Teledyne Technologies Inc at Jefferies Industrials Conference (Virtual) Transcript

Aug 04, 2021 / 06:00PM GMT
Gregory Arnold Konrad - Jefferies LLC, Research Division - Equity Analyst

Good afternoon. I'm Greg Konrad, Senior Vice President of Equity Research, Aerospace and Defense at Jefferies. And welcome to the 2021 Jefferies Industrial Conference, virtual, of course. Very excited to have Teledyne and Jason VanWees, Executive Vice President of Teledyne with us today. We'll go through about 25 minutes of questions in a fireside format. And obviously, there's a lot of exciting things going on with Teledyne. They recently closed on the acquisition of FLIR back in May, and then that will kind of be a basis of some of these questions. And Jason, thank you for being here today.

Questions and Answers:

Gregory Arnold Konrad - Jefferies LLC, Research Division - Equity Analyst

Maybe just to start, you're coming off a very solid quarter, 10% organic growth, 6.5% organic growth expected for the year. Where is the risk and opportunity as we progress through the second half? Where is there maybe momentum versus some conservatism just given, let's say, limited visibility?
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