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TDTDY

Teledyne Technologies Incorporated

$TDY·$29B·Hardware, Equipment & Parts·Technology
$619.91+1.8%YTD+19.1%1Y+9.7%
Price updated 5h ago·X counts updated 4d ago
TDTDY
$TDYTeledyne Technologies Incorporated
$619.91+1.81%30 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TDY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

30X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $TDY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-07-29

Teledyne delivered a Q2 print — revenue $1.6625B vs $1.58B estimate (+9.8% YoY) — 'record operational performance meets conservative forward guidance.' Canada is going all-in on sovereign drones — watch DPRO, FLT.V, TDY. Inverse Head-and-Shoulders testing the neckline. Bearish voices are essentially absent.

Read what X is saying about $TDY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TDY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Teledyne's Q2 was 'record operational performance meets conservative forward guidance' — Canada going all-in on sovereign drones.

Teledyne Technologies is a diversified defense and instrumentation industrial — digital imaging, aerospace / defense electronics, engineered systems. The business is quality but the pace is slow.

  • The business is stable: Q1 revenue +7.6% YoY at a 19% operating margin and ROIC of 6.9% — solid industrial-defense metrics, with Q2 reportedly delivering $1.6625B revenue vs $1.58B estimate (+9.8% YoY).
  • At 30.2x PE and 4.5x sales the valuation is reasonable for a quality diversified industrial — defense exposure plus specialty-instrumentation provides durable cash flow and defensive balance-sheet characteristics.
  • 52-week range position is 60% with volume at 96% of average — upper-mid range on normal volume, with the inverse head-and-shoulders testing the neckline per thread framing.

Oct 28 Q3 is the gate — any continued defense-contract flow plus specialty-instrumentation growth extends the move. A soft defense bookings print or margin reversion and the stock gives back some gain.

Agrees with X sentimentThe thread has substantive drivers — Q2 revenue $1.6625B vs $1.58B estimate (+9.8% YoY) record operational print, conservative forward guidance, Canada all-in sovereign drones (DPRO, FLT.V, TDY), inverse H&S neckline test — all grounded.

What to watch: Oct 28 Q3 — defense-contract bookings, digital imaging revenue, operating-margin direction, and FY27 guide. A soft defense bookings print is the clear invalidator.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $TDY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes sensing instruments, test equipment, and defense electronics for scientific, industrial, and military applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $TDY.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $TDY

Neutral — Makes sensing instruments, test equipment, and defense electronics for scientific, industrial, and military applications.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+78.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$6.28$5.79+8.5%
Q1 2026Apr 22, 2026$5.80$5.47+6.0%
Q4 2025Jan 21, 2026$6.30$5.83+8.1%
Q3 2025Oct 22, 2025$5.57$5.47+1.8%
Next earningsWed, Oct 21·consensus EPS $6.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+7.6%39.5%18.9%$4.85$204.3M
Q4 FY25$1.6B+7.3%29.4%20.4%$5.84$339.2M
Q3 FY25$1.5B+6.7%42.8%18.4%$4.71$313.9M
Q2 FY25$1.5B+10.2%42.6%18.4%$4.48$196.3M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.6B$6.5B – $6.6B$24.73$24.67 – $24.817
FY27$6.9B$6.9B – $7.0B$26.77$26.63 – $27.137
FY28$7.2B$7.1B – $7.3B$28.76$28.54 – $28.977

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Von Schack Wesley WDirector468 sh$321KSellAug 12Simon M LorneDirector6.4K sh$4.4M
+ 16 other (14 awards · 1 inkind · 1 exempt) in window

See when $TDY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AOfficer or director change (amended)Oct 28-K/A — Item 5.02: Officer or director change
8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change
AI summary

Teledyne Technologies announced that Jason VanWees, Vice Chairman, will retire from his position effective February 1, 2027, at age 55. VanWees will step down from his current role but no successor was named in this filing. This is a routine officer retirement announcement with a five-month transition runway and is unlikely to materially impact Teledyne's operations.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Teledyne Technologies (TDY) and Varex Imaging Corporation issued a joint press release on August 10, 2026 announcing a definitive merger agreement under which Teledyne agreed to acquire Varex in an all-cash transaction using a wholly owned merger sub. Specific deal price, financing details, and timeline are in the joint press release.

8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

TDY disclosed a personnel change (8-K Item 5.02, dated 2026-04-23). An executive departure and a new appointment are both reported. President and Chief Financial Officer. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 10 other (2 10-Qs · 2 S-8s · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Teledyne Announces Third Quarter 2026 Earnings Webcast Detailsbusinesswire.com·1d agoTeledyne FLIR Defense Launches Ranger R10-3DX Compact Mid-Range Counter-Drone Radar at AUSA 2026businesswire.com·3d agoBuy 3 Defense Equipment Stocks Amid Solid Short-Term Price Upsidezacks.com·8d agoTeledyne FLIR OEM Launches Prism A-ISR: AI-Enabled Air-to-Ground Detection and Tracking Softwarebusinesswire.com·10d agoTeledyne Surpasses Over One Billion Infrared Pixels Delivered in Support of the Space Development Agency's Proliferated Warfighter Space Architecture and Begins AMDT3 Golden Dome Productionbusinesswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesRobotics & Humanoids

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Voices on X · last 7 days

No standout posts about $TDY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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