Core Viewpoint - Crane NXT, Co. is set to announce its fourth quarter and full year 2025 results on February 11, 2026, after market close, with an earnings call scheduled for February 12, 2026, at 10:00 a.m. Eastern Time [1][3]. Company Overview - Crane NXT is a premier industrial technology company that offers trusted technology solutions for securing, detecting, and authenticating valuable assets for its customers [2]. - The company employs approximately 5,000 individuals who assist customers in protecting their most important assets and ensuring secure transactions globally [2].

Core Insights - PTC has appointed James Lico to its Board of Directors, effective October 13, 2025, bringing extensive experience in industrial technology and business transformation [1][2][3]. Company Overview - PTC is a global software company focused on enabling digital transformation for industrial and manufacturing sectors, headquartered in Boston, Massachusetts, with over 7,000 employees and more than 30,000 customers worldwide [5]. Leadership Experience - James Lico previously served as President and CEO of Fortive Corporation, where he led significant growth, increasing annual revenue to over $6 billion and overseeing the separation of its Precision Technologies segment [2][3]. - Lico has nearly two decades of experience at Danaher in senior leadership roles, managing global businesses in test and measurement and industrial technologies [3]. Board Contributions - Lico will serve on the Corporate Governance Committee of the PTC Board, contributing his expertise in driving growth and transformation in technology companies [4][3].

Industry Advancement - China has achieved parity or surpassed Western industrial technology in the automotive and railway sectors [1]

Company Overview - Acuity Inc. is a market-leading industrial technology company focused on solving problems in spaces, light, and more through its two business segments: Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS) [3] - The company is headquartered in Atlanta, Georgia, and operates across North America, Europe, and Asia, employing approximately 13,000 associates [5] Financial Information - Acuity Inc. will release its fiscal 2025 third quarter results on June 26, 2025, at 6:00 a.m. ET, followed by a conference call at 8:00 a.m. ET led by CEO Neil Ashe [1] Investor Relations - The webcast, earnings release, and supplemental presentation will be accessible via the Investor Relations section of the company's website on June 26, 2025, with an online replay available for a limited time [2] Growth Strategy - The company achieves growth through the development of innovative products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform [4] - Acuity focuses on customer outcomes to drive growth and productivity, aiming to increase market share and deliver superior returns while aggressively deploying capital to enter attractive new verticals [4]

Knowles (KN) 2025 Investor Day Summary Company Overview - Knowles has transformed into a premier industrial technology company focusing on high-performance electronic components, particularly in the medtech, defense, and industrial markets [9][15][12] - The company operates two main segments: Precision Devices (54% of revenue) and MedTech and Specialty Audio (46% of revenue) [16] Financial Performance - Knowles achieved a revenue CAGR of 8% and adjusted EBITDA CAGR of 11% from 2017 to 2024 [10] - Future expectations include a revenue CAGR of 8% to 10% and adjusted EBITDA margins improving by 300 to 500 basis points, leading to an adjusted EBITDA CAGR of 10% to 14% [11] - The company anticipates organic growth to be higher than historic rates starting in 2025 [12] Market Segments and Growth Drivers MedTech - The medtech market is expected to grow at a CAGR of 4% to 6% [24] - Knowles provides capacitors for medical imaging and life-saving therapies, with a focus on implantable devices [25][21] - The aging population and increasing healthcare expenditures are driving demand [21] Defense - Over 20% of Knowles' revenue comes from defense applications, with a projected market growth of 3% to 5% CAGR [22][26] - Products include RF filters and capacitors for military applications, ensuring reliable communications and energy sources for harsh environments [22] Industrial - The industrial market is expected to grow at a CAGR of 4% to 6% [27] - Knowles' capacitors support automation solutions and energy conversion needs in manufacturing [27] Electrification and Energy - The electrification market is projected to grow at 8% to 10% [27] - Knowles is expanding its film capacitors into energy sectors, securing significant orders [28] Competitive Advantages - Knowles emphasizes deep engineering expertise, customization capabilities, and a strong supply chain [17][20] - The company has a history of strategic acquisitions to enhance its product offerings and market reach [14][13] Product Innovations - Knowles is known for high-performance ceramic capacitors and RF microwave solutions, which are critical in demanding applications [35][41] - The company is expanding its product line to include ceramic inductors, enhancing its power management capabilities [50][51] Hearing Health Market - The hearing aid market represents approximately $6.5 billion, with Knowles being a leading provider of transducers [78] - The market is expected to grow due to favorable demographics and increased access to hearing healthcare [82][84] - Knowles has a strong presence in the market, with established relationships with major manufacturers [82] Conclusion - Knowles is well-positioned for future growth through its focus on high-performance products, strategic market segments, and innovative solutions [15][53] - The company aims to leverage its strong balance sheet for organic growth and strategic acquisitions while maintaining robust cash flow [11][15]