Teledyne Technologies
About: Teledyne Technologies Inc sells technologies for industrial markets. Roughly a fourth of Teledyne's revenue comes from contracts with the United States government. The firm operates in four segments: instrumentation, digital imaging, aerospace and defense electronics, and engineered systems. The instrumentation segment provides monitoring instruments primarily for marine and environmental applications. The digital imaging segment contributes the largest proportion of revenue and includes image sensors and cameras for industrial, government, and medical customers. The aerospace and defense electronics segment provides electronic components and communication products for aircraft. The engineered systems segment provides solutions for defense, space, environmental, and energy applications.
Employees: 14,900
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
287% more call options, than puts
Call options by funds: $8.08M | Put options by funds: $2.09M
112% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 50
50% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 6 (+2) [Q4]
8% more capital invested
Capital invested by funds: $18.8B [Q3] → $20.3B (+$1.47B) [Q4]
6% more funds holding
Funds holding: 651 [Q3] → 688 (+37) [Q4]
1.78% more ownership
Funds ownership: 90.65% [Q3] → 92.44% (+1.78%) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 237
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$585
19%
upside
Avg. target
$585
19%
upside
High target
$585
19%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Needham James Ricchiuti 45% 1-year accuracy 54 / 120 met price target | 19%upside $585 | Buy Reiterated | 5 Feb 2025 |
UBS Damian Karas 71% 1-year accuracy 12 / 17 met price target | 19%upside $585 | Buy Assumed | 10 Dec 2024 |
Financial journalist opinion
Based on 8 articles about TDY published over the past 30 days
Neutral
Business Wire
4 days ago
Teledyne FLIR's Black Hornet 4 Nano-Drone Selected as Winner of the Defense Innovation Unit's Blue UAS Challenge
BOSTON--(BUSINESS WIRE)--Teledyne FLIR Defense, part of Teledyne Technologies Incorporated (NYSE:TDY), announced that its Black Hornet® 4 Personal Reconnaissance System has been selected as a winner of the Blue UAS Refresh. In November, the Defense Innovation Unit (DIU) hosted a Blue UAS Refresh event at the Marine Corps Air Ground Combat Center in Twentynine Palms, California. Over three dozen military drone users tested more than 35 uncrewed aerial system (UAS) products and capabilities to su.
Neutral
Business Wire
1 week ago
Teledyne to Participate at the TD Cowen Aerospace & Defense Conference
THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) today announced that George Bobb, President and Chief Operating Officer, and Jason VanWees, Vice Chairman, will present at the TD Cowen 46th Annual Aerospace & Defense Conference at the Ritz-Carlton – Pentagon City in Arlington, Va. on Thursday, February 13, at 9:15 a.m. Eastern Time. A live webcast of Teledyne's presentation may be accessed via the company's website at www.teledyne.com/investors/events-an.
Positive
Zacks Investment Research
2 weeks ago
TDY Buys Some of Excelitas' Aerospace & Defense Electronics Assets
TDY completes the acquisition of some assets of Excelitas' aerospace and defense electronics business and further expands its product offering to customers.
Neutral
Business Wire
2 weeks ago
Teledyne HiRel Semiconductors Releases Wideband 50 GHz RF Switch
MILPITAS, Calif.--(BUSINESS WIRE)-- #teledynehirel--Teledyne HiRel Semiconductors announces the availability of its latest rad-tolerant wideband 50 GHz RF switch, model TDSW050A2T. This switch operates from true DC to 50 GHz, delivering excellent RF performance down to zero Hertz, making this device ideal for many of today's complex space and defense applications. It has been developed in a 150nm pseudomorphic High Electron Mobility Transistor (pHEMT) Indium Gallium Arsenide (InGaAs) process and is available in.
Neutral
Business Wire
2 weeks ago
Teledyne Completes Acquisition of Select Aerospace and Defense Electronics Businesses of Excelitas
THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) (“Teledyne”) announced today the successful completion of the acquisition of select aerospace and defense electronics businesses from Excelitas Technologies Corp. (“Excelitas”) for approximately $710 million. The acquisition includes the optical systems business known under the Qioptiq® brand based in Northern Wales, UK, as well as the U.S.-based advanced electronic systems business. The UK-based optical syste.
Neutral
Business Wire
3 weeks ago
Teledyne Storm Microwave Announces Global Franchise Agreement with Richardson RFPD
WOODRIDGE, Ill.--(BUSINESS WIRE)-- #teledyne--Teledyne Storm Microwave, a leading provider of high-performance flexible and semi-rigid RF/Microwave cables and cable assemblies, is pleased to announce a new franchise agreement with Richardson RFPD, an Arrow Electronics Company. Under this agreement, Richardson RFPD will distribute Teledyne Storm Microwave's broad portfolio of RF/MW products worldwide. Richardson RFPD has been an industry-leading global provider of engineered solutions, RF & microwave an.
Positive
Seeking Alpha
4 weeks ago
Teledyne Technologies: Riding The Global Defense And Unmanned Systems Wave
Teledyne's strong 4Q24 results, with revenue and EPS beating estimates, reflect robust growth in digital imaging, instrumentation, and aerospace and defense electronics segments. I remain bullish on TDY due to its exposure to rising global defense spending, particularly in unmanned systems like the Black Hornet drones. The marine instrumentation segment shows significant growth potential, driven by offshore energy demand and subsea defense applications amid geopolitical tensions.
Neutral
Business Wire
4 weeks ago
Richardson RFPD Announces Global Franchise Agreement with Teledyne Storm Microwave
DOWNERS GROVE, Ill.--(BUSINESS WIRE)--Richardson RFPD Announces Global Franchise Agreement with Teledyne Storm Microwave.
Neutral
Seeking Alpha
1 month ago
Teledyne Technologies Incorporated (TDY) Q4 2024 Earnings Call Transcript
Teledyne Technologies Incorporated (NYSE:TDY ) Q4 2024 Earnings Conference Call January 22, 2025 11:00 AM ET Company Participants Jason VanWees - Vice Chairman Robert Mehrabian - Executive Chairman Edwin Roks - Chief Executive Officer George Bobb - President and Chief Operating Officer Stephen Blackwood - Senior Vice President and Chief Financial Officer Conference Call Participants Noah Poponak - Goldman Sachs Greg Konrad - Jefferies Andrew Buscaglia - BNP Damian Karas - UBS Jordan Lyonnais - Bank of America James Ricchiuti - Needham & Company Joseph Giordano - TD Cowen Operator Welcome to Teledyne's Fourth Quarter Earnings Release Conference Call. Here's our first speaker, Mr.
Positive
Zacks Investment Research
1 month ago
Teledyne Technologies Q4 Earnings Top Estimates, Sales Rise Y/Y
TDY's total sales in the fourth quarter of 2024 beat the Zacks Consensus Estimate by 3.7%. The top line rises 5.4% from the year-ago level.
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