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Teledyne Technologies IncorporatedNYSE:TDY Stock Report

Market Cap US$28.8b
Share Price
US$621.38
US$728.77
14.7% undervalued intrinsic discount
1Y25.8%
7D-2.5%
Portfolio Value
View

Teledyne Technologies Incorporated

NYSE:TDY Stock Report

Market Cap: US$28.8b

Teledyne Technologies (TDY) Stock Overview

Provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally. More details

TDY fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends0/6

Rewards

Risk Analysis

No risks detected for TDY from our risk checks.

TDY Community Fair Values

Create Narrative

See what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.

Teledyne Technologies Incorporated Competitors

Price History & Performance

Summary of share price highs, lows and changes for Teledyne Technologies
Historical stock prices
Current Share PriceUS$621.38
52 Week HighUS$693.38
52 Week LowUS$483.02
Beta0.97
1 Month Change-3.77%
3 Month Change-5.84%
1 Year Change25.81%
3 Year Change49.85%
5 Year Change49.27%
Change since IPO7,264.50%

Recent News & Updates

Narrative Update 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.
Analysis Article 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...

Recent updates

Narrative Update 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.
Analysis Article 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...
Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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

Shareholder Returns

TDYUS ElectronicUS Market
7D-2.5%2.9%2.2%
1Y25.8%100.5%31.1%

Return vs Industry: TDY underperformed the US Electronic industry which returned 100.5% over the past year.

Return vs Market: TDY underperformed the US Market which returned 31.1% over the past year.

Price Volatility

Is TDY's price volatile compared to industry and market?
TDY volatility
TDY Average Weekly Movement3.6%
Electronic Industry Average Movement8.7%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: TDY has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: TDY's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196015,800George Bobbwww.teledyne.com

Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally. The Digital Imaging provides visible spectrum sensors and digital cameras; and infrared, ultraviolet, visible, and X-ray spectra products, as well as micro electromechanical systems and semiconductors, including analog-to-digital and digital-to-analog converters. This segment offers cooled and uncooled infrared or thermal products, including sensors, camera cores, and camera systems; high-resolution, low-dose X-ray sensors, high-power microwave, and high-energy X-ray subsystems; and instruments for the measurement of physical properties and maritime products, as well as develops and manufactures multi-spectrum electro-optic/infrared imaging systems and associated products, such as lasers, optics, and radars, CBRNE (Chemical, Biological, Radiological, Nuclear and Explosive detectors), and unmanned air and ground systems.

Teledyne Technologies Incorporated Fundamentals Summary

How do Teledyne Technologies's earnings and revenue compare to its market cap?
TDY fundamental statistics
Market capUS$28.79b
Earnings (TTM)US$933.00m
Revenue (TTM)US$6.23b
30.9x
P/E Ratio
4.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TDY income statement (TTM)
RevenueUS$6.23b
Cost of RevenueUS$3.56b
Gross ProfitUS$2.67b
Other ExpensesUS$1.74b
EarningsUS$933.00m

Last Reported Earnings

Mar 29, 2026

Next Earnings Date

n/a

Earnings per share (EPS)20.14
Gross Margin42.87%
Net Profit Margin14.99%
Debt/Equity Ratio23.1%

How did TDY perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 09:37
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/29
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Teledyne Technologies Incorporated is covered by 27 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Guy HardwickBarclays
Andrew BuscagliaBerenberg
Andrew BuscagliaBNP Paribas