Knowles Corporation (KN) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

non-GAAP financial measures referenced during today's conference call can be found in our press release posted on our website at knolls.com and in our current report in Form 8K filed today with the SEC. This will include a reconciliation to the most directly comparable GAAP measure. All financial references on this call will be on a non-GAAP continuing operations basis with the exception of cash from operations or unless otherwise indicated. We've made selected financial information available in webcast slides, which can be found in the investor relations section of our website. With that, let me turn the call over to Jeff, who will provide details on our results. Jeff? Thanks, Sarah. Thanks to all of you for joining us today. 2025 was a breakthrough year for Knowles, marked by the completion of our portfolio transformation at the end of 2024 and the beginning of our journey as an industrial technology company. Our organic growth in 2025 exceeded our investor day expectations and demonstrates our strategy of leveraging our unique technologies to design custom engineered solutions and then deliver them at scale for blue chip customers and high growth markets that value our solutions. Before I discuss this a little more in detail, let me cover our Q4 2025 results. Before was another quarter of strong financial performance Revenue was $162 million, up 14% year-over-year, exceeding the high end of our guided range. EPS was $0.36, up 33% year-over-year and above the midpoint of our guided range. Cash from operations was $47 million, also exceeding the high end of our guided range. On a full year basis, revenue of $593 million, up 7% year-over-year, and EPS was $1.11, up 21% compared to 2024. As I said last quarter, I believe our results continue to demonstrate that our fo...