Core Viewpoint - Teledyne Technologies Inc. is a key player in the technology sector, recognized for its diversified operations and strong financial performance, driven by strategic mergers and acquisitions [1][3]. Financial Performance - Teledyne reported an 11% increase in adjusted earnings for 2025, reaching $21.99 per share, with a target of $23.65 per share for 2026, indicating expected earnings growth that will outpace sales [3][5]. - The company's market capitalization is approximately $29.22 billion, reflecting its strong position in the market [4][5]. Stock Performance - Teledyne's stock is currently priced at $622.33, having reached an all-time high of $620, with fluctuations between $617 and $627.32 on the trading day [4][5]. - The stock has a 52-week high of $630.76 and a low of $419, indicating significant volatility and investor interest [4][5]. Insider Activity - Director Michael T. Smith sold 2,469 shares at $621 each, maintaining a substantial holding of 47,328 shares, which reflects his continued investment in the company [2][5].

THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Gavia, a division of Teledyne Technologies Incorporated (NYSE:TDY) and a leader in modular autonomous underwater vehicles (AUVs), announced the successful delivery of the first four GAVIA AUV systems to the Swedish Defence Materiel Administration (FMV). The newly delivered GAVIA AUV systems form part of a multi-year framework agreement between Teledyne Marine and FMV, under which GAVIA AUVs will support fleet modernization initiatives for the Swe. ...

Group 1: ClearBridge Investments and Mid Cap Strategy - ClearBridge Mid Cap Strategy underperformed against the Russell Midcap Index, which returned 0.16% during Q4 2025, due to narrow market leadership and sentiment-driven trading [1] - Weakness in information technology and real estate holdings negatively impacted returns, while gains in select consumer discretionary stocks provided partial support [1] - The portfolio management team expressed cautious optimism for the future, citing improving clarity around policy, interest rates, and business investment as potential positive factors for active stock selection [1] Group 2: Teledyne Technologies Inc. - Teledyne Technologies Inc. reported a one-month return of 16.57%, with shares trading between $419.00 to $630.76 over the last 52 weeks, and a market capitalization of approximately $28.35 billion as of January 26, 2026 [2] - Investor sentiment towards software businesses weakened, impacting Teledyne Technologies Inc. and other companies, as expectations for near-term acceleration were pushed out [3] - Teledyne Technologies Inc. was held by 47 hedge fund portfolios at the end of Q3, a decrease from 51 in the previous quarter, indicating a shift in investor interest [4]

Teledyne Technologies imaging sensor module in lab, highlighting defense-tech growth driving TDY rally. Key Points Teledyne’s recent price action shows strong momentum with rising volume, suggesting buyers are supporting the move. Analysts’ estimates have trended higher over time, and current forecasts imply modest additional upside. Solid quarterly results, improving margins, and upbeat guidance support the 2026 bull case, alongside ongoing institutional buying. Interested in Teledyne Technologies In ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ...

Teledyne Technologies Inc. (NYSE:TDY) posted upbeat fourth-quarter results on Thursday.The Thousand Oaks, California-based company reported record fourth-quarter 2025 net sales of $1.61 billion, up 7.3% from $1.50 billion a year earlier, including $73.0 million in incremental revenue from recent acquisitions.Adjusted earnings per share of $6.30 topped Wall Street estimates of $5.83, while quarterly sales of $1.612 billion also exceeded the consensus forecast of $1.573 billion.Teledyne Technologies said it e ...

Core Viewpoint - Teledyne Technologies (TDY) shares have experienced a significant increase, reaching new highs due to improved business fundamentals and performance outlook [1]. Group 1: Company Performance - The business performance of Teledyne Technologies is showing positive trends, which are reflected in its stock price increase [1]. Group 2: Investment Opportunities - The service "Value in Corporate Events" offers insights into major corporate events such as earnings reports, M&A, and IPOs, aiming to identify actionable investment opportunities [2].

分组1 - Teledyne Technologies reported quarterly earnings of $6.3 per share, exceeding the Zacks Consensus Estimate of $5.83 per share, and showing an increase from $5.52 per share a year ago, resulting in an earnings surprise of +8.06% [1] - The company achieved revenues of $1.61 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.69%, and up from $1.5 billion in the same quarter last year [2] - Teledyne has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has increased approximately 10.9% since the beginning of the year, while the S&P 500 has declined by 0.7% [3] - The current consensus EPS estimate for the upcoming quarter is $5.54 on revenues of $1.51 billion, and for the current fiscal year, it is $23.85 on revenues of $6.34 billion [7] - The Aerospace - Defense Equipment industry, to which Teledyne belongs, is currently ranked in the top 22% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Key Takeaways TDY delivered Q4 adjusted EPS of $6.30, beating estimates and rising 14.1% year over year.TDY's Q4 sales rose 7.3% to $1.61B, led by growth in Digital Imaging and Aerospace and Defense Electronics.TDY guided 2026 adjusted EPS of $23.45-$23.85 and generated $339.2M of free cash flow in Q4.Teledyne Technologies Inc. (TDY) reported fourth-quarter 2025 adjusted earnings of $6.30 per share, which surpassed the Zacks Consensus Estimate of $5.83 by 8.1%. The bottom line also improved 14.1% from $5.52 ...

Core Insights - Teledyne Technologies reported strong financial performance in 2025, with record quarterly orders, sales, non-GAAP earnings, and operating margin, alongside a solid outlook for 2026 driven by defense demand and recovery in commercial markets [4][7]. Financial Performance - In 2025, Teledyne spent over $850 million on acquisitions and $400 million on stock repurchases in Q4, generating approximately $1.1 billion in free cash flow for the second consecutive year, ending with a leverage ratio of 1.4x [1][7]. - Fourth-quarter sales increased by 7.3% year over year, while non-GAAP earnings rose by 14.1%. For the full year, sales increased by 7.9% and non-GAAP earnings grew by 11.5% [2]. Business Segments - The Aerospace & Defense Electronics segment saw a significant sales increase of 40.4%, driven by acquisitions and organic growth [6][18]. - Digital Imaging sales rose by 3.4% in Q4, with infrared imaging components growing over 20%. The segment's non-GAAP operating margin reached a record 24.7% [9]. - Instrumentation sales increased by 3.7% in Q4, with marine instrument sales up 3.3% due to strong demand in offshore energy production [9]. 2026 Guidance - Management provided guidance for 2026, expecting revenue of approximately $6.37 billion and non-GAAP EPS near $23.65, with an anticipated organic growth of about 3.6% and 4.2% from acquisitions [5][10]. - First-quarter 2026 GAAP EPS is expected to be between $4.45 and $4.59, with full-year GAAP EPS projected between $19.76 and $20.22 [11]. Defense and Unmanned Systems - Teledyne's combined unmanned businesses generated about $500 million in 2025, with expectations for 10% growth in 2026, reaching approximately $550 million [16]. - The company received its first production-rate contract for loitering munitions and was awarded contracts for space-based infrared detectors [14][15]. Orders and Market Trends - The fourth-quarter book-to-bill ratio was approximately 1.07 overall, with segment-specific ratios indicating strong demand in defense electronics [17]. - Mixed trends were observed in commercial markets, with some segments experiencing growth while others faced challenges [6][18].