Teledyne Technologies Management
Management criteria checks 3/4
Teledyne Technologies' CEO is George Bobb, appointed in Jan 2024, has a tenure of 2.42 years. total yearly compensation is $4.26M, comprised of 19.2% salary and 80.8% bonuses, including company stock and options. directly owns 0.022% of the company’s shares, worth $6.17M. The average tenure of the management team and the board of directors is 4.4 years and 11.4 years respectively.
Key information
George Bobb
Chief executive officer
US$4.3m
Total compensation
| CEO salary percentage | 19.20% |
| CEO tenure | 2.4yrs |
| CEO ownership | 0.02% |
| Management average tenure | 4.4yrs |
| Board average tenure | 11.4yrs |
Recent management updates
Recent updates
Narrative Update • 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.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 AlphaNarrative 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...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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$933m |
| Dec 28 2025 | US$4m | US$817k | US$895m |
| Sep 28 2025 | n/a | n/a | US$818m |
| Jun 29 2025 | n/a | n/a | US$859m |
| Mar 30 2025 | n/a | n/a | US$829m |
| Dec 29 2024 | US$3m | US$640k | US$819m |
| Sep 29 2024 | n/a | n/a | US$944m |
| Jun 30 2024 | n/a | n/a | US$880m |
| Mar 31 2024 | n/a | n/a | US$886m |
| Dec 31 2023 | US$2m | US$531k | US$886m |
| Oct 01 2023 | n/a | n/a | US$789m |
| Jul 02 2023 | n/a | n/a | US$769m |
| Apr 02 2023 | n/a | n/a | US$755m |
| Jan 01 2023 | US$2m | US$491k | US$789m |
| Oct 03 2022 | n/a | n/a | US$724m |
| Jul 03 2022 | n/a | n/a | US$680m |
| Apr 03 2022 | n/a | n/a | US$573m |
| Jan 02 2022 | US$2m | US$442k | US$445m |
Compensation vs Market: George's total compensation ($USD4.26M) is below average for companies of similar size in the US market ($USD14.67M).
Compensation vs Earnings: George's compensation has increased by more than 20% in the past year.
CEO
George Bobb (51 yo)
2.4yrs
Tenure
US$4,255,049
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 27.4yrs | US$9.79m | 0.27% $ 78.8m | |
| President | 2.4yrs | US$4.26m | 0.021% $ 6.2m | |
| CFO & Executive VP | 2.5yrs | US$2.16m | 0.025% $ 7.1m | |
| Executive VP | 13.8yrs | US$2.14m | 0.057% $ 16.3m | |
| Vice Chairman | 12.9yrs | US$2.57m | 0.12% $ 33.3m | |
| VP & Chief Information Officer | 12yrs | no data | no data | |
| Senior VP of Human Resources & Associate General Counsel | 9.5yrs | no data | no data | |
| VP & Chief Audit Executive | 2.5yrs | no data | no data | |
| President and GM of Test & Measurement Instrumentation | no data | no data | no data | |
| President & GM of Teledyne Lab and Field Instruments | no data | no data | no data | |
| Senior VP & President of Teledyne FLIR Defense | 4.4yrs | no data | no data | |
| VP & Chief Supply Chain Officer | 4.4yrs | no data | no data |
4.4yrs
Average Tenure
62.5yo
Average Age
Experienced Management: TDY's management team is considered experienced (4.4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | 27.4yrs | US$9.79m | 0.27% $ 78.8m | |
| President | less than a year | US$4.26m | 0.021% $ 6.2m | |
| Independent Director | 19.9yrs | US$320.00k | 0.018% $ 5.2m | |
| Lead Independent Director | 25.4yrs | US$389.54k | 0.10% $ 29.0m | |
| Independent Director | 21.9yrs | US$345.00k | 0.13% $ 36.3m | |
| Independent Director | 10.9yrs | US$320.00k | 0.012% $ 3.3m | |
| Independent Director | 11.8yrs | US$320.00k | 0.0052% $ 1.5m | |
| Independent Director | 4.6yrs | US$320.00k | 0.0010% $ 289.9k | |
| Independent Director | 5.7yrs | US$340.00k | 0.00084% $ 241.1k | |
| Independent Director | less than a year | US$126.70k | no data |
11.4yrs
Average Tenure
74.5yo
Average Age
Experienced Board: TDY's board of directors are seasoned and experienced ( 11.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/20 19:09 |
| End of Day Share Price | 2026/06/18 00:00 |
| Earnings | 2026/03/29 |
| Annual Earnings | 2025/12/28 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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 26 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.
| Analyst | Institution |
|---|---|
| Guy Hardwick | Barclays |
| Andrew Buscaglia | Berenberg |
| Andrew Buscaglia | BNP Paribas |