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TDYTeledyne Technologies Incorporated
$609.08$28.2B
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 · Tech Hardware & Equipment
$609.08
At close - Sep 21, 4:00 PM EDT - USD
Market Cap$28.23B
P/E32.3x
52W High$697.67
Volume306.51K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Accelerating Growth and Deleveraging Bolster Acquisition-Driven Model

Teledyne Technologies is demonstrating accelerating revenue growth (9.8% YoY in Q2 2026) and robust margin expansion, with operating margin reaching 20.0% and FCF margin at 17.1%. The company's low capital intensity (capex only 1.8% of revenue) and strong cash...

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

-12% Peers

P/E is 12% below peer median

03

Market leadership

RS 48 · Lag

Laggard (Underperforming 52% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Oct 22
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 accelerated to 9.8% YoY in Q2 2026, with operating margin expanding to 20.0% and net margin to 15.1%, though gross margin volatility (ranging from 29.4% to 44.4% over the past year) suggests mix and acquisition-related impacts.

Analyst Consensus+14.5% 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 9/22/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
TDY+17.41%
S&P 500 (^GSPC)+13.22%
1-Year Return
TDY+7.25%
S&P 500 (^GSPC)+15.99%
3-Year Return
TDY+46.93%
S&P 500 (^GSPC)+83.09%
5-Year Return
TDY+45.66%
S&P 500 (^GSPC)+80.18%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
32.3x
Forward P/EExpansion
24.6x
EV/EBITDA80th %ile
20.5x
FCF YieldCash Flow
3.8%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
32.3x
27.4x
80th· High
EV/EBITDA
20.5x
18.0x
80th· High
Price/FCF
26.3x
26.8x
40th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$292.26-52.0%
Base (Fair)$518.03-14.2%
Bull$706.16+15.9%
$292.26 Bear$518.03 Base$706.16 Bull
Current Market Price: $609.08
Trades at a 17.6% premium to Base DCF ($518.03)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$6.12B+7.9% YoY
Net income
$895M+9.2% YoY
Free cash flow
$1.07B-3.1% YoY
Operating margin
18.8%+1.4 pts YoY
ROIC (TTM)7%
Avg ROIC 5Y-
ROE (TTM)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 Rate9/12 (75%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
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
Q4 2025
Oct 22, 2025
$5.57+1.8%
vs $5.47
$1.5B+0.8%
vs $1.5B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·6d ago
Teledyne Space Imaging Sensors Launch on ESA's Sentinel-3C and FLEX Missions

CHELMSFORD, England--(BUSINESS WIRE)--Teledyne Space Imaging technology was successfully launched aboard two major European Space Agency (ESA) Earth observation missions; Sentinel-3C and the Fluorescence Explorer (FLEX). The satellites launched together this morning aboard a Vega C rocket from Europe's Spaceport in French Guiana. Sentinel-3C: Continuing long-term Earth observation Designed and developed by ESA, and operated by EUMETSAT, Sentinel-3C is the third satellite in the Sentinel-3 serie.

GuruFocus·Sep 15, 2026
Teledyne e2v Expands 3D Imaging Portfolio with New Perciva ToF Camera

Teledyne e2v, a Teledyne Technologies (NYSE: TDY) company and global innovator of imaging solutions, announces Perciva™ ToF, its new industrial grade 3D Time-o

Business Wire·Sep 15, 2026
Teledyne e2v Expands 3D Imaging Portfolio with New Perciva ToF Camera

GRENOBLE, France--(BUSINESS WIRE)--Teledyne e2v, a Teledyne Technologies (NYSE:TDY) company and global innovator of imaging solutions, announces Perciva™ ToF, its new industrial grade 3D Time-of-Flight (ToF) camera. Designed for reliable operation in demanding environments, Perciva ToF combines high-performance depth sensing, on-camera processing, and flexible integration for a wide range of applications, including logistics, robotics, inspection, and surveillance. Powered by Teledyne e2v's Hyd.

Seeking Alpha·Sep 10, 2026
Teledyne Technologies Incorporated (TDY) Presents at Jefferies Global Industrials Conference 2026 Transcript

Teledyne Technologies Incorporated (TDY) Presents at Jefferies Global Industrials Conference 2026 Transcript

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
$609.08$28.23B32.267.86%14.63%8.92%—
HII logoHIIHuntington Ingalls Industries, Inc.
$276.10$10.88B17.948.23%5.01%12.89%—
TXT logoTXTTextron Inc.
$79.41$13.66B15.548.01%6.12%11.93%—
LDOS logoLDOSLeidos Holdings, Inc.
$128.23$16.13B11.523.07%7.67%26.38%—
HEI logoHEIHEICO Corporation
$303.03$42.22B61.8416.26%16.38%16.57%—
CW logoCWCurtiss-Wright Corporation
$568.02$20.98B44.1412.08%14.81%20.69%—

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

Jul 22, 2026·SEC

Material company update

Apr 23, 2026·SEC

Material company update

Apr 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

Jul 24, 2026·SEC

FY 2026

Apr 24, 2026·SEC

FY 2025

Oct 24, 2025·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 $6.39B in revenue for fiscal year 2025. This represents a 772% increase from $733.0M in 1998.

How fast is Teledyne Technologies Incorporated growing?

Teledyne Technologies Incorporated (TDY) grew revenue by 7.9% over the past year. This is steady growth.

Is TDY profitable?

Yes, Teledyne Technologies Incorporated (TDY) is profitable, generating $980.9M in net income for fiscal year 2025 (14.6% net margin).

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

Teledyne Technologies Incorporated (TDY) has a return on equity (ROE) of 8.9%. This is below average, suggesting room for improvement.

What is Teledyne Technologies Incorporated's free cash flow?

Teledyne Technologies Incorporated (TDY) generated $1.03B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

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

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

See returns →