New York-based Harvey Partners initiated a new stake in Knowles Corporation, acquiring 622,500 shares for an estimated $14.5 million in the third quarter. The change represents 1.3% of Harvey Partners' 13F reportable assets under management as of September 30.
Knowles Corporation (NYSE:KN ) Q2 2025 Earnings Conference Call July 24, 2025 4:30 PM ET Company Participants Sarah Cook - Vice President of Investor Relations Jeffrey Niew - President, CEO & Director John Anderson - Senior VP, CFO & Interim Principal Accounting Officer Conference Call Participants Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Bob Labick - CJS Securities, Inc. Operator Good afternoon, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today.
Knowles is a stable, undervalued industrial play with upside as its MedTech & Specialty Audio segment recovers and Precision Devices gains momentum. MSA margins have likely bottomed; improvement is expected as product mix normalizes and Syntiant volumes scale, making margin recovery a key Q2 catalyst. The PD segment is poised for growth, with strong bookings, a healthy backlog, and new specialty film products set to drive high-margin throughput in H2 FY25.
Knowles Corporation. (NYSE:KN ) Q1 2025 Earnings Conference Call April 24, 2025 4:30 PM ET Company Participants Sarah Cook - Vice President of Investor Relations Jeffrey Niew - President and CEO John Anderson - SVP and CFO Conference Call Participants Bob Labick - CJS Securities Anthony Stoss - Craig Hallum Capital Group Christopher Rolland - Susquehanna Operator Good day, everyone, and welcome to the Q1 2025 Knowles Corporation Earnings Call.
On non-fundamental news, Knowles' shares have traded down recently to the low-$16 range from nearly $20 a few months ago. Sales and margins are seeing increasing stability all considered, which I expect to continue going forward and growth over time. However, after being my conservative in valuation than I was previously, despite the price decline, I'm not buying yet.
Knowles Corporation (NYSE:KN ) Q4 2024 Earnings Conference Call February 13, 2025 4:30 PM ET Company Participants Sarah Cook - Vice President of Investor Relations Jeffrey Niew - President and CEO John Anderson - SVP and CFO Conference Call Participants Anthony Stoss - Craig-Hallum Bob Labick - CJS Securities Operator Good afternoon. My name is Audra, and I will be your conference operator today.
Knowles Corporation (NYSE:KN ) Q3 2024 Earnings Conference Call October 24, 2024 4:30 PM ET Company Participants Sarah Cook – Vice President-Investor Relations Jeffrey Niew – President and Chief Executive Officer John Anderson – Senior Vice President and Chief Financial Officer Conference Call Participants Bob Labick – CJS Christopher Rolland – Susquehanna Tristan Gerra – Baird Operator My name is Briana, and I will be your conference operator today. At this time, I'd like to welcome everyone to the Knowles Corporation Third Quarter 2024 Earnings Conference Call.
After a tough past 12 months, the go-forward outlook for Knowles's end-markets - from industrial to medtech to hearing aids - looks more positive with headwinds going away. Furthermore, Knowles will continue executing on internal opportunities like further cost synergies and price increases from their recent acquire of Cornell Dubilier. Unfortunately, the "fire-sale" like disposition of CMM did reduce my fair value estimate, but even once adjusted for, prospective returns look relatively attractive.
Shares of Knowles Corp (KN, Financial) surged 3.12% in mid-day trading on Oct 2. The stock reached an intraday high of $17.87, before settling at $17.84, up from its previous close of $17.30.
Knowles Corporation (NYSE:KN ) Q2 2024 Earnings Conference Call July 31, 2024 4:30 PM ET Company Participants Sarah Cook - Vice President-Investor Relations Jeffrey Niew - President and Chief Executive Officer John Anderson - Senior Vice President and Chief Financial Officer Conference Call Participants Christopher Rolland - Susquehanna Anthony Stoss - Craig-Hallum Tyler Bomba - Baird Bob Labick - CJS Securities Operator Thank you for standing by. My name is Kaylin.