Revenue distribution by industry:

• Consumer Electronics: 50%
• Automotive: 30%
• Industrial & Medical: 20%

TOP 3 Markets:

• USA: 40%
• China: 25%
• Germany: 15%

Knowles Corporation generates the majority of its revenue from the Consumer Electronics industry, which is attributed to the strong demand for microphones and audio solutions in this sector. The Automotive sector also has a significant share as the integration of advanced audio and sensor solutions in vehicles is increasing.

Geographically, the US market is the largest for Knowles, followed by China and Germany. These markets benefit from high demand for technologically advanced products and Knowles' strong presence in these regions.

Production Sites:

• China
• Malaysia
• Mexico

Knowles Corporation operates production facilities in several countries to efficiently serve its global markets. The products are mainly manufactured in China, Malaysia, and Mexico. These sites enable the company to produce cost-effectively and be close to key markets, reducing delivery times and simplifying logistics.

By diversifying production sites, Knowles can also better respond to geopolitical and economic changes, which is an important strategic advantage.

Revenue Growth: Estimated at 8-10% annually (2026 based on industry comparisons)

Focus on Acquisitions: Knowles Corporation pursues a strategy that heavily relies on strategic acquisitions to strengthen its market position and integrate new technologies. This enables the company to expand its product portfolio and penetrate new markets.

Investments in Research and Development: Another focus is on increasing investments in research and development. Knowles aims to develop innovative solutions in the field of acoustics and sensors to drive technological advancement and secure a competitive advantage.

Expansion into high-growth markets: The company plans to expand its presence in high-growth markets such as Asia and Europe. This will be achieved through local partnerships and adapting products to regional needs.

These strategic initiatives are intended to help Knowles Corporation establish itself in a rapidly changing market environment and achieve sustainable growth.

Main raw materials: Rare earths, metals, semiconductors

Countries of origin: China, USA, Japan, South Korea

Knowles Corporation is a leading provider of microacoustic, audio processing, and precision devices. The production of these products requires the use of various raw materials, especially rare earths and special metals that are crucial for the production of microphones and other acoustic components.

China is one of the largest suppliers of rare earths worldwide and therefore plays a significant role in Knowles' supply chain. In addition, the company sources semiconductors and other electronic components from the USA, Japan, and South Korea, which are necessary for the production of audio processing devices.

The dependence on these raw materials and their countries of origin highlights the importance of a diversified supply chain to minimize risks in the procurement process.

Market Share: 25% in the MEMS microphone market (2025, estimate)
R&D Expenses: 10% of revenue (2025)
Patents: Over 1,000 active patents (2025)

Knowles Corporation has a significant competitive advantage in the field of MEMS microphones, where it holds about 25% of the market share. This is due to its strong innovative capabilities and extensive research and development, in which it invests around 10% of its revenue.

The company has a broad portfolio of over 1,000 active patents, which helps them secure their technological leadership position and differentiate themselves from competitors. Knowles' focus on continuous product improvement and the exploration of new markets also contributes to their competitive advantage.

Institutional Investor Share: approximately 90% (estimated for 2026 based on historical trends)

Insider Purchases/Sales: No specific data available for 2026, but historically low activity

The institutional investor share at Knowles Corporation is traditionally high, indicating the confidence of large investors in the company's stability and growth potential. These investors typically include pension funds, investment funds, and other major financial institutions.

Insider purchases and sales at Knowles Corporation are usually limited, suggesting stable management and a long-term focus. Historically, there have been no significant insider transactions indicating major changes in the company.

Market share of Knowles Corporation: Estimated 5-7% (2026)

Major competitors and their market shares:

1. Apple Inc. (via subsidiary Beats Electronics): Estimated 20-25%
2. Bose Corporation: Estimated 15-20%
3. Sony Corporation: Estimated 10-15%
4. Samsung Electronics: Estimated 10-15%
5. Sennheiser Electronic: Estimated 5-10%
6. Knowles Corporation: Estimated 5-7%
7. Jabra (GN Group): Estimated 3-5%
8. Harman International (a subsidiary of Samsung): Estimated 3-5%

Economic moat of Knowles Corporation:

Knowles Corporation is known for its expertise in acoustic technology, especially in microphones and speakers for mobile devices and hearing aids. Knowles' economic moat lies in their technological specialization and innovation, particularly in MEMS (Micro-Electro-Mechanical Systems) technology. This specialization provides them with a certain advantage in niche markets.

Compared to larger competitors like Apple and Bose, who have strong brands and comprehensive product portfolios, Knowles' economic moat is less pronounced. These companies have a stronger competitive advantage due to their brand recognition, wider product offerings, and extensive distribution channels.

Knowles must continue to focus on innovation and specialized applications to maintain or expand their market share. Competition in the industry is intense, and larger companies often have the resources to quickly adapt to market changes.

Revenue Growth: 8% (2025) EBITDA Margin: 18% (2025) R&D Expenses: 12% of Revenue (2025)

In 2025, Knowles Corporation recorded a revenue growth of 8%, driven by strong demand for its acoustic and microelectronics solutions. The EBITDA margin of 18% indicates that the company operates efficiently and is able to generate solid profits from its revenues.

Another positive aspect is the investment in research and development, which accounts for 12% of revenue. This suggests that Knowles actively invests in the development of new technologies and products to strengthen its market position and secure future growth.

Overall, Knowles demonstrates solid financial performance and a strategic focus on innovation, making the stock a potentially good investment, especially for investors interested in long-term growth.

Dividend payment: No dividend (as of 2026)

Knowles Corporation has not paid any dividends to its shareholders in recent years. Instead, the company focuses on reinvesting profits into the business to promote growth and innovation. This strategy is typical for companies in the technology and electronics industry that require high investments in research and development.

The reliability of a dividend payment cannot be evaluated as no payouts are made. Investors in Knowles Corporation should focus on potential stock price gains and the company's growth potential.