Teledyne Technologies IncorporaNYSE: TDY
Information Technology · Electronic Equipment & Instruments
$633.49
+4.34%
Vol: 12K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Teledyne FLIR won $5M+ in drone module contracts and launched new Kaleido SWIR hyperspectral cameraPositive▶
Teledyne Energetics on May 20 won initial production contracts exceeding $5M from multiple Drone Dominance Program participants for its Arm & Fire Module featuring its Exploding Foil Initiator-based detonator. Teledyne DALSA introduced the new Kaleido SWIR hyperspectral camera on May 16 for industrial inspection in recycling, food safety, pharmaceuticals, and waste management. Teledyne FLIR OEM also launched Prism C-UAS software on May 5 for small drone detection. FLIR Defense won a significant U.S. Army contract on May 13. The company also unified ChartWorld and Raymarine Commercial brands. Shares fell 3.4% on May 15 to $618.54 despite the strong defense backdrop. Risk: 7 analysts rate consensus Buy with $693.71 price target near current levels.
May 20Teledyne consolidates ChartWorld into Raymarine Commercial after key U.S. Army Rogue 1 LASSO contract win.Positive▶
Teledyne Technologies announced the unification of ChartWorld and Raymarine Commercial under a single commercial navigation brand. This follows the May 13, 2026 announcement that its FLIR Defense division was awarded a significant U.S. Army contract for the Rogue 1 loitering munition system under the LASSO program. Teledyne FLIR OEM also launched Prism C-UAS software using thermal imaging and AI to detect small drones at longer ranges, and introduced the Kaleido SWIR hyperspectral camera for high-speed industrial inspection. Q1 2026 results beat with EPS of $5.80 and revenue of $1.56B (up 7.6% YoY), and full-year guidance was raised. Shares fell 3.4% on May 15 to $618.54, but are up 24.4% YTD. Jefferies raised its target to $775 from $770 on May 3; consensus across 7 analysts is Buy with average target $693.71.
May 19Teledyne DALSA launches Kaleido SWIR hyperspectral camera on May 16 and unifies ChartWorld into Raymarine Commercial brandPositive▶
On May 16, 2026, Teledyne DALSA introduced Kaleido, a new SWIR hyperspectral camera for high-speed industrial inspection, targeting material discrimination and sorting in recycling, food safety, pharmaceuticals, and waste management. Teledyne also announced the unification of ChartWorld into Raymarine Commercial as a single commercial navigation brand. Earlier in May, Teledyne FLIR OEM launched Prism C-UAS software using thermal imaging and AI to detect small drones at longer range, while Teledyne FLIR Defense was selected for the U.S. Army's LASSO program with up to 130 Rogue 1 loitering munition systems for testing. Shares fell 3.4% to $618.54 on May 15, but remain up ~19% YTD; consensus rating is Buy with an average price target of $693.71. Risk: recent 30-day weakness signals sentiment cooling despite contract wins and product launches.
May 18Teledyne shares fell 3.4% on May 15 to $618.54 even after securing U.S. Army Rogue 1 LASSO contract and launching Kaleido SWIR hyperspectral cameraPositive▶
Teledyne Technologies stock fell 3.4% on May 15, closing at $618.54 (still up 18.9% YTD, 23.5% over past year). On May 13, FLIR Defense secured a U.S. Army contract for its Rogue 1 loitering munition system under the Low Altitude Stalking and Strike Ordnance (LASSO) program, with deliveries planned for next summer. Teledyne DALSA also launched Kaleido, a new SWIR hyperspectral camera extending its machine vision portfolio. Teledyne FLIR OEM additionally launched Prism C-UAS software for drone detection. The consensus analyst PT is approximately $693.71 indicating high-single-digit upside, though GF Value places the stock as ~19.6% overvalued at $517.31.
May 15Teledyne FLIR wins U.S. Army Rogue 1 LASSO contract and launches Prism C-UAS anti-drone softwarePositive▶
Teledyne's FLIR Defense unit was selected by the U.S. Army for the Low Altitude Stalking and Strike Ordnance (LASSO) program with its Rogue 1 loitering munition, with deliveries planned for summer 2027. Teledyne FLIR also launched Prism C-UAS software on May 5, 2026 to detect small drones at longer range using thermal imaging and AI. Q1 2026 EPS of $5.80 beat on revenue of $1.56B (+7.6% YoY) and the company raised full-year guidance. Late-April defense wins totaled $182M across ground robots, missile defense and Japanese surveillance. Teledyne also unified ChartWorld with Raymarine Commercial. Jefferies raised its price target to $775 from $770 on May 3. Shares around $621 with consensus target of $613.10. Pipeline of defense contract wins supports growth narrative.
May 14Teledyne FLIR wins U.S. Army LASSO loitering munition contract for Rogue 1 system on May 13Positive▶
Teledyne Technologies FLIR Defense unit announced on May 13 it secured a major U.S. Army contract under the Low Altitude Stalking and Strike Ordnance (LASSO) program for its Rogue 1 loitering munition system, with deliveries planned for next summer. The win follows late-April defense deals for ground robots ($47M), missile defense ($114M), and Japanese surveillance ($21M). Teledyne also launched Prism C-UAS software using thermal imaging and AI to detect small drones at longer range. Q1 2026 EPS of $5.80 and revenue of $1.56B (up 7.6% YoY) beat estimates and the company raised full-year 2026 sales and EPS guidance. Jefferies raised its PT to $775 from $770 on May 3.
May 13Teledyne raised full-year EPS guidance and announced new defense contracts, with Jefferies lifting target to $775 on May 3.Positive▶
Teledyne Technologies beat Q1 2026 expectations with EPS of $5.80 on revenue of $1.56B (up 7.6% YoY) and raised full-year GAAP EPS guidance to $20.08-$20.44 from $19.76-$20.22. Jefferies raised its price target to $775 from $770 on May 3. Defense units won contracts including $47M for ground robots, $114M for missile defense, and $21M for Japanese surveillance systems. Teledyne FLIR OEM launched Prism C-UAS software for small-drone detection on May 5. The stock opened at $631.53 on May 13, up 34% over the past year. The company also folded ChartWorld into the Raymarine Commercial brand.
May 12Teledyne Technologies raised full-year 2026 guidance after Q1 EPS of $5.80 beat estimates; Jefferies raised price target to $775 on May 3.Positive▶
Teledyne Technologies reported Q1 2026 EPS of $5.80 with revenue of $1.56 billion (up 7.6% YoY), exceeding expectations. The company raised full-year 2026 guidance to GAAP EPS of $20.08-$20.44 and non-GAAP EPS of $23.85-$24.15. Jefferies raised its price target to $775 from $770 on May 3. Teledyne FLIR OEM launched Prism C-UAS software to detect small drones at longer range using thermal imaging and AI. Teledyne also unified ChartWorld with Raymarine Commercial under a single commercial navigation brand. The stock has gained 24% YTD and 34% over the past year, trading around $632.58 on May 12.
May 11Teledyne unifies ChartWorld and Raymarine Commercial brands; Jefferies raises PT to $775 after Q1 beatPositive▶
Teledyne Technologies reported Q1 2026 sales of $1.56 billion and adjusted EPS of $5.80 vs $5.47 estimate (GAAP EPS $4.85), with higher full-year guidance. Teledyne announced the unification of ChartWorld and Raymarine Commercial under a single commercial navigation brand, further strengthening its global maritime navigation position. On May 3, 2026, Jefferies raised the price target to $775 from $770 with TipRanks issuing a new Buy recommendation. Stock at $631.87 as of May 5. DCF analysis suggests potential 10.3% overvaluation, with rising competition concerns in the unmanned underwater vehicle market.
May 8Teledyne beat Q1 2026 EPS at $5.80 and raised full-year guidance to $20.08-$20.44 GAAP EPS.Positive▶
Teledyne Technologies reported strong Q1 2026 EPS of $5.80, beating $5.47 estimate by 6%, with revenue of $1.56 billion up 7.6% YoY. The company raised full-year 2026 GAAP EPS guidance to $20.08-$20.44 from prior range. TDY stock is up 24% year-to-date. Jefferies raised price target to $775 from $770. Current stock price is $637.58 with 52-week range of $465.91-$693.38. Teledyne concluded 2025 with best quarterly orders, sales, and non-GAAP earnings in company history, with Teledyne Brown Engineering celebrating 15 years as MK 11 SEAL Delivery Vehicle prime contractor.
May 7Teledyne reported strong Q1 2026 earnings with adjusted EPS of $9.85 and raised full-year 2026 guidance.Positive▶
Teledyne Technologies delivered record Q1 2026 sales of $1.56 billion with GAAP EPS of $4.85 and raised full-year 2026 guidance. Adjusted EPS of $9.85 exceeded estimates with robust aerospace and defense demand. The company filed $2.63 billion shelf registration for ESOP offering alongside active M&A pipeline. Teledyne unified ChartWorld into Raymarine Commercial brand. Jefferies raised price target to $775 from $770 with Buy rating.
May 6Teledyne Q1 2026 EPS $5.80 beats forecast; record sales and operating margin; FLIR launches counter-drone softwarePositive▶
Teledyne reported record Q1 2026 results with EPS of $5.80 beating forecast and record first quarter sales, EPS, and operating margin. Sales and non-GAAP earnings increased 7.6% and 17.2% respectively, with revenue reaching $1.56B (7.6% YoY growth). Stock closed at $637.58 with fluctuation between $635.16-$644.13. Digital Imaging segment sales increased 7.9% with balanced growth across Teledyne Imaging Sensors, e2v, and FLIR. April 28: FLIR OEM launched counter-drone software blending thermal imaging and AI perception for faster, more accurate small drone detection. FLIR also strengthened unmanned aerial systems with lidar mapping. Analyst updates: Jefferies raised PT to $775 from $770 with new Buy, Stifel raised to $750 from $720. Average analyst price target raised, indicating strong momentum. Founded 1960, headquartered Thousand Oaks, California.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KEYSKEYSIGHT | $354.37 | +4.98% | -0.9% | 28.5x | — | $57.6B |
| ROPROPER | $337.78 | +4.23% | -2.1% | 13.6x | 0.80 | $32.7B |
| TDYTELEDYNE | $633.49 | +4.34% | -1.7% | 23.3x | 0.97 | $28.1B |
| TRMBTRIMBLE | $51.05 | -8.80% | +1.7% | 13.8x | 1.45 | $13.0B |
| ZBRAZEBRA | $238.00 | -1.76% | -6.8% | 11.7x | 1.62 | $11.5B |
| NVDANVIDIA | $208.96 | -4.81% | -1.3% | 18.9x | 2.24 | $5.32T |
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