Teledyne Technologies Inc

Teledyne Technologies Inc

TDY

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Market Cap$28.7B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Teledyne Technologies IncTeledyne Technologies Inc31.1-9%4.60.2

Earnings Call Q1 2026

April 22, 2026 - AI Summary

Strong First Quarter Performance: Teledyne reported record first quarter sales, with an increase of 7.6% year-over-year. Non-GAAP earnings per share rose by 17.2%, leading to higher operating margins. The company achieved a non-GAAP operating margin increase of 58 basis points, reaching 23.2%, despite a rise in R&D expenditures.
Revised Sales Guidance: The company raised its full-year sales guidance to $6.415 billion, reflecting a 70 basis point increase from earlier projections. Organic growth is estimated at 4%, with an additional 0.9% contribution from acquisitions, indicating a strong outlook driven by Digital Imaging and Aerospace & Defense segments.
Segment Performance Highlights: Notable growth was observed in the Digital Imaging segment (7.9% increase), particularly in visible light sensors and infrared detectors for space applications, as well as unmanned air systems. Aerospace and Defense Electronics saw a 14.4% rise in sales, driven by a month of contribution from the Qioptiq acquisition and solid organic growth.

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$713.00

Target Price by Analysts

16.3% upsideTeledyne Technologies Target Price DetailsTarget Price
$551.44

Current Fair Value

10% downside

Overvalued by 10% based on the discounted cash flow analysis.

Share Statistics

Market cap$28.70 Billion
Enterprise Value$30.66 Billion
Dividend Yield$- (-)
Earnings per Share$18.88
Beta0.94
Outstanding Shares46,800,000

Return

Return on Equity8.72%ROE
Return on Assets6.02%
Return on Invested Capital8.76%

Valuation & Multiples

P/E Ratio31.08P/E Ratio
PEG153.44PEG
Price to Sales4.61Price to Sales
Price to Book Ratio2.69Price to Book Ratio
Enterprise Value to Revenue4.92
Enterprise Value to EBIT25.74
Enterprise Value to Net Income32
Total Debt to Enterprise0.08
Debt to Equity0.23Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$5.48
Average shareholder expectation
Revenue Estimate
$1.52 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 20, 2026
EPS Estimate
$5.74
Average shareholder expectation
Revenue Estimate
$1.57 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3064 44.45%
Total Calls64,300 132.13%
Total Puts19,700 5.29%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %92.94% 0.30%
Total Invested$26.62B 18.66%
Investors Holding849 37.00%

ESG Score

No data

About Teledyne Technologies Inc

11,790 employees
CEO: Aldo Pichelli

Teledyne Technologies is a leading provider of sophisticated instrumentation, digital imaging products and software, aerospace and defense electronics, and engineered systems. Teledyne's operations are primarily located in the United Sta...

Relevant Senate Committees

Finance

This powerful committee controls taxation and trade policy, both of which profoundly impact Teledyne's corporate profitability, international operations, and overall legal and economic environment.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the specific funding for defense programs, scientific research, and other government projects that are key customers for Teledyne's products and systems.

Armed Services

This committee directly oversees the Department of Defense and authorizes the annual National Defense Authorization Act (NDAA), which is a primary source of revenue and R&D funding for Teledyne's aerospace and defense electronics segments.

Select Committee on Intelligence

Teledyne provides defense electronics, engineered systems, and imaging products highly relevant to intelligence gathering and national security. Members receive classified briefings directly impacting intelligence community needs and procurements, offering potential non-public material information.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the aerospace industry (via FAA), and scientific research. It directly impacts Teledyne's aerospace electronics, instrumentation, and R&D funding streams.

Homeland Security and Governmental Affairs

This committee oversees federal procurement and the Department of Homeland Security, both of which are significant customers or regulatory environments for Teledyne's aerospace, defense electronics, and engineered systems.