Knowles Corporation filed a Current Report on Form 8-K with the U.S. Securities and Exchange Commission on November 10, 2026, to disclose details regarding an upcoming investor conference presentation. The company announced it will host meetings as part of the Baird Global Industrial Conference on that same date. Representatives from Knowles will present business and financial outlook information during the event using slides attached to the filing as Exhibit 99.1.
The attached Investor Presentation outlines the company's strategic focus and financial performance metrics. Knowles reported 2025 revenue of $593 million. The company’s historical financial performance for continuing operations shows a 9% compound annual growth rate (CAGR) in revenue from 2017 to 2026, accompanied by a 12% CAGR in adjusted EBITDA over the same period.
The filing includes a standard forward-looking statement disclaimer regarding the presentation's content. Knowles management anticipates an 8% to 10% revenue CAGR and a 10% to 14% adjusted EBITDA CAGR for the period from 2026 to 2029. The company also disclosed its capital allocation strategy, which includes a target return of 200 to 300 basis points above its cost of capital. As of the presentation, Knowles had executed $271 million of a previously authorized $400 million share repurchase program and maintains a liquidity of over $340 million.
Additionally, Knowles provided a reconciliation of its non-GAAP financial measures to GAAP results, including net cash provided by operating activities, for the fiscal years 2022 through 2025.
