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TDYTeledyne Technologies Incorporated
$618.60$28.7B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
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TDY logo

Teledyne Technologies Incorporated

TDY
NYSE · Test & Measurement Instruments
$618.60
At close - USD
Market Cap$28.67B
P/E32.8x
52W High$697.67
Volume554.59K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q3

Reaccelerating Growth Meets Acquisition-Heavy Balance Sheet

Teledyne's revenue growth reaccelerated to 9.4% in 2026Q3 from a 2.9% stall in 2024Q3, with operating margin pressing to 20.6% as SG&A of $258.4M grew more slowly than the top line, suggesting overhead absorption is delivering a structural earnings inflection that began in 2026Q1.

GrowthAccelerating
ProfitabilityStrong
ValuationExpensive
TechnicalsWeak
Explore valuation models
MARKET ACTION

TDY price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

In Line

P/E is in line with peer median

03

Market leadership

RS 57 · Avg

Average momentum (RS Rating: 57)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Jan 21
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth of 9.4% in 2026Q3 and operating margin of 20.6% (up from 17.9% in 2025Q1) mark a meaningful inflection, though gross margin volatility between 29.4% and 44.4% suggests cost absorption rather than stable pricing is doing the lifting.

Analyst Consensus+13.9% target
Buy(18 analysts)
12 Buy4 Hold2 Sell

The Bull Case

Upside Catalysts

Strong institutional ownership

The Vanguard Group holds a significant 12.9% stake in Teledyne Technologies, indicating strong institutional confidence in the company.

Consensus price target upside

Wall Street analysts project a 13.2% upside potential with a consensus price target of $713, compared to the current trading price of $630.07.

Enabling technologies focus

Teledyne specializes in advanced sensing, analysis, and information distribution technologies for high-reliability industrial growth markets.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
TDY+19.24%
S&P 500 (^GSPC)+7.63%
1-Year Return
TDY+22.09%
S&P 500 (^GSPC)+9.69%
3-Year Return
TDY+64.01%
S&P 500 (^GSPC)+76.24%
5-Year Return
TDY+40.07%
S&P 500 (^GSPC)+63.70%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
28.3x
Forward P/EExpansion
24.2x
EV/EBITDA60th %ile
18.8x
FCF YieldCash Flow
4.0%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
28.3x
27.4x
80th· High
EV/EBITDA
18.8x
18.0x
60th· Fair
Price/FCF
25.0x
26.8x
40th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$304.90-50.7%
Base (Fair)$534.60-13.6%
Bull$728.14+17.7%
$304.90 Bear$534.60 Base$728.14 Bull
Current Market Price: $618.60
Trades at a 15.7% premium to Base DCF ($534.60)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$6.12B+7.9% YoY
Net income FY25
$895M+9.2% YoY
Free cash flow FY25
$1.07B-3.1% YoY
Operating margin FY25
18.8%+1.4 pts YoY
ROIC (FY25)7%
Avg ROIC 5Y-
ROE (FY25)8.9%
Piotroski Score7 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate10/12 (83%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 21, 2026
$6.72+8.9%
vs $6.17
$1.7B+2.0%
vs $1.7B
Q3 2026
Jul 22, 2026
$6.28+8.5%
vs $5.79
$1.7B+5.3%
vs $1.6B
Q2 2026
Apr 22, 2026
$5.80+6.0%
vs $5.47
$1.6B+3.0%
vs $1.5B
Q1 2026
Jan 21, 2026
$6.30+8.1%
vs $5.83
$1.6B+2.7%
vs $1.6B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Business Wire·1d ago
Teledyne to Participate in the Baird Global Industrial Conference

THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) today announced that George Bobb, President and Chief Executive Officer, Jason VanWees, Vice Chairman, and Mary Grace DeForest Berg, Vice President, Investor Relations and Mergers & Acquisitions, will hold investor meetings at the Baird 2026 Global Industrial Conference on Wednesday, November 11. Teledyne's latest investor presentation is publicly available on the Company's website at www.teledyne.com/inve.

Defense World·4d ago
Neonode (NASDAQ:NEON) and Teledyne Technologies (NYSE:TDY) Critical Contrast

Teledyne Technologies (NYSE: TDY - Get Free Report) and Neonode (NASDAQ: NEON - Get Free Report) are both technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, analyst recommendations, risk, profitability, earnings, valuation and dividends. Analyst Ratings This is a summary of recent ratings

Defense World·5d ago
Teledyne Technologies Incorporated $TDY Stock Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC lifted its position in Teledyne Technologies Incorporated (NYSE: TDY) by 1,789.9% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,300 shares of the scientific and technical instruments company's stock after purchasing an

MarketBeat·Oct 28, 2026
Varex Imaging Shareholders Approve Teledyne Merger Agreement

Stockholders of Varex Imaging NASDAQ: VREX approved the company's proposed merger with Teledyne Technologies Incorporated at a special meeting, clearing a key shareholder-vote requirement for the transaction.

Filtered for Teledyne Technologies IncorporatedMore Headlines
04

Compare before deciding

Benchmark TDY against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Teledyne Technologies Incorporated (TDY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
TDY logoTDYTeledyne Technologies IncorporatedCurrent
$618.60$28.67B32.767.86%14.63%8.92%—
HII logoHIIHuntington Ingalls Industries, Inc.
$288.74$11.38B18.768.23%5.42%13.95%1.88%
TXT logoTXTTextron Inc.
$83.54$14.37B16.358.01%6.3%12.14%0.13%
LDOS logoLDOSLeidos Holdings, Inc.
$132.68$16.69B11.923.07%7.91%27.49%1.2%
HEI logoHEIHEICO Corporation
$332.65$46.34B67.8916.26%16.38%16.57%0.07%
CW logoCWCurtiss-Wright Corporation
$463.47$17.12B36.0112.08%14.81%20.69%0.2%

Compare TDY vs Peers

Teledyne Technologies Incorporated (TDY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs HII

Most directly comparable listed peer for TDY.

Scale Benchmark

vs RTX

Larger-name benchmark to compare TDY against a more recognizable public peer.

Peer Set

Compare Top 5

vs HII, TXT, LDOS, HEI

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

TDY SEC Filings & Documents

Teledyne Technologies Incorporated (TDY) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Oct 21, 2026·SEC

Material company update

Sep 28, 2026·SEC

Material company update

Jul 22, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 20, 2026·SEC

FY 2025

Feb 21, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Oct 23, 2026·SEC

FY 2026

Jul 24, 2026·SEC

FY 2026

Apr 24, 2026·SEC

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TDY Frequently Asked Questions

Teledyne Technologies Incorporated (TDY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Teledyne Technologies Incorporated's revenue?

Teledyne Technologies Incorporated (TDY) reported $6.47B in revenue over the trailing twelve months. Revenue was $6.12B in fiscal year 2025. That is 734% more than the $733.0M of fiscal year 1998.

How fast is Teledyne Technologies Incorporated growing?

Teledyne Technologies Incorporated (TDY) grew revenue by 7.9% in fiscal year 2025, compared with the prior fiscal year.

Is TDY profitable?

Yes. Teledyne Technologies Incorporated (TDY) earned $978.1M in net income over the trailing twelve months (a 15.1% net margin).

Dividend & Returns
What is TDY's return on equity?

Teledyne Technologies Incorporated (TDY) had a return on equity (ROE) of 8.9% in fiscal year 2025. That is below the market's typical 10-15%.

What is Teledyne Technologies Incorporated's free cash flow?

Teledyne Technologies Incorporated (TDY) generated $1.01B in free cash flow over the trailing twelve months.

What if you invested $1,000 in TDY back in 1998?

Total return calculator · dividends reinvested · 28+ years of data

See returns →