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

836 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
Profitability, Cash Flow And LeverageTeledyne combines durable profitability with substantial free cash flow and improved leverage, giving it resources to fund research, acquisitions and shareholder returns. Cash generation close to net income also supports earnings quality, while the lower debt burden improves resilience and financial flexibility.
Backlog And Revenue VisibilityA large funded backlog and sustained order intake provide meaningful forward revenue visibility across Teledyne’s programs. Orders exceeding sales for twelve consecutive quarters indicate continuing demand strength, supporting production planning, capacity utilization and more predictable performance over coming quarters.
Digital Imaging Growth And Margin ExpansionDigital Imaging is a clear growth engine, benefiting from demand across defense, commercial imaging and advanced applications. Strong organic growth alongside substantial margin expansion suggests product mix, scale and operational improvements can lift both revenue and earnings contribution over time.
Bears Say
Electronic Test And Measurement WeaknessThe decline in electronic test and measurement indicates that not all parts of Teledyne’s portfolio are participating in the current growth cycle. Continued weakness or unfavorable order timing could restrain consolidated revenue momentum and create product-mix pressure on instrumentation margins.
Component Shortages And InflationComponent shortages and elevated input inflation can disrupt fulfillment, increase operating complexity and pressure margins if price increases lag costs. Although Teledyne has implemented pricing actions, persistent constraints could limit near-term execution and reduce the benefit of otherwise strong demand.
Varex Acquisition Execution RiskThe Varex transaction could broaden Teledyne’s imaging platform, but approval and integration requirements create execution risk over the next several quarters. Expected initial revenue declines in some areas and the need to improve Varex margins could delay the deal’s full strategic and financial benefits.

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 $29.31B.
      When is Teledyne Technologies’s upcoming earnings report date?
      Teledyne Technologies’s upcoming earnings report date is Jan 27, 2027 which is in 97 days.
        How were Teledyne Technologies’s earnings last quarter?
        Teledyne Technologies released its earnings results on Oct 21, 2026. The company reported $6.72 earnings per share for the quarter, beating the consensus estimate of $6.166 by $0.554.
          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 6.59.
              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 $6.72 in its last earnings report, beating expectations of $6.166. Following the earnings report the stock price went down -0.334%.
                  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

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive. Teledyne reported record third-quarter sales and operating earnings, raised full-year sales and earnings guidance for the third consecutive quarter, delivered broad-based growth across its portfolio, expanded Digital Imaging margins, generated record quarterly free cash flow, and maintained a strong backlog and balance sheet. The main challenges were declines in electronic test and measurement sales, lower commercial aerospace sales, supply-related inflation and shortages, relatively flat Varex revenue, and uncertainty beyond 2027, but these issues were outweighed by the reported growth, bookings, guidance increases, and operating momentum.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

                    $763.00
                    ▲(21.71% Upside)
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                    Ownership Overview

                    0.68%33.22%1.28%36.86%
                    1.28% Other Institutional Investors
                    36.86% Public Companies and Individual Investors
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