Teledyne Technologies Inc at TD Cowen Aerospace & Defense Conference Transcript
All right, we're going to get started here. Thanks everyone for joining us. My name is Joe Giordano. I'm the industrial analyst at TD, excited to have Teledyne with us today. We got George and Jason, and we're just going to jump right into the conversation. If anyone has any questions, just raise your hand. I'll, I'm happy to stop, and we can do that. Otherwise I'll just kick it off, guys. Thanks a lot for being here. Appreciate it. Maybe just given the theme of the conference and we're going to dive into like the components of it, maybe just frame out for everybody what your, how your A&D exposure is, and then we'll dive into like the subcomponents and what.
Sure. So there's about 30% of our business is defense, and I can break that down at some point. About 5% of the business is commercial aviation and another, call it, 6-7% is space.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
