Q4 2025 Knowles Corp Earnings Call Transcript

Feb 5, 2026 / 09:30 PM GMT

Release Date Price: $24.66

Transcript 10-K8-K

Key Points

Positve

Knowles Corp (KN) reported a 14% year-over-year increase in Q4 revenue, reaching $162 million, exceeding the high end of their guidance range.
EPS for Q4 was $0.36, up 33% year-over-year, surpassing the midpoint of their guidance range.
The company achieved a full-year revenue of $593 million, up 7% from 2024, exceeding their organic growth target.
The Precision Devices segment saw a 23% year-over-year revenue increase in Q4, with full-year growth of 10%, surpassing their growth target.
Knowles Corp (KN) has a strong balance sheet with robust cash generation, allowing for potential acquisitions and share buybacks while maintaining manageable debt levels.

Negative

Despite strong performance, the company faces production inefficiencies and higher scrap costs related to their specialty film line.
Gross margins in the Precision Devices segment were partially offset by these inefficiencies, impacting overall profitability.
The company anticipates a seasonally low first quarter, which may affect short-term growth expectations.
There are concerns about potential supply constraints and component shortages that could impact pricing and demand in the second half of the year.
The industrial market is expected to experience flat growth in the second half of 2026 compared to the previous year, indicating potential challenges in sustaining momentum.

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

KN.N - Knowles Corp
Q4 2025 Knowles Corp Earnings Call
Feb 05, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, everyone, and welcome to Knowles Corporation's fourth quarter and full year 2025 earnings conference call. At this time, I would like to hand the conference over to Ms. Sarah Cook. Please go ahead, Sarah.

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Unidentified_2 [2]
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Thank you and welcome to our 4th quarter and full year 2025 earnings call. I'm Sarah Cook, Vice President of Investor relations, presenting with me today are Jeffrey Nu, our President and CEO, and John Anderson, our senior Vice President and CFO. Our calls today will include remarks about future expectations, plans, and prospects for KOL,

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