Ralliant (RAL) Corporate presentation summary

Business overview and market positioning

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

• Focuses on accuracy, reliability, and safety, empowering innovators and engineers in demanding environments.

• Portfolio includes diversified electronics, test and measurement, and sensors & safety systems, with significant revenue from industrial manufacturing, defense & space, and utilities.

• Differentiated by a people-first culture, precision expertise, and a unified business system.

Growth strategy and secular drivers

• Capitalizes on long-term investment cycles in electrification and defense, targeting secular growth drivers like robotics, AI, datacenter infrastructure, and power grid modernization.

• Maintains stronghold positions with deep customer loyalty in core markets.

• Leverages a unified culture and business system to drive disciplined financial performance.

• Customer backlog exceeds $1 billion, with both business segments benefiting from secular demand.

Productivity and margin expansion initiatives

• Executing a multi-year, CEO-sponsored productivity program targeting $50–60 million in annualized run-rate savings by 2028.

• Actions already completed for $20 million in annualized savings, including cost of sales and G&A optimizations.

• Productivity savings expected to drive incremental adjusted EBITDA margin, aiming for mid-point of low-to-mid 20s margin range by 2028.

• Program includes manufacturing agility, commercial execution, and innovation acceleration through AI and digital platforms.