Knowles Corporation (KN)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
$30.33-10.00%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · KN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks KN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 5 guided quarters · 26.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“By executing our strategy, leveraging our differentiated technologies, developing custom products through close customer collaboration, and scaling production with our world-class operational capabi…
Stated in 5 of 5 supplied quarters. Management reported: ““By executing our strategy, leveraging our differentiated technologies, developing custom products through close customer collaboration, and scaling production with our world-class operational capabilities, we delivered strong growth across the four major markets we serve: Medtech, Defense, Industrial, and Electrification.” ““With our bookings increasing every quarter over the past twelve months, numerous new design wins ramping across multiple end markets, and a very healthy backlog of existing orders, we now expect 2026 revenues will grow at a rate of 10-12% with adjusted EBITDA growth of more than 20%,” stated Mr. Niew.” Revenue was $184.000 million in 2026-Q3.
““By executing our strategy—leveraging our differentiated technologies, developing custom products through close customer collaboration, and scaling production with our world-class operational capabil…”
“Within the Precision Devices segment, we saw year over year revenue growth across all our end markets: Medtech, Defense, Industrial, and Electrification, as we execute our strategy of leveraging our…”
“With this powerful combination, our revenue grew 16% on a year-over-year basis in the first quarter, exceeding our five-year annual organic growth target.”
“We are executing on our strategy and delivered full year revenue growth of 7%, exceeding the high end of our five-year organic growth target.”
“As we enter the fourth quarter, our design activity and backlog remain strong, and we believe this points to continued growth, giving me confidence in our ability to achieve full year organic revenue…”
“With our bookings increasing every quarter over the past twelve months, numerous new design wins ramping across multiple end markets, and a very healthy backlog of existing orders, we now expect 202…
Stated in 3 of 5 supplied quarters. Management reported: ““With our bookings increasing every quarter over the past twelve months, numerous new design wins ramping across multiple end markets, and a very healthy backlog of existing orders, we now expect 2026 revenues will grow at a rate of 10-12% with adjusted EBITDA growth of more than 20%,” stated Mr. Niew.” ““We have numerous new design wins ramping across multiple end markets and a very healthy backlog of existing orders, positioning us well to continue to deliver year over year organic revenue and adjusted EBITDA growth in 2026 above the high-end of our annual growth targets as presented in our May 2025 investor day,” stated Mr. Niew.” Operating income was $30.700 million in 2026-Q3.
Generate cash from operating activities to support debt reduction and share repurchases.
“With revenue growth accelerating in the back half of 2025 and margins expanding year over year in the fourth quarter, we've entered 2026 with strong momentum.
Stated in 1 of 5 supplied quarters. Management reported: ““With revenue growth accelerating in the back half of 2025 and margins expanding year over year in the fourth quarter, we've entered 2026 with strong momentum.” “The remaining core portfolio of assets are well positioned to deliver revenue growth with margin expansion in 2026 and beyond.” Gross profit was $81.300 million in 2026-Q3.
““With revenue growth accelerating in the back half of 2025 and margins expanding year over year in the fourth quarter, we've entered 2026 with strong momentum.”
Focus on organic revenue growth through new design wins, scaling production, and leveraging unique technologies across Medtech, Defense, Industrial, and Electrification markets.
Over the trailing year it converted 2.16x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.
““With our bookings increasing every quarter over the past twelve months, numerous new design wins ramping across multiple end markets, and a very healthy backlog of existing orders, we now expect 202…”
““We have numerous new design wins ramping across multiple end markets and a very healthy backlog of existing orders, positioning us well to continue to deliver year over year organic revenue and adju…”
“This gives me confidence in our ability to achieve another year of strong revenue and earnings growth,” Mr. Niew continued.”