Teledyne Technologies (NYSE:TDY) Issues FY 2026 Earnings Guidance

Teledyne Technologies (NYSE:TDY) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 23.450-23.850 for the period, compared to the consensus earnings per share estimate of 23.720. The company issued revenue guidance of -. Teledyne Technologies also updated its Q1 2026 guidance to 5.40-5.500 EPS.

Analysts Set New Price Targets

A number of research analysts have weighed in on TDY shares. Stifel Nicolaus raised their price objective on Teledyne Technologies from $645.00 to $720.00 and gave the company a “buy” rating in a report on Thursday. Morgan Stanley assumed coverage on shares of Teledyne Technologies in a research note on Wednesday. They issued an “equal weight” rating and a $620.00 target price on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Teledyne Technologies in a research report on Monday, December 29th. Barclays lifted their price target on Teledyne Technologies from $579.00 to $599.00 and gave the stock an “equal weight” rating in a report on Thursday. Finally, Needham & Company LLC upped their price objective on shares of Teledyne Technologies from $615.00 to $700.00 and gave the company a “buy” rating in a report on Thursday. Six investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $627.88.

Teledyne Technologies Stock Performance

Shares of Teledyne Technologies stock opened at $621.09 on Friday. The stock has a market capitalization of $29.16 billion, a price-to-earnings ratio of 32.84, a price-to-earnings-growth ratio of 2.67 and a beta of 1.03. The business has a 50-day moving average of $523.43 and a 200 day moving average of $539.49. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.64 and a quick ratio of 1.20. Teledyne Technologies has a 12 month low of $419.00 and a 12 month high of $630.76.

Teledyne Technologies (NYSE:TDY) last issued its earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 earnings per share for the quarter, topping the consensus estimate of $5.83 by $0.47. The business had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.57 billion. Teledyne Technologies had a return on equity of 10.08% and a net margin of 14.63%.The business’s quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the company earned $5.52 EPS. Teledyne Technologies has set its FY 2026 guidance at 23.450-23.850 EPS and its Q1 2026 guidance at 5.40-5.500 EPS. As a group, sell-side analysts forecast that Teledyne Technologies will post 21.55 earnings per share for the current year.

Teledyne Technologies News Summary

Here are the key news stories impacting Teledyne Technologies this week:

• Positive Sentiment: Q4 results and guidance beat — Teledyne reported Q4 non‑GAAP EPS of $6.30 (vs. $5.83 consensus) and revenue of $1.61B (+7.3% Y/Y). Management raised FY‑2026 EPS guidance to $23.45–$23.85 and Q1 EPS to $5.40–$5.50, supporting a stronger growth outlook. Business Wire: Teledyne Reports Fourth Quarter Results
• Positive Sentiment: Defense and digital imaging momentum — Aerospace & Defense sales surged (~40%) and Digital Imaging/instrumentation posted record sales and margin improvement, giving revenue and margin tailwinds tied to defense spending and unmanned systems demand. Reuters: Teledyne quarterly results beat estimates
• Positive Sentiment: Capital actions and market reaction — Company commentary about stronger guidance plus reported buyback activity contributed to a sharp intraday rally as investors priced in faster earnings compounding. Yahoo Finance: Why Teledyne Is Up After Raising Guidance and Buying Back Shares
• Positive Sentiment: Analyst upgrades/target increases from some shops — Needham raised its target to $700 and Stifel to $720 (both Buy), signaling constructive sell‑side revision potential following the results. Benzinga: Analyst price target updates
• Neutral Sentiment: Technical/market commentary supports the rally — MarketBeat highlights accelerating price action and heavy institutional accumulation, which can extend momentum but is tactical in nature. MarketBeat: Teledyne accelerates to maximum velocity
• Neutral Sentiment: New coverage with neutral stance — Morgan Stanley initiated coverage with an equal‑weight rating and a ~$620 target, adding liquidity to the story but not yet a buy signal. Finviz: Morgan Stanley coverage note
• Negative Sentiment: Mixed analyst views and some lower relative targets — Barclays raised its target to $599 but kept an equal‑weight rating (the target is below recent trading), reflecting differing views on valuation even after the beat. Benzinga: Barclays price target update
• Negative Sentiment: GAAP vs. non‑GAAP and insider selling noted — Some summaries flagged GAAP EPS and certain data discrepancies and disclosed recent insider sales; these items can temper enthusiasm and raise near‑term volatility. QuiverQuant: Q4 release analysis and insider activity

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Banque Cantonale Vaudoise acquired a new stake in shares of Teledyne Technologies during the third quarter worth $43,000. Wexford Capital LP acquired a new position in shares of Teledyne Technologies during the third quarter worth about $54,000. MUFG Securities EMEA plc purchased a new position in Teledyne Technologies during the second quarter worth about $70,000. Larson Financial Group LLC lifted its position in Teledyne Technologies by 89.5% in the third quarter. Larson Financial Group LLC now owns 144 shares of the scientific and technical instruments company’s stock valued at $85,000 after purchasing an additional 68 shares during the period. Finally, NewEdge Advisors LLC boosted its holdings in Teledyne Technologies by 27.7% in the 2nd quarter. NewEdge Advisors LLC now owns 166 shares of the scientific and technical instruments company’s stock valued at $85,000 after purchasing an additional 36 shares in the last quarter. 91.58% of the stock is currently owned by hedge funds and other institutional investors.

About Teledyne Technologies

Teledyne Technologies (NYSE: TDY), headquartered in Thousand Oaks, California, is a diversified industrial technology company that designs, manufactures and supports sophisticated electronic systems, instruments and imaging products. Founded in 1960 by Henry Singleton and George Kozmetsky, Teledyne has grown into a multinational provider of high-performance equipment and software for commercial, scientific and government customers. Its offerings are used in markets that include aerospace and defense, marine, industrial manufacturing, environmental monitoring and scientific research.

The company operates through businesses that develop precision instrumentation, digital imaging products, engineered systems and aerospace and defense electronics.