Ralliant (RAL) Baird 55th Annual Global Industrial Conference summary

Leadership and Organizational Update

• Achieved first earnings call as an independent public company after a successful spin-off, with new hires and systems implemented while meeting or exceeding quarterly metrics.

• Leadership team selected for industry expertise and operational rigor, emphasizing discipline, diverse backgrounds, and a people-first culture.

• Transition from the parent company completed ahead of schedule, with remaining TSAs and payments being finalized.

• The business structure is largely in place, with a focus on refining processes for the new scale.

• Portfolio includes flagship brands, a global presence with over 7,000 team members, 21 manufacturing sites, and 90,000 customers.

Business Segments and Market Positioning

• Operates in two segments: sensors and safety systems (60% of revenue) and test and measurement (40%).

• Customer base includes 90,000 global clients, ranging from large industrials to startups, with a strong reputation for precision and technical expertise.

• Diversified across end markets and geographies, with flagship brands recognized for decades.

• Sensors and safety systems serve defense and industrial niches, with strong competitive moats and critical infrastructure roles.

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

Growth Strategy and Innovation

• Profitable growth strategy centers on long-term secular trends in defense, electrification, and grid modernization.

• Ralliant Business System drives innovation and operational efficiency, with recent state-of-the-art product launches.

• Focus on niche markets with high value-add, such as liquid cooling sensors for data centers.

• AI-driven analytics package introduced for predictive maintenance in power grid applications.

• Strategic growth vectors include defense technologies, grid modernization, and electrification, aligning with secular industry trends.