Knowles Corporation (KN)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$35.49+2.10%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · KN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 15.2% |
| Our one-year growth estimate | diamond | 8.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 6.7 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 40 industry peers
KN — officer change
Dated 2026-02-20
Daniel J. Giesecke: Grant of special equity award to the Chief Operating Officer.
Why it matters: This growth shows how well Knowles is managing costs while increasing revenue. Strong EBITDA growth supports long-term value.
Supportive ifAdjusted EBITDA growth is above 20% for 2026.
Worry ifAdjusted EBITDA growth is below 20% for 2026.
Why it matters: New design wins signal continued growth and market share expansion in Medtech and Defense.
Supportive ifThey shared news about new design wins. These are in Medtech, Defense, Industrial, and Electrification.
Worry ifNo new design wins announced in key markets.
Why it matters: New design wins signal future revenue growth and customer demand. They are key to Knowles' growth strategy.
Supportive ifAnnouncement of at least three new design wins in Q2 2026.
Worry ifNo new design wins announced in Q2 2026.
Why it matters: This EPS range shows that management wants to make more money and improve margins.
Supportive ifQ3 2026 diluted EPS reported within the range of $0.22 to $0.26.
Worry ifQ3 2026 diluted EPS falls below $0.22.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$211 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $372 loss on $10,000 · 3.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,383 loss on $10,000 · 23.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Negative growth would signal challenges in managing costs and could hurt the stock.
Worry ifOperating income is lower than last year.
Less concerning ifOperating income is higher than last year.
Why it matters: Higher margins show better cost control. This helps the company make more money.
Supportive ifGross profit margin reported above 45% in Q3 2026.
Worry ifGross profit margin reported below 44.7% in Q3 2026.
Why it matters: If revenue growth falls below this level, it may show weak demand or problems.
Worry if2026 revenue growth reported above 10%.
Less concerning if2026 revenue growth reported below 10%.
Why it matters: Ongoing growth each year shows that Knowles is strong in the market.
Supportive ifQ3 2026 revenue reported to be higher than Q3 2025 revenue.
Worry ifQ3 2026 revenue reported lower than Q3 2025 revenue.
Why it matters: This would signal a slowdown in growth, which could impact investor confidence.
Worry ifQ2 revenue growth reported below 5% year over year.
Less concerning ifQ2 revenue growth stays above 5% year over year.