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TDYTeledyne Technologies Incorporated
$661.20$30.6B
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TDY logoTeledyne Technologies Incorporated(TDY)Earnings, Financials & Key Ratios

TDY•NYSE
$661.20
35.0× P/E·Price updated Jul 2, 2026
SectorTechnologyIndustryTech Hardware & EquipmentSub-IndustryMachine Vision, Imaging and Lidar
AboutTeledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Canada, the United Kingdom, Belgium, the Netherlands, and internationally. The company's Instrumentation segment offers monitoring and control instruments for marine, environmental, industrial, and other applications, as well as electronic test and measurement equipment; and power and communications connectivity devices for distributed instrumentation systems and sensor networks. Its Digital Imaging segment provides visible spectrum sensors and digital cameras for industrial machine vision and automated quality control, as well as for medical, research, and scientific applications; and infrared and X-ray spectra for use in industrial, government, and medical applications, as well as micro electromechanical systems and semiconductors, including analog-to-digital and digital-to-analog converters. This segment also offers thermal imaging systems, visible-light imaging systems, locater systems, measurement and diagnostic systems, and threat-detection solutions. The company's Aerospace and Defense Electronics segment provides electronic components and subsystems, as well as communications products, such as defense electronics, environment interconnects, data acquisition and communications equipment for aircraft, components and subsystems for wireless and satellite communications, and general aviation batteries. Its Engineered Systems segment offers systems engineering and integration, technology development, and manufacturing solutions for defense, space, environmental, and energy applications; and designs and manufactures electrochemical energy systems and electronics for military applications. The company markets and sells its products and services through a direct internal sales force, as well as third-party sales representatives and distributors. Teledyne Technologies Incorporated was founded in 1960 and is headquartered in Thousand Oaks, California.Show more
  • Revenue$6.12B+7.9%
  • EBITDA$1.49B+14.4%
  • Net Income$895M+9.2%
  • EPS (Diluted)18.88+9.7%
  • Gross Margin39.22%-8.7%
  • EBITDA Margin24.3%+6.1%
  • Operating Margin18.8%+7.8%
  • Net Margin14.63%+1.3%
  • ROE8.92%+2.2%

TDY Price & Volume

Teledyne Technologies Incorporated (TDY) stock price & volume — 10-year historical chart

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Specialized Sensing Growth Offsets Acquisition Integration Risks

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Stable
Profitability:Strong
Financial:Healthy
Cash Flow:Robust
Primary Risk:Goodwill impairment and leverage

Key Thesis Takeaways

  • Teledyne Technologies maintains a resilient growth trajectory driven by its high-barrier-to-entry sensing and instrumentation portfolio, evidenced by a 7.6% year-over-year revenue increase in 2026Q1.
  • While the company demonstrates strong operational leverage with consistent 18-19% operating margins, investors should monitor the significant concentration of goodwill, which represents 56% of the $15.5 billion total asset base.
  • Future performance remains tethered to the successful integration of inorganic acquisitions and the company's ability to navigate potential supply chain volatility in its specialized semiconductor segments.

Verdict Logic

while the company maintains a healthy current ratio of 1.76 and strong cash conversion, the high valuation with a 33.07 P/E TTM and significant goodwill exposure warrants a cautious approach until margin stability is fully restored.

TDY Growth Metrics

Teledyne Technologies Incorporated (TDY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years10.28%
5 Years14.66%
3 Years3.86%
TTM6.14%

Profit CAGR

10 Years16.41%
5 Years17.36%
3 Years4.3%
TTM10.58%

EPS CAGR

10 Years13.25%
5 Years12.24%
3 Years4.53%
TTM11.18%

Return on Capital

10 Years10.04%
5 Years7.85%
3 Years8.17%
Last Year8.72%

TDY Recent Earnings

Teledyne Technologies Incorporated (TDY) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 22, 2026
Metric
Actual
Est
EPS
$5.80+5.8%
$5.48
Rev
$1.6B+3.0%
$1.5B
Q1 2026
Jan 21, 2026
Metric
Actual
Est
EPS
$6.30+8.1%
$5.83
Rev
$1.6B+2.7%
$1.6B
Q4 2025
Oct 22, 2025
Metric
Actual
Est
EPS
$5.57+1.8%
$5.47
Rev
$1.5B+0.8%
$1.5B
Q3 2025
Jul 23, 2025
Metric
Actual
Est
EPS
$5.20+3.0%
$5.05
Rev
$1.5B+2.6%
$1.5B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 22, 2026
$5.80vs $5.48+5.8%
$1.6Bvs $1.5B+3.0%
Q1 2026Jan 21, 2026
$6.30vs $5.83+8.1%
$1.6Bvs $1.6B+2.7%
Q4 2025Oct 22, 2025
$5.57vs $5.47+1.8%
$1.5Bvs $1.5B+0.8%
Q3 2025Jul 23, 2025
$5.20vs $5.05+3.0%
$1.5Bvs $1.5B+2.6%
Based on last 12 quarters of dataView full earnings history →

Latest TDY News

Recent stock market news and headlines for Teledyne Technologies Incorporated (TDY)

Business Wire·Jun 25, 2026
Teledyne MEMS Selected to Support Two FABrIC Challenge Award Recipients

EDMONTON, Alberta--(BUSINESS WIRE)--Teledyne MEMS announced today that it has been selected as the advanced micro-electro-mechanical systems (MEMS) manufacturing partner for two recipients of the latest FABrIC Challenge funding awards announced by CMC Microsystems through the Government of Canada's FABrIC initiative.FABrIC (Fabrication of Integrated Components for the Internet's Edge) is a Strategic Response Fund initiative designed to strengthen Canada's domestic semiconductor capabilities and.

Business Wire·Jun 24, 2026
Teledyne MEMS Expands Edmonton Operations with Support from Government of Alberta

EDMONTON, Alberta--(BUSINESS WIRE)--Teledyne MEMS is expanding its manufacturing operations in Edmonton with support from the Government of Alberta, reinforcing the province's growing role in the global semiconductor supply chain and creating new, high-skill jobs. The investment is backed by a CA$620,000 grant from the province's Investment and Growth Fund, aimed at attracting high-impact private sector investment and driving economic growth.The expansion will enhance Teledyne MEMS' advanced man.

Business Wire·Jun 24, 2026
Teledyne FLIR Defense Awarded $28.8 Million Contract by U.S. Customs and Border Protection for Mobile Surveillance Systems

ELKRIDGE, Md.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) announced that Teledyne FLIR Defense has won a $28.8 million contract from U.S. Customs and Border Protection (CBP), an agency of the U.S. Department of Homeland Security, to support the agency's Enhanced Mobile Surveillance Capability–Lite (eMSC-L) program to bolster border security operations. Under the 24-month contract, Teledyne FLIR Defense will deliver an advanced version of its Lightweight Vehicle Surveillance.

Business Wire·Jun 17, 2026
Teledyne FLIR Defense Launches ‘CheMSense™ Protect' for Continuous Air Monitoring Chemical Detection

PARIS--(BUSINESS WIRE)--Teledyne FLIR Defense, a pioneer in intelligent sensing solutions and part of Teledyne Technologies Incorporated (NYSE:TDY), announced the launch of its advanced CheMSense™ Protect continuous and autonomous air monitor for rapid chemical detection. As the first commercially available chemical detection system utilizing Teledyne's Multi-Dimensional Mass Spectrometry (MDMS™) technology, CheMSense Protect represents a major leap forward in speed and sensitivity, equipping re.

GuruFocus·Jun 16, 2026
Teledyne to Participate at the TD Cowen U.S. Corporate Access Day Conference

Teledyne Technologies Incorporated (NYSE: TDY) today announced that Jason VanWees, Vice Chairman, will present at the TD Cowen 3rd Annual U.S. Corporate Access

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
$661.20$30.62B35.027.86%14.63%8.92%—
HII logoHIIHuntington Ingalls Industries, Inc.
$278.97$10.99B18.138.23%4.71%12.05%—
TXT logoTXTTextron Inc.
$91.93$16B17.998.01%6.15%12.13%—
LDOS logoLDOSLeidos Holdings, Inc.
$103.07$12.96B9.263.07%7.77%27.1%—
HEI logoHEIHEICO Corporation
$359.70$50.11B73.4116.26%16.08%16.23%—
CW logoCWCurtiss-Wright Corporation
$757.76$27.97B58.8812.08%14.17%19.64%—

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

TDY SEC Filings & Documents

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

8-K Announcements

6
Material company update

Apr 23, 2026·SEC

Material company update

Apr 22, 2026·SEC

Material company update

Feb 26, 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

Apr 24, 2026·SEC

FY 2025

Oct 24, 2025·SEC

FY 2025

Jul 28, 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 $6.27B in revenue for fiscal year 2025. This represents a 756% 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 $949.9M 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 $1.06B 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 →