Teledyne Technologies (TDY) Research

Forward Estimates

EPS Estimates

Current Qtr

$5.78

$5.73$5.85

vs $5.20+11.2%

12 analysts

Next Qtr

$6.01

$5.76$6.11

vs $5.57+7.8%

12 analysts

Current Yr

$24.16

$23.87$24.57

vs $21.99+9.9%

11 analysts

Next Yr

$26.06

$25.20$26.92

vs $24.16+7.8%

12 analysts

Revenue Estimates

Current Qtr

$1.58B

$1.56B$1.59B

vs $1.51B+4.3%

10 analysts

Next Qtr

$1.61B

$1.59B$1.63B

vs $1.54B+4.7%

10 analysts

Current Yr

$6.43B

$6.41B$6.48B

vs $6.12B+5.1%

10 analysts

Next Yr

$6.76B

$6.66B$6.89B

vs $6.43B+5.2%

11 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for TDY on EDGAR.

TDY filing events and research context
Filed	Item	Context
Apr 24, 2026	mda_quarterly	Teledyne reported first-quarter 2026 net sales of $1.56 billion, a 7.6% increase year-over-year, with net income attributable to the company rising 20.3% to $226.8 million. Growth was primarily driven by the Digital Imaging segment, specifically infrared imaging detectors and unmanned air systems, and the Aerospace and Defense Electronics segment, which saw a 14.4% sales increase fueled by defense electronics. The Instrumentation segment also grew, supported by offshore energy and gas detection products, while Engineered Systems experienced a 2.6% decline. The company is capitalizing on increased global defense spending but remains exposed to U.S.-China trade sanctions and restrictions on rare earth minerals. Geopolitical volatility in the Middle East and potential U.S. government shutdowns present further operational and supply chain risks. Teledyne plans $150 million in 2026 capital expenditures to upgrade facilities and support growth. Liquidity is supported by $521.4 million in cash and a $1.2 billion credit facility, following the April 2026 repayment of $450 million in senior notes. Additionally, $1.6 billion remains available under the company's stock repurchase authorization.
Feb 20, 2026	business	Teledyne Technologies Incorporated provides high-reliability enabling technologies for industrial growth markets, including aerospace and defense, factory automation, oceanographic research, and medical imaging. The company operates through four segments: Digital Imaging, Instrumentation, Aerospace and Defense Electronics, and Engineered Systems. Key products include digital imaging sensors and cameras across visible, infrared, and X-ray spectra, marine and environmental monitoring instrumentation, harsh environment interconnects, and satellite communication subsystems. Teledyne pursues a growth strategy focused on acquiring companies in markets with high barriers to entry, evidenced by recent acquisitions such as Qioptiq, TransponderTech, and Micropac. A substantial portion of the company's revenue is derived from U.S. Government contracts, creating a dependency on federal spending and exposing the firm to risks related to government audits and the False Claims Act. Additionally, the company faces operational risks concerning trade compliance, specifically regarding export licensing for its FLIR products, and ongoing environmental remediation obligations. Teledyne's competitive position relies on continuous innovation and investment in advanced technology to maintain leadership in highly engineered product categories that are resistant to commoditization.
Feb 20, 2026	mda	Teledyne reported 2025 net sales of $6.1 billion, a 7.9% increase over 2024, with operating income rising 16.2% to $1.1 billion. Growth was primarily fueled by strategic acquisitions, most notably in the Aerospace and Defense Electronics segment, where sales surged 36.3%. The company's revenue is diversified across four segments: Digital Imaging (52% of sales), Instrumentation (24%), Aerospace and Defense Electronics (17%), and Engineered Systems (7%). Key offerings include infrared and X-ray sensors, unmanned aerial systems, marine monitoring instruments for offshore energy, and avionics. Approximately 25% of net sales derive from U.S. Government contracts, primarily the Department of War, while 48% are international. Critical risks include U.S.-China trade volatility, specifically tariffs and restrictions on rare earth minerals. Financial performance remains sensitive to cyclicality in the offshore oil and gas and commercial aerospace markets, as well as NASA budget reductions and the inherent risks of fixed-price government contracts. Teledyne is managing its capital structure via a $1.2 billion credit facility and a $2 billion stock repurchase program, with $150 million earmarked for 2026 capital expenditures to upgrade manufacturing equipment and support internal growth.

Filed

Item

Context

Apr 24, 2026

mda_quarterly

Teledyne reported first-quarter 2026 net sales of $1.56 billion, a 7.6% increase year-over-year, with net income attributable to the company rising 20.3% to $226.8 million. Growth was primarily driven by the Digital Imaging segment, specifically infrared imaging detectors and unmanned air systems, and the Aerospace and Defense Electronics segment, which saw a 14.4% sales increase fueled by defense electronics. The Instrumentation segment also grew, supported by offshore energy and gas detection products, while Engineered Systems experienced a 2.6% decline. The company is capitalizing on increased global defense spending but remains exposed to U.S.-China trade sanctions and restrictions on rare earth minerals. Geopolitical volatility in the Middle East and potential U.S. government shutdowns present further operational and supply chain risks. Teledyne plans $150 million in 2026 capital expenditures to upgrade facilities and support growth. Liquidity is supported by $521.4 million in cash and a $1.2 billion credit facility, following the April 2026 repayment of $450 million in senior notes. Additionally, $1.6 billion remains available under the company's stock repurchase authorization.

Feb 20, 2026

business

Teledyne Technologies Incorporated provides high-reliability enabling technologies for industrial growth markets, including aerospace and defense, factory automation, oceanographic research, and medical imaging. The company operates through four segments: Digital Imaging, Instrumentation, Aerospace and Defense Electronics, and Engineered Systems. Key products include digital imaging sensors and cameras across visible, infrared, and X-ray spectra, marine and environmental monitoring instrumentation, harsh environment interconnects, and satellite communication subsystems. Teledyne pursues a growth strategy focused on acquiring companies in markets with high barriers to entry, evidenced by recent acquisitions such as Qioptiq, TransponderTech, and Micropac. A substantial portion of the company's revenue is derived from U.S. Government contracts, creating a dependency on federal spending and exposing the firm to risks related to government audits and the False Claims Act. Additionally, the company faces operational risks concerning trade compliance, specifically regarding export licensing for its FLIR products, and ongoing environmental remediation obligations. Teledyne's competitive position relies on continuous innovation and investment in advanced technology to maintain leadership in highly engineered product categories that are resistant to commoditization.

Feb 20, 2026

mda

Teledyne reported 2025 net sales of $6.1 billion, a 7.9% increase over 2024, with operating income rising 16.2% to $1.1 billion. Growth was primarily fueled by strategic acquisitions, most notably in the Aerospace and Defense Electronics segment, where sales surged 36.3%. The company's revenue is diversified across four segments: Digital Imaging (52% of sales), Instrumentation (24%), Aerospace and Defense Electronics (17%), and Engineered Systems (7%). Key offerings include infrared and X-ray sensors, unmanned aerial systems, marine monitoring instruments for offshore energy, and avionics. Approximately 25% of net sales derive from U.S. Government contracts, primarily the Department of War, while 48% are international. Critical risks include U.S.-China trade volatility, specifically tariffs and restrictions on rare earth minerals. Financial performance remains sensitive to cyclicality in the offshore oil and gas and commercial aerospace markets, as well as NASA budget reductions and the inherent risks of fixed-price government contracts. Teledyne is managing its capital structure via a $1.2 billion credit facility and a $2 billion stock repurchase program, with $150 million earmarked for 2026 capital expenditures to upgrade manufacturing equipment and support internal growth.

Forward Estimates

TDY filing events and research context

Keep researching TDY

Related tickers

Related explainers

Forward Estimates