Every material Form 8-K Knowles filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Knowles reported third-quarter 2025 results for the quarter ended September 30, with continuing-operations revenue up 7% year over year to $152.9 million and GAAP diluted EPS of $0.21, versus $0.10 a year earlier. The company also gave fourth-quarter guidance of $151 million to $161 million in revenue and $0.33 to $0.37 in non-GAAP diluted EPS, and said it expects 2025 full-year organic revenue growth of 6%.
Q3 2025 revenue of $152.9 million, up from $142.5 million a year earlier and $145.9 million in Q2 2025
Q3 non-GAAP diluted EPS of $0.33, versus $0.27 a year earlier; GAAP diluted EPS of $0.21
Net cash from operations was $29.1 million in Q3, down from $52.8 million a year earlier
Q4 2025 guidance: revenue of $151 million to $161 million and non-GAAP diluted EPS of $0.33 to $0.37
Knowles reported second-quarter 2025 revenue from continuing operations of $145.9 million, up 8% from $135.2 million a year earlier, and said this exceeded the high end of its guided range. Non-GAAP diluted EPS from continuing operations was $0.24, up from $0.20, and GAAP diluted EPS was $0.09, up from $0.05. For the third quarter, the company guided to revenue of $144 million to $154 million and non-GAAP diluted EPS of $0.29 to $0.33.
Q2 2025 revenue from continuing operations was $145.9 million, up 8% year over year and up from $132.2 million in Q1 2025
Q2 2025 non-GAAP diluted EPS was $0.24, versus $0.20 a year earlier; GAAP diluted EPS was $0.09, versus $0.05
Q2 2025 net cash provided by operating activities was $36.4 million, and the company repurchased $30 million of shares
Q3 2025 guidance: revenue of $144 million to $154 million and non-GAAP diluted EPS of $0.29 to $0.33
Knowles reported first-quarter 2025 revenue of $132.2 million, down from $133.3 million a year earlier, and a GAAP net loss of $2.0 million after a $1.6 million loss from discontinued operations. The company guided second-quarter revenue to $135 million to $145 million, which it says is up 4% year over year, and non-GAAP diluted EPS of $0.21 to $0.25.
Q1 2025 revenue was $132.2 million, versus $133.3 million in Q1 2024 and $142.5 million in Q4 2024.
GAAP net loss was $2.0 million, or $(0.02) per diluted share, versus net earnings of $2.5 million in Q1 2024.
Non-GAAP diluted EPS was $0.18, unchanged from Q1 2024.
Q2 2025 guidance: revenue of $135 million to $145 million and non-GAAP diluted EPS of $0.21 to $0.25; Investor Day is set for May 13.
On February 18, 2025, Knowles's board and Compensation Committee granted CEO Jeffrey Niew a special award of performance share units with a target of 81,788 units and a grant date fair value of $1.5 million. The units vest only if Knowles meets Adjusted EPS and revenue goals over a performance period that starts January 1, 2025, and the award is forfeited if he leaves the CEO role, so it ties his pay to company results.
Target award of 81,788 performance share units, with a grant date fair value of $1.5 million
Target payout requires Adjusted EPS of $1.50 and revenue of $800 million; payout can reach 400% of target
Initial performance period runs January 1, 2025 to December 31, 2027, with up to eight quarters of extension
Award is forfeited if Niew's employment ends or he ceases to be CEO before the performance period ends
Knowles reported fourth-quarter and full-year 2024 results and gave first-quarter 2025 guidance. Full-year revenue from continuing operations rose 21% to $553.5 million, but the company posted a full-year net loss of $237.8 million, driven by a $261.2 million loss from discontinued operations. The board also approved an additional $150 million for the stock repurchase program, bringing the amount available to approximately $194 million.
Q4 2024 revenues were $142.5 million, up from $139.2 million a year earlier; Q4 GAAP diluted EPS from continuing operations was $0.12, versus $0.29 a year earlier
Q4 non-GAAP diluted EPS was $0.27, versus $0.22 a year earlier
Q1 2025 guidance: revenues from continuing operations of $124 million to $134 million; non-GAAP diluted EPS of $0.16 to $0.20
Board approved $150 million added to the buyback program as of February 13, 2025; about $194 million is available
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Knowles filing is on SEC EDGAR ↗. 8-K briefs of other companies →