KN
Knowles Corporation

Knowles CorporationKN

Technology · Electronic Components
36.91USD
+2.50%
Sep 23, 2026
KN overview ready
Qualified Supplier of High-Reliability RF and Microwave Components for Defense
Knowles is a qualified specialty-electronics component supplier to defense and aerospace applications, rather than a platform prime contractor or a pure-play defense manufacturer.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Defense Electronics and Sensing — component supplier.
An early price trend
Longer-term context reads mature trend, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Exposure to cyclical demand fluctuations.
Market Sep 22Filing Jun 30Price action Sep 22Research Jul 29

Conviction Level

NarrativeHeat8.3ThemeHeat7.6PriceAction8.9Valuation1.4CompanyPosition7.3
Price
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Price Action

An early price trend
Longer-term context reads mature trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA100 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$3.2B
Avg Volume (60D)
890.6K
60 sessions
Revenue Growth YoY
+7.2%
FY2025 vs FY2024
Gross Margin
+44.7%
Trailing twelve months
Operating Margin
+14.5%
Trailing twelve months
Free Cash Flow Yield
+1.3%
Distance from 200DMA
+18.5%
Next Earnings
2026-10-22
P/E
46.7x
EV / EBITDA
25.0x
EV / Sales
5.1x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Knowles Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at a 1.3% free-cash-flow yield and 25.0x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
Knowles is a qualified specialty-electronics component supplier to defense and aerospace applications, rather than a platform prime contractor or a pure-play defense manufacturer.
Opportunity
Moderate opportunity
Sustained defense procurement and production expansion for missile defense, communications, radar, electronic warfare, aerospace, and autonomous systems that require qualified high-reliability RF, microwave, filtering, sensing, and pulse-power electronics.
Key risk
Exposure to cyclical demand fluctuations.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Defense Electronics and Sensing, with moderate fit.
KN genuinely fits the active Defense Rearmament and Industrial Base narrative through its Precision Devices portfolio of high-performance capacitors and RF/microwave filtering components used in demanding aerospace and defense electronics.
Narrative HeatHeating up8.3 / 10
Theme HeatHeating up7.6 / 10

Business & Markets

Technology · Electronic Components
What they do

Knowles Corporation designs, manufactures, and sells electronic components including capacitors, RF and microwave filters, balanced armature speakers, and medtech microphones through its two segments: Precision Devices and Medtech & Specialty Audio.

How it earns

The company generates revenue primarily through transactional sales of its electronic components and devices to various industrial and medical customers.

Products & services
Capacitors
RF and microwave filters
Balanced armature speakers
Medtech microphones
Customers & end markets
Defense
Industrial
Medtech
Electrification/energy
Market position

Niche supplier specializing in precision electronic components and audio devices for specialized markets.

Demand drivers
High cyclicality

The company serves cyclical industrial and defense markets and is exposed to fluctuations in demand for electronic components.

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