The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Knowles (NYSE: KN) and the rest of the electronic components & manufacturing stocks fared in Q4.

The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways.

The 10 electronic components & manufacturing stocks we track reported a very strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line.

Luckily, electronic components & manufacturing stocks have performed well with share prices up 10.1% on average since the latest earnings results.

Best Q4: Knowles (NYSE: KN)

With roots dating back to 1946 and a focus on components that must perform flawlessly in critical situations, Knowles (NYSE: KN) designs and manufactures specialized electronic components like high-performance capacitors, microphones, and speakers for medical technology, defense, and industrial applications.

Knowles reported revenues of $162.2 million, up 13.8% year on year. This print exceeded analysts’ expectations by 3.8%. Overall, it was an exceptional quarter for the company with a solid beat of analysts’ EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts’ expectations.

“We finished 2025 with fourth quarter revenues and cash provided by operating activities exceeding the high end of our guided range, and non-GAAP diluted EPS from continuing operations above the mid-point of our guided range. We are executing on our strategy and delivered full year revenue growth of 7%, exceeding the high end of our five-year organic growth target. Our full year cash provided by operating activities was robust as we generated $114 million or 19.2% of revenues allowing us to further reduce our debt and continue to buy back shares,” commented Jeffrey Niew, President, and CEO of Knowles.

Knowles pulled off the biggest analyst estimates beat of the whole group. Unsurprisingly, the stock is up 17.8% since reporting and currently trades at $29.15.

Is now the time to buy Knowles? Access our full analysis of the earnings results here, it’s free.

Rogers (NYSE: ROG)

With roots dating back to 1832, making it one of America's oldest continuously operating companies, Rogers (NYSE: ROG) designs and manufactures specialized engineered materials and components used in electric vehicles, telecommunications, renewable energy, and other high-performance applications.

Rogers reported revenues of $201.5 million, up 4.8% year on year, outperforming analysts’ expectations by 2.5%. The business performed better than its peers, but it was unfortunately a slower quarter with revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ EPS guidance for next quarter estimates.

The market seems happy with the results as the stock is up 6.4% since reporting. It currently trades at $109.72.

Is now the time to buy Rogers? Access our full analysis of the earnings results here, it’s free.

Slowest Q4: CTS (NYSE: CTS)

With roots dating back to 1896 and a global manufacturing footprint, CTS (NYSE: CTS) designs and manufactures sensors, connectivity components, and actuators for aerospace, defense, industrial, medical, and transportation markets.

CTS reported revenues of $137.3 million, up 8.5% year on year, exceeding analysts’ expectations by 1%. Still, it was a mixed quarter as it posted a slight miss of analysts’ full-year EPS guidance estimates.

As expected, the stock is down 4.3% since the results and currently trades at $53.22.

Read our full analysis of CTS’s results here.

Coherent (NYSE: COHR)

Created through the 2022 rebranding of II-VI Incorporated, a company with roots dating back to 1971, Coherent (NYSE: COHR) develops and manufactures advanced materials, lasers, and optical components for applications ranging from telecommunications to industrial manufacturing.

Coherent reported revenues of $1.69 billion, up 17.5% year on year. This number topped analysts’ expectations by 2.9%. Overall, it was an exceptional quarter as it also produced revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EPS guidance for next quarter estimates.

The stock is up 26.3% since reporting and currently trades at $266.43.

Read our full, actionable report on Coherent here, it’s free.

Amphenol (NYSE: APH)

With over 90 years of connecting the world's technologies, Amphenol (NYSE: APH) designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.

Amphenol reported revenues of $6.44 billion, up 49.1% year on year. This result beat analysts’ expectations by 3.3%. It was a very strong quarter as it also recorded revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ revenue estimates.

Amphenol delivered the fastest revenue growth among its peers. The stock is down 8.3% since reporting and currently trades at $152.50.

Read our full, actionable report on Amphenol here, it’s free.

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