Teledyne Technologies Incorporated

NYSE:TDY 株式レポート

時価総額:US$29.5b

Teledyne Technologies 将来の成長

Future 基準チェック /16

Teledyne Technologies利益と収益がそれぞれ年間7.4%と4.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 7.2%なると予測されています。

主要情報

7.4%

収益成長率

7.20%

EPS成長率

Electronic 収益成長21.8%
収益成長率4.7%
将来の株主資本利益率10.04%
アナリストカバレッジ

Good

最終更新日03 May 2026

今後の成長に関する最新情報

Teledyne Technologies Incorporated Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next

Apr 28
Teledyne Technologies Incorporated Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next

Recent updates

Teledyne Technologies Incorporated Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next

Apr 28
Teledyne Technologies Incorporated Just Recorded A 6.2% EPS Beat: Here's What Analysts Are Forecasting Next

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 13

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.

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 28
At US$541, Is Teledyne Technologies Incorporated (NYSE:TDY) Worth Looking At Closely?

Results: Teledyne Technologies Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates

Jul 26
Results: Teledyne Technologies Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates

Teledyne Technologies Incorporated's (NYSE:TDY) Share Price Could Signal Some Risk

Jun 20
Teledyne Technologies Incorporated's (NYSE:TDY) Share Price Could Signal Some Risk

Teledyne Technologies: Sensing Upside On Defense Growth

Apr 28

Teledyne Technologies: Riding The Global Defense And Unmanned Systems Wave

Jan 24

業績と収益の成長予測

NYSE:TDY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,0791,1631,411N/A6
12/31/20276,7561,0491,2641,36111
12/31/20266,4259521,0971,2139
3/29/20266,2269331,0541,183N/A
12/28/20256,1158951,0741,191N/A
9/28/20256,0058181,0381,145N/A
6/29/20255,9098599531,051N/A
3/30/20255,7708291,0581,144N/A
12/29/20245,6708191,1081,192N/A
9/29/20245,5939449291,024N/A
6/30/20245,5528809561,052N/A
3/31/20245,602886818924N/A
12/31/20235,636886721836N/A
10/1/20235,629789801909N/A
7/2/20235,590769798900N/A
4/2/20235,521755811907N/A
1/1/20235,459789394487N/A
10/3/20225,416724452545N/A
7/3/20225,364680364469N/A
4/3/20225,130573378483N/A
1/2/20224,614445723825N/A
10/3/20214,048416678765N/A
7/4/20213,485375650723N/A
4/4/20213,107404599667N/A
1/3/20213,086402548619N/A
9/27/20203,111386475550N/A
6/28/20203,164398465551N/A
3/29/20203,203409391478N/A
12/29/20193,164402N/A482N/A
9/29/20193,078378N/A440N/A
6/30/20193,001361N/A431N/A
3/31/20192,951343N/A455N/A
12/30/20182,902334N/A447N/A
9/30/20182,858310N/A448N/A
7/1/20182,795289N/A414N/A
4/1/20182,733263N/A393N/A
12/31/20172,604227N/A375N/A
10/1/20172,452213N/A315N/A
7/2/20172,317196N/A305N/A
4/2/20172,186182N/A301N/A
1/1/20172,150191N/A317N/A
10/2/20162,208192N/A312N/A
7/3/20162,233189N/A287N/A
4/3/20162,267191N/A263N/A
1/3/20162,298196N/A210N/A
9/27/20152,309202N/A235N/A
6/28/20152,359208N/A242N/A

アナリストによる今後の成長予測

収入対貯蓄率: TDYの予測収益成長率 (年間7.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TDYの収益 ( 7.4% ) US市場 ( 16.1% ) よりも低い成長が予測されています。

高成長収益: TDYの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TDYの収益 ( 4.7% ) US市場 ( 11.3% ) よりも低い成長が予測されています。

高い収益成長: TDYの収益 ( 4.7% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TDYの 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。


成長企業の発掘

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2026/05/05 05:12
終値2026/05/05 00:00
収益2026/03/29
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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 11 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。27

アナリスト機関
Guy HardwickBarclays
Andrew BuscagliaBerenberg
Andrew BuscagliaBNP Paribas