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Teledyne Technologies (MX:TDY)
:TDY

Teledyne Technologies (TDY) Price & Analysis

0 Followers

TDY Stock Chart & Stats

$11443.69
$0.00(0.00%)
At close: 4:00 PM EDT
$11443.69
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Backlog And Order VisibilityOrders exceeding sales for 11 consecutive quarters, a book-to-bill above one, and a sizable funded backlog provide meaningful revenue visibility. This supports production planning and near-term growth while reducing reliance on winning entirely new programs each quarter.
Cash Generation And LeverageStrong free cash flow conversion indicates that reported earnings are supported by cash generation, while declining leverage improves financial flexibility. Together, these qualities can fund investment, acquisitions, and debt reduction without placing excessive strain on ongoing operations.
Digital Imaging MomentumDigital Imaging is showing both strong demand and operating leverage, with double-digit sales growth and a materially higher segment margin. Continued strength in infrared detectors and subsystems can reinforce Teledyne’s position in specialized, high-performance imaging markets.
Bears Say
Moderating Top-line GrowthAlthough profitability remains healthy, slower recent revenue growth can constrain operating leverage and make sustained earnings expansion more dependent on cost control or mix. Margin compression versus prior years also suggests that growth quality is not uniformly improving across the portfolio.
Critical Material ConstraintsConstraints involving germanium and rare-earth magnets could limit output or raise costs in specialized products over the coming quarters. High scrap rates in some germanium optics processes add execution pressure, requiring investment and operational improvements before capacity can expand efficiently.
Varex Acquisition Execution RiskThe Varex transaction could broaden Teledyne’s healthcare and industrial imaging portfolio, but its benefits depend on regulatory clearance and successful integration. Until closing and execution are complete, approval timing, integration complexity, and realization of product synergies remain material uncertainties.

Teledyne Technologies News

TDY FAQ

What was Teledyne Technologies’s price range in the past 12 months?
Teledyne Technologies lowest stock price was $9924.78 and its highest was $11909.12 in the past 12 months.
    What is Teledyne Technologies’s market cap?
    Teledyne Technologies’s market cap is $478.38B.
      When is Teledyne Technologies’s upcoming earnings report date?
      Teledyne Technologies’s upcoming earnings report date is Oct 28, 2026 which is in 50 days.
        How were Teledyne Technologies’s earnings last quarter?
        Teledyne Technologies released its earnings results on Jul 22, 2026. The company reported $107.186 earnings per share for the quarter, beating the consensus estimate of $98.891 by $8.295.
          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 104.85.
              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 $107.186 in its last earnings report, beating expectations of $98.891. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Teledyne Technologies?
                  Currently, no hedge funds are holding shares in MX: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 MX: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

                    $12,875.62
                    ▲(12.51% Upside)
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