Reading KN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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NYSEInformation TechnologyElectronic ComponentsSnapshot 2026-06-15
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, and management's recent track record has been steady. Earnings quality is neutral, and risk is moderate, while the sector backdrop is a tailwind. Peer multiples imply a price about 39% below where it trades (it looks expensive on this basis); the read is rich, as it trades above peer multiples, and the longer horizon does not make that back through growth. Key factors to watch include potential guidance cuts and sector trends from bellwethers. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $41.42. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $41 KN trades at 35× p/e, in line with its 29× p/e peer median. Our $29 fair value reflects that, medium confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 42% near-term growth, well above our forecast of about 1%. This describes what's priced in, not a forecast of the move.
Flags: expensive valuation, a turbulent sector regime (Heating).
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 73% of the time over the next year (vs 58% for the rest of the cohort, n=2777).
Over the trailing year it converted 2.01x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 62% of the time over the next year (vs 58% for the rest of the cohort, n=2831).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.29 → $0.30 (+4.3% / 30d). 2 raised, 0 cut, 4 covering analysts.
0 upgrades, 0 downgrades / 30d. 75% of analysts rate Buy.
Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 3 guided quarters · 31.0% avg surprise
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$172.
How much price usually moves either way.
On a bad day, this stock has moved -$288.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $1,532.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Valuation label changed from 'full' to 'expensive'.
As of June 15, 2026, the valuation dimension changed and became expensive. The sector backdrop remained a tailwind, while risk fell. Recent financial performance was strong, and management remained stable.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Lower revenue guidance shows slower growth. This can hurt investor confidence.
Confirms:In Q2 2026, revenue from continuing operations is expected to be less than $152 million.
Disproves:In Q2 2026, revenue from continuing operations is expected to be more than $162 million.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for KN yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On April 23, 2026 , Knowles Corporation (the "Company") issued a press release announcing its results of operations for the quarter ended March 31, 2026 and posted on its website at http://investor.knowles.com presentation slides which summarize certain of its results of operations for the quarter ended March 31, 2026. Knowles Corporation's quarterly financial conference call and webcast will be held on April 23, 2026 . A copy of the press releas…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks more expensive than peers.
Richer than its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Electronic Components.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
KN Knowles Corporation | Typical Show detailsSector percentile: 59 of 100 | expensive | moderate |
APH Amphenol | Typical Show detailsSector percentile: 67 of 100 | full | moderate |
GLW Corning Inc. | Typical Show detailsSector percentile: 41 of 100 | expensive | elevated |
COHR Coherent Corp. | Typical Show detailsSector percentile: 33 of 100 | expensive | elevated |
LFUS Littelfuse | Above typical Show detailsSector percentile: 99 of 100 | full | moderate |
1 material management or governance event in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-15.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management aims to drive revenue growth through strategic initiatives.
Management is working to enhance gross profit margins through cost efficiencies.
Management aims to boost operating income through operational efficiencies.
Why it matters: A drop in gross profit margin would signal challenges in cost management and pricing power.
Confirms:Gross profit margin reported below 43% in Q2 2026.
Disproves:Gross profit margin reported above 45% in Q2 2026.
Why it matters: Winning designs in Medtech would help revenue growth. This supports Knowles' strategy.
Confirms:Announcement of multiple new design wins in the Medtech sector.
Disproves:No new design wins announced in the Medtech sector in the next quarter.
Why it matters: Winning new designs would help revenue grow. It would also show market demand.
Confirms:Multiple new design wins will enter production in Q2 2026.
Disproves:No new design wins announced or existing wins delayed past Q2 2026.
Why it matters: Higher operating income shows good cost control. Growth over 20% shows strong performance.
Confirms:Operating income growth reported above 20% year over year for Q2.
Disproves:Operating income growth reported below 10% year over year for Q2.
Why it matters: Negative growth would signal challenges in managing costs and could hurt the stock.
Confirms:Operating income is lower than last year.
Disproves:Operating income is higher than last year.
Why it matters: Lower cash from operations may show inefficiencies. This can hurt funding for growth.
Confirms:Net cash from operations reported below $20 million in Q2 2026.
Disproves:Net cash from operations reported above $30 million in Q2 2026.
Why it matters: This would signal a slowdown in growth, which could impact investor confidence.
Confirms:Q2 revenue growth reported below 5% year over year.
Disproves:Q2 revenue growth stays above 5% year over year.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On February 17, 2026, the Compensation Committee (the "Committee") of the Board of Directors (the "Board") of Knowles Corporation (the "Company") granted a special equity award of performance share units ("PSUs") to the Company's Chief Operating Officer, Daniel J. Giesecke, pursuant to the Company's 2018 Equity and Cash Incentive Plan (the "Plan").…
Results of Operations and Financial Condition. On February 5, 2026 , Knowles Corporation issued a press release announcing its results of operations for the year and quarter ended December 31, 2025 and posted on its website at http://investor.knowles.com presentation slides which summarize certain of its results of operations for the year and quarter ended December 31, 2025. Knowles Corporation's quarterly financial conference call and webcast will be held on February 5, 2026 . A copy of the…
Results of Operations and Financial Condition. On October 23, 2025 , Knowles Corporation (the "Company") issued a press release announcing its results of operations for the quarter ended September 30, 2025 and posted on its website at http://investor.knowles.com presentation slides which summarize certain of its results of operations for the quarter ended September 30, 2025. Knowles Corporation's quarterly financial conference call and webcast will be held on October 23, 2025 . A copy of the…