Slide 1: Ralliant Company Overview
Ralliant Company Overview Q2 2026 2025 INVESTOR DAY 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements 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 are forward-looking statement
Slide 3: Our Precision Technologies Create Confidence…
Our Precision Technologies Create Confidence… What we do We deliver instruments and 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 Customers d
Slide 4: We are Ralliant: A Premier Player in Precision Technologies
We are Ralliant: A Premier Player in Precision Technologies 2025 Revenue1 Sensors & Safety Systems Our advanced sensors deliver actionable data and insights that proactively monitor performance and anticipate issues across critical systems maximizing uptime, efficient operations, and safety. Our saf
Slide 5: Our Profitable Growth Strategy
Our Profitable Growth Strategy 01 02 03 Winning Growth Stronghold RBS Everywhere Vectors Positions Capitalizing on long-term Deepening our Unifying culture and investment cycles across advantaged positions business system to deliver electrification and where we have disciplined financial defense lon
Slide 6: Winning Growth Vectors | Exposure to Secular Drivers
Winning Growth Vectors | Exposure to Secular Drivers PHYSICAL AI DEFENSE SURGE Robotics / Humanoids Defense Budgets Increasing Autonomous Vehicles / Consumer Golden Dome IOT / Factory Automation Critical Missiles & Munitions SENSORS & N TRIFICATIO DATACENTER INFRASTRUCTURE SAFETY SYSTEMS DEFENSE MOD
Slide 7: RBS Everywhere | Enterprise Growth Enablers
RBS Everywhere | Enterprise Growth Enablers Commercial Execution • Expand sales resources • Augment with AI and digital platforms Manufacturing Agility • Capacity expansion • Local-for-local in region 2 Innovation Acceleration • New product velocity • AI-enabled engineering workflows 7
Slide 8: RBS Everywhere | Enterprise Productivity Program
RBS Everywhere | Enterprise Productivity Program Program Overview Drivers of Savings • Executing a multi-year, CEO-sponsored Cost of Sales: Materials, Maintenance, and Facility Services productivity program to support our Profitable • Group Purchasing Office (GPO) for centralized buying Growth Strat
Slide 9: Productivity Program Supporting Path to Mid-Point of Margin Range By 2028
Productivity Program Supporting Path to Mid-Point of Margin Range By 2028 $50-60 million of annualized run-rate savings by 2028 expected to contribute to ~50% incremental adj. EBITDA margins Enterprise Productivity Program Expected Savings Path to Mid-Point of Through-Cycle Margin Range In-Year Savi
Slide 10: Well-Positioned for Value Creation
Well-Positioned for Value Creation GROWTH P R O F I TA B I L I T Y FREE CASH FLOW RETURNS Revenue Growth Adjusted EBITDA Growth Strong and Durable Disciplined Capital Extension Faster than Revenue Free Cash Flow Allocation CONSISTENT EARNINGS GROWTH AND SHAREHOLDER RETURNS 10
Slide 11: Key Takeaways Executing Growth Strategy Driving Margin Expansion
Key Takeaways 01 Executing Growth Strategy 02 Driving Margin Expansion 03 Returning Capital Ralliant does not provide a reconciliation for non-GAAP estimates for adjusted EBITDA margin on a forward-looking basis because the information necessary to calculate a meaningful or accurate estimation of re