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Teledyne Technologies (TDY)
NYSE:TDY
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Teledyne Technologies (TDY) Price & Analysis

832 Followers

TDY Stock Chart & Stats

$626.90
$4.13(0.63%)
At close: 4:00 PM EDT
$626.90
$4.13(0.63%)

Bulls Say, Bears Say

Bulls Say
Strong Profitability And Cash GenerationTeledyne combines durable profitability with substantial cash generation, and free cash flow remains close to net income, supporting strong earnings quality. This internally generated cash can fund research, acquisitions, debt reduction, and customer support without relying heavily on external financing.
Record Orders And Funded BacklogSustained orders above sales and a large funded backlog provide meaningful revenue visibility across government, defense, aerospace, and commercial programs. This demand foundation supports production planning and reduces dependence on any single quarter’s customer activity.
Complementary Imaging AcquisitionThe Varex transaction would broaden Teledyne’s imaging capabilities through X-ray tubes, photon-counting detectors, and related components. Greater exposure to healthcare and industrial inspection could deepen its competitive position and expand cross-selling opportunities.
Bears Say
Instrumentation Margin Pressure From Product MixA faster mix shift toward lower-margin instrumentation products can dilute consolidated profitability even when revenue expands. If autonomous underwater vehicle and marine growth remains disproportionately strong, Teledyne may need productivity gains or pricing to preserve historical margin levels.
Critical-material Supply And Production RiskDependence on constrained germanium and rare-earth materials creates a structural risk to output, costs, and delivery schedules in specialized imaging and electronics. High scrap rates may require additional investment and could pressure margins until process improvements take hold.
Varex Integration And Regulatory UncertaintyThe acquisition’s benefits will not be realized automatically: regulatory clearance, shareholder approval, and integration execution remain necessary before Teledyne can capture the strategic value. Delays or weak integration could defer synergies and increase organizational and financial complexity.

Teledyne Technologies News

TDY FAQ

What was Teledyne Technologies’s price range in the past 12 months?
Teledyne Technologies lowest stock price was $483.02 and its highest was $697.67 in the past 12 months.
    What is Teledyne Technologies’s market cap?
    Teledyne Technologies’s market cap is $27.74B.
      When is Teledyne Technologies’s upcoming earnings report date?
      Teledyne Technologies’s upcoming earnings report date is Oct 28, 2026 which is in 41 days.
        How were Teledyne Technologies’s earnings last quarter?
        Teledyne Technologies released its earnings results on Jul 22, 2026. The company reported $6.28 earnings per share for the quarter, beating the consensus estimate of $5.794 by $0.486.
          Is Teledyne Technologies overvalued?
          According to Wall Street analysts Teledyne Technologies’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Teledyne Technologies pay dividends?
            Teledyne Technologies does not currently pay dividends.
            What is Teledyne Technologies’s EPS estimate?
            Teledyne Technologies’s EPS estimate is 6.15.
              How many shares outstanding does Teledyne Technologies have?
              Teledyne Technologies has 46,355,675 shares outstanding.
                What happened to Teledyne Technologies’s price movement after its last earnings report?
                Teledyne Technologies reported an EPS of $6.28 in its last earnings report, beating expectations of $5.794. Following the earnings report the stock price went up 0.466%.
                  Which hedge fund is a major shareholder of Teledyne Technologies?
                  Currently, no hedge funds are holding shares in TDY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Teledyne Technologies

                    Teledyne Technologies Incorporated develops and supplies advanced technologies primarily for industrial sectors experiencing growth, serving customers across the United States, Canada, the United Kingdom, Belgium, the Netherlands, and other international markets. The company's Instrumentation division provides sophisticated monitoring and control equipment for use in marine environments, environmental management, various industrial processes, and other specialized applications. It also offers electronic tools for testing and measurement, alongside connectivity devices for power and communication within distributed instrumentation setups and sensor networks. Its Digital Imaging segment specializes in a broad range of imaging solutions. This includes visible spectrum sensors and digital cameras vital for industrial machine vision, automated quality control, as well as medical, research, and scientific purposes. Additionally, it offers infrared and X-ray imaging technologies for industrial, governmental, and healthcare applications. The segment also produces microelectromechanical systems (MEMS) and semiconductors, such as analog-to-digital and digital-to-analog converters. Complementing these, it delivers complete thermal and visible-light imaging systems, locator systems, measurement and diagnostic tools, and threat detection solutions. The Aerospace and Defense Electronics segment is dedicated to supplying electronic components and subsystems, along with communication products. This encompasses defense-specific electronics, specialized environmental interconnects, data acquisition and communication gear for aircraft, components for wireless and satellite communication systems, and batteries for general aviation. Finally, the Engineered Systems segment provides comprehensive systems engineering, integration services, technology development, and manufacturing capabilities for applications in defense, space exploration, environmental protection, and energy. It also designs and manufactures advanced electrochemical energy systems and associated electronics specifically for military use. Teledyne Technologies promotes and sells its diverse portfolio of products and services through a combination of its dedicated internal sales teams and a network of external sales representatives and distributors. The company, established in 1960, maintains its corporate headquarters in Thousand Oaks, California.

                    Teledyne Technologies (TDY) Earnings & Revenues

                    TDY Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong operational and financial momentum: record orders, double-digit growth in key areas (Digital Imaging), raised full-year revenue and EPS outlook, improved cash flow and materially lower leverage. Headwinds are mostly manageable and include segment mix-related margin pressure, some transient one-time items (tariff refunds versus higher R&D and reserves), supply-chain risks for critical materials (germanium, rare-earth magnets), and conservative near-term guidance due to tough comps and macro/supply uncertainties. Overall, positives materially outweigh the negatives.View all TDY earnings summaries

                    TDY Net sales Breakdown

                    51.74%51.74%23.83%17.31%7.12%
                    51.74% Digital imaging
                    23.83% Instrumentation
                    17.31% Aerospace and Defense Electronics
                    7.12% Engineered Systems
                    tipranks

                    TDY Stock 12 Month Forecast

                    Average Price Target

                    $758.20
                    ▲(20.94% Upside)
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