Teledyne Technologies Incorporated : Investor Presentation - June 2025
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Published on 06/09/2025 at 19:26
Teledyne Technologies
INVESTOR PRESENTATION | JUNE 2025
TELEDYNE TECHNOLOGIES
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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 of Teledyne in the future. Forward-looking statements involve risks and uncertainties, are based on the current expectations of the management of Teledyne and are subject to uncertainty and changes in circumstances. Forward-looking statements generally are accompanied by words such as "projects", "intends", "expects", "anticipates", "targets", "estimates", "will" and words of similar import that convey the uncertainty of future events or outcomes. All statements made in this communication that are not historical in nature should be considered forward-looking. Actual results could differ materially from these forward-looking statements.
Many factors could change anticipated results, including: the impact of policies of the U.S. Presidential Administration, especially with respect to new and higher tariffs, cutbacks in the funding of government agencies and programs, and the scaling back of environmental and green energy policies: escalating economic and diplomatic tension between China and the United States, including a potential "trade war" that results in higher tariffs and restrictions on sales of goods and services; reciprocal tariffs from other countries; changes in relevant tax and other laws; foreign currency exchange risks: rising interest rates and inflation; risks associated with indebtedness, as well as our ability to reduce indebtedness and the timing thereof; the impact of semiconductor and other supply chain shortages; higher inflation, including wage competition and higher shipping costs: labor shortages and competition for skilled personnel: the inability to develop and market new competitive products: inherent uncertainties involved in the estimates and judgments used in the preparation of financial statements and the providing of estimates of financial measures, in accordance with GAAP and related standards: disruptions in the global economy; the ongoing conflict in Israel and neighboring regions, including related protests, attacks on defense contractors and suppliers and the disruption to global shipping routes; the ongoing conflict between Russia and Ukraine, including the impact to energy prices and availability, especially in Europe; customer and supplier bankruptcies; changes in demand for products sold to the defense electronics, instrumentation, digital imaging, energy exploration and production, commercial aviation, semiconductor and communications markets; funding, continuation and award of government programs; cuts to defense spending resulting from existing and future deficit reduction measures or changes to U.S. and foreign government spending and budget priorities triggered by inflation, rising interest costs, and economic conditions; the continuing review and resolution of FLlR's trade compliance and tax matters: threats to the security of our confidential and proprietary information, including cybersecurity threats; risks related to artificial intelligence: natural and man-made disasters; and our ability to achieve emission reduction targets and decrease our carbon footprint. Lower oil and natural gas prices, as well as instability in the Middle East or other oil producing regions, and new regulations or restrictions relating to energy production could further negatively affect our businesses that supply the oil and gas industry. Weakness in the commercial aerospace industry negatively affects the markets of our commercial aviation businesses. Lower aircraft production rates at Boeing or Airbus could result in reduced sales of our commercial aerospace products. In addition, financial market fluctuations affect the value of the company's pension assets. Changes in the policies of the United States and foreign governments, including economic sanctions or in regard to support Ukraine, could result, over time, in reductions or realignment in defense or other government spending and further changes in programs in which the company participates.
While the company's growth strategy includes possible acquisitions, we cannot provide any assurance as to when, if or on what terms any acquisitions will be made. Acquisitions involve various inherent risks, such as, among others, our ability to integrate acquired businesses, retain key management and customers and achieve identified financial and operating synergies. There are additional risks associated with acquiring, owning and operating businesses internationally, including those arising from U.S. and foreign government policy changes or actions and exchange rate fluctuations.
Additional factors that could cause results to differ materially from those described above can be found in Teledyne's Annual Report on Form 10-K for the year ended December 29, 2024, subsequent Quarterly Report on Form 10-Q, and in other documents, all of which are on file with the SEC and available in the "Investors" section of Teledyne's website, teledyne.com, under the heading "Investor Information."
All forward-looking statements speak only as of the date they are made and are based on information available at that time. Teledyne assumes no obligation to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements were made or to reflect the occurrence of unanticipated events except as required by federal securities laws. As forward-looking statements involve significant risks and uncertainties, caution should be exercised against placing undue reliance on such statements.
Teledyne:
Enabling Technologies to Sense, Analyze and Distribute Information
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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
Established history of prudent capital deployment, successful integration of acquisitions
Teledyne Markets; Global Presence
Sales of -$6.00 Billion(a)
Represents approximate 2025 revenue
as discussed by management on the
Markets(b)
Offshore Energy Other Marine'°'
Analytical and
Electronic Test &
Sales by Geography(b)
Europe
U
company's earnings release conference call on April 25, 2025
Approximate sales percentage by end market and geography for the three months 2025
.S.
V t
Asia Pacific
U.S.
Commercial
Other Americas
MEA &
Other
Includes Teledyne Marine Instrumentation for hydrographic survey, ocean science and other
U.S.
Gov't
Other
lndustrials'e'
Commercial Aerospace
Measurement'd'
Commercial Imaging
O
product lines
Includes Environmental Instrumentation and electronic Test 6 Measurement Instrumentation
Other includes commercial or foreign government sales of electronics for microwave and satellite communications, industrial interconnect systems, electronic components and other product lines
Disclaimer
Teledyne Technologies Inc. published this content on June 09, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on June 09, 2025 at 23:25 UTC.