Kimball Electronics (KE) investor relations material

Company overview and strategic positioning

• Global provider of electronics manufacturing and contract manufacturing services with a diversified portfolio in automotive, medical, and industrial markets, supported by long program life cycles.

• Specializes in high-complexity, non-commodity manufacturing requiring advanced engineering and reliability.

• Operates 7 manufacturing locations across North America, Europe, and Asia, with over 5,500 employees and $1.49B in FY25 revenue.

• Core values emphasize customer focus, people, environmental citizenship, and profit as a measure of efficiency.

Integrated service platform and capabilities

• Offers end-to-end services: design, prototyping, new product introduction, manufacturing, testing, and aftermarket support.

• EMS includes PCB assembly, system assembly, prototyping, supply chain management, and design engineering.

• CMO focuses on medical solutions, including scientific injection molding, cold chain management, and complex device assembly.

Market verticals and customer base

• Revenue split in FY25: 49% automotive, 27% medical, 24% industrial.

• Automotive growth driven by vehicle electrification and electronic content; key customers include Tier 1 suppliers.

• Medical segment supports the continuum of care, focusing on Class II and III devices for leading healthcare brands.

• Industrial segment targets clean energy, automation, and public safety, with diversification into new sub-verticals.