Teledyne Technologies 過去の業績
過去 基準チェック /46
Teledyne Technologiesは、平均年間14%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間4.7% 8.5%収益成長率で 成長しています。 Teledyne Technologiesの自己資本利益率は8.7%であり、純利益率は15%です。
主要情報
14.04%
収益成長率
11.87%
EPS成長率
| Electronic 業界の成長 | 15.34% |
| 収益成長率 | 8.46% |
| 株主資本利益率 | 8.72% |
| ネット・マージン | 14.99% |
| 前回の決算情報 | 29 Mar 2026 |
最近の業績更新
Recent updates
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.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...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 AlphaSeeking 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収支内訳
収支内訳
Teledyne Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 29 Mar 26 | 6,226 | 933 | 924 | 328 |
| 28 Dec 25 | 6,115 | 895 | 920 | 317 |
| 28 Sep 25 | 6,005 | 818 | 923 | 312 |
| 29 Jun 25 | 5,909 | 859 | 911 | 301 |
| 30 Mar 25 | 5,770 | 829 | 906 | 290 |
| 29 Dec 24 | 5,670 | 819 | 892 | 293 |
| 29 Sep 24 | 5,593 | 944 | 612 | 578 |
| 30 Jun 24 | 5,552 | 880 | 672 | 505 |
| 31 Mar 24 | 5,602 | 886 | 760 | 433 |
| 31 Dec 23 | 5,636 | 886 | 840 | 356 |
| 01 Oct 23 | 5,629 | 789 | 1,183 | 0 |
| 02 Jul 23 | 5,590 | 769 | 1,180 | 0 |
| 02 Apr 23 | 5,521 | 755 | 1,154 | 0 |
| 01 Jan 23 | 5,459 | 789 | 793 | 352 |
| 03 Oct 22 | 5,416 | 724 | 1,149 | 0 |
| 03 Jul 22 | 5,364 | 680 | 1,143 | 0 |
| 03 Apr 22 | 5,130 | 573 | 1,083 | 0 |
| 02 Jan 22 | 4,614 | 445 | 1,057 | 0 |
| 03 Oct 21 | 4,048 | 416 | 807 | 0 |
| 04 Jul 21 | 3,485 | 375 | 687 | 0 |
| 04 Apr 21 | 3,107 | 404 | 617 | 0 |
| 03 Jan 21 | 3,086 | 402 | 650 | 0 |
| 27 Sep 20 | 3,111 | 386 | 682 | 0 |
| 28 Jun 20 | 3,164 | 398 | 711 | 0 |
| 29 Mar 20 | 3,203 | 409 | 741 | 0 |
| 29 Dec 19 | 3,164 | 402 | 705 | 0 |
| 29 Sep 19 | 3,078 | 378 | 722 | 0 |
| 30 Jun 19 | 3,001 | 361 | 708 | 0 |
| 31 Mar 19 | 2,951 | 343 | 694 | 0 |
| 30 Dec 18 | 2,902 | 334 | 678 | 0 |
| 30 Sep 18 | 2,858 | 310 | 674 | 0 |
| 01 Jul 18 | 2,795 | 289 | 664 | 0 |
| 01 Apr 18 | 2,733 | 263 | 656 | 0 |
| 31 Dec 17 | 2,604 | 227 | 630 | 0 |
| 01 Oct 17 | 2,452 | 213 | 592 | 0 |
| 02 Jul 17 | 2,317 | 196 | 573 | 0 |
| 02 Apr 17 | 2,186 | 182 | 560 | 0 |
| 01 Jan 17 | 2,150 | 191 | 554 | 0 |
| 02 Oct 16 | 2,208 | 192 | 582 | 0 |
| 03 Jul 16 | 2,233 | 189 | 578 | 0 |
| 03 Apr 16 | 2,267 | 191 | 578 | 0 |
| 03 Jan 16 | 2,298 | 196 | 584 | 0 |
| 27 Sep 15 | 2,309 | 202 | 589 | 0 |
| 28 Jun 15 | 2,359 | 208 | 603 | 0 |
質の高い収益: TDYは 高品質の収益 を持っています。
利益率の向上: TDYの現在の純利益率 (15%)は、昨年(14.4%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: TDYの収益は過去 5 年間で年間14%増加しました。
成長の加速: TDYの過去 1 年間の収益成長率 ( 12.5% ) は、5 年間の平均 ( 年間14%を下回っています。
収益対業界: TDYの過去 1 年間の収益成長率 ( 12.5% ) はElectronic業界11.1%を上回りました。
株主資本利益率
高いROE: TDYの 自己資本利益率 ( 8.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/06 15:57 |
| 終値 | 2026/05/06 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 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 Hardwick | Barclays |
| Andrew Buscaglia | Berenberg |
| Andrew Buscaglia | BNP Paribas |