Teledyne Technologies (TDY)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
$591.72-6.37%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · TDY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks TDY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 4 guided quarters · 17.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Organic growth accelerated in our Digital Imaging segment and was led by sales of infrared detectors and subsystems for space and unmanned applications.
Stated in 2 of 8 supplied quarters. Management reported: “Organic growth accelerated in our Digital Imaging segment and was led by sales of infrared detectors and subsystems for space and unmanned applications.” “In the fourth quarter, we were awarded our first production-rate contract in the loitering munition market, and we were selected to supply space-based infrared detectors to the majority of prime contractors on the newly awarded U.S. Space Development Agency Tranche 3 Tracking Layer program.” Revenue was $1.685 billion in 2026-Q3.
“Organic growth accelerated in our Digital Imaging segment and was led by sales of infrared detectors and subsystems for space and unmanned applications.”
“In the fourth quarter, we were awarded our first production-rate contract in the loitering munition market, and we were selected to supply space-based infrared detectors to the majority of prime cont…”
On August 10, 2026, Teledyne and Varex Imaging Corporation (“Varex”) entered into a definitive agreement under which Teledyne will acquire Varex in a cash transaction valued at approximately $1.1 bil…
Stated in 6 of 8 supplied quarters. Management reported: “On August 10, 2026, Teledyne and Varex Imaging Corporation (“Varex”) entered into a definitive agreement under which Teledyne will acquire Varex in a cash transaction valued at approximately $1.1 billion, which considers Varex’s outstanding equity awards and net debt.” “In terms of capital deployment, 2025 was our second largest year in history.”
Finally, given our continued strong cash flow, we recently made $224.6 million of opportunistic stock repurchases.”
Stated in 5 of 8 supplied quarters. Management reported: “Finally, given our continued strong cash flow, we recently made $224.6 million of opportunistic stock repurchases.”” “However, having generated over $1.0 billion in free cash flow for two consecutive years, we maintained a strong balance sheet with ample financial flexibility.””
“Finally, given our continued strong cash flow, we recently made $224.6 million of opportunistic stock repurchases.””
Outlook Based on its current outlook, the company’s management believes that fourth quarter 2026 GAAP diluted earnings per share will be in the range of $5.68 to $5.83, and full year 2026 GAAP dilute…
Stated in 3 of 8 supplied quarters. Management reported: “Outlook Based on its current outlook, the company’s management believes that fourth quarter 2026 GAAP diluted earnings per share will be in the range of $5.68 to $5.83, and full year 2026 GAAP diluted earnings per share will be in the range of $21.71 to $21.87.” “3 Outlook Based on its current outlook, the company’s management believes that third quarter 2026 GAAP diluted earnings per share will be in the range of $5.10 to $5.25, and full year 2026 GAAP diluted earnings per share will be in the range of $20.73 to $20.99.”
Management has reported debt repayments and declining net debt while describing balance-sheet strength and financial flexibility.
Over the trailing year it converted 1.02x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“On August 10, 2026, Teledyne and Varex Imaging Corporation (“Varex”) entered into a definitive agreement under which Teledyne will acquire Varex in a cash transaction valued at approximately $1.1 bil…”
“While the company’s growth strategy includes possible acquisitions, we cannot provide any assurance as to when, if or on what terms any acquisitions will be made.”
“In terms of capital deployment, 2025 was our second largest year in history.”
“While the company’s growth strategy includes possible acquisitions, we cannot provide any assurance as to when, if or on what terms any acquisitions will be made.”
“While the company’s growth strategy includes possible acquisitions, we cannot provide any assurance as to when, if or on what terms any acquisitions will be made.”
“While the company’s growth strategy includes possible acquisitions, we cannot provide any assurance as to when, if or on what terms any acquisitions will be made.”
“At the beginning of the quarter, we repaid $450 million of gross debt, and given the strength of our balance sheet, we continue to review a number of acquisitions.””
“However, having generated over $1.0 billion in free cash flow for two consecutive years, we maintained a strong balance sheet with ample financial flexibility.””
“Finally, our balance sheet is the strongest in years, providing the capacity to pursue acquisitions or stock repurchases, as we feel appropriate.””
“While we are pursuing a number of acquisitions, we will continue to consider stock repurchases when we believe Teledyne is the best value acquisition available.””
“Outlook Based on its current outlook, the company’s management believes that fourth quarter 2026 GAAP diluted earnings per share will be in the range of $5.68 to $5.83, and full year 2026 GAAP dilute…”
“3 Outlook Based on its current outlook, the company’s management believes that third quarter 2026 GAAP diluted earnings per share will be in the range of $5.10 to $5.25, and full year 2026 GAAP dilut…”
“3 Outlook Based on its current outlook, the company’s management believes that second quarter 2026 GAAP diluted earnings per share will be in the range of $4.75 to $4.90, and full year 2026 GAAP dilu…”