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Teledyne Technologies Incorporated (TDY) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$644.86

Change

+2.61%

Market Cap

$30.28B

Avg Volume

390.5K

Company Overview

Teledyne Technologies Incorporated provides advanced imaging and electronic systems that cater to various industrial markets globally. They offer a diverse range of products, including visible spectrum sensors, digital cameras, infrared imaging systems, and electronic components for aerospace and defense. Their customers span multiple industries, including defense, healthcare, and industrial automation, which rely on Teledyne’s technologies for everything from monitoring environmental conditions to enhancing military capabilities.

Teledyne occupies a strong position in the Scientific & Technical Instruments sector, often seen as a market leader due to their extensive product offerings and technological expertise. Their edge comes from a robust R&D pipeline and a focus on high-performance imaging and electronic solutions that meet stringent industry standards. However, competition is fierce, with key players like FLIR Systems and Honeywell challenging their market share. The industry is also influenced by evolving technologies and regulatory pressures in sectors such as defense, which could reshape competitive dynamics.

Currently, Teledyne is in a growth phase, benefitting from rising demand for advanced imaging solutions and electronic components. Recent strategic milestones include acquisitions that expand their capabilities and market reach, positioning them well against competitors. Their focus on innovation and expanding into new applications has been instrumental in driving revenue growth, making them a company to watch in the technology sector.

Key Financials

Market Cap

$30.28B

Revenue

$6.12B

EBITDA

$1.50B

Gross Margin

42.8%

Profit Margin

14.6%

Revenue Growth

7.3%

Total Cash

$352.40M

Total Debt

$2.48B

Free Cash Flow

$717.29M

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

34.21

Forward P/E

25.05

Beta

1.01

52-Week High

$646.64

52-Week Low

$419.00

EPS

$18.85

50-Day Avg

$546.14

200-Day Avg

$531.17

Price/Book

2.89

Technical Analysis

Over the past 52 weeks, Teledyne Technologies Incorporated (TDY) has shown a strong upward trend, gaining approximately 26.7%, indicated by the overall ascent in the price reflected on the chart. Key support is identified around the $500 level, where the stock had notable rebounds earlier in the year. In contrast, resistance is found near $647.56, which the stock recently approached, demonstrating the strength of this level. The chart shows potential bullish consolidation patterns, particularly in the latter part of the year, suggesting accumulated strength leading to upward momentum. Recently, TDY has exhibited strong price action, with a sharp rise nearing the resistance level, indicating robust demand among buyers. Currently priced at $644.86, the stock sits close to its 52-week high, implying that momentum remains strong as it challenges resistance while remaining well above its 52-week low of around $400.

Recent News and Developments

Market Update

Here’s a summary of the latest news and developments for Teledyne Technologies Incorporated (TDY) stock over the past week:

1. Teledyne FLIR Defense Secures $17.5 Million Swiss Contract and Showcases Advanced Underwater Technology

Teledyne FLIR Defense, a part of Teledyne Technologies, was awarded a $17.5 million contract by armasuisse, the Swiss Federal Office for Defence Procurement, to supply Black Hornet 4 Personal Reconnaissance Systems. This agreement aims to expand the deployment of nano-drone technology across military platforms in Switzerland. Additionally, Teledyne presented its autonomous underwater anti-submarine warfare technology to NATO members during an exercise held in Iceland.

2. Teledyne Vice Chairman Sells Shares; Stock Reaches New 12-Month High

Teledyne Technologies’ Vice Chairman, Jason Vanwees, sold 5,000 shares of the company’s stock in a transaction on Tuesday, February 3rd, for a total value of $3,154,600.00. Following this and other recent activities, Teledyne Technologies’ stock reached a new 12-month high on February 3, 2026, closing at $640.42.

Market Sentiment and Analyst Recommendations

Bull Case

Teledyne is executing well with 7.3% revenue growth and beat earnings expectations by 7.5% last quarter, posting $6.30 EPS versus $5.83 consensus. The defense and aerospace segments are firing — the $17.5 million Swiss nano-drone contract and NATO showcases validate strong demand for their FLIR technology in a geopolitical environment where military spending isn’t slowing down. The stock sits at $644.86 with analyst targets ranging to $720, meaning 11.6% upside at the high end, and 13 analysts backing a buy recommendation. Management’s insider selling (Vanwees moved $3.15 million worth) doesn’t concern me here — executives can sell for personal reasons and it doesn’t negate the operational momentum. At 34.21 P/E, TDY trades in line with quality industrials, not at a premium, while maintaining a fortress balance sheet with $352.4 million cash against $2.48 billion debt. The 26.7% gain over 52 weeks reflects justified confidence in their positioning.

Bear Case

The valuation isn’t cheap at 34.21 P/E for a company growing at 7.3% — that’s paying 4.7x the growth rate, which leaves little margin for error if revenue growth stalls. TDY is heavily exposed to defense spending cycles and geopolitical shifts; a peace deal or budget cuts could crater demand faster than the stock can reprice. The stock is trading near its 52-week high at $644.86, just shy of the $647.56 resistance level, meaning you’re buying into momentum rather than a pullback with a better risk-reward. Total debt of $2.48 billion against $6.12 billion revenue means a 2.7x net debt-to-revenue ratio that’s manageable but not pristine, leaving less flexibility if acquisitions go bad or revenue disappoints. The recent insider sale by the Vice Chairman, while explainable, still represents someone close to operations taking chips off the table. If the next earnings miss or guidance disappoints even slightly, the stock could test support at $500 — a 22.5% drawdown from here.

What to Watch

Monitor Q1 2026 earnings due in late April for revenue growth trajectory and whether the 7.3% growth rate holds or accelerates from defense contracts. Watch defense spending announcements from NATO members and U.S. budget appropriations cycles — any slowdown signals trouble for FLIR and nano-drone revenue streams. Track the $647.56 resistance level closely; a break above it with volume suggests the stock has legs to $720, while a rejection below $640 could indicate profit-taking and weakness toward $600. Keep tabs on free cash flow and debt reduction progress — if TDY can maintain strong cash generation while paying down the $2.48 billion debt load, that removes a key bear argument. Look for additional defense contract wins similar to the Swiss deal; a string of $10-20 million orders validates the thesis, while contract drought would signal market saturation. Finally, watch for any insider buying from executives at current levels — that would signal confidence that the stock isn’t overextended, countering the recent Vanwees selling.

Analyst Consensus

BUY

Based on 13 analyst opinions

Low Target

$599.00

Mean Target

$673.85

High Target

$720.00

Earnings and Financial Data

Sector

Technology

Industry

Scientific & Technical Instruments

Employees

N/A

Earnings & Dividends

Next Earnings

Apr 22, 2026

EPS (Trailing)

$18.85

Dividend Yield

None

Payout Ratio

Frequently Asked Questions

Is TDY a good stock to buy?

Yes, analysts recommend a “BUY” for Teledyne Technologies, targeting a price of $673.85. This represents a potential upside of about 4.4% from the current price of $644.86.

What is TDY’s price target?

The current analyst consensus sets a price target of $673.85. This aligns with a forward P/E of 25.05, suggesting growth expectations are reasonably optimistic.

Does TDY pay a dividend?

No, Teledyne Technologies does not offer a dividend. This might be a drawback for income-focused investors, but it could indicate a focus on reinvestment and growth.

What is TDY’s market capitalization?

Teledyne Technologies has a market cap of $30.28 billion. This positions it well within the technology sector, specifically in scientific and technical instruments.

What has been the price range for TDY over the last year?

TDY’s 52-week range is $419.00 to $646.64. The stock has shown strong performance, nearing its all-time high, which suggests positive momentum.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.