Teledyne Technologies (NYSE:TDY) Issues Q2 2026 Earnings Guidance

Teledyne Technologies (NYSE:TDY) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.700-5.800 for the period, compared to the consensus earnings per share estimate of 5.760. The company issued revenue guidance of -. Teledyne Technologies also updated its FY 2026 guidance to 23.850-24.150 EPS.

Teledyne Technologies Price Performance

Shares of NYSE:TDY opened at $655.21 on Thursday. Teledyne Technologies has a one year low of $438.86 and a one year high of $693.38. The stock has a fifty day moving average of $646.19 and a 200-day moving average of $580.82. The company has a market capitalization of $30.34 billion, a PE ratio of 34.65, a price-to-earnings-growth ratio of 3.17 and a beta of 1.01. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.08 and a current ratio of 1.64.

Teledyne Technologies (NYSE:TDY) last issued its earnings results on Wednesday, April 22nd. The scientific and technical instruments company reported $5.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.48 by $0.32. The business had revenue of $1.56 billion for the quarter, compared to analysts’ expectations of $1.52 billion. Teledyne Technologies had a return on equity of 10.08% and a net margin of 14.63%.The company’s quarterly revenue was up 7.6% on a year-over-year basis. During the same period in the previous year, the firm posted $4.95 EPS. Teledyne Technologies has set its FY 2026 guidance at 23.850-24.150 EPS and its Q2 2026 guidance at 5.700-5.800 EPS. As a group, equities analysts anticipate that Teledyne Technologies will post 23.9 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on TDY. Jefferies Financial Group boosted their price objective on Teledyne Technologies from $710.00 to $770.00 and gave the stock a “buy” rating in a report on Monday, February 23rd. Weiss Ratings restated a “buy (b-)” rating on shares of Teledyne Technologies in a report on Monday, December 29th. Barclays upped their price target on shares of Teledyne Technologies from $600.00 to $603.00 and gave the company an “equal weight” rating in a research report on Monday, April 13th. Stifel Nicolaus lifted their price objective on shares of Teledyne Technologies from $645.00 to $720.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Needham & Company LLC boosted their target price on shares of Teledyne Technologies from $700.00 to $735.00 and gave the company a “buy” rating in a research note on Wednesday. Six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $670.63.

Insider Transactions at Teledyne Technologies

In related news, Director Michael T. Smith sold 2,469 shares of the business’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $621.00, for a total transaction of $1,533,249.00. Following the transaction, the director directly owned 47,328 shares of the company’s stock, valued at approximately $29,390,688. The trade was a 4.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Vice Chairman Jason Vanwees sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $630.92, for a total transaction of $3,154,600.00. Following the completion of the transaction, the insider owned 51,025 shares in the company, valued at approximately $32,192,693. This represents a 8.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,500 shares of company stock worth $7,214,750 in the last quarter. 1.36% of the stock is owned by corporate insiders.

Key Teledyne Technologies News

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

• Positive Sentiment: Q1 results beat expectations — non‑GAAP EPS $5.80 vs. $5.48 consensus and revenue $1.56B (up 7.6% y/y). Management highlighted strength in defense and imaging, and operating margin expansion. Read More.
• Positive Sentiment: Company raised its FY‑2026 profit forecast (guidance band mid‑point slightly above prior view), citing sustained demand across digital imaging, instrumentation, and aerospace & defense — supports upside to estimates. Read More.
• Positive Sentiment: Needham raised its price target from $700 to $735 and kept a Buy rating, signaling analyst confidence and providing fresh technical/flow support. Read More.
• Positive Sentiment: Board/shareholder action: at the April 22 annual meeting shareholders approved amendments that expand shareholder rights — viewed as a governance positive that can reduce investor uncertainty. Read More.
• Neutral Sentiment: Company issued Q2 EPS guidance of $5.70–5.80 (consensus ~$5.76) — essentially in line with expectations, so little near‑term surprise from midpoint but provides visibility into cadence. Read More.
• Neutral Sentiment: Full transcripts and conference call note continued end‑market strength (defense, imaging) and cash generation — useful for modeling but no major new initiatives announced. Read More.
• Negative Sentiment: Valuation remains rich (P/E ~34.7, PEG ~3.2) versus historical averages; strong results push expectations higher, which increases sensitivity to any future guide‑downs. Read More.

Hedge Funds Weigh In On Teledyne Technologies

Institutional investors and hedge funds have recently modified their holdings of the stock. Jones Financial Companies Lllp grew its stake in Teledyne Technologies by 874.5% in the first quarter. Jones Financial Companies Lllp now owns 1,949 shares of the scientific and technical instruments company’s stock valued at $970,000 after purchasing an additional 1,749 shares in the last quarter. Empowered Funds LLC lifted its holdings in shares of Teledyne Technologies by 78.6% during the 1st quarter. Empowered Funds LLC now owns 1,552 shares of the scientific and technical instruments company’s stock valued at $772,000 after buying an additional 683 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of Teledyne Technologies by 48.4% during the 1st quarter. Focus Partners Wealth now owns 834 shares of the scientific and technical instruments company’s stock valued at $416,000 after buying an additional 272 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in shares of Teledyne Technologies in the 2nd quarter valued at approximately $5,590,000. Finally, Cresset Asset Management LLC grew its stake in shares of Teledyne Technologies by 2.5% in the 2nd quarter. Cresset Asset Management LLC now owns 830 shares of the scientific and technical instruments company’s stock valued at $425,000 after buying an additional 20 shares in the last quarter. 91.58% of the stock is currently owned by hedge funds and other institutional investors.

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.