Teledyne Technologies (TDY)
Builds imaging, instrumentation and electronics for industrial, scientific, aerospace and defense applications.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Needham | Reiterate | Rating: —Target: $750 | Target: $760 |
| Aug 13, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $620 | Target: $715 |
| Jul 26, 2026 | Jefferies | Reiterate | Rating: —Target: $775 | Target: $830 |
| Jul 24, 2026 | Barclays | Reiterate | Rating: —Target: $614 | Target: $640 |
| Jul 23, 2026 | Stifel Nicolaus | Target | Target: $750 | Target: $775 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $340.1M · Total debt $2.03B · Total assets $15.28B · Shareholders' equity $10.92B
- Revenue
- $1.66B
- Operating income
- $333.2M
- Net income
- $251.7M
Unavailable right now.
| Institutions | 98.02% | 45.44M shares | |
|---|---|---|---|
| 900 holders · as of Jun 30, 2026 | |||
| Insiders | 1.27% | 590.0K shares | |
| 18 holders · as of Aug 13, 2026 | |||
| Other | 0.71% | 327.5K shares | |
| remainder | |||
46.36M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.90% | 4.13M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 6.84% | 3.17M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 3.03M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.14% | 2.38M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.89% | 2.27M | as of Jun 30, 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 |
- 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.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Teledyne Technologies | $607.58 | −0.25% | $28.23B | 29.4 | 23.8 | 4.4 | +9.8% |
| L3Harris Technologies | $240.28 | −2.69% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| Leonardo DRS | $36.66 | −3.40% | $10.13B | 31.6 | 27.5 | 2.7 | +10.1% |
| RTX | $187.51 | −3.51% | $261.92B | 34.2 | 25.5 | 2.8 | +14.5% |
| Cognex | $59.47 | −4.07% | $10.32B | 60.2 | 31.8 | 9.5 | +16.9% |
| Keysight Technologies | $341.96 | −0.02% | $58.45B | 47.1 | 25.7 | 8.9 | +36.5% |
| Curtiss-Wright | $545.32 | −4.00% | $20.98B | 39.1 | 33.9 | 5.7 | +5.4% |
| Fortive | $55.54 | +0.83% | $16.64B | 32.4 | 17.8 | 3.9 | −27.8% |
| Median | 34.2 | 25.7 | 3.9 | +10.1% |