Knowles Corp. KN

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

Over the past six months, Knowles has been a great trade, beating the S&P 500 by 18.9%. Its stock price has climbed to $34.77, representing a healthy 30.6% increase. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the electronic components & manufacturing stocks, including Knowles (NYSE:KN) and its peers.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Knowles Corporation (NYSE: KN), a leading manufacturer of specialty electronic components, including high-performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature (BA) speakers, today announced an agreement to produce Elucent Medical's smart surgical guidance device for use with its EnVisio® In-Body Spatial IntelligenceTM System.

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI […]

Knowles (KN) has completed a multi year share repurchase program that began in 2020, finishing its latest tranche in the June quarter while also reporting detailed earnings and fresh guidance for the September period. See our latest analysis for Knowles. The recent completion of Knowles' multi year buyback and the July earnings update appear to sit alongside a strong run in the stock, with a year to date share price return of 70.75% and a 1 year total shareholder return of 88.06% hinting that...

Ariel Investments, an investment management company, released its “Small Cap Value Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. Ariel Investments said its Small Cap Value Tax-Exempt Composite gained 17.19% gross and 17.04% net in the second quarter of 2026, matching the Russell 2000 Value Index but trailing the […]

Knowles delivered a strong Q2, with revenue growth driven by broad-based demand across its Precision Devices and Medtech & Specialty Audio segments. Management highlighted that all core end markets—medtech, defense, industrial, and electrification—posted gains, citing robust design wins and a healthy backlog. CEO Jeffrey Niew called out the company’s ability to secure multiyear defense orders and ramp up production for industrial and energy applications. The continued outperformance in Precision