Teledyne Technologies (NYSE:TDY) Sets New 52-Week High After Strong Earnings

Teledyne Technologies Incorporated (NYSE:TDY)’s share price hit a new 52-week high during trading on Wednesday after the company announced better than expected quarterly earnings. The company traded as high as $627.60 and last traded at $618.8850, with a volume of 237562 shares changing hands. The stock had previously closed at $566.23.

The scientific and technical instruments company reported $6.30 EPS for the quarter, beating analysts’ consensus estimates of $5.83 by $0.47. Teledyne Technologies had a net margin of 13.62% and a return on equity of 9.95%. Teledyne Technologies’s revenue was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the firm 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.

Trending Headlines about Teledyne Technologies

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

• Positive Sentiment: Q4 results beat on the top-line and non‑GAAP EPS, with revenue +7.3% YoY and non‑GAAP EPS of $6.30 (above consensus). Management also reported record quarterly and full‑year net sales and strong operating cash flow, which supports valuation given Teledyne’s diversified instrumentation exposure. Business Wire: Q4 Results
• Positive Sentiment: Defense and aerospace electronics led the beat — Reuters cites robust demand in that segment as a primary driver of better-than-expected profit and revenue, a tailwind given higher government defense spend and multi-year contract pipelines. Reuters: Strong Defense Business
• Positive Sentiment: Company issued FY‑2026 EPS guidance of $23.45–$23.85 and Q1 EPS guidance of $5.40–$5.50 — ranges that sit around consensus and imply continued mid‑single‑digit top‑line growth, helping justify near‑term upside expectations reflected in recent analyst targets.
• Neutral Sentiment: There’s a reporting nuance: GAAP diluted EPS was $5.84 (Quiver notes a slight miss vs. some estimates), while non‑GAAP EPS beat — investors will watch whether the market favors GAAP or adjusted metrics going forward. Quiver: Q4 Financials
• Neutral Sentiment: Product/PR win: Teledyne’s Space Imaging detectors were deployed on NASA’s BlackCAT CubeSat — positive for technology validation and future win potential but unlikely to move near‑term revenue materially. Business Wire: NASA Launch
• Negative Sentiment: Insider selling and a sharp year‑over‑year decline in reported cash and cash equivalents (Quiver flags ~45.8% drop) could raise liquidity and governance questions for some investors; monitor cash flow, M&A activity and use of proceeds given higher capex and ongoing contract ramp. Quiver: Insider & Cash Data

Analyst Ratings Changes

A number of research firms recently issued reports on TDY. Weiss Ratings reissued a “buy (b-)” rating on shares of Teledyne Technologies in a research report on Monday, December 29th. Morgan Stanley raised their price target on Teledyne Technologies from $580.00 to $620.00 and gave the stock an “equal weight” rating in a research note on Wednesday, October 15th. Citigroup boosted their price target on Teledyne Technologies from $567.00 to $604.00 and gave the company a “neutral” rating in a research note on Tuesday, January 13th. Needham & Company LLC increased their price objective on Teledyne Technologies from $585.00 to $615.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Finally, Stifel Nicolaus lifted their target price on shares of Teledyne Technologies from $626.00 to $645.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Teledyne Technologies currently has a consensus rating of “Moderate Buy” and an average target price of $605.38.

Institutional Investors Weigh In On Teledyne Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in TDY. Jones Financial Companies Lllp boosted its stake in Teledyne Technologies by 874.5% during the 1st quarter. Jones Financial Companies Lllp now owns 1,949 shares of the scientific and technical instruments company’s stock valued at $970,000 after purchasing an additional 1,749 shares during the period. Empowered Funds LLC increased its position in Teledyne Technologies by 78.6% in the 1st quarter. Empowered Funds LLC now owns 1,552 shares of the scientific and technical instruments company’s stock worth $772,000 after buying an additional 683 shares during the period. Focus Partners Wealth lifted its holdings in shares of Teledyne Technologies by 48.4% during the first quarter. Focus Partners Wealth now owns 834 shares of the scientific and technical instruments company’s stock worth $416,000 after buying an additional 272 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in shares of Teledyne Technologies by 14.9% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,343 shares of the scientific and technical instruments company’s stock valued at $1,213,000 after acquiring an additional 303 shares during the period. Finally, UMB Bank n.a. grew its stake in shares of Teledyne Technologies by 81.8% in the second quarter. UMB Bank n.a. now owns 120 shares of the scientific and technical instruments company’s stock worth $61,000 after acquiring an additional 54 shares during the last quarter. 91.58% of the stock is owned by institutional investors and hedge funds.

Teledyne Technologies Price Performance

The firm has a market cap of $28.93 billion, a P/E ratio of 35.68, a price-to-earnings-growth ratio of 2.48 and a beta of 1.03. The stock’s 50-day moving average is $519.03 and its 200-day moving average is $538.33. The company has a quick ratio of 1.20, a current ratio of 1.79 and a debt-to-equity ratio of 0.20.

Teledyne Technologies Company Profile

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.