Knowles to Detail High-Margin Growth Strategy at Investor Conferences

ITASCA, IL – April 13, 2026 – With its stock trading near a 52-week high and a successful strategic transformation in its rearview mirror, Knowles Corporation (NYSE: KN) is preparing to articulate its next phase of growth to the financial community. The company announced that its Chief Financial Officer, John Anderson, will take the stage at two prominent investor conferences in May, a move widely seen as an opportunity to solidify investor confidence in its high-margin, industrial technology-focused future.

Anderson is scheduled for the 2nd Annual Spring One-on-One Virtual Conference hosted by CJS Securities on May 13th, followed by a presentation at the prestigious J.P. Morgan Global Technology, Media and Communications Conference in Boston on May 18th. These engagements come at a pivotal moment for the Itasca-based manufacturer of specialty electronic components, as it looks to build on the momentum of a recently completed, multi-year strategic pivot.

The Strategic Pivot Pays Off

Knowles has spent the last few years methodically shifting its portfolio away from the volatile consumer electronics market to focus on custom-engineered solutions for the more stable and profitable MedTech, Defense, and Industrial sectors. The strategy's success was evident in the company's stellar 2025 financial results.

The company reported full-year 2025 revenues of $593 million, a 7% increase from the prior year, driven by strong organic growth that surpassed its own five-year targets. Earnings per share (EPS) for the year jumped 21% to $1.11. The momentum continued into the fourth quarter, with revenues climbing 14% year-over-year to $162 million and EPS increasing by 33%. This robust performance generated significant cash from operations, totaling $114 million for the full year, representing over 19% of revenues.

This financial strength has given the company a solid foundation. Its positive outlook for the first quarter of 2026, with revenue and EPS guidance exceeding analyst consensus, has further bolstered market sentiment, pushing its stock price to $28.68 as of April 10, just shy of its 52-week high. Investors at the upcoming conferences will be keen to hear how management plans to sustain this trajectory.

A Platform for Innovation in Critical Markets

Beyond the balance sheet, the core of Knowles' new strategy lies in its technological leadership. The company designs and manufactures highly specialized components—such as advanced medtech microphones, balanced armature speakers, high-performance capacitors, and radio frequency (RF) filters—that serve as critical enablers for cutting-edge technologies.

In the MedTech sector, its components are integral to hearing health devices, and the company is actively working to expand this expertise into other advanced medical applications by 2027 or 2028. The trend toward miniaturization in medical devices plays directly into Knowles' strengths in creating compact, high-performance parts.

Recent product introductions highlight this focus on innovation. In July 2025, Knowles launched a new line of High-Q Ceramic Core Inductors aimed at mission-critical RF systems in defense, medical, and industrial automation. This followed the release of new Supercapacitors under its Cornell Dubilier brand. Furthermore, the company is seeing renewed interest in its audio components, particularly its MEMS microphones, as the industry rushes to develop more sophisticated, AI-ready devices for hearables, smartphones, and other applications.

Navigating Sector Headwinds and Tailwinds

Knowles' participation in the conferences will also serve as a barometer for the health of its key end markets. The global defense electronics market is currently a significant tailwind, projected to grow at a 5.4% CAGR in 2026. This growth is fueled by rising geopolitical tensions, military modernization programs, and the increasing integration of artificial intelligence into defense systems, all of which drive demand for the high-reliability components that Knowles specializes in.

However, the landscape is not without its challenges. While Knowles has seen growth in industrial markets, broader forecasts suggest this sector may experience flat growth in the second half of 2026. Operationally, the company has acknowledged production inefficiencies and higher scrap costs associated with ramping up a new specialty film line—a key growth initiative. Analysts and investors will be listening closely for Anderson's commentary on how the company is mitigating these issues and managing its supply chain amidst persistent global component shortages.

What Investors Will Be Watching

CFO John Anderson's presentations are expected to be a comprehensive update on the company's post-transformation journey. The one-on-one meetings at the CJS conference will allow for deep dives with institutional investors, while the J.P. Morgan presentation offers a broader platform to reinforce the company's strategic narrative.

Key topics will likely include the company's capital allocation strategy, which has focused on debt reduction, share buybacks, and strategic acquisitions like the successful integration of Cornell Dubilier. Anderson is also expected to reaffirm Knowles' long-term growth targets, which include an ambitious 8% to 10% revenue compound annual growth rate (CAGR) over the next five years, driven by a mix of organic growth and further M&A.

Ultimately, these conference appearances are more than just a financial update. They represent a crucial opportunity for Knowles to demonstrate that its recent success is not a temporary upswing but the beginning of a sustained period of profitable growth. The company's ability to communicate a clear and compelling vision for navigating industry trends, capitalizing on its technological edge, and overcoming operational hurdles will be critical in maintaining the investor confidence it has worked diligently to build.