TDY stock forecast, quote, news & analysis
Teledyne Technologies Inc provides enabling technologies to sense, analyze and distribute information for industrial growth markets that require advanced technology and high reliability... Show more
Teledyne Technologies (TDY) Stock Analysis: Defense Tailwinds and Imaging Growth Fuel Steady Climb
Key Takeaways
- Teledyne Technologies shares rose approximately 2.6% over the last 30 days, supported by sustained demand in defense electronics and digital imaging segments.
- The company delivered record first-quarter 2026 revenue of $1.56 billion, beating analyst estimates and prompting management to raise full-year earnings guidance.
- Analyst sentiment remains constructive, with a consensus Moderate Buy rating and an average price target of approximately $694, implying roughly 9% upside from recent levels.
- Upcoming Q2 2026 earnings, expected on July 22, represent a critical near-term catalyst as investors evaluate organic growth trends across Teledyne's four operating segments.
- Strategic acquisitions, including DD-Scientific and Saab's TransponderTech business, continue to expand the company's sensing and maritime technology capabilities.
Current Market Snapshot
Teledyne Technologies (TDY) has maintained a steady upward trajectory through mid-2026, with shares recently trading near $635. The stock has outperformed its 50-day moving average of roughly $626 and its 200-day moving average of approximately $624, signaling constructive technical momentum. With a market capitalization of approximately $29.5 billion and a beta of 0.92, TDY exhibits relatively lower volatility compared to the broader market. Institutional ownership remains exceptionally high at over 91%, underscoring deep conviction among large investors. The stock trades at a P/E ratio of roughly 32, reflecting the market's willingness to pay a premium for Teledyne's diversified industrial technology portfolio and consistent earnings execution.
Teledyne Technologies (TDY) Business Overview and Competitive Position
Headquartered in Thousand Oaks, California, Teledyne Technologies is a diversified industrial technology company that designs, manufactures, and supports sophisticated electronic systems, instrumentation, and imaging products. Founded in 1960, the company serves commercial, scientific, and government customers across aerospace and defense, marine, industrial manufacturing, environmental monitoring, and scientific research markets. Teledyne operates through four primary segments: Digital Imaging, which includes sensors, cameras, and infrared and X-ray products; Instrumentation, covering monitoring and control equipment for marine and environmental applications; Aerospace and Defense Electronics, providing wireless and satellite communication subsystems; and Engineered Systems, focused on complex manufacturing and energy applications. The company's competitive moat is reinforced by deep customer relationships with government agencies, a broad intellectual property portfolio, and high barriers to entry in precision instrumentation and defense electronics.
Recent Developments Driving TDY
Teledyne's first-quarter 2026 results, released on April 22, set a strong tone for the year. The company posted record Q1 sales of $1.56 billion, a 7.6% year-over-year increase, while non-GAAP diluted earnings per share of $5.80 surpassed consensus estimates of $5.48 by a comfortable margin. Management raised full-year 2026 non-GAAP EPS guidance to a range of $23.85 to $24.15, up from the prior outlook of $23.45 to $23.85. Organic growth was particularly robust in the Digital Imaging segment, driven by infrared detectors and systems for space, airborne, and marine applications as well as unmanned aerial systems.
On the acquisition front, Teledyne closed its purchase of DD-Scientific Holdings in January 2026, strengthening advanced sensing capabilities. In July, the company promoted Michelle Hildyard to General Manager of Teledyne Raymarine and Teledyne FLIR Marine, signaling continued investment in maritime technology leadership. Additionally, Teledyne FLIR OEM launched the Boson SX8, the first NDAA-compliant 8-micron pixel pitch SXGA thermal camera module, marking a notable product innovation. Analyst activity has been supportive: Jefferies upgraded TDY to a Strong-Buy rating in June, while Needham raised its price target to $735 and Stifel Nicolaus to $750 following the Q1 report. Citigroup maintained a Neutral rating with a $680 target.
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2026 Outlook and What Investors Should Watch
Teledyne's growth narrative for the remainder of 2026 rests on several interconnected drivers. Rising U.S. defense spending, with proposed budgets nearing $1.5 trillion, provides a favorable macro backdrop for the company's aerospace and defense electronics portfolio. The continued recovery in commercial air travel supports demand for Teledyne's avionics and ground-based aircraft technologies. On the product innovation front, the company's expanding infrared detector and unmanned systems offerings position it well in fast-growing defense and industrial automation niches.
Key risks include supply-chain constraints, potential tariff escalation affecting component costs, and geopolitical uncertainty tied to U.S.-Iran tensions and ongoing trade friction with China. The upcoming Q2 2026 earnings report, scheduled for July 22, will be closely scrutinized for organic growth momentum, margin trends, and any updates to full-year guidance. Investors should also monitor acquisition integration progress and free cash flow generation, particularly given increased capital expenditures and the $450 million debt maturity payment completed after the first quarter.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
TDY's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for TDY turned positive on July 22, 2026. Looking at past instances where TDY's MACD turned positive, the stock continued to rise in of 47 cases over the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 56 cases where TDY's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Momentum Indicator moved above the 0 level on July 21, 2026. You may want to consider a long position or call options on TDY as a result. In of 91 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
TDY moved above its 50-day moving average on July 16, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for TDY crossed bullishly above the 50-day moving average on July 01, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where TDY advanced for three days, in of 345 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 266 cases where TDY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Bearish Trend Analysis
The 10-day RSI Indicator for TDY moved out of overbought territory on July 01, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 40 similar instances where the indicator moved out of overbought territory. In of the 40 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TDY declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
TDY broke above its upper Bollinger Band on June 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. TDY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.781) is normal, around the industry mean (4.324). P/E Ratio (31.705) is within average values for comparable stocks, (89.600). TDY's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (2.251). Dividend Yield (0.000) settles around the average of (0.012) among similar stocks. P/S Ratio (4.847) is also within normal values, averaging (25.366).
Industry description
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Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
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General Information
a provider of electronic and communication products for wireless and satellite systems
Industry ElectronicEquipmentInstruments