Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TDY
BUYFLAGTeledyne Technologies Incorporated · Technology · United States · $29.4B · Avg Vol: $185M/d
Teledyne Technologies is a high-quality industrial conglomerate specializing in digital imaging and defense electronics. It has a strong economic moat based on high switching costs and proprietary technology, but current valuations leave a limited margin of safety.
COMPANY DESCRIPTION
Teledyne Technologies Incorporated is a diversified technology company providing sophisticated instrumentation, digital imaging products, aerospace and defense electronics, and engineered systems. Its competitive moat stems from its deep engineering expertise, proprietary technologies, and broad portfolio of niche products and services, serving highly specialized and critical applications across various industries.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.5B | 5.6B | 5.7B | 6.1B | 3.9% |
| EPS | 16.82 | 18.71 | 17.54 | 19.37 | 4.8% |
| Shares | 47M | 47M | 47M | 47M | +0.5% |
| Debt | 3.9B | 3.2B | 2.8B | 2.6B | -12.3% |
| Equity | 8.2B | 9.2B | 9.5B | 10.5B | 8.8% |
| Op CF | 487M | 836M | 1.2B | 1.2B | 34.8% |
| Inv CF | -175M | -190M | -207M | -938M | — |
| Fin CF | -110M | -652M | -946M | -555M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of TDY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TDY | Teledyne Technologies Incorporated(you) | $29.4B | 73 | BUY |
| MKSI | MKS Inc. | $21.8B | 77 | BUY |
| FTV | Fortive Corporation | $18.0B | 67 | BUY |
| KEYS | Keysight Technologies, Inc. | $57.9B | 83 | STRONG BUY |
| ESE | ESCO Technologies Inc. | $7.9B | 75 | BUY |
| COHR | Coherent Corp. | $73.7B | 62 | HOLD |
| CGNX | Cognex Corporation | $11.0B | 85 | STRONG BUY |
| NOVT | Novanta Inc. | $5.7B | 68 | BUY |
| VNT | Vontier Corporation | $4.1B | 72 | BUY |
| TRMB | Trimble Inc. | $12.8B | 48 | HOLD |
Peer medians: ROE 9.1% · P/E 40.0x · Gross margin 54.7%