Knowles
Builds custom capacitors, RF filters, microphones, and miniature speakers for demanding electronic systems.
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Profile
Designs custom capacitors, RF and microwave filters, advanced microphones, and balanced armature speakers for defense, industrial, medtech, electrification, hearing-health, and specialty-audio applications. Revenue comes from OEM sales and distributors, with customer concentration in hearing health and a major distributor in Precision Devices.
Designs and manufactures specialty electronic components through Precision Devices and MedTech & Specialty Audio. Precision Devices supplies custom high-performance capacitors and RF and microwave filters for defense, industrial, medtech, and electrification applications. MedTech & Specialty Audio makes balanced armature speakers and advanced microphones for hearing-health and specialty-audio devices.
Pairs application-specific engineering with high-reliability production at scale, selling directly to OEMs and through representatives and distributors. Sales, engineering, and manufacturing span North America, Europe, and Asia, with production concentrated in North America and Asia.
Depends on customer design wins, qualification cycles, and timely volume ramps. The hearing-health business is concentrated among a small group of customers, while Precision Devices relies on a major distributor and specialized material and foundry suppliers.
Company facts
Key statistics
Year to date +55.9% · Average volume (30d) 949.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 24, 2026 | Susquehanna | Reiterate | Neutral | $23 | $40 |
| Jul 24, 2026 | Robert W. Baird | Target | $39 | $44 | |
| Apr 24, 2026 | Craig-Hallum | Target | $30 | $38 | |
| Apr 24, 2026 | Robert W. Baird | Target | $30 | $39 | |
| Feb 6, 2026 | Craig-Hallum | Target | $28 | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026Q2 FY26 | $0.31 | $0.33 | +8.2% | $157.0M | $166.8M | +6.3% | −3.17% |
| Apr 23, 2026Q1 FY26 | $0.23 | $0.27 | +17.4% | $147.4M | $153.1M | +3.9% | −2.11% |
| Feb 5, 2026Q4 FY25 | $0.35 | $0.36 | +2.9% | $156.2M | $162.2M | +3.8% | +9.05% |
| Oct 23, 2025Q3 FY25 | $0.35 | $0.33 | −6.4% | $156.2M | $152.9M | −2.1% | −0.04% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $132.2M | $145.9M | $152.9M | $162.2M | $153.1M | $166.8M | |
| Gross profit | $50.8M | $59.6M | $66.1M | $68.5M | $63.2M | $70.7M | |
| Operating income | $7.9M | $17.8M | $26.1M | $26.4M | $16.1M | $24.9M | |
| Net income | −$2.0M | $7.8M | $17.4M | $21.0M | $9.7M | $19.4M | |
| Diluted EPS | −$0.00 | $0.09 | $0.20 | $0.24 | $0.11 | $0.22 | |
| Gross margin | 38.4% | 40.8% | 43.2% | 42.2% | 41.3% | 42.4% | |
| Operating margin | 6.0% | 12.2% | 17.1% | 16.3% | 10.5% | 14.9% |
Fiscal years (4-quarter sums)FY21 $868.1M · FY22 $764.7M · FY23 $564.6M · FY24 $553.5M · FY25 $593.2M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $49.6M · Total debt $150.2M · Total assets $1.08B · Shareholders' equity $795.5M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 85.41M · Float 83.90M · 98.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.78M | 16.13% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 6.83M | 8.00% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 5.02M | 5.90% | 13G | Jul 14, 2026 |
| Goldman Sachs Asset Management, L.P. | 4.31M | 5.10% | 13G | Aug 14, 2026 |
| Vanguard Capital Management LLC | 3.70M | 4.33% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Cheryl L. Shavers | director | −6,618 | $39.27 |
| Aug 14, 2026 | Jeffrey Niew | director, officer: President & CEO | −6,951 | $38.00 |
| Aug 13, 2026 | Jeffrey Niew | director, officer: President & CEO | −43,049 | $38.69 |
| Aug 12, 2026 | Jeffrey Niew | director, officer: President & CEO | −150,000 | $39.07 |
| Aug 13, 2026 | John S. Anderson | officer: Senior Vice President & CFO | −10,000 | $38.84 |
Peers
- Vishay Intertechnology
Direct passive-components rival in capacitors and inductors
- Qorvo
RF-filter and defense/aerospace RF competitor
- STMicroelectronics (ADR)
MEMS microphone rival with broad sensor scale
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Knowles | $34.15 | −0.23% | $2.92B | 44.5 | 23.0 | 4.6 | +14.3% |
| Vishay Intertechnology | $30.55 | −0.03% | $4.32B | 122.6 | 21.8 | 1.0 | +16.6% |
| Qorvo | $95.63 | +0.97% | $8.36B | 22.0 | 12.2 | 2.3 | −4.2% |
| STMicroelectronics (ADR) | $49.33 | −0.10% | $44.07B | 96.8 | 24.8 | 3.3 | +24.4% |
| Median | 96.8 | 21.8 | 2.3 | +16.6% |