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Knowles
Knowles (KN) investor relations material
Knowles Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Completed transformation into a high-margin industrial technology leader, focusing on MedTech, Defense, Industrial, and Energy markets, and exceeding Investor Day expectations.
Q4 2025 revenue rose 14% year-over-year to $162.2 million, surpassing guidance; full-year 2025 revenue was $593.2 million, up 7.2%.
Full-year non-GAAP diluted EPS was $1.11, up 20.7% year-over-year; Q4 non-GAAP EPS was $0.36, up 33%.
Strong cash generation with $114 million net cash from operations for 2025, representing 19.2% of revenues.
Robust backlog, new design wins, and major energy order position the company for continued growth in 2026.
Financial highlights
Q4 2025 gross margin was 51.9% (non-GAAP: 45.3%); full-year non-GAAP gross margin was 44.5%.
Adjusted EBITDA for 2025 was $140.2 million, 23.6% of revenues, up 9% year-over-year.
SG&A expenses in Q4 were $27 million, up $2 million due to higher incentive compensation.
Ended Q4 with $54 million in cash and $114 million in borrowings under the revolving credit facility.
Capital expenditures for 2025 were $32.1 million, or 5.4% of revenues.
Outlook and guidance
Q1 2026 revenue guidance: $143–$153 million; non-GAAP diluted EPS expected between $0.22 and $0.26.
Q1 2026 adjusted EBIT margin projected at 18%-20%; R&D expenses expected between $9 million and $11 million; SG&A between $25 million and $27 million.
2026–2029 targets: 8–10% revenue CAGR, 10–14% adjusted EBITDA CAGR, and 16–20% cash from operations as a percentage of revenue.
Full-year capital spending to support capacity expansion, especially for large energy orders.
Positioned for continued strong organic revenue growth above historic levels in 2026.
Specialty film line production build-out status
Next organic growth drivers beyond current ramps
Industrial market demand and supply dynamics
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Next Knowles earnings date
Q1 202623 Apr, 2026
Knowles
Next Knowles earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Knowles Corporation designs and manufactures advanced micro-acoustic, audio processing, and precision device components. The company supplies microphones, speakers, capacitors, and related components used in mobile devices, hearing health products, defense applications, and industrial electronics. It serves original equipment manufacturers and tier-one suppliers globally. The company is headquartered in Itasca, Illinois, and its shares are listed on the NYSE.
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