Teledyne Technologies Inc at Jefferies Industrials Conference Transcript
Welcome to the Jefferies 2023 Industrials Conference. I'm Greg Konrad, Senior Vice President of Equity Research at Jefferies. I'm very excited to have Jason VanWees, Vice Chairman of Teledyne with us today. We'll just go through a fireside chat. Thanks, Jason.
Questions & Answers
Maybe just to start, how do you think about the portfolio today and puts and takes? Where have you been surprised by the strength versus maybe where areas where you've seen a little (inaudible) of weakness?
I wouldn't want to say maybe surprised by the strength. What's been strong on an absolute basis for us and probably will continue to be strong is about the 40% of the portfolio that in terms of size in descending order, government, defense, medical, energy and then aero. It's about 40% of the company. The last 3 of
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