Knowles Corporation SEC filings document the reporting and governance matters of a specialty electronic components manufacturer. Recent Form 8-K disclosures cover quarterly and annual operating results, financial presentation materials, and business updates for products such as high-performance capacitors, RF filters, medtech microphones, and balanced armature speakers.
The company's proxy and annual meeting filings address director elections, advisory votes on executive compensation, auditor ratification, pay-versus-performance disclosure, and other governance matters. Additional 8-K disclosures document executive compensation arrangements, including performance share units under the company's equity and cash incentive plan and performance metrics tied to the Cornell Dubilier business unit.
Franklin Mutual Advisers, LLC filed a Schedule 13G disclosing a passive beneficial ownership in Knowles Corporation (KN). The firm reported 4,557,663 shares of Knowles common stock, representing 5.3% of the class as of 09/30/2025.
Franklin Mutual Advisers reported sole voting power over 4,300,173 shares and sole dispositive power over 4,557,663 shares, with no shared voting or dispositive power. The filing states the securities are held in the ordinary course and not to change or influence control. The position is held on behalf of the firm’s investment management clients, who have rights to dividends and sale proceeds.
Knowles (KN) filed a Form 144 notice for a proposed sale of 38,404 shares of common stock, with an aggregate market value of $904,402.68. The shares were acquired via a stock option exercise on the same date listed for sale and paid in cash. The filing lists Morgan Stanley Smith Barney LLC as broker and identifies the NYSE as the exchange, with an approximate sale date of 11/03/2025. As context, 85,151,884 shares were outstanding. The notice also reports a recent sale by the same individual of 98,252 shares on 10/31/2025 for $2,330,026.53 in gross proceeds.
Knowles (KN) had a Form 144 notice filed for a proposed sale of up to 98,252 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, reflecting an approximate aggregate market value of $2,330,026.53. The filer lists an approximate sale date of October 31, 2025.
The shares were acquired on October 31, 2025 via a stock option exercise from the issuer, paid in cash. The filing also lists 85,151,884 shares outstanding. Form 144 is a notice of intent to sell restricted or control securities under Rule 144; any actual sales would follow the rule’s conditions.
Knowles Corporation (KN) reported stronger quarterly results. For the three months ended September 30, 2025, revenue was $152.9 million, up from $142.5 million, driven by higher demand in Precision Devices and steady MedTech & Specialty Audio activity. Operating earnings rose to $25.8 million from $18.7 million as gross profit improved to $69.9 million.
Earnings from continuing operations were $18.0 million, or $0.21 per diluted share, versus $0.10 a year ago, helped by lower interest expense. Discontinued operations related to the 2024 sale of Consumer MEMS Microphones contributed a $0.6 million loss. Year to date, revenue reached $431.0 million and operating earnings were $44.5 million.
Cash from operating activities was $66.8 million for the nine months. Cash stood at $92.5 million with total debt of $176.3 million, including a $72.7 million Seller Note due in Q4 2025 and $104.0 million drawn on the revolving credit facility due 2028. The company repurchased 3.12 million shares for $55.0 million year to date, with $139.0 million remaining under authorization. Shares outstanding were 85,151,884 as of October 24, 2025.
Knowles Corporation filed an 8-K under Item 2.02 stating it has announced results for the quarter ended September 30, 2025. The company furnished a press release and presentation slides as Exhibits 99.1 and 99.2, and held its quarterly conference call and webcast on October 23, 2025. The materials are furnished, not filed, and therefore are not incorporated into Securities Act filings unless specifically referenced. The filing includes forward-looking statements language, noting estimates related to the expected impact, timing, and amounts of restructuring charges.
Knowles Corp (KN) insider Raymond D. Cabrera exercised non-qualified stock options on 08/25/2025, converting 24,116 options with an exercise price of $16.07 into 24,116 shares. The filing shows 20,795 shares were withheld/sold at $21.35 to cover the option exercise price and tax obligations. After the transactions the filing reports 114,607 shares beneficially owned by Mr. Cabrera (down from 135,402 prior to the disposition). The option exercised was originally granted 02/19/2020 and expires 02/19/2026. The form is signed by a POA on behalf of the reporting person.
Daniel J. Giesecke, Senior Vice President & COO of Knowles Corp (KN), reported option exercises on 08/22/2025. He exercised 30,145 non-qualified stock options with an exercise price of $16.07, resulting in acquisition of 30,145 common shares. To satisfy the option exercise price and tax withholding, 25,864 shares were withheld at a price of $21.57. Following these transactions the report shows beneficial ownership totaling 178,872 shares (direct). The Form 4 was filed on behalf of Mr. Giesecke by power of attorney and signed by Robyn B. Martin on 08/25/2025.
John S. Anderson, Senior Vice President & CFO of Knowles Corp (KN), reported option exercise and share withholding on 08/13/2025. He exercised a non-qualified stock option that entitled him to 42,017 shares at an exercise price of $16.77 per share, resulting in 42,017 underlying common shares. Following the transactions his beneficial ownership is reported as 284,424 shares.
Simultaneously, 37,125 shares were withheld to cover the option exercise price and related tax liability at a price of $21.01 per share, reducing his net new shares to the issuer. The Form 4 was submitted by power-of-attorney on 08/14/2025. The filing is a routine Section 16 disclosure of insider option exercise and tax-withholding.
On 07/29/2025, Air A. Bastarrica Jr.—Vice President & Controller of Knowles Corp (KN)—sold 10,000 common shares in open-market trades recorded at a weighted-average price of $20.94 (individual prices ranged $20.94-$20.95). Approximate gross proceeds total about $0.21 million.
After the sale, the insider owns 62,537 KN shares directly; no derivative securities were reported. The footnote states that detailed trade-by-trade pricing will be provided upon request. No other transactions, amendments or Rule 10b5-1 notations appear in this filing.