Teledyne Technologies Gestione
Criteri Gestione verificati 3/4
Teledyne Technologies Il CEO è George Bobb, nominato in Jan2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è $ 4.26M, composta da 19.2% di stipendio e 80.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.022% delle azioni della società, per un valore di $ 6.35M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 11.3 anni.
Informazioni chiave
George Bobb
Amministratore delegato
US$4.3m
Compenso totale
| Percentuale dello stipendio del CEO | 19.20% |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 4.3yrs |
| Durata media del Consiglio di amministrazione | 11.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Teledyne Technologies Incorporated Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next
Apr 28
TDY: Space And Defense Programs Will Support 2027 P E Multiple Stability
Narrative Update: Teledyne Technologies The analyst price target for Teledyne Technologies has been revised slightly higher by $3 to reflect incremental adjustments to fair value, discount rate, and future P/E assumptions, as analysts factor in recent estimate updates, short cycle recovery commentary, and refreshed long-term models. Analyst Commentary Recent Street research on Teledyne Technologies has centered on updated models, refreshed guidance, and a series of higher price targets following company specific developments, including a Q4 beat, initial 2026 guidance, and an updated annual filing.Teledyne: Attractive Defense Backlog But Offset By Tepid Organic Guidance; Initiating At Hold
Apr 13TDY: Space And Defense Programs Will Support 2026 Premium Multiple Re Rating
The analyst price target for Teledyne Technologies has been lifted slightly, with the fair value estimate moving from about $699.69 to $701.85, as analysts factor in updated models that reflect recent Q4 results, fresh 2026 guidance, and a series of target increases across the Street. Analyst Commentary Recent research updates show a cluster of higher price targets for Teledyne Technologies, with analysts adjusting their models around Q4 results, new 2026 guidance, and refreshed sector views in industrial technology and aerospace and defense.TDY: Space And Defense Programs Will Support Medium Term Premium Multiple Re Rating
Analysts have nudged the fair value estimate for Teledyne Technologies slightly higher, supported by a series of recent price target increases across the Street that now range from around $579 to $770, as they factor in a short cycle recovery, Q4 results, updated long term guidance, and fresh analysis of the company's annual filing. Analyst Commentary Recent Street research on Teledyne clusters around a wide price target range, while keeping ratings largely in the middle of the road.TDY: Space And Defense Programs Will Support Balanced Medium Term Premium Multiple
Analysts have nudged their Teledyne Technologies fair value estimate higher from about $686.15 to around $699.62, reflecting updated price targets after Q4 results, updated 2026 and 2027 assumptions, and model revisions following the latest annual filing reviews. Analyst Commentary Recent Street research on Teledyne Technologies has centered on updated models after Q4 results, new 2026 guidance, and refreshed long term assumptions out to 2027.TDY: Aerospace And Defense Demand Will Support Balanced Future Premium Multiple
We are nudging our Teledyne Technologies fair value estimate higher to $686 from $674, reflecting analysts' higher price targets across the Street after recent model updates on the company's filings and sector outlooks. Analyst Commentary Recent Street research on Teledyne points to a mix of optimism and caution, with several firms adjusting their price targets after reviewing the latest filings and sector outlooks.TDY: Aerospace And Industrial Demand Will Support Balanced Future Premium Multiple
Analysts have nudged their price targets higher on Teledyne Technologies, reflecting a modest uplift in fair value to about $674 from about $666. This adjustment is backed by slightly lower discount rate assumptions, steady revenue growth and profit margin expectations, and a small increase in projected future P/E multiples after a series of recent target raises across major firms.TDY: Aerospace And Industrial Tailwinds Will Support Balanced Premium Multiple Outlook
Analysts have raised their price targets on Teledyne Technologies, and our updated fair value estimate has increased from US$621.08 to US$665.77. This change reflects revised assumptions regarding growth, margins, discount rate and future P/E multiples in recent research.TDY: Expanding Defense Backlog And Short Cycle Recovery Will Support Premium Multiple
Analysts have nudged their fair value estimate for Teledyne Technologies higher to about $621 from roughly $618, citing recent price target increases tied to solid Q3 execution, recovering short cycle businesses, and a steady defense backlog. Analyst Commentary Bullish Takeaways Bullish analysts highlight Q3 sales growth of 6.7%, which they note was above the 5.7% figure expected by the Street, as support for nudging valuation targets higher.TDY: Expanding Defense Backlog Will Support Premium Earnings Multiple Ahead
Analysts have nudged their average price target for Teledyne Technologies slightly higher to the low $620s, supported by better than expected Q3 sales and earnings, a recovering short cycle portfolio, and a steadily building defense backlog that together offset only modest tweaks to long term growth and margin assumptions. Analyst Commentary Analyst reactions to the latest results and outlook for Teledyne highlight a constructive tone overall, with modestly higher price targets reflecting confidence in execution despite some reservations around near term catalysts and cyclical upside.TDY: Expanding Defense Backlog Will Support Premium Earnings Multiple Ahead
Analysts have nudged their average price target for Teledyne Technologies slightly higher to approximately $623 from about $621, citing resilient Q3 execution, a recovering short cycle portfolio alongside solid defense momentum, and a favorable mix of long and short cycle exposure that supports a premium future earnings multiple. Analyst Commentary Recent Street commentary reflects a generally constructive stance on Teledyne Technologies, with a few pockets of caution as investors weigh near term execution against longer term growth and valuation.TDY: Expanding Defense Backlog And Recovering Short-Cycle Businesses Will Drive Earnings Momentum
The analyst consensus price target for Teledyne Technologies was modestly reduced by $0.83 to $620.90, as analysts balanced ongoing growth in legacy and defense businesses with tempered near-term revenue and profit expectations. Analyst Commentary Recent analyst notes reflect a mixed yet constructive outlook for Teledyne Technologies following its latest quarterly results and updated guidance.TDY: Ongoing Backlog And Defense Demand Will Sustain Earnings Momentum
Analysts have slightly raised their price target for Teledyne Technologies by $1 to approximately $621, citing recent earnings strength, steady backlog growth, and resilience in both the company's short- and long-cycle businesses. Analyst Commentary Recent analyst reports on Teledyne Technologies have highlighted both strengths and risk factors shaping the company's outlook following its latest quarterly results and subsequent price target revisions.Defense And Diversified Markets Will Drive Outperformance Amid Order Strength
Teledyne Technologies' analyst fair value estimate has been raised by nearly $8 to approximately $620.82, as analysts cite continued strong sales performance, a resilient defense business, and a robust order backlog as key reasons for the upward revision. Analyst Commentary Following Teledyne Technologies' latest results and updates, analysts have provided a balanced mix of positive and cautionary observations regarding the company’s outlook, valuation, and execution.At US$541, Is Teledyne Technologies Incorporated (NYSE:TDY) Worth Looking At Closely?
Aug 28Results: Teledyne Technologies Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
Jul 26Teledyne Technologies Incorporated's (NYSE:TDY) Share Price Could Signal Some Risk
Jun 20Teledyne Technologies: Sensing Upside On Defense Growth
Apr 28Teledyne Technologies: Riding The Global Defense And Unmanned Systems Wave
Jan 24Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$933m |
| Dec 28 2025 | US$4m | US$817k | US$895m |
| Sep 28 2025 | n/a | n/a | US$818m |
| Jun 29 2025 | n/a | n/a | US$859m |
| Mar 30 2025 | n/a | n/a | US$829m |
| Dec 29 2024 | US$3m | US$640k | US$819m |
| Sep 29 2024 | n/a | n/a | US$944m |
| Jun 30 2024 | n/a | n/a | US$880m |
| Mar 31 2024 | n/a | n/a | US$886m |
| Dec 31 2023 | US$2m | US$531k | US$886m |
| Oct 01 2023 | n/a | n/a | US$789m |
| Jul 02 2023 | n/a | n/a | US$769m |
| Apr 02 2023 | n/a | n/a | US$755m |
| Jan 01 2023 | US$2m | US$491k | US$789m |
| Oct 03 2022 | n/a | n/a | US$724m |
| Jul 03 2022 | n/a | n/a | US$680m |
| Apr 03 2022 | n/a | n/a | US$573m |
| Jan 02 2022 | US$2m | US$442k | US$445m |
Compensazione vs Mercato: La retribuzione totale di George ($USD 4.26M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.58M ).
Compensazione vs guadagni: La retribuzione di George è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
George Bobb (50 yo)
2.3yrs
Mandato
US$4,255,049
Compensazione
Mr. George C. Bobb, III, has been Chief Executive Officer at Teledyne Technologies Incorporated from April 28, 2025 and has been its Director since October 21, 2025 and serves as its President since Januar...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 27.3yrs | US$9.79m | 0.27% $ 81.1m | |
| President | 2.3yrs | US$4.26m | 0.021% $ 6.4m | |
| CFO & Executive VP | 2.4yrs | US$2.16m | 0.025% $ 7.3m | |
| Executive VP | 13.7yrs | US$2.14m | 0.057% $ 16.7m | |
| Vice Chairman | 12.8yrs | US$2.57m | 0.12% $ 34.3m | |
| VP & Chief Information Officer | 11.9yrs | Nessun dato | Nessun dato | |
| Senior VP of Human Resources & Associate General Counsel | 9.4yrs | Nessun dato | Nessun dato | |
| VP & Chief Audit Executive | 2.4yrs | Nessun dato | Nessun dato | |
| President and GM of Test & Measurement Instrumentation | no data | Nessun dato | Nessun dato | |
| President & GM of Teledyne Lab and Field Instruments | no data | Nessun dato | Nessun dato | |
| Senior VP & President of Teledyne FLIR Defense | 4.3yrs | Nessun dato | Nessun dato | |
| VP & Chief Supply Chain Officer | 4.3yrs | Nessun dato | Nessun dato |
4.3yrs
Durata media
61.5yo
Età media
Gestione esperta: Il team dirigenziale di TDY è considerato esperto (durata media dell'incarico 4.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 27.3yrs | US$9.79m | 0.27% $ 81.1m | |
| President | less than a year | US$4.26m | 0.021% $ 6.4m | |
| Independent Director | 19.8yrs | US$320.00k | 0.018% $ 5.4m | |
| Lead Independent Director | 25.3yrs | US$389.54k | 0.10% $ 29.9m | |
| Independent Director | 21.8yrs | US$345.00k | 0.13% $ 37.3m | |
| Independent Director | 10.8yrs | US$320.00k | 0.012% $ 3.4m | |
| Independent Director | 11.8yrs | US$320.00k | 0.0052% $ 1.5m | |
| Independent Director | 4.5yrs | US$320.00k | 0.0010% $ 298.3k | |
| Independent Director | 5.6yrs | US$340.00k | 0.00084% $ 248.1k | |
| Independent Director | less than a year | US$126.70k | Nessun dato |
11.3yrs
Durata media
73.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di TDY è composto da personale esperto e esperto (durata media dell'incarico 11.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/05 01:15 |
| Prezzo dell'azione a fine giornata | 2026/05/05 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/28 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Teledyne Technologies Incorporated è coperta da 27 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Guy Hardwick | Barclays |
| Andrew Buscaglia | Berenberg |
| Andrew Buscaglia | BNP Paribas |