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Knowles
Knowles (KN) investor relations material
Knowles 17th Annual Southwest IDEAS Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.17th Annual Southwest IDEAS Conference summary19 Nov, 2025
Business overview and transformation
Operates in two segments: Precision Devices (56%-57% of 2024 revenue) and MSA (microphones/receivers for hearing health).
Medtech, defense, and industrial are the primary end markets, with medtech comprising about half of the business.
Completed a major transformation by divesting the consumer electronics business in December 2023, focusing on higher-margin, growth-oriented segments.
Portfolio now consists of attractive margin businesses with no further divestitures planned.
Financial performance and targets
Revenue CAGR of 8% from 2017 to 2024, with EBITDA CAGR at 11% due to margin expansion and operating leverage.
EBITDA margins currently at 24%, targeting 30% within three to five years.
Growth strategy includes 4%-6% organic growth and 4% from acquisitions, aiming for 8%-10% annual revenue growth.
Precision Devices expected to grow 6%-8%, while medtech and specialty audio grow at GDP plus.
Growth drivers and market trends
Precision Devices benefits from global energy demand, AI, automation, and alternative energy applications.
Secured a $75 million alternative energy order, with deliveries ramping up through 2027.
Medical capacitor applications (MRI, pacemakers, defibrillators) expected to grow 3%-5% annually.
Defense segment supported by long-term programs like SPICE 6 for Navy radar upgrades.
Beyond 2027, what drives energy order continuity
Reconcile M&A urgency with IRR discipline
Hearing aid R&D: Any disruptive tech beyond size?
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Next Knowles earnings date
Q4 20255 Feb, 2026
Knowles
Next Knowles earnings date
Q4 20255 Feb, 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.
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