Teledyne Technologies Incorporated (TDY)

Over the past six months, Teledyne Technologies' stock has trended up by 3.56%. On October 22, 2025, the company reported record third-quarter net sales and earnings per share, surpassing estimates. On October 23, 2025, Needham and Stifel Nicolaus maintained a "Buy" rating and raised their price targets, while Barclays maintained an "Equal-Weight" rating but lowered its price target. On December 5, 2024, Teledyne Technologies was sanctioned by the Chinese government for selling arms to Taiwan. On December 12, 2025, Citigroup initiated coverage with a "Neutral" rating. On December 29, 2025, Weiss Ratings reissued a "buy" rating. On January 12, 2026, Barclays maintained an "Equal-Weight" rating and lowered its price target. On January 13, 2026, Citigroup maintained its "Neutral" rating and raised its price target.

Demand for Teledyne's products and services is influenced by the market strength of its diverse end markets. Longer-cycle businesses in defense, space, and energy sectors have shown robust demand. The Instrumentation segment experiences strong demand driven by offshore energy and subsea defense. The Aerospace and Defense Electronics segment benefits from substantial government contracts. Shorter-cycle commercial businesses have shown signs of stabilization and sequential recovery. Demand for Digital Imaging products can be affected by the demand for mobile phones and other consumer electronics. Demand is driven more by project cycles, technological advancements, and geopolitical factors rather than strict seasonal consumer patterns.

Teledyne Technologies, Inc. is an industrial conglomerate providing advanced technology solutions. It operates in the Technology and Communications sector, focusing on scientific & technical instruments and electronic equipment & parts. The company delivers solutions for sensing, imaging, and communicating in challenging environments. Its business is divided into four segments: Digital Imaging, which offers sensors, cameras, and systems; Instrumentation, which provides monitoring and control instruments; Aerospace and Defense Electronics, which delivers electronic components and subsystems; and Engineered Systems, which provides systems engineering and integration.

Teledyne Technologies has a global presence with operations primarily in the United States, the United Kingdom, Canada, and Western and Northern Europe. In fiscal year 2024, the United States accounted for 52.63% of its total revenue, Europe for 21.2%, Asia for 17.8%, and other geographical areas for 8.38%.

Teledyne Technologies generally has a positive brand reputation among analysts, with a consensus rating of "Moderate Buy" or "Outperform". However, the company's reputation was impacted by sanctions imposed by the Chinese government on December 5, 2024, due to its involvement in selling arms to Taiwan.

Institutional investors hold a significant portion of Teledyne Technologies' stock, ranging from approximately 81.94% to 94.27%. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., T. Rowe Price Group, Inc., and State Street Global Advisors, Inc. Individual investors hold about 0.97% of the shares.