Teledyne Technologies
Builds imaging, instrumentation and electronics for industrial, scientific, aerospace and defense applications.
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Profile
Supplies imaging sensors and cameras, marine and environmental instruments, electronic test equipment, aerospace and defense electronics, and engineered systems. Digital Imaging generates roughly half of sales, while customers span commercial and government markets worldwide.
Designs sensors, cameras and imaging systems across visible, infrared, ultraviolet and X-ray spectra, alongside high-reliability semiconductors and unmanned systems. Digital Imaging is the largest of four segments; Instrumentation adds marine, environmental and electronic test equipment.
Aerospace and Defense Electronics supplies optical and electronic components, avionics, interconnects and satellite communications, while Engineered Systems handles integration, advanced development and manufacturing for defense, space, environmental and energy programs. Product development, an applied research center and the rapid integration of acquired businesses extend its specialized technology portfolio.
Operations are concentrated in the United States, United Kingdom, Canada, and Western and Northern Europe, with customers across industrial, scientific, medical, aerospace, defense and government markets. Roughly half of sales come from outside the United States, while U.S. government customers account for about a quarter.
Company facts
Key statistics
Year to date +19.9% · Average volume (30d) 368.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 13, 2026 | Morgan Stanley | Reiterate | Equal Weight | $620 | $715 |
| Jul 26, 2026 | Jefferies | Reiterate | Buy | $775 | $830 |
| Jul 24, 2026 | Barclays | Reiterate | Equal Weight | $614 | $640 |
| Jul 23, 2026 | Stifel Nicolaus | Target | $750 | $775 | |
| Jul 23, 2026 | Needham | Reiterate | Buy | $615 | $750 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $5.79 | $6.28 | +8.5% | $1.58B | $1.66B | +5.3% | +0.11% |
| Apr 22, 2026Q1 FY26 | $5.48 | $5.80 | +5.8% | $1.52B | $1.56B | +3.0% | −0.75% |
| Jan 21, 2026Q4 FY25 | $5.83 | $6.30 | +8.1% | $1.57B | $1.61B | +2.7% | −0.03% |
| Oct 22, 2025Q3 FY25 | $5.47 | $5.57 | +1.8% | $1.53B | $1.54B | +0.8% | −1.29% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.45B | $1.51B | $1.54B | $1.61B | $1.56B | $1.66B | |
| Gross profit | $619.5M | $644.6M | $659.5M | $474.6M | $616.2M | $738.1M | |
| Operating income | $259.3M | $278.2M | $282.8M | $329.5M | $294.2M | $333.2M | |
| Net income | $188.6M | $209.9M | $220.7M | $275.6M | $226.8M | $251.7M | |
| Diluted EPS | $3.99 | $4.43 | $4.65 | $5.84 | $4.85 | $5.37 | |
| Gross margin | 42.7% | 42.6% | 42.8% | 29.4% | 39.5% | 44.4% | |
| Operating margin | 17.9% | 18.4% | 18.4% | 20.4% | 18.9% | 20.0% |
Fiscal years (4-quarter sums)FY21 $4.61B · FY22 $5.46B · FY23 $5.64B · FY24 $5.67B · FY25 $6.12B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 28, 2026Cash & short-term investments $340.1M · Total debt $2.03B · Total assets $15.28B · Shareholders' equity $10.92B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 46.35M · Float 45.95M · 99.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.13M | 8.90% | 13F | Aug 7, 2026 |
| Price T Rowe Associates Inc /MD/ | 3.17M | 6.84% | 13F | Aug 14, 2026 |
| T. Rowe Price Associates, Inc. | 3.13M | 6.70% | 13G | Aug 14, 2025 |
| Vanguard Capital Management LLC | 3.03M | 6.53% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 2.38M | 5.14% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 12, 2026 | Wesley W. von Schack | director | −468 | $686.63 |
| Aug 12, 2026 | Simon M. Lorne | director | −6,449 | $680.34 |
| Feb 3, 2026 | Jason VanWees | officer: Vice Chairman | −7,500 | $630.77 |
| Jan 29, 2026 | Michael T. Smith | director | −2,469 | $621.00 |
| Jan 28, 2026 | Michael T. Smith | director | −1,531 | $621.00 |
Peers
- L3Harris Technologies
WESCAM MX-Series EO/IR gimbals compete head-to-head with Teledyne FLIR Defense.
- Leonardo DRS
US defense IR sensor maker; cooled MCT detectors overlap with FLIR Defense.
- RTX
Raytheon IR systems compete in cooled detectors, EO/IR turrets, and seekers.
- Cognex
Machine vision market leader; In-Sight cameras compete with DALSA in factories.
- Keysight Technologies
Largest T&M company; high-bandwidth oscilloscopes compete with Teledyne LeCroy.
- Curtiss-Wright
Defense COTS leader; ruggedized embedded computing competes in TDY A&D segment.
- Fortive
Tektronix and Fluke overlap TDY in oscilloscopes and handheld field instruments.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Teledyne Technologies | $621.96 | +0.02% | $28.83B | 30.0 | 24.4 | 4.5 | +9.8% |
| L3Harris Technologies | $262.82 | +0.01% | $48.94B | 26.5 | 21.3 | 2.1 | +8.4% |
| Leonardo DRS | $38.60 | +0.08% | $10.29B | 32.1 | 29.0 | 2.7 | +10.1% |
| RTX | $212.00 | +0.13% | $285.33B | 37.3 | 28.8 | 3.1 | +14.5% |
| Cognex | $61.00 | +0.93% | $10.06B | 58.7 | 32.9 | 9.2 | +16.9% |
| Keysight Technologies | $319.97 | +0.09% | $54.68B | 44.1 | 24.0 | 8.3 | +36.5% |
| Curtiss-Wright | $596.37 | −0.07% | $22.03B | 41.0 | 36.9 | 6.0 | +5.4% |
| Fortive | $59.69 | 0.00% | $18.03B | 35.1 | 19.2 | 4.2 | −27.8% |
| Median | 37.3 | 28.8 | 4.2 | +10.1% |