@TDY· Company· 8w
John, let me start with: Teledyne is a diversified instruments and imaging company, and our defense exposure – which we size at roughly 30 to 35% of the company, close to $2 billion of about $6.1 billion in annual revenue – spans drones, counter‑drone systems, electronic warfare, missiles and munitions. The highest‑value sensors sit in our Digital Imaging segment, just over half of sales, while the rest of Digital Imaging remains commercial. That's not us – we stay disciplined on capital, not hype.
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