Every material Form 8-K Knowles filed with the SEC in 2026, 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 2026 revenue of $184.0 million, up 20% from a year earlier and above the high end of its guidance, with GAAP diluted EPS of $0.24 versus $0.21. The company guided fourth-quarter 2026 revenue to $180 million to $190 million and non-GAAP diluted EPS to $0.39 to $0.43, and expects full-year 2026 revenue of $689 million, up 16%.
Q3 2026 revenue $184.0 million, up from $152.9 million in Q3 2025 and $166.8 million in Q2 2026
Q3 non-GAAP diluted EPS $0.38 versus $0.33 a year earlier; GAAP diluted EPS $0.24 versus $0.21
Q4 2026 guidance: revenue $180 million to $190 million; non-GAAP diluted EPS $0.39 to $0.43
Net cash provided by operating activities $44.6 million in Q3 2026 versus $29.1 million in Q3 2025
Knowles reported second-quarter 2026 revenue of $166.8 million, up 14% from a year earlier, and diluted EPS from continuing operations of $0.21, up from $0.09. The company said revenue exceeded the high end of its guided range and non-GAAP diluted EPS of $0.33 was above that range. It also gave a Q3 2026 outlook of $167 million to $177 million in revenue and non-GAAP diluted EPS of $0.34 to $0.38, and now expects 2026 revenue growth of 10% to 12%.
Q2 2026 revenue was $166.8 million, up 14% year over year; gross margin was 44.7% on a GAAP basis.
Q2 2026 diluted EPS from continuing operations was $0.21 versus $0.09 a year earlier; non-GAAP diluted EPS was $0.33, up 38%.
Q3 2026 guidance: revenue of $167 million to $177 million and non-GAAP diluted EPS of $0.34 to $0.38.
Management expects 2026 revenue growth of 10% to 12% and adjusted EBITDA growth of more than 20%.
Knowles reported first-quarter 2026 revenue of $153.1 million, up 16% from a year earlier, and non-GAAP diluted EPS from continuing operations of $0.27, up 50%. The company also guided second-quarter 2026 non-GAAP diluted EPS to $0.28 to $0.32 on revenue of $152 million to $162 million, which points to continued year-over-year growth for shareholders.
Q1 2026 revenues were $153.1 million, up from $132.2 million in Q1 2025 but down from $162.2 million in Q4 2025.
GAAP diluted EPS from continuing operations was $0.13 in Q1 2026, compared with $0.00 in Q1 2025; non-GAAP diluted EPS was $0.27 versus $0.18.
Q2 2026 outlook: revenue of $152 million to $162 million and non-GAAP diluted EPS of $0.28 to $0.32.
Q1 2026 net cash used in operating activities was $0.7 million, compared with $1.3 million provided in Q1 2025.
Knowles Corporation's Compensation Committee granted Chief Operating Officer Daniel J. Giesecke a special award of performance share units on February 17, 2026, with a grant date fair value of $500,000. The units vest only if revenue and adjusted EBIT goals for the Cornell Dubilier business unit are met over 2026 and 2027, and remain subject to his continued employment.
Award granted February 17, 2026 to COO Daniel J. Giesecke under the 2018 Equity and Cash Incentive Plan
Target of 18,423 PSUs, grant date fair value of $500,000; payout ranges from 0% to 140% of target
Performance period January 1, 2026 to December 31, 2027, based on Cornell Dubilier revenue and adjusted EBIT goals
Units are forfeited if employment ends before the performance period ends, except under specified change-of-control terms
Knowles reported fourth-quarter and full-year 2025 results on February 5, 2026, with Q4 revenue from continuing operations up 14% year over year and full-year revenue up 7%. The company also gave first-quarter 2026 guidance of $143 million to $153 million in revenue and non-GAAP diluted EPS of $0.22 to $0.26, which shareholders can compare against the reported results.
Q4 2025 revenue was $162.2 million, up from $142.5 million in Q4 2024, and exceeded the high end of the company's guided range.
Full-year 2025 revenue was $593.2 million, up 7% from $553.5 million; GAAP diluted EPS from continuing operations was $0.58 versus $0.26, and non-GAAP diluted EPS was $1.11 versus $0.92.
Q4 2025 net cash provided by operating activities was $47.2 million; full-year operating cash flow was $114.0 million.
Q1 2026 guidance calls for revenue of $143 million to $153 million and non-GAAP diluted EPS of $0.22 to $0.26.
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 →