Teledyne Technologies（TDY）株式概要
テレダイン・テクノロジーズ・インコーポレーテッドは、米国、欧州、アジア、および国際的な産業成長市場向けに有効な技術を提供しています。 詳細
TDY Community Fair Values
Create NarrativeSee what 25 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Teledyne Technologies Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$684.76 |
| 52週高値 | US$693.38 |
| 52週安値 | US$483.02 |
| ベータ | 0.92 |
| 1ヶ月の変化 | 5.01% |
| 3ヶ月変化 | 6.31% |
| 1年変化 | 24.01% |
| 3年間の変化 | 77.86% |
| 5年間の変化 | 51.20% |
| IPOからの変化 | 8,015.67% |
最新ニュース
ナラティブ更新 • Jul 27
TDY: Defense And Space Exposure Will Support Future Earnings Visibility
Analysts have raised their blended price target for Teledyne Technologies by about $16 to reflect updated assumptions around fair value, profitability and growth. This follows recent Q2 reports that they describe as solid, with organic growth at 9.0% and record orders.Seeking Alpha • Jul 22
Teledyne: Powerful But Pricey With Alpha Constrained
Summary Teledyne is a strong business at a weak entry: $647 exceeds my $600 fair value and is equal to my $648 target; 26.5x earnings and 28x cash flow leave little upside. Demand is real, but organic growth was only 3.3%, and free cash flow fell 9%. Orders must become shipments and cash before the premium is justified. Defense sensors, AI-chip testing, cancer care, and aircraft data support durable growth—but valuation risk outweighs near-term reward. Hold. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Jul 27
TDY: Defense And Space Exposure Will Support Future Earnings Visibility
Analysts have raised their blended price target for Teledyne Technologies by about $16 to reflect updated assumptions around fair value, profitability and growth. This follows recent Q2 reports that they describe as solid, with organic growth at 9.0% and record orders.Seeking Alpha • Jul 22
Teledyne: Powerful But Pricey With Alpha Constrained
Summary Teledyne is a strong business at a weak entry: $647 exceeds my $600 fair value and is equal to my $648 target; 26.5x earnings and 28x cash flow leave little upside. Demand is real, but organic growth was only 3.3%, and free cash flow fell 9%. Orders must become shipments and cash before the premium is justified. Defense sensors, AI-chip testing, cancer care, and aircraft data support durable growth—but valuation risk outweighs near-term reward. Hold. Read the full article on Seeking Alphaナラティブ更新 • Jun 07
TDY: Defense And Space Programs Will Support Future Earnings Visibility
Teledyne Technologies' analyst price target has been raised by $8 to $736.85. Analysts point to recent target increases at several firms and updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the shift.ナラティブ更新 • May 07
TDY: 2027 Earnings Visibility And Defense Programs Will Support P E Multiple
Analysts have increased the Teledyne Technologies price target by about $24, reflecting updated fair value assumptions, a slightly adjusted discount rate, and modest tweaks to revenue growth, profit margin, and future P/E expectations following recent research updates across several firms. Analyst Commentary Recent Street research on Teledyne Technologies has centered on refreshed models after company updates, new guidance and sector views, leading to several adjustments in price targets and rating reaffirmations.分析記事 • Apr 28
Teledyne Technologies Incorporated Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next
Teledyne Technologies Incorporated ( NYSE:TDY ) investors will be delighted, with the company turning in some strong...ナラティブ更新 • Apr 22
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.ナラティブ更新 • Apr 08
TDY: 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.ナラティブ更新 • Mar 25
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.ナラティブ更新 • Mar 11
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.ナラティブ更新 • Feb 24
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.ナラティブ更新 • Feb 10
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.ナラティブ更新 • Jan 26
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.ナラティブ更新 • Jan 12
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.ナラティブ更新 • Dec 19
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.ナラティブ更新 • Dec 05
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.ナラティブ更新 • Nov 21
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.ナラティブ更新 • Nov 07
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.ナラティブ更新 • Oct 24
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.分析記事 • Aug 28
At US$541, Is Teledyne Technologies Incorporated (NYSE:TDY) Worth Looking At Closely?
Today we're going to take a look at the well-established Teledyne Technologies Incorporated ( NYSE:TDY ). The company's...Seeking Alpha • Apr 28
Teledyne Technologies: Sensing Upside On Defense Growth
Summary Teledyne Technologies, a diversified industrial conglomerate, offers solutions across various industries, including aerospace, defense, and digital imaging, with significant growth in Q1 sales and earnings. The company aims for $6 billion in sales by 2025, driven by acquisitions and organic growth, despite market uncertainties and trade environment pressures. Teledyne is expected to grow EBITDA at 7.4% annually, with a 13% upside potential, making it undervalued compared to peers and justifying a buy rating. Despite some risks, Teledyne is well-positioned to benefit from increased demand in aerospace and defense markets, particularly in missile defense and radar programs. Read the full article on Seeking Alpha株主還元
| TDY | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 5.4% | 16.0% | 4.9% |
| 1Y | 24.0% | 67.4% | 21.3% |
業界別リターン: TDY過去 1 年間で67.4 % の収益を上げたUS Electronic業界を下回りました。
リターン対市場: TDY過去 1 年間で21.3 % の収益を上げたUS市場を上回りました。
価格変動
| TDY volatility | |
|---|---|
| TDY Average Weekly Movement | 3.9% |
| Electronic Industry Average Movement | 10.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TDY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TDYの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1960 | 15,800 | George Bobb | www.teledyne.com |
Teledyne Technologies Incorporatedは、米国、欧州、アジア、および世界各国の産業成長市場に向けて、基盤となる技術を提供しています。 デジタルイメージング部門は、可視光スペクトル用センサーおよびデジタルカメラ、ならびに赤外線、紫外線、可視光、X線スペクトル用製品、さらにマイクロエレクトロメカニカルシステム（MEMS）や、アナログ-デジタル変換器（ADC）およびデジタル-アナログ変換器（DAC）などの半導体を提供しています。 このセグメントは、センサー、カメラコア、カメラシステムを含む、冷却型および非冷却型の赤外線または熱画像製品、 高解像度・低線量X線センサー、高出力マイクロ波および高エネルギーX線サブシステム、ならびに物理特性測定用機器や海洋関連製品を提供するとともに、マルチスペクトル電気光学／赤外線イメージングシステムや、レーザー、光学系、レーダー、 CBRNE（化学、生物、放射線、核、爆発物）検出器、無人航空機および地上システムなどの関連製品も開発・製造しています。計測機器セグメントは、監視・制御機器、電子試験・測定機器、ならびに分散型計測システムおよびセンサーネットワーク向けの電源・通信接続デバイスを提供しています。 航空宇宙・防衛エレクトロニクス部門は、電子・光学部品およびサブシステム、データ収集・通信用コンポーネントおよび機器、過酷環境用相互接続装置、一般航空用バッテリーおよびその他のコンポーネント、ならびに機内アビオニクスシステムおよび地上用アプリケーション、航空機データおよび接続ソリューション、ハードウェアシステム、ソフトウェアアプリケーションを提供しています。 エンジニアリング・システム部門は、防衛、宇宙、環境、エネルギー分野向けのシステムエンジニアリング、統合、先端技術開発、および複雑な製造ソリューションを提供しています。また、軍事用途向けの電気化学エネルギーシステムおよび特殊電子機器の設計・製造も行っています。同社は1960年に設立され、カリフォルニア州サウザンドオークスに本社を置いています。
Teledyne Technologies Incorporated 基礎のまとめ
| TDY 基礎統計学 | |
|---|---|
| 時価総額 | US$31.08b |
| 収益（TTM） | US$974.80m |
| 売上高(TTM) | US$6.37b |
32.6x
PER（株価収益率5.0x
P/SレシオTDY は割高か？
公正価値と評価分析を参照収益と収入
| TDY 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.37b |
| 売上原価 | US$3.61b |
| 売上総利益 | US$2.76b |
| その他の費用 | US$1.79b |
| 収益 | US$974.80m |
直近の収益報告
Jun 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 21.03 |
| グロス・マージン | 43.34% |
| 純利益率 | 15.29% |
| 有利子負債／自己資本比率 | 18.6% |
TDY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/04 17:42 |
| 終値 | 2026/08/04 00:00 |
| 収益 | 2026/06/28 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Teledyne Technologies Incorporated 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Guy Hardwick | Barclays |
| Andrew Buscaglia | Berenberg |
| Andrew Buscaglia | BNP Paribas |