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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Knowles
Knowles (KN) investor relations material
Knowles Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary11 Nov, 2026
Business profile and positioning
2025 revenue of $593M; segment mix was 55% Precision Devices and 45% MedTech, with market mix led by MedTech & Specialty Audio (45%), Industrial (30%), Defense & Aerospace (21%), and Electrification / Energy (4%).
More than 5,000 global employees and 600+ engineers; differentiation centers on high-performance capacitors and RF / microwave filters, hearing health solutions, and customization at scale.
Strategic focus on MedTech, Defense, Industrial, and Energy markets, supported by agility, innovation, and manufacturing scale.
Financial performance and outlook
Continuing-operations revenue CAGR was 9% and adjusted EBITDA CAGR was 12% for 2017-2026; 2026E revenue was $688M and adjusted EBITDA was $174M.
2026-2029 targets: revenue CAGR of 8-10%, adjusted EBITDA CAGR of 10-14%, and cash from operations of 16-20% of revenue.
Revenue growth components for 2026-2029 include 6-8% from Precision Devices, 2-4% from MedTech & Specialty Audio, and acquisitions; the slide indicates 4% organic growth alongside the 8-10% revenue CAGR target.
Earnings growth levers include pricing and higher-value products, factory productivity, capacity utilization, disciplined SG&A, and accretive acquisitions targeted to contribute within the first 12 months.
Cash generation and capital allocation
Cash generated by operating activities averaged 20% of revenue over 2022-2025; capital expenditures totaled $71M, or 3% of revenue, over the period.
2022-2025 capital deployment included $210M for share repurchases, representing 12M shares, and $263M for M&A, including Cornell Dubilier.
Capital investment target is 3-5% of revenue over a cycle; M&A is a focal allocation priority, supported by a $340M+ liquidity position and a net leverage limit of 2.75x.
$271M of the existing $400M share-repurchase program had been executed through Q4 2025; future repurchases are planned on an opportunistic, efficient basis, with targeted returns of 200-300 bps above cost of capital.
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Latest events from Knowles
- Q4 revenue rose 9.2%, while FY free cash flow reached $105.8M.KN
Q4 2023 - Q3 revenue rose 20.3%, with strong PD demand and near-term capacity constraints.KNQ3 2026
- Strong organic growth and margin expansion position the business for sustained value creation.KN17th Annual Midwest IDEAS Conference
- Q2 2026 revenue up 14.3% and non-GAAP EPS up 38%, with strong growth outlook.KNQ2 2026
- Transformation drives strong growth, margin expansion, and new opportunities in resilient markets.KN16th Annual East Coast IDEAS Conference
- Q1 2026 revenue rose 16% to $153.1M, with 50% EPS growth and strong segment margins.KNQ1 2026
- Q4 and full year 2025 results exceeded guidance, with strong growth and positive 2026 outlook.KNQ4 2025
- Q3 revenue up 32% year-over-year; strategic divestiture and margin gains position for growth.KNQ3 2024
- Q1 2025 revenue hit $132.2M, with strong cash flow and higher Q2 growth expected.KNQ1 2025
Next Knowles earnings date
18th Annual Southwest IDEAS Conference18 Nov, 2026
Knowles
Next Knowles earnings date
18th Annual Southwest IDEAS Conference18 Nov, 2026
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Frequently asked questions
Knowles Corporation designs and manufactures advanced micro-acoustic, audio processing, and precision device components. The company supplies microphones, speakers, capacitors, and related components used in mobile devices, hearing health products, defense applications, and industrial electronics. It serves original equipment manufacturers and tier-one suppliers globally. The company is headquartered in Itasca, Illinois, and its shares are listed on the NYSE.