Knowles Shares Approach Record Territory Ahead of Earnings Release

Knowles US49926D1090

Knowles Corporation is trading near its 52-week high as the market anticipates the imminent release of its annual financial results. The upcoming report, scheduled for after the U.S. market close on Thursday, will be scrutinized by investors assessing the durability of the stock's recent rally, which saw it reach a new peak of $25.36 just two days ago.

A recent SEC filing revealed that CEO Jeffrey Niew sold 25,000 company shares on Tuesday at an average price of $25.50. This transaction, with a total value of approximately $637,500, was executed pursuant to a Rule 10b5-1 trading plan established in August 2025. Following this sale, Niew continues to hold a direct stake of 814,370 shares in the company.

Technical and Fundamental Backdrop

From a chart perspective, the equity is in a steady upward trajectory, having recovered significantly from its 12-month low of $12.19. This positive movement is supported by its 50-day moving average at $23.03, suggesting sustained short-term momentum heading into the earnings cycle.

Market expectations for the fourth quarter and full-year 2025 results are as follows, based on analyst consensus:

• Adjusted Earnings Per Share (EPS): $0.35
• Revenue: $156.2 million
• Year-over-Year Quarterly Growth: +9.6%
• Report Date: February 5, 2026 (Post-Market)

A key focus will be whether the company can maintain the positive momentum from Q3, during which it surpassed revenue expectations by 2.6%.

Strategic Shift and Future Catalysts

The broader market sentiment around Knowles is heavily influenced by its strategic pivot to becoming a specialized industrial technology provider. Following the divestiture of its MEMS microphone business at the end of 2024, the company is now concentrating its resources on the MedTech and precision devices segments.

A critical question is whether this refined focus can secure long-term growth in high-margin niche markets. A central factor will be the planned 2026 expansion of production capacity for specialty films. This technology is slated for increased adoption across the defense, aerospace, and hearing health technology sectors.

Management will host a conference call on Thursday at 3:30 p.m. Central Time. Market participants will be listening closely for guidance on the operating margin outlook for the new fiscal year and further details on scaling industrial production.