Ralliant Corporation (RAL) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

SA Transcripts 162.21K Followers Follow Ralliant Corporation ( RAL ) Morgan Stanley's 14th Annual Laguna Conference September 15, 2026 6:20 PM EDT Company Participants Tamara Newcombe - President, CEO & Director Nathan McCurren - Vice President of Investor Relations Conference Call Participants Brandon Knutson - Morgan Stanley, Research Division Presentation Brandon Knutson Morgan Stanley, Research Division My name is Brandon Knutson. I'm on the multi-industrial research team here at Morgan Stanley. And this afternoon, I have the pleasure speaking with Tami Newcombe, President and CEO of Ralliant; and Nathan McCurren, Vice President of Investor Relations. And Tami is going to kick it off with some opening remarks for us. Tamara Newcombe President, CEO & Director Thanks for having us. Welcome, everyone. Thanks for being here. We did post the presentation after market close today. We'll spend a few minutes introducing Ralliant. We are a relatively new public company. This is our fifth quarter that we're in today. So if you haven't heard of us, I'll catch you up pretty quick on what we do. We are a premier player in precision technologies. That means we make highly precise test and measurement instruments, industrial sensors and safety systems for the defense and space industry. Our businesses design, develop, manufacture, sell and service this precision technologies. Our customers are engineers and scientists and innovators around the globe that are working in a number of different end markets, end markets where we're seeing terrific growth opportunities today. In the utility space, we work with the grid operators to ensure our sensors and monitoring systems help them keep the lights on. In our industrial space in the data center for liquid and air cooling, our industrial sensors are being used for pressure, flow and temperature. In the defense space, we are a critical supplier in a number of the programs that are going through significant replenishment or