Knowles Corporation (KN) Stock Analysis
Breakout setup
Technology · Electronic Components
Sell if holding. At $41.09, A.R:R is negative (-1.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners.
Knowles Corporation manufactures specialty electronic components including high-performance capacitors, RF filters, microphones, and balanced armature speakers across two segments: Precision Devices (55% of 2025 revenue) serving defense, industrial, and medtech, and MedTech &... Read more
Sell if holding. At $41.09, A.R:R is negative (-1.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners. Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Score 5.5/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 38d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Knowles Corporation
About Knowles Corporation
Knowles Corporation's Precision Devices segment generated 55% of consolidated revenues in fiscal 2025, serving defense, industrial, medtech, and electrification/energy markets with high-performance capacitors and RF filtering solutions; the MedTech & Specialty Audio segment contributed the remaining 45% with balanced armature speakers and microphones for hearing health manufacturers. The company employs approximately 5,200 people across 11 countries, with WS Audiology A/S and TTI, Inc. representing 11% and 10% of consolidated revenues in 2025, respectively.
PD segment revenue comes from custom-engineered capacitors with specialized requirements — including high voltage, high temperature, and high reliability — plus RF filter solutions serving defense applications such as electronic warfare systems, where demand for supply partners with domestic manufacturing footprints is rising. Pricing pressure is comparatively lower in these defense and industrial end markets than in consumer electronics. The MSA segment sells to a concentrated customer base; MSA's top five customers accounted for approximately 76% of segment revenues in 2025, with WS Audiology A/S alone representing 24% of MSA revenues. Within PD, TTI, Inc. distributed components representing 19% of PD revenues in 2025; no other distributor exceeded 5% of PD revenues. Key competitors in PD include Kyocera AVX, Yageo's Kemet products, and Vishay Intertechnology; Sonion is the MSA segment's primary competitor. Manufacturing depends on highly specialized sole-source foundries for ASIC and MEMS components, a dependency acknowledged directly in the 10-K.
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Knowles depends on sole-source suppliers for ASIC and MEMS foundry partners, components critical to both PD and MSA product lines. If a key foundry were unable to deliver — due to capacity constraints, ownership change, bankruptcy, or geopolitical disruption — the company may not be able to identify or qualify an alternative supplier in time, which could materially affect results. The majority of the company's largest manufacturing facilities are in China and Southeast Asia, compounding tariff and trade-policy exposure given China's stated policy of reducing dependence on foreign technology companies.
See also: Technology · Electronic Components
From Knowles Corporation's most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-15Recent Developments — Knowles Corporation
Latest news
- NEWS KN (Knowles Corporation) reports mixed Q4 2025 earnings, shares rise slightly on 7.2 percent year over year revenue gain — Cổng thông tin điện tử Tỉnh Sơn La positive
- NEWS Knowles (KN) Q1 Earnings: What To Expect - TradingView — TradingView neutral
- NEWS Knowles (NYSE:KN) Reports Bullish Q1 CY2026 - StockStory — StockStory positive
- NEWS Knowles (NYSE:KN) Reports Bullish Q1 CY2026 - TradingView — TradingView positive
- NEWS Price Level Analysis | Knowles Corporation posts 0.9% EPS miss, no revenue estimate - Xã Thanh Hà — Xã Thanh Hà negative
Generated 2026-06-17T09:02:27Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerWS Audiology A/S11%10-K Item 1: 'WS Audiology A/S| 11 | %' accounted for more than 10% of total revenues in 2025
- MEDIUMCustomerTTI Inc.10%10-K Item 1: 'TTI Inc.| 10 | %' accounted for more than 10% of total revenues in 2025
- HIGHCustomerMSA top five customers76%10-K Item 1A: 'MSA's top five customers accounted for approximately 76% of its revenues, with WS Audiology A/S accounting for approximately 24% of MSA's revenues'
- HIGHSupplierASIC and MEMS foundry partners10-K Item 1A: 'our suppliers or foundries are our sole source of supply, such as with our ASIC and MEMS foundry partners'
Material Events(8-K, last 90d)
- 2026-02-20Item 5.02LOWCompensation Committee granted special equity award of PSUs to COO Daniel J. Giesecke. Target 18,423 PSUs with grant date fair value of $500,000, two-year performance period 2026–2027. Routine compensatory arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $41.09, A.R:R is negative (-1.7) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners. Chart setup: Golden cross, above all MAs, RSI 62, MACD bullish. Prior stop was $38.20. Score 5.5/10, moderate confidence.
Take-profit target: $40.40 (-1.6% upside). Prior stop was $38.20. Stop-loss: $38.20.
Concentration risk — Customer: MSA top five customers (76.0%); Concentration risk — Supplier: ASIC and MEMS foundry partners; Analyst target reached - limited upside remaining.
Knowles Corporation trades at a P/E of 56.0 (forward 25.5). TrendMatrix value score: 4.7/10. Verdict: Sell.
12 analysts cover KN with a consensus score of 4.2/5. Average price target: $36.
What does Knowles Corporation do?Knowles Corporation manufactures specialty electronic components including high-performance capacitors, RF filters,...
Knowles Corporation manufactures specialty electronic components including high-performance capacitors, RF filters, microphones, and balanced armature speakers across two segments: Precision Devices (55% of 2025 revenue) serving defense, industrial, and medtech, and MedTech & Specialty Audio (45%) serving hearing health. Revenue is from OEM and distributor sales; WS Audiology A/S and TTI, Inc. each accounted for ~11% and 10% of consolidated revenues in 2025.