Ralliant Corporation (RAL) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Chigusa Katoku

Hi. Good afternoon. I’m Chigusa Katoku, a multi-industry analyst at JPMorgan. Very excited to have with me here today, Ralliant, Tammy Newcombe, President and Chief Executive Officer; and Nathan McCurren, Vice President of Investor Relations.

I think we’ll kick it off with some remarks from Tammy.

Tamara Newcombe
President, CEO & Director

Excellent. Thank you for having us today. I’ll just start a little bit. We’re a new public company, 3 quarters into our life. So I’ll give you a little bit about Ralliant and who we are. We’re a precision technologies company. We specialize in instruments, Sensors & Safety Systems. I say where it matters most. And that is often in environments where accuracy, reliability of those measurements and also safety really matter.

Our customers are engineers and innovators who work in end markets like Utilities, Defense, Test & Measurement or industrial technologies. If I think about what we’ve been doing for the last couple of quarters, really been focused on executing our profitable growth strategy. And our profitable growth strategy has three pillars: one pillar is around higher growth vectors and driving higher growth. The next pillar is around stronghold positions. Our stronghold positions are low single-digit type growth markets where we are differentiated and have competitive moats with a very large installed base, which gives us a recurring opportunity with our customers on maintenance and repair.

Third part of our strategy is the Ralliant business system. And this is how we execute with rigor. This is our continuous improvement mindset of getting better every