Teledyne Technologies IncorporaNYSE: TDY
Information Technology · Electronic Equipment & Instruments
$640.68
-0.80%
Vol: 160K
Research Digest
Friday, May 1, 2026
Teledyne Q1 crushes earnings at $5.80 EPS; guidance raised to $20.08-$20.44
Teledyne reported Q1 EPS of $5.80, beating estimates with revenue of $1.56B up 7.6% year-over-year. Management raised full-year EPS guidance to $20.08-$20.44. Company unified ChartWorld and Raymarine Commercial brands under single global commercial navigation brand. Recent developments include thermal camera Tura for autonomous vehicles and Caiman imaging module for low-light applications. Stifel raised PT to $750 from $720, Barclays raised PT to $614 from $603. Analyst activity is mixed with recent volatility but positive longer-term outlook.
Previous Market Intelligence
13 daysApr 30Teledyne raises 2026 EPS guidance to $23.45-$23.85 (non-GAAP) on strong 2025 results with record quarterly earnings and plans $150M CapEx.Positive▶
Teledyne reported record 2025 results with Q4 net sales of $1,612.3M (+7.3% YoY) and full-year 2025 sales of $6,115.4M (+7.9%), along with net income of $894.8M (+9.2%). The company concluded 2025 with best-ever quarterly orders, sales, and non-GAAP margins. 2026 guidance issued at $19.76-$20.22 GAAP EPS and $23.45-$23.85 non-GAAP EPS. Recent product launches include thermal camera Tura for autonomous vehicles. Analyst price targets have risen to $614 (Barclays, from $603) and $750 (Stifel, from $720), reflecting strong growth expectations. Stock up 23.5% over six months.
Apr 29Teledyne Q1 sales $1.56B beat; raises guidance; launches Tura thermal camera for autonomous vehiclesPositive▶
Teledyne Technologies reported record Q1 2026 with sales of $1.56B and diluted EPS of $4.85, delivering a 6.2% EPS beat. Management raised both quarterly and full-year earnings guidance. Organic growth of 6.9% led by Digital Imaging segment with strong unmanned systems and defense electronics orders. New thermal camera Tura launch enhances safety for autonomous vehicles. Company filed $2.63B shelf registration for ESOP offering. YTD stock return of 25.04% reflects strong momentum. 30-day return of 9.33%.
Apr 16Teledyne to report Q1 2026 earnings April 22 with strong analyst sentiment at Strong Buy rating and $666 price targetPositive▶
Teledyne Technologies will hold its first quarter 2026 earnings call on April 22, 2026. The company has been active with product launches including the Tura thermal camera for autonomous vehicles and the upgraded Prism SKR autonomy platform. Teledyne will showcase integrated maritime technology at the IHO Assembly April 19-23. Analysts rate the stock as Strong Buy with an average 12-month price target of $666.25, representing 3.17% upside. The stock has delivered strong performance with 26.5% year-to-date returns and 40.5% over the past year.
Apr 15Teledyne announces NASA Artemis II mission support contracts and creates new Teledyne Space division.Positive▶
Teledyne Technologies announced broad support for NASA Artemis II mission with multiple business units delivering mission-critical space technologies. The company created a new Teledyne Space division consolidating expertise in sensing, electronics, components, and operations. Teledyne will showcase at the 2026 Space Symposium (April 13-16) and IHO Assembly (April 19-23). Average analyst price target stands at $708.75 with recent price target increases from multiple firms.
Apr 14Teledyne strengthens space/defense dominance with multiple NASA Artemis II contracts, UK Royal Navy MOU, and new thermal/imaging camera launches.Positive▶
Teledyne Technologies announced broad support for NASA Artemis II mission with critical technologies. The company signed a strategic MOU with M Subs for UK Royal Navy programs. New product launches include Perciva 5D industrial camera and Lepton XDS thermal camera. Over $425M in MK 11 defense program awards.
Apr 13Teledyne raised 2026 EPS guidance and price target to $680 at Morgan Stanley as new Tura thermal camera and M Subs partnership drive growth.Positive▶
Teledyne launched Tura thermal camera for autonomous vehicles and upgraded Prism SKR autonomy platform. Morgan Stanley raised price target to $680 from $620 in early March. Company received OTC 2026 Spotlight Award for eXtreamer seismic streamer. Strategic partnership with M Subs signed Feb 27 for UK Royal Navy and international naval programs. Stock up 27.3% YTD and 40.9% over 12 months.
Apr 10Teledyne launches Perciva 5D camera and supports NASA Artemis II missionPositive▶
Teledyne Technologies announced support for NASA Artemis II mission. Launched Perciva 5D industrial camera in March 2026. Q4 2025 earnings beat with EPS of $6.30 versus consensus $5.83.
Apr 9Teledyne reports record Q4 2025 results with 7.3% net sales growth and strong 2026 guidancePositive▶
Teledyne Technologies achieved all-time record quarterly and full-year net sales of $1,612.3 million (Q4) and $6,115.4 million (FY25), reflecting 7.3% and 7.9% growth respectively. The company issued 2026 guidance of $19.76-$20.22 GAAP EPS and launched thermal camera Tura for autonomous vehicles, signaling continued diversification in defense and aerospace sectors.
Apr 8Teledyne launches Prism SKR autonomy software upgrade and Tura thermal camera.Positive▶
Teledyne FLIR announced upgraded Prism SKR autonomy software and launched Tura thermal camera for autonomous vehicle safety. Recent defense and space contracts include UK MOD Royal Navy support. Average PT $708.75.
Apr 7Teledyne creates dedicated Space division; awarded Lazuli Space Observatory contract; exhibits at Space Symposium April 13-16Positive▶
Teledyne Technologies announced creation of Teledyne Space division on April 1, consolidating space-focused portfolio across imaging detectors, microwave devices, optoelectronics, and radiation-tolerant semiconductors. Teledyne Space Imaging awarded contract for near-infrared H4RG-10 focal plane arrays for Lazuli Space Observatory by Schmidt Sciences. Company will exhibit collectively at 2026 Space Symposium April 13-16 in Colorado Springs. Recent management changes include Gregoire Outters promotion to President of Marine Group with expanded marine business responsibilities. 10 analysts recommend Buy; stock down 6.4% past week but up 1.6% in last day.
Apr 6Teledyne reports record Q4 results and launches dedicated space business unitPositive▶
Teledyne reported Q4 2025 net sales of $1.612 billion (+7.3% YoY) with best quarterly orders, sales, and non-GAAP earnings/operating margin in company history. Teledyne is creating dedicated Teledyne Space business unit consolidating imaging, electronics and component businesses to capture rising satellite-based sensing demand. New unit will exhibit capabilities at 2026 Space Symposium (April 13-16). Teledyne secured major UK Ministry of Defence contract for autonomous ocean observing systems for Royal Navy. Tura thermal camera launched for autonomous vehicle safety.
Apr 3Teledyne strengthens space sector commitment and launches new 3D imaging camera (Perciva 5D) with wins on lunar observation and UK defense contracts.Positive▶
Teledyne Technologies announced integration of its space-focused portfolio and launched the Perciva 5D short-range 3D imaging camera. The company was awarded a contract for advanced detectors on the Lazuli Space Observatory and won a U.K. MOD contract. Citi maintaining Neutral rating and raised price target to $677.
Apr 2Teledyne creates new Space division and launches advanced imaging cameras amid defense expansionPositive▶
Teledyne Technologies consolidated space-focused businesses into a new Teledyne Space division, reinforcing commitment to global space sector with showcase at upcoming Space Symposium April 13-16. Launched Tura thermal camera for autonomous vehicle safety and Perciva 5D short-range 3D imaging camera on March 5. Company announced contracts with U.S. Army and Marine Corps for electro-optical and infrared systems. Q4 2025 net sales increased 7.3% to $1,612.3 million with record operating margin.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| KEYSKEYSIGHT | $351.79 | +0.54% | +19.5% | 33.9x | 1.15 | $60.0B |
| ROPROPER | $358.58 | +1.06% | -1.5% | 14.8x | 0.89 | $36.5B |
| TDYTELEDYNE | $640.68 | -0.80% | +2.2% | 24.9x | 1.01 | $29.9B |
| TRMBTRIMBLE | $68.49 | +1.74% | +3.5% | 16.6x | 1.54 | $15.6B |
| ZBRAZEBRA | $227.21 | +0.42% | +7.2% | 11.3x | 1.66 | $11.1B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.