.1% versus 16.8% for the S&P 500 benchmark, while its 5-year return of 70.9% trailed the S&P 500 return of 83.0%.

Wall Street coverage includes 2 Strong Buy, 1 Buy, and 1 Hold recommendations, with no Sell ratings. The mean price target is $43.75, representing 30.6% upside above the last close of $33.50. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $666.6M and EPS of $1.33, up 20.3%. For the following year, 4 analysts estimate revenue of $712.5M and EPS of $1.62. Knowles beat EPS estimates in all 4 of the last four quarters, with next earnings scheduled for October 22, 2026.

This page is an AI-written research summary of Knowles Corporation (KN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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