Electronic Components & Manufacturing Stocks Q4 Results: Knowles (NYSE:KN) Stands Out as the Top Performer

Electronic Components & Manufacturing: Q4 Performance Review

As earnings season wraps up, it's an ideal opportunity to identify promising stocks and evaluate how companies are navigating the current economic landscape. Here, we examine the Q4 outcomes for Knowles (NYSE:KN) and other key players in the electronic components and manufacturing sector.

Industry Outlook and Challenges

The demand for advanced electronics continues to rise across sectors such as automotive, healthcare, aerospace, and computing. Companies specializing in high-performance components and contract manufacturing—especially those serving autonomous vehicles and cloud data centers—stand to benefit from these trends. However, the industry faces notable obstacles, including geopolitical uncertainties like escalating U.S.-China trade tensions, which may impact supply chains and production. Additionally, stricter environmental policies regarding electronic waste and emissions could require costly adjustments for manufacturers.

Sector Highlights

Among the ten electronic components and manufacturing companies monitored, Q4 results were robust. Collectively, these firms surpassed revenue forecasts by 2.5%, with guidance for the upcoming quarter aligning with analyst expectations.

Since the latest earnings reports, the sector has seen a positive market response, with share prices climbing an average of 10.1%.

Knowles (NYSE:KN): Q4 Standout

Founded in 1946, Knowles is renowned for producing specialized electronic components—such as high-performance capacitors, microphones, and speakers—used in critical applications within medical technology, defense, and industrial sectors.

For Q4, Knowles achieved $162.2 million in revenue, marking a 13.8% year-over-year increase and surpassing analyst estimates by 3.8%. The company not only exceeded expectations for next quarter’s EPS and revenue guidance but also delivered a particularly strong performance overall.

President and CEO Jeffrey Niew commented, “We closed 2025 with fourth quarter revenues and operating cash flow above our guidance range, and non-GAAP diluted EPS from continuing operations above the midpoint of our guidance. Our strategic execution led to 7% full-year revenue growth, outpacing our five-year organic growth target. We generated $114 million in operating cash flow—19.2% of revenue—which enabled us to reduce debt and continue share repurchases.”

Knowles Stock Performance

Knowles delivered the largest positive surprise relative to analyst expectations among its peers. The stock has risen 17.8% since the earnings release and is currently trading at $29.15.

Rogers (NYSE:ROG)

Tracing its origins to 1832, Rogers is one of America’s oldest continuously operating firms. The company develops advanced engineered materials and components for electric vehicles, telecommunications, renewable energy, and other demanding applications.

In Q4, Rogers reported $201.5 million in revenue, a 4.8% increase year over year and 2.5% above analyst projections. Despite outperforming peers, the company issued revenue and EPS guidance for the next quarter that fell short of expectations.

Following the results, Rogers’ stock has gained 6.4% and is now priced at $109.72.

CTS (NYSE:CTS): Slowest Q4

Established in 1896, CTS operates globally, manufacturing sensors, connectivity components, and actuators for markets including aerospace, defense, industrial, medical, and transportation.

CTS posted Q4 revenues of $137.3 million, up 8.5% from the previous year and 1% above analyst forecasts. However, the company narrowly missed full-year EPS guidance, resulting in a mixed quarter.

As anticipated, CTS shares have declined 4.3% since the earnings announcement and are currently valued at $53.22.

Coherent (NYSE:COHR)

Formed from the 2022 rebranding of II-VI Incorporated, Coherent has been innovating since 1971. The company produces advanced materials, lasers, and optical components for uses ranging from telecommunications to industrial manufacturing.

Coherent reported $1.69 billion in Q4 revenue, a 17.5% year-over-year increase and 2.9% above analyst expectations. The company also provided next quarter guidance that exceeded forecasts and delivered a strong EPS beat.

Since the earnings release, Coherent’s stock has surged 26.3% and now trades at $266.43.

Amphenol (NYSE:APH)

With a legacy spanning over 90 years, Amphenol is a leader in designing and manufacturing connectors, cables, sensors, and interconnect systems that power technology across virtually every industry.

Amphenol’s Q4 revenue reached $6.44 billion, up 49.1% year over year and 3.3% above analyst estimates. The company also provided next quarter guidance and revenue estimates that surpassed expectations, making it the fastest-growing among its peers.

Despite this, Amphenol’s stock has dropped 8.3% since the report and is currently priced at $152.50.

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The StockStory analyst team, comprised of experienced professional investors, leverages quantitative analysis and automation to deliver high-quality, market-beating insights quickly and efficiently.