Teledyne Technologies (TDY)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
$677.46+1.79%
Close 2026-10-29 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put TDY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Equipment & Instruments is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins, guidance credibility.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
TDY’s earnings growth supports its premium, though weak cash backing tempers that claim. Revenue growth eased from 9.8% to 9.4%; Q3 earnings beat estimates. TDY trades at 27× P/E versus 30× for peers, near its 26× historical multiple. The price reflects less growth than our forecast. Weak cash backing makes reported profits fragile. Our model puts the next-quarter miss probability near 25%. peer multiples imply a price about 7% below where it trades; our read remains intact.
Trailing returns as of 2026-10-29. TDY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering TDY (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for TDY in the last 4 months.
Continue this research
Compare TDY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TDY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Equipment & Instruments — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put TDY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase non-GAAP EPS guidance for 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $677.46
The last 12 months of price, then the range of analyst 12-month targets from today’s $677.46.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Higher 2026 non-GAAP EPS outlook and targeted Q4 organic growth advance the earnings objective.
Advances: Increase earnings per share guidance for 2026
Quarterly earnings-call disclosures can confirm progress on 2026 EPS guidance and operating objectives.
Advances: Increase earnings per share guidance for 2026
Reported Q3 beat and lifted outlook advance the 2026 guidance objective.
Advances: Increase earnings per share guidance for 2026
Increased guidance supports earnings growth for 2026.
Advances: Drive growth in Digital Imaging segment
Thermal imaging win boosts growth in Digital Imaging segment.
Advances: Drive growth in Digital Imaging segment
Partnership enhances growth in Digital Imaging segment.
Teledyne's acquisition enhances growth potential and market position.
Acquisition aligns with growth strategy in Digital Imaging segment.
