Teledyne Technologies Förvaltning
Förvaltning kriterier kontrolleras 3/4
Teledyne Technologies VD är George Bobb, utsedd i Jan 2024, har en mandatperiod på 2.67 år. totala årliga ersättningen är $ 4.26M, bestående av 19.2% lön 80.8% bonusar, inklusive företagsaktier och optioner. äger direkt 0.021% av företagets aktier, värda $ 5.94M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.7 år respektive 11.6 år.
Viktig information
George Bobb
Verkställande direktör
US$4.3m
Total ersättning
| VD-lön i procent | 19.20% |
| Anställning som VD | 2.7yrs |
| Ägande av VD | 0.02% |
| Ledningens genomsnittliga anställningstid | 4.7yrs |
| Styrelsens genomsnittliga mandatperiod | 11.6yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • Aug 11
Teledyne: Varex Acquisition Strengthens The Buy Case
Summary Teledyne Technologies (TDY) will acquire Varex Imaging (VREX) for $1.1 billion, broadening TDY's healthcare equipment portfolio and strengthening X-ray capabilities. The acquisition price of $18.90 per VREX share represents a fair 8.7x EV/EBITDA multiple, below TDY’s own median multiple, adding immediate value. Post-acquisition, TDY’s sales CAGR rises to nearly 10% and price target increases to $831, reflecting a 20% upside anchored in stable growth. While VREX’s growth and margins are unimpressive, its integration fills portfolio gaps and offers potential margin improvement, aligning with TDY’s acquisition-driven strategy. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 27
TDY: Defense And Space Exposure Will Support Future Earnings Visibility
Analysts have raised their blended price target for Teledyne Technologies by about $16 to reflect updated assumptions around fair value, profitability and growth. This follows recent Q2 reports that they describe as solid, with organic growth at 9.0% and record orders.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 28 2026 | n/a | n/a | US$975m |
| 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$445m |
Ersättning vs marknad: George s total kompensation ($USD 4.26M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.74M ).
Ersättning vs inkomst: Ersättningen för George har ökat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
George Bobb (51 yo)
2.7yrs
Anställning
US$4,255,049
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman | 27.7yrs | US$9.79m | 0.27% $ 75.9m | |
| President | 2.7yrs | US$4.26m | 0.021% $ 5.9m | |
| CFO & Executive VP | 2.8yrs | US$2.16m | 0.025% $ 6.8m | |
| Executive VP | 14yrs | US$2.14m | 0.057% $ 15.7m | |
| Vice Chairman | 13.2yrs | US$2.57m | 0.12% $ 32.1m | |
| VP & Chief Information Officer | 12.3yrs | inga uppgifter | inga uppgifter | |
| Senior VP of Human Resources & Associate General Counsel | 9.8yrs | inga uppgifter | inga uppgifter | |
| VP & Chief Audit Executive | 2.8yrs | inga uppgifter | inga uppgifter | |
| President and GM of Test & Measurement Instrumentation | no data | inga uppgifter | inga uppgifter | |
| President & GM of Teledyne Lab and Field Instruments | no data | inga uppgifter | inga uppgifter | |
| Senior VP & President of Teledyne FLIR Defense | 4.7yrs | inga uppgifter | inga uppgifter | |
| VP & Chief Supply Chain Officer | 4.7yrs | inga uppgifter | inga uppgifter |
4.7yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder
Erfaren ledning: TDY s ledningsgrupp anses vara erfaren ( 4.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Executive Chairman | 27.7yrs | US$9.79m | 0.27% $ 75.9m | |
| President | less than a year | US$4.26m | 0.021% $ 5.9m | |
| Independent Director | 20.2yrs | US$320.00k | 0.017% $ 4.7m | |
| Lead Independent Director | 25.7yrs | US$389.54k | 0.10% $ 28.0m | |
| Independent Director | 22.2yrs | US$345.00k | 0.11% $ 31.1m | |
| Independent Director | 11.2yrs | US$320.00k | 0.012% $ 3.2m | |
| Independent Director | 12.1yrs | US$320.00k | 0.0052% $ 1.4m | |
| Independent Director | 4.8yrs | US$320.00k | 0.0010% $ 279.3k | |
| Independent Director | 5.9yrs | US$340.00k | 0.00084% $ 232.3k | |
| Independent Director | less than a year | US$126.70k | inga uppgifter |
11.6yrs
Genomsnittlig anställningstid
74.5yo
Genomsnittlig ålder
Erfaren styrelse: TDY s styrelse är rutinerade och erfaren ( 11.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/11 06:32 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/28 |
| Årlig intjäning | 2025/12/28 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Teledyne Technologies Incorporated bevakas av 27 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Guy Hardwick | Barclays |
| Andrew Buscaglia | Berenberg |
| Andrew Buscaglia | BNP Paribas |