Q3 2025 Knowles Corp Earnings Call Transcript

Oct 23, 2025 / 08:30 PM GMT

Release Date Price: $23.2 (-1.63%)

Transcript 10-Q8-K

Key Points

Positve

Knowles Corp (KN) reported a 7% year-over-year increase in revenue for Q3 2025, reaching $153 million, which was at the high end of their guidance range.
Earnings per share (EPS) increased by 22% year-over-year to $0.33, also at the high end of the guidance range.
The Precision Devices segment saw a 12% year-over-year revenue growth, driven by strong demand across medtech, defense, industrial, and EV and energy markets.
The company successfully reduced outstanding bank borrowings by $15 million and repurchased $20 million in shares, reflecting strong cash flow management.
Knowles Corp (KN) has a robust pipeline of new design wins and expects organic growth rates at the high end of their stated range of 4 to 6% for the total company in 2026.

Negative

Gross margins in the specialty film product line were below the company average due to higher production costs and lower than expected yields.
The company faces potential risks from rising palladium costs, although they have pre-buys in place to mitigate short-term impacts.
The specialty film line is not expected to reach full gross margin potential until mid to late Q2 2026, impacting overall profitability in the interim.
R&D and SG&A expenses increased, with SG&A rising by $2 million due to annual merit increases and higher incentive compensation costs.
The effective tax rate is expected to increase significantly in 2026, from the current range of 7 to 11% to 15 to 19%, potentially impacting net income.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KN.N - Knowles Corp
Q3 2025 Knowles Corp Earnings Call
Oct 23, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Eric, and I will be a conference operator today.

At this time, I would like to welcome everyone to the Q3 2025 Moll Corporation earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number one on your telephone keypad. If you would like to withdraw your question, press one again.

Thank you.

I would not like to turn the call over to Sarah Cook. Please go ahead.

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Unidentified_2

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