Teledyne Technologies Incorporated

NYSE:TDY 주식 리포트

시가총액: US$29.3b

Teledyne Technologies 과거 순이익 실적

과거 기준 점검 4/6

Teledyne Technologies은 연평균 14%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 4.7% 증가했습니다. 매출은 연평균 8.5%의 비율로 증가했습니다. Teledyne Technologies의 자기자본이익률은 8.7%이고 순이익률은 15%입니다.

핵심 정보

14.04%

순이익 성장률

11.87%

주당순이익(EPS) 성장률

Electronic 산업 성장률15.34%
매출 성장률8.46%
자기자본이익률8.72%
순이익률14.99%
최근 순이익 업데이트29 Mar 2026

최근 과거 실적 업데이트

Recent updates

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 Alpha
내러티브 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 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

매출 및 비용 세부 내역

Teledyne Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:TDY 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
29 Mar 266,226933924328
28 Dec 256,115895920317
28 Sep 256,005818923312
29 Jun 255,909859911301
30 Mar 255,770829906290
29 Dec 245,670819892293
29 Sep 245,593944612578
30 Jun 245,552880672505
31 Mar 245,602886760433
31 Dec 235,636886840356
01 Oct 235,6297891,1830
02 Jul 235,5907691,1800
02 Apr 235,5217551,1540
01 Jan 235,459789793352
03 Oct 225,4167241,1490
03 Jul 225,3646801,1430
03 Apr 225,1305731,0830
02 Jan 224,6144451,0570
03 Oct 214,0484168070
04 Jul 213,4853756870
04 Apr 213,1074046170
03 Jan 213,0864026500
27 Sep 203,1113866820
28 Jun 203,1643987110
29 Mar 203,2034097410
29 Dec 193,1644027050
29 Sep 193,0783787220
30 Jun 193,0013617080
31 Mar 192,9513436940
30 Dec 182,9023346780
30 Sep 182,8583106740
01 Jul 182,7952896640
01 Apr 182,7332636560
31 Dec 172,6042276300
01 Oct 172,4522135920
02 Jul 172,3171965730
02 Apr 172,1861825600
01 Jan 172,1501915540
02 Oct 162,2081925820
03 Jul 162,2331895780
03 Apr 162,2671915780
03 Jan 162,2981965840
27 Sep 152,3092025890
28 Jun 152,3592086030

양질의 수익: TDY는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: TDY의 현재 순 이익률 (15%)은 지난해 (14.4%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TDY의 수익은 지난 5년 동안 연평균 14% 증가했습니다.

성장 가속화: 지난 1년간 TDY 의 수익 증가율(12.5%)은 5년 평균(연간 14%)보다 낮습니다.

수익 대 산업: TDY의 지난 1년 수익 증가율(12.5%)은 Electronic 업계의 11.1%를 상회했습니다.


자기자본이익률

높은 ROE: TDY의 자본 수익률(8.7%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 15:15
종가2026/05/06 00:00
수익2026/03/29
연간 수익2025/12/28

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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