Teledyne Technologies (NYSE:TDY) Issues Quarterly Earnings Results

Teledyne Technologies (NYSE:TDY) posted its earnings results on Wednesday. The scientific and technical instruments company reported $6.30 earnings per share for the quarter, topping analysts’ consensus estimates of $5.83 by $0.47, Zacks reports. Teledyne Technologies had a return on equity of 9.95% and a net margin of 13.62%. Teledyne Technologies updated its FY 2026 guidance to 23.450-23.850 EPS and its Q1 2026 guidance to 5.40-5.500 EPS.

Teledyne Technologies Stock Performance

Shares of Teledyne Technologies stock opened at $566.64 on Wednesday. The company has a current ratio of 1.79, a quick ratio of 1.20 and a debt-to-equity ratio of 0.20. The company has a market cap of $26.60 billion, a PE ratio of 32.81, a price-to-earnings-growth ratio of 2.48 and a beta of 1.03. The company has a 50 day moving average of $519.03 and a 200-day moving average of $538.33. Teledyne Technologies has a 1-year low of $419.00 and a 1-year high of $595.99.

Hedge Funds Weigh In On Teledyne Technologies

A number of institutional investors have recently modified their holdings of TDY. Banque Cantonale Vaudoise bought a new stake in shares of Teledyne Technologies during the 3rd quarter worth $43,000. Wexford Capital LP bought a new position in Teledyne Technologies in the third quarter valued at about $54,000. MUFG Securities EMEA plc acquired a new position in Teledyne Technologies during the second quarter worth about $70,000. Larson Financial Group LLC lifted its holdings in shares of Teledyne Technologies by 89.5% in the third quarter. Larson Financial Group LLC now owns 144 shares of the scientific and technical instruments company’s stock worth $85,000 after acquiring an additional 68 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in shares of Teledyne Technologies by 27.7% in the second quarter. NewEdge Advisors LLC now owns 166 shares of the scientific and technical instruments company’s stock worth $85,000 after acquiring an additional 36 shares during the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

Trending Headlines about Teledyne Technologies

Here are the key news stories impacting Teledyne Technologies this week:

• Positive Sentiment: Q4 revenue beat and margin improvement — Teledyne reported record quarterly net sales of $1.612B (up ~7.3% YoY) and non‑GAAP diluted EPS of $6.30, up 14.1% YoY, underscoring better-than-expected top‑line and margin momentum. Business Wire: Q4 Results
• Positive Sentiment: Strong operating cash generation — Q4 operating cash flow of $379M supports liquidity and potential capital allocation flexibility (capex up but still modest vs. cash flow). Business Wire: Q4 Results
• Positive Sentiment: Product/market validation — Teledyne’s Space Imaging detectors launched on NASA’s BlackCAT CubeSat, a positive commercialization and PR milestone for its space-imaging franchise. Business Wire: NASA Launch
• Neutral Sentiment: Guidance roughly in line — Q1 EPS guidance of $5.40–5.50 and FY‑2026 EPS of $23.45–23.85 are essentially in line with consensus, removing major downside surprise but not providing a big upside catalyst.
• Neutral Sentiment: Analyst sentiment/targets supportive — Median analyst target ~ $615, above current levels, and recent research notes expect mid‑single‑digit growth; still, limited recent upgrades. Zacks: Q4 Preview
• Negative Sentiment: GAAP EPS slight miss — GAAP diluted EPS of $5.84 was a touch below the consensus ($5.89), which can temper near‑term upside despite the revenue beat. QuiverQuant: Q4 Details
• Negative Sentiment: Insider and cash concerns — Multiple insider share sales in recent months and a reported ~46% YoY drop in cash and equivalents raise questions about recent cash uses (M&A, buybacks, dividends) and could weigh on sentiment for some investors. QuiverQuant: Insider & Cash Data

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. Needham & Company LLC raised their price target on shares of Teledyne Technologies from $585.00 to $615.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Morgan Stanley raised their target price on shares of Teledyne Technologies from $580.00 to $620.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 15th. Stifel Nicolaus lifted their price target on shares of Teledyne Technologies from $626.00 to $645.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Barclays cut their price target on Teledyne Technologies from $584.00 to $579.00 and set an “equal weight” rating for the company in a research note on Monday, January 12th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Teledyne Technologies in a research note on Monday, December 29th. Six research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Teledyne Technologies presently has an average rating of “Moderate Buy” and an average price target of $605.38.

Teledyne Technologies Company Profile

Teledyne Technologies (NYSE: TDY), headquartered in Thousand Oaks, California, is a diversified industrial technology company that designs, manufactures and supports sophisticated electronic systems, instruments and imaging products. Founded in 1960 by Henry Singleton and George Kozmetsky, Teledyne has grown into a multinational provider of high-performance equipment and software for commercial, scientific and government customers. Its offerings are used in markets that include aerospace and defense, marine, industrial manufacturing, environmental monitoring and scientific research.

The company operates through businesses that develop precision instrumentation, digital imaging products, engineered systems and aerospace and defense electronics.