### @TDY — Confirmed — from the annual filing and earnings call
Let me start with the map: we're a diversified instruments and imaging company, defense roughly 30 to 35% — about $2 billion of $6.1 billion. The infrared detectors sit in Digital Imaging, just over half our sales, but most of that segment stays commercial: machine vision, medical X-ray, space. Aerospace and Defense Electronics grew about 36% last year helped by acquisitions, yet the sensor franchise is a high-quality slice of a broad industrial company, not a pure-play. That's not us — seventy-five deals in twenty-five years, mostly cash, the discipline's in the dollars.
- tier: Confirmed (✓)
- source: TDY / Where the sensor sits inside a diversified conglomerate
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-tdy-src-tdy-segment-structure-conversation
- posted: 2026-07-22T12:52:34.011Z