Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$27.7B
46M shares
52-week range
$483.02 – $697.67
53% from low
Sector
SEARCH, DETECTION, NAVIGATION, GUIDANCE, AERONAUTICAL SYS
Exchange
NYSE
CS
P/S (TTM)
4.4
EV / FCF (TTM)
26.0
Teledyne Technologies Inc provides enabling technologies to sense, analyze and distribute information for industrial growth markets that require advanced technology and high reliability. The firm operates in four segments: Digital Imaging, Instrumentation, Aerospace and Defense Electronics, and Engineered Systems. The Digital Imaging segment, that derives maximum revenue, includes high-performance sensors, cameras and systems, within the visible, infrared and X-ray spectra for use in industrial, government and medical applications, as well as MEMS and high-performance, high-reliability semiconductors including analog-to-digital and digital-to-analog converters. Geographically, the company operates in United States, Europe, Asia, and All other.
www.teledyne.comNo one on the platform currently holds TDY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 5,787 | $3.5M |
| Bridgewater Associatesas of 2025-09-30 | 5,399 | $3.2M |
No one on the platform has traded TDY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 7.3% | 7.0% | 8.9% | — | — | — |
| Rev. Growth % | 7.9% | 14.7% | ||||
| Profit Margin % | 14.6% | 13.8% | 12.4% | |||
| Free Cash Flow Margin % | 17.6% | 14.6% | 13.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.3% on the P/E track.
At today's price, your expected annual return is +5.3% on the P/E track.
At today's price, your expected annual return is +9.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.6B | +7.9% | $24.73 | $24.67–$24.81 | 24.1× | 7 |
| 2027 | $6.9B | +5.5% | $26.72 | $26.58–$27.08 | 22.3× | 6 |
| 2028 | $7.2B | +4.3% | $28.74 | $28.43–$29.15 | 20.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $5.79 | $6.28 | +8.5% |
| 2026-04-22 | $5.47 | $5.80 | +6.0% |
| 2026-01-21 | $5.83 | $6.30 | +8.1% |
| 2025-10-22 | $5.47 | $5.57 | +1.8% |
| 2025-07-23 | $5.05 | $5.20 | +3.0% |
| 2025-04-23 | $4.92 | $4.95 | +0.6% |
| 2025-01-22 | $5.22 | $5.52 | +5.7% |
| 2024-10-23 | $4.97 | $5.10 | +2.6% |
| $16.9B |
| — |
| HPQHP Inc. | $34.19 | +0.49% | $31.3B | — |
| JBLJabil Inc. | $297.80 | -0.31% | $31.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OPTT $OPTT Survey Equipment Services in the U.S. is the most visibly active. SES bought a WAM V for demonstrations and rentals, and it is actively showing the platform with integrated sensors. A recent demo paired a WAM V 16 with a $TDY model RESON T20 multibeam sonar at a hydrographic event in Mississippi. SES is essentially functioning as a demo, rental, payload integration and sales channel for WAM V rather than just forwarding leads. I could go on and on about the many other resellers putting active contracts out there… it’s all about certification and the capital needed to secure that. Just sayin
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$TDY Teledyne enters $15.4M contract with defense technology manufacturer in Europe Teledyne Energetics UK, part of Teledyne, announced a $15.4M contract with a Europe-based defense technology manufacturer to supply specialist energetics products for advanced unmanned systems. The agreement supports a Europe-based defense technology manufacturer as Europe moves to expand sovereign capability in unmanned systems. Teledyne will provide the specialist energetic technologies needed to move advanced drone programs from development into production. The initial $15.4M award establishes the foundation for a long-term supply relationship with potential value of more than $50M. Under the agreement, Teledyne will supply advanced initiation and energetic solutions for unmanned systems applications.
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$TDY BUY&Hold. For more information and price forecasts with Smart Invest Radar visit my site.
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$MRAM announced a partnership with $TDY TODAY to add PERSYST MRAM to its product portfolio for aerospace and defense customers. Avionics. Radar. Electronic warfare. Satellites. Autonomous systems. Let’s go! 🥳
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$MRAM — Teledyne HiRel (Teledyne Technologies unit, $TDY) adds Everspin's PERSYST STT-MRAM (256Mb initial focus, 64Mb/128Mb included) to its high-reliability memory lineup for military, aerospace, and space customers. Targets avionics, VPX/single-board computers, radar/EW, satellite electronics, autonomous systems. Q4 2026 availability from Teledyne's Milpitas facility. No financial terms, purchase commitments, or customer orders disclosed, watch for design wins and program-specific qualifications next. $MRAM #Semiconductors #DefenseTech https://prismmarketview.com/everspin-teledyne-hirel-partner-to-expand-mram-use-in-aerospace-and-defense/
View on StockTwits ↗$MRAM $TDY Everspin Technologies and Teledyne announce partnership Everspin Technologies (MRAM) and Teledyne HiRel Semiconductors, a business unit of Teledyne Technologies Incorporated (TDY, announced a strategic partnership to accelerate adoption of Everspin's MRAM in aerospace, defense and other demanding systems. This collaboration will begin with the 256Mb PERSYST spin-transfer torque MRAM, or STT-MRAM, a non-volatile memory that combines RAM-like speed with the ability to retain data through power loss, system resets and unexpected interruptions. Through the new partnership, Teledyne HiRel will initially offer Everspin's 256Mb PERSYST STT-MRAM as part of its memory products portfolio for military and aerospace customers, with target applications including avionics, VPX and single-board computer platforms, radar and electronic warfare payloads, satellite electronics, autonomous systems and other next-generation electronic solutions. The agreement also covers other PERSYST STT-MRAM products, including 64Mb and 128Mb options, giving customers additional density choices as program requirements vary. PERSYST MRAM products will ship from Teledyne HiRel Semiconductors' facility in Milpitas, California, with customer availability anticipated in the Q4.
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$TDY when your stock drops so fast that the charts cannot even keep up.
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$AMPX — speculation, not news. Sept 2–4: Amprius CTO Ionel Stefan presents at Strato-Ops International in Miyazaki, Japan. Topic: “Lithium-Ion Batteries for Continuous Stratospheric Flight.” Why Japan matters: it’s the world’s HAPS hub. SoftBank/HAPSMobile and Space Compass (NTT + Sky Perfect JSAT) are building stratospheric networks. Continuous flight is a pure energy-density problem — and Amprius already powers AALTO (Airbus), AeroVironment, BAE and Teledyne FLIR. Zoom out: SpaceX just detailed Starmind — up to 1M orbital AI data-center satellites, AI1 carrying NVIDIA Rubin, 250kW peak, production from 2027. Different altitude, same physics: above the weather, every gram of stored energy is a launch-cost line item. My take: the high-altitude economy is scaling faster than its supply chain, and whoever owns the lightest cell per Wh gets pulled into it. To be clear — no AMPX–$SPCX deal has been announced. $NVDA $AVAV $TDY $BA
View on StockTwits ↗$TDY do yourself and your wallet a favor and if you ever think about investing in TDY you would be FAR FAR better off just dropping the money into $ITA which TDY tracks but at far smaller returns.
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$TDY Teledyne FLIR OEM selected for U.S. Army DUTCH award Teledyne FLIR OEM, part of Teledyne Technologies, announced it was selected to support the U.S. Army's Delivering Unmatched Thermal Capability Hastened, DUTCH, initiative, led by the Office of the Assistant Secretary of War for Critical Technologies and the U.S. Army Combat Capabilities Development Command C5ISR Center, to enhance next-generation uncooled thermal infrared sensing for defense applications. Under the award, Teledyne FLIR OEM will further the development of uncooled thermal imaging technologies and apply its system integration expertise to help drive development and demonstration efforts aligned with U.S. Army modernization priorities.
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$LVS $TDY $CPNG $ZS $ON Las Vegas Sands benefits from travel and gaming demand, Teledyne benefits from imaging and aerospace technology demand, Coupang benefits from Korean e-commerce growth, Zscaler benefits from cloud-cybersecurity spending, and ON Semiconductor benefits from automotive and industrial semiconductor demand. I'm watching gaming volumes, defense and imaging orders, e-commerce growth, security budgets, and chip demand.
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$TDY 1132 watchers for a very interesting digital imaging, aerospace instrumentation company with a growing marine component. 30bln MC near ATH. @howardlindzon
View on StockTwits ↗$OPTT $OPTT At this point, I’d keep three OPTT screens open mentally: 10-K, strategic-alternatives process, and actual defense task orders. Everything else including $ADUIZZX.P $HII $TDY chatter is secondary until one of those produces hard evidence. The next filing could change the setup quickly.
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Fitch Ratings upgraded Teledyne Technologies' Long-Term Issuer Default Rating to BBB+ from BBB, while also raising the company's senior unsecured revolving credit facility and notes to BBB+. The outlook remains Stable. The upgrade reflects Teledyne's stronger financial profile, supported by robust free cash flow generation and Fitch's expectation that leverage will remain in the low-2.0x EBITDA range. The rating also benefits from the company's advanced technology portfolio, diversified end-market exposure, strong market positions and healthy backlog. Teledyne's conservative financial policy and disciplined capital allocation provide flexibility to pursue acquisitions while maintaining a strong balance sheet. Debt declined to roughly $2 billion at the end of Q2, with leverage falling to the low-1.0x range. $TDY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.