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Knowles Corporation

KN

Technology · 35.50 -0.3% today

Isolated · not yet confirmedMarket checked 10 Sept, 13:00 GMT-4

Market read

Knowles Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-0.3% todayVolume comparison unavailable
Market group0 of 18 activeElectronics Supply Chain · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • PD revenues increased $32.4M due to higher demand in industrial, electrification, defense, and medtech markets and higher average pricing.

Invalidation: The isolated read changes if KN's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Electronic Components

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PD revenues increased $32.4M due to higher demand in industrial, electrification, defense, and medtech markets and higher average pricing.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements212
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +7.2% year over year.
  • Operating margin changed +2.5 percentage points in the latest annual period.
  • Net margin changed +50.4 percentage points in the latest annual period.
  • Capital investment and capacity has repeated favorable evidence across 5 filings.
  • Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 144% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 314% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

35.86
6m+41.5%12m+67.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$868.1M+13.6%$1.59+1.9%
2022-12-31$478.8M-44.8%$-4.63-2.0%
2023-12-31$456.8M-4.6%$0.79-1.3%
2024-12-31$553.5M+21.2%$-2.64-1.6%
2025-12-31$593.2M+7.2%$0.50-2.3%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 5 filings
The decrease in adjusted free cash flow in 2026 was primarily due to an increase in working capital, a customer prepayment in 2025 that did not recur in 2026, and higher capital expenditures, partially offset by higher earnings from continuing operations.
10-Q · Jul 28, 2026
Credit and interest ratesnegative · 5 filings
Cash used in financing activities during the six months ended June 30, 2025 was primarily related to $35.0 million of repurchases of common stock, $15.0 million of payments on the revolving credit facility, and $6.9 million of tax payments related to net shar…
10-Q · Jul 28, 2026
Demand and volumepositive · 5 filings
Revenues increased due to higher demand in the industrial, electrification, defense, and medtech markets, as well as higher average pricing.
10-Q · Jul 28, 2026
Input and raw-material costsnegative · 4 filings
The non-GAAP gross profit increase was driven by higher shipping volumes, pricing, and increased factory capacity utilization, partially offset by unfavorable product mix.
10-Q · Jul 28, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 5.3× · EV/sales 5.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

35.50-0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 13:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for KN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for KN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind KN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

GLPFiling-linked namepartnerFeb 9, 2026

Risks Related to Our Industry Global markets for our products are highly competitive and subject to rapid technological change.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

KN is currently a Follower in the organic co-movement group Electronics Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.