Teledyne Technologies Incorporated

NYSE:TDY 株式レポート

時価総額：US$28.5b

Teledyne Technologies バランスシートの健全性

財務の健全性 基準チェック /66

Teledyne Technologiesの総株主資本は$10.7B 、総負債は$2.5Bで、負債比率は23.1%となります。総資産と総負債はそれぞれ$15.5Bと$4.8Bです。 Teledyne Technologiesの EBIT は$1.2Bで、利息カバレッジ比率21.9です。現金および短期投資は$521.4Mです。

主要情報

23.13%

負債資本比率

US$2.48b

負債

インタレスト・カバレッジ・レシオ21.9x
現金US$521.40m
エクイティUS$10.70b
負債合計US$4.79b
総資産US$15.49b

財務の健全性に関する最新情報

更新なし

Recent updates

ナラティブの更新 • 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...
ナラティブの更新 • 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.
Seeking Alpha • Apr 13

Teledyne: Attractive Defense Backlog But Offset By Tepid Organic Guidance; Initiating At Hold

Summary Teledyne is rated Hold, as its 27.1x FY26 P/E and 3.3x PEG already price in its serial acquisition compounding strategy. Unmanned Systems and A&D segments are key growth drivers, with Unmanned Systems targeting $550M revenue and 10% organic growth in 2026. Organic growth guidance remains tepid at 3.5–4.0%, with incremental Unmanned Systems revenue having limited impact on the $6.4B revenue base. Strong FCF and a 1.4x leverage ratio support M&A, but execution and integration risks, plus limited margin of safety, warrant a cautious stance. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
分析記事 • Jul 26

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

A week ago, Teledyne Technologies Incorporated ( NYSE:TDY ) came out with a strong set of quarterly numbers that could...
分析記事 • Jun 20

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

With a price-to-earnings (or "P/E") ratio of 27.6x Teledyne Technologies Incorporated ( NYSE:TDY ) may be sending very...
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
Seeking Alpha • Jan 24

Teledyne Technologies: Riding The Global Defense And Unmanned Systems Wave

Summary Teledyne's strong 4Q24 results, with revenue and EPS beating estimates, reflect robust growth in digital imaging, instrumentation, and aerospace and defense electronics segments. I remain bullish on TDY due to its exposure to rising global defense spending, particularly in unmanned systems like the Black Hornet drones. The marine instrumentation segment shows significant growth potential, driven by offshore energy demand and subsea defense applications amid geopolitical tensions. Read the full article on Seeking Alpha

財務状況分析

短期負債: TDYの 短期資産 ( $3.3B ) が 短期負債 ( $1.9B ) を超えています。

長期負債: TDYの短期資産 ( $3.3B ) が 長期負債 ( $2.9B ) を上回っています。

デット・ツー・エクイティの歴史と分析

負債レベル: TDYの 純負債対資本比率 ( 18.3% ) は 満足できる 水準であると考えられます。

負債の削減: TDYの負債対資本比率は、過去 5 年間で92.4%から23.1%に減少しました。

債務返済能力: TDYの負債は 営業キャッシュフロー によって 十分にカバー されています ( 47.8% )。

インタレストカバレッジ: TDYの負債に対する 利息支払い は EBIT ( 21.9 x coverage) によって 十分にカバーされています。

貸借対照表

健全な企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/21 02:09
終値2026/05/21 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やYoutubeのチュートリアルも掲載しています。

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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