Teledyne Technologies Incorpora (TDY) Stock Analysis
Technology · Scientific & Technical Instruments
Sell if holding. Analyst target reached at $630.07 — A.R:R 0.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit.
Teledyne Technologies provides enabling technologies across four segments: Digital Imaging (52% of 2025 net sales), Instrumentation (24%), Aerospace and Defense Electronics (17%), and Engineered Systems (7%), for industrial, defense, environmental, and oceanographic markets.... Read more
Sell if holding. Analyst target reached at $630.07 — A.R:R 0.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.6/10, moderate confidence.
Passes 5/7 gates (positive momentum, clean insider activity, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
About Teledyne Technologies Incorpora
About Teledyne Technologies Incorpora
Teledyne Technologies' four operating segments generated $1,559.4 million from the U.S. Government in 2025—equivalent to 25.5% of total net sales—with Digital Imaging leading at 52% of net sales, followed by Instrumentation at 24%, Aerospace and Defense Electronics at 17%, and Engineered Systems at 7%. International customers represented approximately 48% of total net sales, with the top five countries—the UK, Germany, Japan, China, and France—contributing roughly 20% of total net sales. The company employed 15,800 people in 38 countries at December 28, 2025.
Teledyne earns revenue from hardware sales, services, and limited licensing across commercial and defense markets. Digital Imaging—the largest segment—supplies visible-spectrum, infrared, ultraviolet, and X-ray sensors to defense agencies, industrial machine vision customers, and medical imaging applications, plus MEMS production and high-reliability semiconductors including analog-to-digital converters. The Instrumentation segment provides marine, environmental, and test-and-measurement products to research, petrochemical, and aerospace customers. Aerospace and Defense Electronics supplies avionics data management systems and harsh-environment interconnects to commercial airlines and the U.S. military; Engineered Systems derives its core business from NASA, the U.S. Department of War, and the U.S. Department of Energy. Approximately 81% of U.S. Government prime contracts and subcontracts were fixed-price type in 2025, up from 78% in 2024, exposing the company to cost overrun risk that cannot be recovered under fixed-price terms.
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Export controls and sanctions pose a named, quantifiable threat: China placed two Teledyne legal entities on its Unreliable Entity List or Export Control List, restricting commerce for those subsidiaries and affecting some non-listed affiliates. China's separate export restrictions on gallium, germanium, and permanent magnets—materials used in digital imaging and aerospace and defense products—have caused past production delays and may limit future supply availability. Teledyne's China-based customer revenue represented approximately 4% of total revenues in 2025; a U.S. Government shutdown lasting 43 days in fall 2025 delayed contract awards, export license issuances, and invoice payments across several businesses.
See also: Technology · Scientific & Technical Instruments
From Teledyne Technologies Incorpora's most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-06-17Recent Developments — Teledyne Technologies Incorpora
Latest news
- NEWS Teledyne's Q1 Earnings & Revenues Beat Estimates, '26 EPS View Raised - The Globe and Mail — The Globe and Mail positive
- NEWS Teledyne's Q1 Earnings & Revenues Beat Estimates, '26 EPS View Raised - TradingView — TradingView positive
- NEWS Why Teledyne Technologies Stock Is Breaking Out Now - TipRanks — TipRanks positive
- NEWS Teledyne Technologies (TDY) Reports Strong Q1 Earnings, Raises F - GuruFocus — GuruFocus positive
- NEWS Teledyne (TDY) Projects Strong Q2 Earnings Ahead of Expectations - GuruFocus — GuruFocus positive
Generated 2026-06-17T09:12:26Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomerU.S. Government26%10-K Item 1A: 'Sales under contracts with the U.S. Government, including sales under contracts with the U.S. Department of War, as prime contractor or subcontractor, represented 25% and 24% of our total net sales in 2025 and 2024, respectively.'
Material Events(8-K, last 90d)
- 2026-04-23Item 5.02LOWPersonnel and Compensation Committee approved salary increases effective April 1, 2026 for CFO Blackwood ($640K→$660K), Vice Chairman VanWees ($595K→$613K), and EVP/CLO Cibik ($585K→$603K). Stockholders also approved Amended 2014 Incentive Award Plan at April 22 Annual Meeting.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $630.07 — A.R:R 0.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $597.43. Score 5.6/10, moderate confidence.
Take-profit target: $641.06 (+1.7% upside). Prior stop was $597.43. Stop-loss: $597.43.
Analyst target reached - limited upside remaining.
Teledyne Technologies Incorpora trades at a P/E of 31.8 (forward 24.1). TrendMatrix value score: 4.9/10. Verdict: Sell.
18 analysts cover TDY with a consensus score of 3.9/5. Average price target: $737.
What does Teledyne Technologies Incorpora do?Teledyne Technologies provides enabling technologies across four segments: Digital Imaging (52% of 2025 net sales),...
Teledyne Technologies provides enabling technologies across four segments: Digital Imaging (52% of 2025 net sales), Instrumentation (24%), Aerospace and Defense Electronics (17%), and Engineered Systems (7%), for industrial, defense, environmental, and oceanographic markets. Total 2025 net sales were approximately $6.1 billion, with 25.5% from U.S. Government contracts and approximately 48% from international customers in over 100 countries.