Short answer
Knowles Corp (KN) filed its fiscal 2025 10-K annual report with the SEC on Feb 9, 2026. It reported revenue of $593M (+7.2% year over year) and net income of $44M.
- Top risk flagged: Cybersecurity risk oversight by Audit Committee with CIO reporting regularly on security projects and threat assessments
FY2025 key financial metrics · XBRL
- Revenue
- $593M
- +7.2% YoY
- Net income
- $44M
- +118.6% YoY
- Operating margin
- 11.9%
- +2.5 pp YoY
- Gross margin
- 43.2%
- +0.8 pp YoY
- EPS (diluted)
- $0.50
- +118.9% YoY
- ROE
- 5.7%
- +37.2 pp YoY
Source: XBRL data from the Knowles Corp (KN) FY2025 10-K on SEC EDGAR. USD.
Knowles Corp FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business model: Manufacturer of specialty electronic components, focusing on high-performance capacitors, RF filters, microphones, and balanced armature speakers for medtech, defense, industrial markets
- Emphasis on domestic manufacturing footprint in PD segment due to rising defense sector supply chain security and trade barriers including tariffs
- Strategic focus on expanding presence in profitable markets via organic growth and acquisitions to improve sales and margins
- Employee base steady at approx. 5,200 across 11 countries, supporting global manufacturing and engineering operations
- Noteworthy market trend: U.S. regulations enabling over-the-counter hearing aids driving new growth channels and potentially reducing stigma in MSA segment
Management Discussion & Analysis
- Intensifying cybersecurity threats could lead to costly breaches, loss of confidential info, litigation, penalties, and damage to reputation
- Indebtedness covenants risk default; refinancing or reduced cash available may affect operations and financial condition
- Stock price volatile ($12.76-$24.41 in 2025); potential shareholder activism could increase legal costs and disrupt business strategy
- Anti-takeover provisions could delay acquisitions; emerging AI regulatory risks pose operational and reputational challenges
Risk Factors
- Cybersecurity risk oversight by Audit Committee with CIO reporting regularly on security projects and threat assessments
- Key-person dependency on CIO with 30 years of cybersecurity experience leading risk management efforts
- Collaboration with Legal department for compliance with legal, regulatory, and contractual security requirements
- Reliance on external cybersecurity consultants supervised by CIO and Internal Audit for risk mitigation
- No specific impacts from laws, geopolitical threats, supply chain, competition, or financial risks disclosed
Generated from the filing text; verify against the original. How to read a 10-K
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