Teledyne Technologies Incorporated (TDY) AI Stock Analysis

Teledyne Technologies Incorporated provides specialized technologies across industrial, scientific, aerospace, and defense markets. Its Instrumentation segment produces monitoring, control, and test equipment for marine, environmental, and industrial applications. The Digital Imaging segment manufactures visible spectrum sensors, digital cameras, infrared and X-ray sensors, and microelectromechanical systems used in machine vision, medical imaging, scientific research, and diagnostic systems. Through its Aerospace and Defense Electronics segment, the company supplies electronic components, subsystems, and communications hardware for defense systems, aircraft data acquisition, wireless communications, and satellites.

Teledyne increased annual revenue from $4.61B in FY2021 to $6.12B in FY2025, delivering a 5-year revenue CAGR of 14.7% from FY2020 to FY2025. Annual net income grew from $445.3M in FY2021 to $894.8M in FY2025, with EPS expanding from $16.53 to $22.02 over the same timeframe. Annual gross margin stood at 39.2% in FY2025, down from 42.9% in FY2024, while operating margin expanded to 18.8%. For the latest quarter ended June 30, 2026, quarterly revenue grew 9.8% year-over-year and quarterly earnings rose 21.2%. Trailing twelve-month revenue reached $6.37B with an operating margin of 20.2% and EPS of $20.67.

As of June 30, 2026, Teledyne held $340.1M in cash and short-term investments against total debt of $2.03B, resulting in net debt of $1.69B. Total assets stood at $15.28B and shareholders' equity was $10.92B, supported by a current ratio of 2.18 and a debt-to-equity ratio of 0.19. In FY2025, operating cash flow reached $1.19B. Capital expenditures totaled $117.3M, yielding $1.07B in free cash flow, while share buybacks totaled $402.9M.

Teledyne trades at a trailing P/E of 29.9x, below the 31.5x median of its S&P 500 Technology peers. Its forward P/E of 23.6x sits above the peer median of 20.3x, while its EV-to-EBITDA of 19.2x is slightly below the peer median of 19.9x. The stock trades at a price-to-sales multiple of 4.5x compared to 6.3x for peer medians. Over the past year, the stock gained 10.2%, trailing the S&P 500 return of 16.8%, and its 5-year return of 44.1% trailed the index return of 83.0%.

Teledyne is covered by Wall Street analysts with 6 Strong Buy, 3 Buy, and 3 Hold ratings, and no Sell or Strong Sell ratings. The mean price target is $758.08, representing a 22.5% upside compared to the last close of $618.60. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $24.74 on revenue of $6.56B. Teledyne beat EPS estimates in each of the last 4 quarters, with its next earnings date scheduled for October 21, 2026.

This page is an AI-written research summary of Teledyne Technologies Incorporated (TDY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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