Teledyne Technologies Incorporated

NYSE:TDY 주식 리포트

시가총액: US$29.5b

Teledyne Technologies 경영진

경영진 기준 점검 3/4

Teledyne Technologies CEO는 George Bobb, Jan2024 에 임명되었습니다 의 임기는 2.33 년입니다. 총 연간 보상은 $4.26M, 19.2% 급여 및 80.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $6.38M 가치에 해당하는 회사 주식의 0.022% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.3 년과 11.3 년입니다.

핵심 정보

George Bobb

최고경영자

US$4.3m

총 보수

CEO 급여 비율19.20%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간4.3yrs
이사회 평균 재임 기간11.3yrs

최근 경영진 업데이트

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

CEO 보수 분석

George Bobb의 보수는 Teledyne Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 29 2026n/an/a

US$933m

Dec 28 2025US$4mUS$817k

US$895m

Sep 28 2025n/an/a

US$818m

Jun 29 2025n/an/a

US$859m

Mar 30 2025n/an/a

US$829m

Dec 29 2024US$3mUS$640k

US$819m

Sep 29 2024n/an/a

US$944m

Jun 30 2024n/an/a

US$880m

Mar 31 2024n/an/a

US$886m

Dec 31 2023US$2mUS$531k

US$886m

Oct 01 2023n/an/a

US$789m

Jul 02 2023n/an/a

US$769m

Apr 02 2023n/an/a

US$755m

Jan 01 2023US$2mUS$491k

US$789m

Oct 03 2022n/an/a

US$724m

Jul 03 2022n/an/a

US$680m

Apr 03 2022n/an/a

US$573m

Jan 02 2022US$2mUS$442k

US$445m

보상 대 시장: George의 총 보수(USD4.26M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.58M)보다 낮습니다.

보상과 수익: George의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

George Bobb (50 yo)

2.3yrs
재임 기간
US$4,255,049
보수

Mr. George C. Bobb, III, has been Chief Executive Officer at Teledyne Technologies Incorporated from April 28, 2025 and has been its Director since October 21, 2025 and serves as its President since Januar...


리더십 팀

이름직위재임 기간보수지분
Robert Mehrabian
Executive Chairman27.3yrsUS$9.79m0.27%
$ 81.1m
George Bobb
President2.3yrsUS$4.26m0.021%
$ 6.4m
Stephen Blackwood
CFO & Executive VP2.4yrsUS$2.16m0.025%
$ 7.3m
Melanie Cibik
Executive VP13.7yrsUS$2.14m0.057%
$ 16.7m
Jason VanWees
Vice Chairman12.8yrsUS$2.57m0.12%
$ 34.3m
Scott Hudson
VP & Chief Information Officer11.9yrs데이터 없음데이터 없음
Jason Connell
Senior VP of Human Resources & Associate General Counsel9.4yrs데이터 없음데이터 없음
Carl Adams
VP & Chief Audit Executive2.4yrs데이터 없음데이터 없음
Kevin Prusso
President and GM of Test & Measurement Instrumentationno data데이터 없음데이터 없음
Vicki Benne
President & GM of Teledyne Lab and Field Instrumentsno data데이터 없음데이터 없음
JihFen Lei
Senior VP & President of Teledyne FLIR Defense4.3yrs데이터 없음데이터 없음
Paul DeLaRosa
VP & Chief Supply Chain Officer4.3yrs데이터 없음데이터 없음
4.3yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 관리: TDY의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.3 년).


이사회 구성원

이름직위재임 기간보수지분
Robert Mehrabian
Executive Chairman27.3yrsUS$9.79m0.27%
$ 81.1m
George Bobb
Presidentless than a yearUS$4.26m0.021%
$ 6.4m
Wesley von Schack
Independent Director19.8yrsUS$320.00k0.018%
$ 5.4m
Michael Smith
Lead Independent Director25.3yrsUS$389.54k0.10%
$ 29.9m
Simon Lorne
Independent Director21.8yrsUS$345.00k0.13%
$ 37.3m
Robert Malone
Independent Director10.8yrsUS$320.00k0.012%
$ 3.4m
Jane Sherburne
Independent Director11.8yrsUS$320.00k0.0052%
$ 1.5m
Vincent Morales
Independent Director4.5yrsUS$320.00k0.0010%
$ 298.3k
Michelle Kumbier
Independent Director5.6yrsUS$340.00k0.00084%
$ 248.1k
Laura Black
Independent Directorless than a yearUS$126.70k데이터 없음
11.3yrs
평균 재임 기간
73.5yo
평균 나이

경험이 풍부한 이사회: TDY의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 21:35
종가2026/05/05 00:00
수익2026/03/29
연간 수익2025/12/28

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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

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산업 및 섹터 지표

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분석가 소스

Teledyne Technologies Incorporated는 27명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Guy HardwickBarclays
Andrew BuscagliaBerenberg
Andrew BuscagliaBNP Paribas