Ralliant Corporation · NYSE:RAL
Ralliant — Baird 2025 Global Industrial Conference
12 slides from Ralliant's conference presentation, Nov 11, 2025
Slide 1: Baird 2025 Global Industrial Conference
Baird 2025 Global Industrial Conference November 11, 2025
Slide 2: Forward Looking Statements & Non-GAAP Financial Measures
Forward Looking Statements & Non-GAAP Financial Measures Certain statements included in this presentation and the oral remarks made in connection herewith are “forward-looking statements” within the meaning of the U.S. federal securities laws. All statements other than historical factual information
Slide 3: Tami Newcombe, President and Chief Executive Officer
TAMI NEWCOMBE President and Chief Executive Officer 2025 INVESTOR DAY
Slide 4: Our Precision Technologies Create Confidence…
ALT OPTION Our Precision Technologies Create Confidence… What we do We deliver instruments, sensors & safety systems for applications where accuracy, reliability, and safety matter. Why it matters Precision creates confidence for the innovators, scientists, and engineers we empower. Who we serve We
Slide 5: We are Ralliant: A Premier Player in Precision Technologies
We are Ralliant: A Premier Player in Precision Technologies REVENUES BY SEGMENT AND END MARKET1 THROUGH-CYCLE FINANCIAL TARGETS2 19% 9% Industrial Semiconductor Manufacturing 13% Communications 3-5% Low to Mid-20s Sensors & Test & Revenue Growth Adj. EBITDA Margin Safety 16% Ralliant Measurement Sys
Slide 6: 100+ Years of Innovation: Ralliant Business Segments Overview
100+ Years of Innovation: Ralliant Business Segments Overview SENSORS & SAFETY SYSTEMS ~60% of revenue 1 TEST & MEASUREMENT ~40% of revenue 1 Our advanced sensors deliver actionable data and insights that proactively Made by engineers, for engineers, our precision instruments, monitor performance an
Slide 7: Our Growth Strategy
Our Growth Strategy 01 02 03 RBS Stronghold Winning Everywhere Positions Growth Vectors Continue the operating Provide ongoing Expand portfolio aligned discipline across our roadmap of precision to secular growth drivers portfolio to drive scale, technologies solutions ▪ Defense technologies ▪ Grid
Slide 8: Growth Vector: Defense Technologies
Growth Vector: Defense Technologies Delivering mission-critical safety systems and solutions for Defense & Space DEFENSE GEOPOLITICAL SPACE ADVANCEMENTS Winning MODERNIZATION ENVIRONMENT AND COMMUNICATIONS Growth Vectors KEY APPLICATIONS ▪ Ground Safety Expand portfolio aligned ▪ Launch Safety to se
Slide 9: Growth Vector: Grid Modernization
Growth Vector: Grid Modernization Delivering essential and reliable grid solutions for Utilities AGING GRID INCREASING POWER NEW ENERGY SOURCES Winning INFRASTRUCTURE DEMAND Growth Vectors Monitoring of: KEY APPLICATIONS ▪ Generation Expand portfolio aligned to secular growth vectors ▪ Transmission
Slide 10: Growth Vector: Electrification
Growth Vector: Electrification Delivering measurement insights to engineers innovating in advanced electronics INTELLIGENT EDGE ENERGY RESILIENCE INTELLIGENCE Winning INFRASTRUCTURE Growth Vectors ▪ Semiconductor KEY APPLICATIONS Expand portfolio aligned ▪ Communication to secular growth vectors ▪ P
Slide 11: Clear Financial Priorities to Drive Value Creation
Clear Financial Priorities to Drive Value Creation GROWTH P R O F I TA B I L I T Y FREE CASH FLOW RETURNS Revenue Growth Adj. EBITDA Growth Faster Strong and Durable Disciplined Capital Extension than Revenue Free Cash Flow Allocation Through cycle 3-5% Adj. EBITDA margin: Generate >$1B Return capit
Slide 12: Built for Precision
«2% RALLIANT Built for Precision & RALLIANT