Teledyne Technologies Incorporated (TDY) Stock Price & Analysis
Teledyne Technologies Incorporated (TDY) closed at USD 620.47 on Thursday, October 22, 2026, down 1.53% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 630.1; the Oct 22, 2026 session ranged USD 610.1–634.72 on volume of 493,863 shares. Market capitalization is $28.76B, with a 52-week range of USD 483.02–697.67 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TDY.md
Latest Earnings Results (TDY)
Teledyne Technologies Incorporated (TDY) reported Q3 2026 results on Oct 21, 2026, 7:14:11 AM ET: adjusted EPS $6.72 vs. estimate $6.17 (beat), revenue $1.68B vs. estimate $1.65B (beat). Guidance: Fourth quarter 2026 GAAP EPS is expected to be $5.68 to $5.83 and non-GAAP EPS $6.60 to $6.70. Source: SEC 8-K filing. Nexqual published it 41 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $6.72 (adjusted (non-GAAP) diluted) | $1.68B | Oct 21, 2026, 7:14:11 AM ET · on Nexqual +41 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (TDY)
- Last four reported quarters (through Jun 28, 2026): revenue $6.37B, net income $975M (15.3% margin), free cash flow $1.14B (SEC filings).
- Valuation: P/E 29.5x (avg 26.1x at the last 3 fiscal year-ends), EV/EBITDA 19.3x, net debt $1.69B.
- 3 of 80 tracked superinvestors hold TDY (13F, Q2 2026): 0 new, 3 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $4.7M; 2 not under a Rule 10b5-1 plan ($4.7M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (12 analysts), mean target USD 767.5 (range 640–915).
- Total return with dividends: 1Y +15.6% vs S&P 500 +14.9%; 5Y +39.1% vs S&P 500 +80.3%.
- Next earnings: 2027-01-20, EPS estimate USD 6.65, revenue estimate $1.72B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TDY)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.61B | $5.46B | $5.64B | $5.67B | $6.12B | $6.37B |
| Gross profit | $1.84B | $2.33B | $2.44B | $2.43B | $2.61B | — |
| Operating income | $624M | $972M | $1.03B | $989M | $1.15B | $1.24B |
| Net income | $445M | $789M | $886M | $819M | $895M | $975M |
| EPS (diluted) | $10.05 | $16.53 | $18.49 | $17.21 | $18.88 | — |
| Free cash flow | $723M | $394M | $721M | $1.11B | $1.07B | $1.14B |
| Gross margin | 39.9% | 42.7% | 43.3% | 42.9% | 42.8% | — |
| Operating margin | 13.5% | 17.8% | 18.4% | 17.4% | 18.8% | 19.4% |
| Net margin | 9.7% | 14.4% | 15.7% | 14.4% | 14.6% | 15.3% |
| Revenue growth | +49.5% | +18.3% | +3.2% | +0.6% | +7.9% | — |
| Cash + short-term investments | $475M | $638M | $648M | $650M | $352M | — |
| Total debt | $4.10B | $3.92B | $3.24B | $2.65B | $2.48B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 28, 2026) (TDY)
P/E 29.5x · P/S 4.5x · EV/EBITDA 19.3x · EV/Sales 4.8x · P/FCF 25.2x · P/B 2.6x · FCF yield 3.97% · Earnings yield 3.39% · Net debt $1.69B · EV $30.4B
P/E at fiscal year-ends: Dec 2025 27.1x, Dec 2024 27.0x, Dec 2023 24.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (TDY)
3 of 80 tracked investors hold TDY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | 0.56% | $1.08B | Added +0.5% |
| Yacktman Asset Management | 0.02% | $1.8M | Added +8.0% | |
| First Eagle Investment | First Eagle Investment Management | <0.01% | $22K | Added +371.4% |
Insider sales (SEC Form 4, open-market, last ~7 months) (TDY)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-12 | Von Schack Wesley W | Director | 468 | $321K | 4.1% | No | Too little history (no open-market trades in 2025) |
| 2026-08-12 | Lorne Simon M | Director | 6,449 | $4.4M | 10.4% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TDY)
Consensus Buy (mean 2.00 on a 1–5 scale), 12 analysts; mean target USD 767.5 (low 640, high 915).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Stifel | Target raised | Buy | $775 → $795 |
| 2026-09-15 | Needham | Target raised | Buy | $750 → $760 |
| 2026-08-13 | Morgan Stanley | Target raised | Equal-Weight | $680 → $715 |
| 2026-07-24 | Barclays | Target raised | Equal-Weight | $614 → $640 |
| 2026-07-23 | Stifel | Target raised | Buy | $750 → $775 |
| 2026-07-23 | Needham | Target raised | Buy | $735 → $750 |
| 2026-07-01 | Citigroup | Target raised | Neutral | $677 → $680 |
Total return (dividends reinvested) (TDY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +15.6% | +39.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +15.7% | +6.8% |
| Volatility (annualized) | 25.4% | 23.3% |
| Max drawdown | -15.2% (Mar 2026→Mar 2026) | -31.1% (Apr 2022→Oct 2022) |
TDY revenue by business segment (quarter ended Jun 28, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Digital Imaging | $868.7M | 52.3% | +12.7% |
| Instrumentation | $387.8M | 23.3% | +5.5% |
| Aerospace and Defense Electronics | $286.4M | 17.2% | +8.2% |
| Engineered Systems | $119.6M | 7.2% | +8.4% |
| Total revenue | $1.66B | 100% | — |
TDY revenue by product line (quarter ended Jun 28, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Marine Instrumentation | $181.2M | 10.9% | +5.7% |
| Environmental Instrumentation | $127.1M | 7.6% | +6.0% |
| Test & Measurement Instrumentation | $79.5M | 4.8% | +4.3% |
| Total revenue | $1.66B | 100% | — |
TDY revenue by region (quarter ended Jun 28, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $844.4M | 50.8% | +10.0% |
| Europe | $450.5M | 27.1% | +14.9% |
| Asia | $223.0M | 13.4% | +2.4% |
| All Other | $144.6M | 8.7% | +6.0% |
| Total revenue | $1.66B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
TDY company outlook (results filed Oct 21, 2026)
- “Based on its current outlook, the company's management believes that fourth quarter 2026 GAAP diluted earnings per share will be in the range of $5.68 to $5.83, and full year 2026 GAAP diluted earnings per share will be in the range of $21.71 to $21.87.”
- “The non-GAAP outlook excludes certain transaction and integration costs and acquired intangible asset amortization.”
Quoted word-for-word from the SEC 8-K results press release.
TDY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $6.65 | $6.51 | +2.2% | $1.72B | 11 |
| Next quarter (ends Mar 2027) | $6.17 | $6.07 | +1.6% | $1.66B | 9 |
| Current fiscal year (ends Dec 2026) | $25.25 | $24.63 | +2.5% | $6.63B | 11 |
| Next fiscal year (ends Dec 2027) | $27.32 | $26.54 | +3.0% | $7.00B | 11 |
Key Statistics (as of October 23, 2026 at 09:48 UTC)
| Price | USD 620.47 |
|---|---|
| Change | ▼ 1.53% (down) |
| Previous Close | USD 630.1 |
| Open | USD 634.67 |
| Day Range | USD 610.1 – 634.72 |
| 52-Week Range | USD 483.02 – 697.67 |
| Volume | 493,863 shares |
| Market Cap | $28.76B |
| Exchange | NYQ |
Technical Analysis (TDY)
Nexqual's technical model rates TDY "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 53.48 (neutral) |
| vs SMA50 | Above (USD 619.22) |
| MACD | 2.05 (positive) |
Analyst Ratings (TDY)
Wall Street analysts rate TDY "Buy" based on 12 analysts, with a mean price target of USD 767.5 (range USD 640–915), per Nexqual as of October 23, 2026 at 09:48 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 12 |
| Mean Target | USD 767.5 |
| High Target | USD 915 |
| Low Target | USD 640 |
| Buy / Hold / Sell | 9 / 3 / 0 |
Earnings (TDY)
| Next Earnings Date | 2027-01-20 |
|---|---|
| EPS Estimate | USD 6.65 |
| Revenue Estimate | $1.72B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 6.72 vs est 6.17 ▲ beat |
| 2026-06-30 | USD 6.28 vs est 5.79 ▲ beat |
| 2026-03-31 | USD 5.8 vs est 5.47 ▲ beat |
| 2025-12-31 | USD 6.3 vs est 5.83 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financials & Fundamentals (TDY)
| Total Revenue | $6.52B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +9.40% |
| Gross Margin | +43.55% |
| Operating Margin | +20.76% |
| Profit Margin | +15.75% |
| ROE | +9.47% |
| Debt / Equity | 0.18 |
| Current Ratio | 2.31 |
| Total Cash | $562.40M |
| Total Debt | $2.03B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.14B (17.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financial Health Score (TDY)
Nexqual rates Teledyne Technologies Incorporated's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:48 UTC.
| Growth | Solid — Revenue +8% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 44%, operating 21% (last 12 months) |
| Balance Sheet | Strong — $340M cash and investments vs $2.03B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $1.14B (last 4 quarters to Jun 2026, SEC), 18% margin |
| Efficiency | Mixed — ROE 9%, ROA 5.3% |
Ownership (TDY)
| Insider Ownership | +0.84% |
|---|---|
| Institutional Ownership | +101.29% |
| Shares Outstanding | 46.36M |
| Float | 46.35M |
| Short % of Float | +2.81% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Leadership (TDY)
Teledyne Technologies Incorporated is led by George C. Bobb, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:48 UTC.
| President, CEO & Director | George C. Bobb |
|---|---|
| Executive Chairman | Robert Mehrabian |
| CFO & Executive VP | Stephen Finis Blackwood |
| President and GM of Test & Measurement Instrumentation | Kevin Prusso |
| President & GM of Teledyne Lab and Field Instruments | Vicki L. Benne |
Major Backers & Investors (TDY)
Notable institutional backers of Teledyne Technologies Incorporated include Price (T.Rowe) Associates Inc, FIL LTD, Dodge & Cox Inc., according to Nexqual as of October 23, 2026 at 09:48 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Price (T.Rowe) Associates Inc | 6.84% |
| FIL LTD | 3.96% |
| Dodge & Cox Inc. | 3.48% |
| Jupiter Topco LLC | 3.32% |
| Aristotle Capital Management, LLC | 3.27% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | 1.83% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.67% |
| BlackRock | 8.9% |
| State Street | 4.89% |
| Geode Capital | 2.84% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
From Teledyne Technologies Incorporated's Latest SEC 10-K Filing (filed 2026-02-20)
Key Strengths & Strategy (as disclosed to the SEC)
- We provide a broad range of end-to-end undersea interconnect solutions to the offshore oil and gas, naval defense, oceanographic and telecom markets.
Legal & Regulatory Risks (Item 1A, quoted)
- Adverse findings in matters related to export control practices, including FLIR's historical practices, could materially impact us.
- We may not be able to enforce or protect our intellectual property rights, or third parties may claim we infringe their intellectual rights, each which may harm our ability to compete and thus harm our business.
- Product liability claims, product recalls and field service actions could have a material adverse effect on our reputation, business, results of operations and financial condition and we may have difficulty obtaining product liability and other insurance coverage.
- Product recalls can be expensive and tarnish our reputation and have a material adverse effect on the sales of our products. We cannot assure that we will not have additional product liability claims or that we will not recall any products.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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| COHR | Coherent Corp. | USD 207.82 | ▼ 12.51% |
| FTV | Fortive Corporation | USD 60.05 | ▲ 2.4% |
| KEYS | Keysight Technologies Inc. | USD 311.52 | ▼ 8.74% |
| TRMB | Trimble Inc. | USD 64.01 | ▲ 2.27% |
| GRMN | Garmin Ltd. | USD 295.4 | ▲ 1.47% |
| MKSI | MKS Inc. | USD 196.11 | ▼ 9.25% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt