Ralliant (RAL) Corporate presentation summary

Company overview and market positioning

• Delivers precision instruments, sensors, and safety systems for critical applications in utilities, aerospace, defense, electronics, and industrial manufacturing.

• Focuses on accuracy, reliability, and safety, empowering innovators, scientists, and engineers.

• Portfolio includes sensors & safety systems (~60% of revenue) and test & measurement (~40% of revenue).

• Serves diversified markets such as communications, semiconductors, industrial manufacturing, utilities, and defense & space.

• Differentiated by a people-first culture, precision expertise, and a unified business system.

Growth strategy and secular drivers

• Capitalizes on long-term investment cycles in electrification and defense.

• Deepens stronghold positions with longstanding customer loyalty.

• Unifies culture and business system to drive disciplined financial performance.

• Exposed to secular growth drivers such as AI, robotics, autonomous vehicles, datacenter infrastructure, and power grid modernization.

• Both business segments benefit from increasing defense budgets and global rearmament trends, with a customer backlog exceeding $1 billion.

Operational excellence and innovation

• Focuses on manufacturing agility through capacity expansion and local-for-local strategies.

• Expands sales resources and leverages AI and digital platforms for commercial execution.

• Accelerates innovation with new product velocity and AI-enabled engineering workflows.