# Knowles Corporation (KN)

> Source: Nexqual · https://nexqual.com/KN · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Knowles Corporation (KN), nexqual.com/KN" · informational, not investment advice.

**Price:** USD 34.57 (-0.89% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 34.88 · day 32.71–34.57 · 52w 20.57–42.93 · market cap $2.95B · NYQ

## Key facts
- Last four reported quarters (through Mar 31, 2026): revenue $614M, net income $55.9M (9.1% margin) (SEC filings).
- Valuation: P/E 52.8x (avg 32.7x at the last 2 fiscal year-ends), EV/EBITDA 27.5x, net debt $90.0M.
- 2 of 80 tracked superinvestors hold KN (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (4 analysts), mean target USD 43.75 (range 40–48).
- Total return with dividends: 1Y +46.7% vs S&P 500 +18.1%; 5Y +76.4% vs S&P 500 +85.1%.
- Next earnings: 2026-10-22, EPS estimate USD 0.36, revenue estimate $172M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $868M | $479M | $457M | $554M | $593M | $614M |
| Gross profit | $360M | $227M | $204M | $235M | $256M | — |
| Operating income | $116M | $90.8M | $43.4M | $51.8M | $70.3M | $82.2M |
| Net income | $150M | -$430M | $72.4M | -$238M | $44.2M | $55.9M |
| EPS (diluted) | $1.59 | -$4.63 | $0.79 | -$2.64 | $0.50 | — |
| Gross margin | 41.4% | 47.4% | 44.6% | 42.4% | 43.2% | — |
| Operating margin | 13.3% | 19.0% | 9.5% | 9.4% | 11.9% | 13.4% |
| Net margin | 17.3% | -89.8% | 15.8% | -43.0% | 7.5% | 9.1% |
| Revenue growth | +13.6% | -44.8% | -4.6% | +21.2% | +7.2% | — |
| Cash + short-term investments | $68.9M | $48.2M | $87.3M | $130M | $54.2M | — |
| Total debt | $70.0M | $45.0M | $271M | $203M | $114M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Mar 31, 2026)
P/E 52.8x · P/S 4.8x · EV/EBITDA 27.5x · EV/Sales 5.0x · P/B 3.8x · Earnings yield 1.89% · Buyback yield (TTM) 2.29% · Net debt $90.0M · EV $3.04B
P/E at fiscal year-ends: Dec 2025 42.7x, Dec 2023 22.7x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold KN. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| John Rogers | Ariel Investments | 0.94% | $94.8M | Reduced -40.2% |
| Polen Capital | Polen Capital Management | 0.02% | $2.4M | New position |

## Analysts
Consensus Buy (mean 2.00 on a 1–5 scale), 4 analysts; mean target USD 43.75 (low 40, high 48).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-24 | Susquehanna | Target raised | Neutral | $33 → $40 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | +46.7% | +76.4% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +46.9% | +12.0% |
| Volatility (annualized) | 40.5% | 35.1% |
| Max drawdown | -23.8% (Jun 2026→Aug 2026) | -48.8% (Dec 2021→Oct 2022) |

## Peers (Electronic Components)
OSIS (OSI Systems, Inc.) USD 196.21 +0.78% · BELFB (Bel Fuse Inc.) USD 219.07 -6.88% · BHE (Benchmark Electronics, Inc.) USD 73.22 -7.02% · ROG (Rogers Corporation) USD 137.78 -5.93% · OLED (Universal Display Corporation) USD 78.41 +3.63% · OUST (Ouster, Inc.) USD 31.33 -11.32%

## More
Full page: https://nexqual.com/KN · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt