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Knowles (KN) investor relations material
Knowles 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.16th Annual Midwest Ideas Conference summary27 Aug, 2025
Strategic transformation and business focus
Shifted from consumer electronics to higher-margin medtech, defense, and industrial markets, exiting low-margin businesses and divesting major consumer clients by 2024-2025.
Refocused capital allocation and R&D on high-ROIC segments since 2018, reducing CapEx and R&D in consumer, and emphasizing medtech and industrial.
Completed four acquisitions and two divestitures since 2017, including the $260M Cornell DuBlier deal, integrating faster-growing businesses.
Improved balance sheet, now with leverage below 1 and strong annual cash generation.
Achieved 8% revenue CAGR and 11% EBITDA CAGR from 2017–2024, with 400 basis points EBITDA margin improvement.
Financial performance and outlook
2023 revenue reached $554M, with consensus for 2024 at $585M; gross margin around 45%, EBITDA margin in the mid-20s.
Projecting 8–10% revenue CAGR and 400 basis points EBITDA margin expansion over the next five years, driven by organic growth and acquisitions.
Medtech and specialty audio segment offers steady 3% growth, with potential for marginal acceleration as hearing health awareness rises.
Precision device segment targets 6–8% organic growth, supported by differentiated products in medical, defense, and industrial applications.
Acquisitions expected to contribute 4% growth, with future deals focused on consolidation, extensions, and adjacencies.
Competitive advantages and growth strategy
Differentiated technology and deep customer/application intimacy enable customized solutions and strong client relationships.
Vertically integrated operations and subject matter expertise support high quality and reliability, especially in critical applications.
Proven ability to be sole source for customers, especially during supply chain disruptions.
Margin expansion targeted through higher-value products, productivity, and capacity utilization, with limited SG&A growth.
All acquisitions are expected to be accretive within 12 months.
M&A strategy: Prioritized acquisition types?
What drives the 400bps EBITDA margin gain?
How will MEVSA segment growth accelerate?
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Q3 202523 Oct, 2025
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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.
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