Teledyne Technologies (TDY)
Information Technology · Advanced imaging and instrumentation for aerospace, defense, and industrial applications
Teledyne provides imaging sensors, instrumentation, and aerospace-defense electronics that sense, analyze and distribute information for industrial and defense markets.
What Teledyne Technologies does
Teledyne Technologies manufactures and supplies enabling technologies for industrial growth markets requiring advanced technology and high reliability. The company operates four business segments: Digital Imaging (52% of sales) providing sensors, cameras and systems in visible, infrared, ultraviolet and X-ray spectra; Instrumentation (24% of sales) offering marine, environmental and test equipment; Aerospace and Defense Electronics (17% of sales) delivering aircraft systems, defense electronics and satellite subsystems; and Engineered Systems (7% of sales) providing systems for defense, space, environmental and energy applications. The company serves aerospace and defense, factory automation, environmental monitoring, oceanographic research, oil and gas exploration, and medical imaging markets.
Themes: ["Aerospace and defense electronics","Thermal imaging and infrared sensors","Underwater and marine instrumentation","Industrial machine vision","Environmental and air/water quality monitoring","Medical imaging and X-ray systems","Autonomous unmanned systems","Harsh environment instrumentation","Defense and homeland security","Test and measurement equipment"]
Fundamentals
- Price$631.52 as of 2026-07-09 close
- Market cap$29.7B as of 2026-07-10
- 1-year return+21.5% as of 2026-07-09 close
- P/E31.82 as of 2026-07-10
- Net margin+15.0% as of 2026-07-10
- Gross margin+42.9% as of 2026-07-10
- ROE+8.8% as of 2026-07-10
- Debt / equity0.23 as of 2026-07-10
- Revenue growth (YoY)+6.6% as of 2026-07-10
- Revenue CAGR (3y)+9.8% SEC XBRL
- Beta0.92 as of 2026-07-10
Key risks (from latest filing)
["Dependence on government and defense spending; political changes or budget cuts could materially reduce demand from aerospace and defense end markets","Highly fragmented acquisition-driven growth model exposes the company to integration risks, goodwill impairment risks, and contingent liabilities from acquired businesses","High exposure to international markets and operations introduces foreign exchange translation risks, as evidenced by $63.9M foreign exchange loss in Q1 2026"]
Competitors & peers
- Flir Systems (now part of Teledyne post-acquisition)
- Cognex Corporation
- National Instruments
- Keysight Technologies
- Hexagon AB
- Ametek Inc.
- Textron Systems
- L3Harris Technologies
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.