Teledyne Technologies Incorporated · NYSE:TDY
Teledyne Technologies — Investor Presentation (September 2026)
21 slides from Teledyne Technologies's investor presentation, September 2026
Slide 1: Teledyne Technologies: From Space to Deep Sea
Teledyne Technologies From Space to Deep Sea INVESTOR PRESENTATION | SEPTEMBER 2026 1
Slide 2: Cautionary Statement Regarding Forward Looking Statements
Cautionary Statement Regarding Forward Looking Statements Teledyne’s investor presentation contains forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995, with respect to management’s beliefs about the financial condition, results of operations and businesses
Slide 3: Teledyne; Who We Are
Teledyne; Who We Are • Broad range of precision sensors covering the electromagnetic and acoustic spectrums • Applications range from space and defense to healthcare, safety and energy • Vertically integrated platforms including unmanned systems operating in air, on land and underwater • Compounding
Slide 4: Teledyne; Our Businesses
Teledyne; Our Businesses • Highly engineered products serving non- commoditized, often regulated markets • Focused businesses with complementary technologies • Merchant supplier of sensors to complete integrated systems • Balanced portfolio among defense (~30%) and commercial (~70%), U.S. (~50%) and
Slide 5: Teledyne's Precision Sensors
Teledyne’s Precision Sensors Electromagnetic Spectrum Wavelength 1 nm 1 µm 1 mm 1 cm 1m 1 km Frequency 300 PHz 300 THz 300 GHz 30 GHz 300 MHz 300 KHz X-Ray Ultraviolet Infrared Millimeter Microwave Radio VLF Visible Acoustic Spectrum Wavelength 0.15 mm 1.5 mm 1.5 cm 15 cm 1.5 m 15 m 150 m 1.5 km Fre
Slide 6: Vertically Integrated Surveillance Sensors and Platforms
Vertically Integrated Surveillance Sensors and Platforms SENSORS SYSTEMS PLATFORMS INFORMATION Software & AI Cooled and ChemBio Airborne Unmanned Integrated Lasers & Optics Uncooled Infrared and Radiation Land Systems Maritime Systems Systems Platforms Solutions Detectors Sensors 6 The appearance of
Slide 7: Vertically Integrated Maritime Sensors and Platforms
Vertically Integrated Maritime Sensors and Platforms SENSORS SYSTEMS PLATFORMS INFORMATION 1000M 6000M Autonomous Subsea Underwater Acoustic Oceanographic Interconnects Surface Sensing Vehicles Navigation & Seismic Software & AI Sensing Positioning Instruments Survey & Navigation & Imaging 7 The app
Slide 8: Reporting Segments and Markets
Reporting Segments and Markets 2026 Sales of ~$6.54 Billion(a) Reporting Segments Markets Customer Location Other Marine Instrumentation Offshore Energy Instrumentation U.S. Europe Analytical and Gov’t & Engineered Defense Systems U.S. 5% 5% Electronic Test & 27% 24% Gov’t & 12% Measurement 7% Defen
Slide 9: Acquisition History
Acquisition History Electronic Instrumentation Digital Imaging Aerospace & Defense Electronics Engineered Systems 2001 2005 2009 2013 2017 2021 2025 $10 Million $100 Million $1.0 Billion 75 Acquisitions; $12.8 Billion in Cumulative Consideration 9
Slide 10: Continuous Improvement
Continuous Improvement(a) Gross Margin(b) EBITDA Margin(c) (a) 2009 – 2012 represent data from 48% 28% continuing operations 44% 24% (b) Represents gross margin as filed in historical SEC filings, which do not 40% 20% reflect ASU No. 2017-07: Improving 36% the Presentation of Net Periodic 16% Pensio
Slide 11: Revenue History
Revenue History (a) ($ in millions) $ 7,000 (b) ~$6,535 6,500 Digital Imaging $6,115 Instrumentation $5,670 (a) Excludes the former Aerospace Engines 6,000 $5,636 & Components segment, which was sold Aerospace & Defense Electronics $5,459 on April 19, 2011, in all years 5,500 (b) Represents approxim
Slide 12: Continuous EPS Growth
(a) Represents total GAAP EPS for 2002 through 2008 and 2013 through 2022, and GAAP EPS from continuing operations for 2001 and 2009 Continuous EPS Growth through 2012 (a) (b) Non-GAAP EPS excludes pretax charges related to the acquisition of e2v, estimated after-tax charges related to the Tax Cuts
Slide 13: Free Cash Flow
(a) Adjusted Free Cash Flow (a non-GAAP measure) represents Cash from Operating Activities less purchases of property, plant Free Cash Flow and equipment, and excludes voluntary pension contributions but includes proceeds pursuant to a 1031 like-kind exchange. In 2021, net income and adjusted free c
Slide 14: Balance Sheet and Available Liquidity
Balance Sheet and Available Liquidity ($ in millions) Q2 2026 Credit Ratings Moody’s Baa1 Cash $ 340.1 S&P BBB Fitch BBB+ Debt 2,027.0 Stockholders’ Equity 10,918.5 Total Capitalization $ 12,945.5 Available Liquidity(a) $ 1,500.8 (a) Represents cash of $340.1 million plus $1,160.7 million of availab
Slide 15: Appendix
15 Appendix — TELEDYNE TECHNOLOGIES Everywhereyoulook’
Slide 16: Full Spectrum of Sensor Technology
Full Spectrum of Sensor Technology All Wavelengths, Applications: From Space to Deep Sea X-RAY ULTRAVIOLET VISIBLE INFRARED MICROWAVE RADIO ULTRASOUND AUDIBLE INFRASOUND Difference in Velocity of 200,000 Times (Speed of Light vs. Sound in Water) 16
Slide 17: Full Spectrum of Unmanned Systems
Full Spectrum of Unmanned Systems From Sea to Land to Sky Autonomous and unmanned systems and a wide range of payloads 17
Slide 18: Explanation of Non-GAAP Financial Measures
Teledyne Technologies Incorporated Explanation of Non-GAAP Financial Measures We report our financial results in accordance with GAAP. However, management believes that, in order to more fully understand our short-term and long-term financial and operational trends, and to aid in comparability with
Slide 19: Reconciliation of Non-GAAP Financial Measures (cont…)
Teledyne Technologies Incorporated Reconciliation of Non-GAAP Financial Measures (cont…) Management excludes the effect of each of the acquisition related items identified below to arrive at the applicable non-GAAP financial measure referenced in the previous tables for the reasons set forth below w
Slide 20: Reconciliation of Non-GAAP Financial Measures
Teledyne Technologies Incorporated Reconciliation of Non-GAAP Financial Measures Reconciliation of GAAP to Non-GAAP financial measures (in millions): Fiscal Year (Incl. Discont Ops) Fiscal Year 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Sales
Slide 21: Reconciliation of Non-GAAP Financial Measures (cont…)
Teledyne Technologies Incorporated Reconciliation of Non-GAAP Financial Measures (cont…) Reconciliation of GAAP to Non-GAAP financial measures (in millions): Fiscal Year (Incl. Discont Ops) Fiscal Year 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Net cash provided by operating activities,
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