Teledyne Technologies Incorporated · NYSE:TDY
Teledyne Technologies — Investor Presentation (January 2026)
26 slides from Teledyne Technologies's investor presentation, January 2026
Slide 1: Teledyne Technologies Investor Presentation
Teledyne Technologies INVESTOR PRESENTATION | JANUARY 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 business
Slide 3: Teledyne: Enabling Technologies to Sense, Analyze and Distribute Information
Teledyne: Enabling Technologies to Sense, Analyze and Distribute Information 3
Slide 4: Teledyne
Teledyne • Global sensing and decision - support technology company • Broad, balanced portfolio of highly engineered products • Proven track record; hands - on management; consistent, predictable performance • Further opportunities for margin improvement • Compound growth in earnings and cash flow •
Slide 5: Teledyne Markets; Global Presence
Teledyne Markets; Global Presence Sales of ~$6.12 Billion (a) (a) Represents full year 2025 revenue (b) Approximate sales percentage by end Markets(b) Sales by Geography(b) market and geography for the full year 2025 (c) Includes Teledyne Marine (c) Instrumentation for hydrographic Offshore Energy O
Slide 6: Teledyne's Transformation
Teledyne’s Transformation (a) (a) 2000 2010 2025 $657 Million $1.64 Billion ~$6.12 Billion 37% 7% 32% 24% 6% 52% Aerospace 4% 7% 7% Castings Aerospace 34% 33% Engines 17% 1% Printed 19% 17% Aerospace Circuits Engines 3% Printed Circuits Instrumentation Digital Imaging Aerospace & Engineered Divested
Slide 7: 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; $12.8 Billion in Cumulative Consideration 7 7
Slide 8: Continuous Improvement
Continuous Improvement (a) Gross Margin (b) EBITDA Margi n (c) (a) 2009 – 2012 represent data from 48% 28% continuing operations 44% 24% (b) Represents gross margin as filed in historical SEC filings, which do not 40% reflect ASU No. 2017 - 07: Improving 20% 36% the Presentation of Net Periodic 16%
Slide 9: Revenue History
Revenue History (a) ($ in millions) $ 6,500 $6,115 6,000 Digital Imaging $5,670 $5,636 (a) Excludes the former Aerospace Engines Instrumentation $5,459 & Components segment, which was sold 5,500 Aerospace & Defense Electronics on April 19, 2011, in all years 5,000 Engineered Systems $4,614 4,500 4,0
Slide 10: Continuous EPS Growth
(a) Represents total GAAP EPS for 2002 through 2008 and 2013 through 2022, and GAAP EPS from continuing operations for Continuous EPS Growth (a) 2001 and 2009 through 2012 (b) Non - GAAP EPS excludes pretax charges related to the acquisition of e2v, estimated after - tax charges related to the Tax C
Slide 11: Free Cash Flow
(a) Adjusted Free Cash Flow (a non - GAAP measure) represents Cash from Operating Activities less purchases of property, plant Free Cash Flow and equipment, and excludes voluntary pension contributions but includes proceeds pursuant to a 1031 like - kind exchange. In 2021, net income and adjusted fr
Slide 12: Balance Sheet and Available Liquidity
Balance Sheet and Available Liquidity ($ in millions) Q4 2025 Credit Ratings Moody’s Baa1 Cash $ 352.4 S&P BBB Fitch BBB Debt 2,475.4 Stockholders’ Equity 10,513.9 Total Capitalization $ 12,989.3 Available Liquidity (a) $ 1,523.4 (a) Represents cash of $352.4 million plus $1,171.0 million of availab
Slide 13: End-Use Markets and Main Applications
End - Use Markets and Main Applications HEALTHCARE ENERGY & INSPECTION INFRASTRUCTURE Semiconductor and Bio-MEMS Offshore Energy Electronics Endoscopy Sensors Subsea Infrastructure Battery Inspection Ophthalmology SPACE Power Generation SAFETY & Factory Condition Radiotherapy Utilities SECURITY Moni
Slide 14: Defense & Aerospace
Defense & Aerospace HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Defense Electronics, Surveillance Systems, Unmanned Air and Land Vehicles, Commercial Aircraft Avionics 14
Slide 15: Space
Space HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Space - based Imaging, Radiation - hardened Electronics, Satellite Communication Subsystems 15
Slide 16: Maritime
Maritime HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Ocean Science, Unmanned Underwater Vehicles, Underwater Imaging, Navigation Systems 16
Slide 17: Energy & Infrastructure
Energy & Infrastructure HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Offshore Energy, Subsea Infrastructure, Power Generation, Utilities 17
Slide 18: Inspection
Inspection HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Semiconductor and Electronics, Battery Inspection, Factory Condition Monitoring, Food Inspection 18
Slide 19: Healthcare
Healthcare HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Bio - MEMS, Endoscopy Sensors, Ophthalmology, Radiotherapy, X - Ray Detection 19
Slide 20: Test & Measurement
Test & Measurement HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Semiconductor Development, Environmental Testing, Network Analyzers, Laboratory Instruments 20
Slide 21: Safety & Security
Safety & Security HEALTHCARE DEFENSE SPACE INFRASTRUCTURE TEST & MEASUREMENT SAFETY & SECURITY INSPECTION MARITIME Air Quality and Safety, Gas & Flame Detection, Perimeter Security Traffic Control, Automotive Safety 21
Slide 22: Goal to Reduce Scope 1 and Scope 2 Emissions 40% from 2020 to 2040
Teledyne: Goal to Reduce Scope 1 and Scope 2 Combined E missions, Divided by Sales, 40% from 2020 to 2040 22
Slide 23: 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 24: 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 25: 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 Sales from Continuing Operation
Slide 26: 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
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