Teledyne Technologies Incorporated (TDY) Stock

Teledyne Technologies Incorporated (TDY) is a Technology stock trading at $635.38 (as of 2026-07-17), with a market capitalization of $29.44B and a trailing P/E of 34.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Teledyne Technologies provides enabling technologies for industrial growth markets. Its Instrumentation segment supplies monitoring and control instruments, electronic test and measurement equipment, and power and communications connectivity devices; its Digital Imaging segment offers visible and infrared imaging and related sensors and measurement systems; and its Aerospace and Defense Electronics segment provides electronic components and subsystems for customers in its operating markets.

Understand Teledyne Technologies Incorporated: how it makes money

Teledyne develops and sells monitoring and control instrumentation and digital imaging sensors, with customers using its products for industrial, marine, environmental, and other applications, and for electronic test and measurement and sensor network connectivity.

Teledyne’s profit model is fundamentally a product-sales model, where performance depends on customer demand for specialized instrumentation, test and measurement equipment, connectivity devices, and visible spectrum sensors and digital cameras, as shown by net sales split across its four reportable product segments.

Revenue by segment (latest quarter)
Digital Imaging$0.8B
Instrumentation$0.4B
Aerospace and Defense Electronics$0.3B
Engineered Systems$0.1B

Business quality (Mixed): Segment mix is clear (Digital Imaging, Instrumentation, Aerospace and Defense Electronics, Engineered Systems), but the provided facts here include only one quarter of financial snapshots and no operating KPIs beyond segment revenue.

Valuation: At 32× earnings, TDY trades 38% below the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Product coverage across industrial needs: The Instrumentation segment provides monitoring and control instruments for marine, environmental, and industrial applications, plus electronic test and measurement equipment and connectivity devices for distributed instrumentation and sensor networks.
  • Multiple reportable segments: Net sales are diversified across four reportable product segments, which can help reduce reliance on a single product line.

Bear case

  • End-market concentration risk: The company serves industrial growth markets and specific application areas (marine, environmental, industrial, and other applications), so weakness in these customer markets could impact demand.
  • Segment volatility risk: With revenue split across distinct product segments (Digital Imaging, Instrumentation, Aerospace and Defense Electronics, and Engineered Systems), changes in any one segment’s sales can affect total results.
Valuation — source: SEC EDGAR (first-party)
Price$635.38
Market Cap$29.44B
P/E Ratio34.8
EV / EBITDA18.5
Price / Book2.75
Price / Sales4.85
FCF Yield5.4%
DCF Value (model)$167.44
DCF Upside vs Price-73.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.12B
Net Margin14.6%
Revenue Growth (YoY)7.9%
EPS Growth (YoY)9.7%
FCF Growth (YoY)-3.1%
Financial Health — source: SEC EDGAR
Altman Z-Score5.10 (safe)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E34.8
Sector P/E (Technology)34.7
Industry P/E (Electronic Equipment)40.6
vs Sector0.3%
vs Industry-14.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($3.05B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryElectronic Equipment
CEOGeorge C. Bobb
Employees14,900
CountryUS
IPO Date1999-11-23

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TDY earnings history · TDY institutional & insider holders · TDY KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.