Does Knowles’ Earnings Beat And CEO Share Sale Shift The Bull Case For KN?

• In the past quarter, Knowles Corporation reported third-quarter 2025 results with both earnings per share and revenue exceeding market forecasts, while President and CEO Jeffrey Niew sold 50,000 shares under a pre-arranged Rule 10b5-1 trading plan adopted in August 2025.
• This combination of operational outperformance and insider selling offers investors a contrasting view of company momentum and executive portfolio decisions.
• Next, we’ll examine how Knowles’ stronger-than-expected earnings shape its investment narrative, particularly around the resilience of its operations.

Trump has pledged to “unleash” American oil and gas and these 22 US stocks have developments that are poised to benefit.

What Is Knowles’ Investment Narrative?

To own Knowles today, you really need to believe the company can turn steady, mid‑single‑digit revenue growth into much faster earnings growth, despite a rich valuation and modest returns on equity. The latest quarter supports that thesis: Q3 2025 revenue and EPS came in ahead of expectations, suggesting operations are holding up after a tough 2024 that included large impairment charges. At the same time, the CEO’s 50,000‑share sale under a pre‑set 10b5‑1 plan punctuates near‑term questions around how much upside is already reflected in a price that sits close to analyst and community fair values. For now, the beat itself does not appear to change the big short term catalysts, which remain upcoming earnings, execution on guidance and whether the current premium multiple proves sustainable.

However, one risk in particular could matter more than it first appears for shareholders.

Knowles’ share price has been on the slide but might be up to 25% below fair value. Find out if it’s a bargain.

Exploring Other Perspectives

With just 1 fair value estimate from the Simply Wall St Community at US$26.50, you are seeing a single anchor point that sits close to analyst targets, while the key question from earlier remains whether earnings can increase fast enough to support Knowles’ higher multiple and relatively low returns on equity over time.

Explore another fair value estimate on Knowles – why the stock might be worth just $26.50!

Build Your Own Knowles Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your Knowles research is our analysis highlighting 1 key reward that could impact your investment decision.
• Our free Knowles research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Knowles’ overall financial health at a glance.

Searching For A Fresh Perspective?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com