Teledyne Technologies (TDY) 주식 개요
Teledyne Technologies Incorporated는 미국, 유럽, 아시아 및 전 세계의 산업 성장 시장을 위한 기술을 제공합니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 TDY에 대한 위험이 감지되지 않았습니다.
TDY Community Fair Values
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Analyst Price Targets
Teledyne Technologies Incorporated 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$612.38 |
| 52주 최고가 | US$693.38 |
| 52주 최저가 | US$483.02 |
| 베타 | 0.94 |
| 1개월 변동 | -1.45% |
| 3개월 변동 | -6.55% |
| 1년 변동 | 21.18% |
| 3년 변동 | 53.57% |
| 5년 변동 | 44.15% |
| IPO 이후 변동 | 7,157.84% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha주주 수익률
| TDY | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | 0.5% | 1.1% | -2.7% |
| 1Y | 21.2% | 89.9% | 22.5% |
수익률 대 산업: TDY은 지난 1년 동안 89.9%의 수익을 기록한 US Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: TDY은 지난 1년 동안 22.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TDY volatility | |
|---|---|
| TDY Average Weekly Movement | 3.8% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: TDY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TDY의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1960 | 15,800 | George Bobb | www.teledyne.com |
Teledyne Technologies Incorporated는 미국, 유럽, 아시아 및 전 세계의 산업 성장 시장을 위한 기술을 제공합니다. 디지털 이미징은 가시 스펙트럼 센서와 디지털 카메라, 적외선, 자외선, 가시광선, X-선 스펙트럼 제품, 아날로그-디지털 및 디지털-아날로그 컨버터를 포함한 마이크로 전자기계 시스템과 반도체를 제공합니다. 이 부문에서는 센서, 카메라 코어, 카메라 시스템을 포함한 냉각식 및 비냉각식 적외선 또는 열 제품, 고해상도, 저선량 X-선 센서, 고출력 마이크로파, 고에너지 X-선 서브시스템 등을 제공합니다; 물리적 특성 및 해양 제품 측정용 계측기, 레이저, 광학 및 레이더, CBRNE(화학, 생물학, 방사선, 핵 및 폭발물 탐지기), 무인 항공 및 지상 시스템과 같은 다중 스펙트럼 전자 광학/적외선 이미징 시스템 및 관련 제품을 개발 및 제조합니다.
Teledyne Technologies Incorporated 기초 지표 요약
| TDY 기초 통계 | |
|---|---|
| 시가총액 | US$27.90b |
| 순이익 (TTM) | US$933.00m |
| 매출 (TTM) | US$6.23b |
30.4x
주가수익비율(P/E)4.6x
주가매출비율(P/S)TDY는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TDY 손익계산서 (TTM) | |
|---|---|
| 매출 | US$6.23b |
| 매출원가 | US$3.56b |
| 총이익 | US$2.67b |
| 기타 비용 | US$1.74b |
| 순이익 | US$933.00m |
최근 보고된 실적
Mar 29, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 20.14 |
| 총이익률 | 42.87% |
| 순이익률 | 14.99% |
| 부채/자본 비율 | 23.1% |
TDY의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/08 10:17 |
| 종가 | 2026/06/08 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Teledyne Technologies Incorporated는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Guy Hardwick | Barclays |
| Andrew Buscaglia | Berenberg |
| Andrew Buscaglia | BNP Paribas |