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

Teledyne Technologies (NYSE:TDY) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 24.450-24.650 for the period, compared to the consensus earnings per share estimate of 24.110. The company issued revenue guidance of -. Teledyne Technologies also updated its Q3 2026 guidance to 6.050-6.150 EPS.

Teledyne Technologies Trading Up 0.1%

Shares of TDY stock opened at $650.87 on Friday. The company has a market cap of $30.15 billion, a P/E ratio of 31.43, a PEG ratio of 3.05 and a beta of 0.92. The stock has a 50 day simple moving average of $627.09 and a two-hundred day simple moving average of $629.20. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.16 and a current ratio of 2.18. Teledyne Technologies has a fifty-two week low of $483.02 and a fifty-two week high of $693.38.

Teledyne Technologies (NYSE:TDY) last posted its quarterly earnings results on Wednesday, July 22nd. The scientific and technical instruments company reported $6.28 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.79 by $0.49. The firm had revenue of $1.66 billion for the quarter, compared to analysts’ expectations of $1.58 billion. Teledyne Technologies had a return on equity of 10.56% and a net margin of 15.29%.The company’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same period in the prior year, the business earned $5.20 EPS. Teledyne Technologies has set its FY 2026 guidance at 24.450-24.650 EPS and its Q3 2026 guidance at 6.050-6.150 EPS. Research analysts forecast that Teledyne Technologies will post 24.55 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Barclays increased their price objective on shares of Teledyne Technologies from $603.00 to $614.00 and gave the stock an “equal weight” rating in a research report on Friday, April 24th. Stifel Nicolaus increased their price target on Teledyne Technologies from $750.00 to $775.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reissued a “buy (b)” rating on shares of Teledyne Technologies in a research note on Friday, May 22nd. Citigroup boosted their price objective on Teledyne Technologies from $677.00 to $680.00 and gave the company a “neutral” rating in a report on Wednesday, July 1st. Finally, Needham & Company LLC upped their target price on Teledyne Technologies from $735.00 to $750.00 and gave the stock a “buy” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $711.50.

Key Stories Impacting Teledyne Technologies

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

• Positive Sentiment: Teledyne reported better-than-expected Q2 results, with non-GAAP EPS of $6.28 versus estimates near $5.79 and revenue of $1.66 billion versus $1.58 billion expected, helped by broad-based sales growth and record orders. Teledyne Technologies Reports Second Quarter Results
• Positive Sentiment: The company raised full-year 2026 EPS guidance to $24.45-$24.65 and Q3 guidance to $6.05-$6.15, both above consensus, signaling management expects momentum to continue. Teledyne Technologies Reports Second Quarter Results
• Positive Sentiment: Several analysts responded by lifting price targets and reiterating buy ratings, including Stifel to $775 and Needham to $750, suggesting Wall Street sees more upside after the earnings beat. Benzinga analyst updates
• Positive Sentiment: Teledyne also announced a five-year partnership with the RNLI to provide navigation and thermal imaging technology, a modestly positive contract win that supports its marine and sensing businesses. RNLI partnership announcement
• Neutral Sentiment: Some commentary notes the stock is trading at a premium valuation after the rally, which may limit near-term upside even as fundamentals improve. Teledyne (TDY) Stock Trades At A Premium To Fair Value

Institutional Trading of Teledyne Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Jones Financial Companies Lllp raised its stake in shares of Teledyne Technologies by 874.5% in the first quarter. Jones Financial Companies Lllp now owns 1,949 shares of the scientific and technical instruments company’s stock worth $970,000 after purchasing an additional 1,749 shares during the last quarter. Empowered Funds LLC boosted its position in shares of Teledyne Technologies by 78.6% during the first quarter. Empowered Funds LLC now owns 1,552 shares of the scientific and technical instruments company’s stock valued at $772,000 after buying an additional 683 shares during the last quarter. Focus Partners Wealth boosted its position 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 valued at $416,000 after buying an additional 272 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in Teledyne Technologies during the second quarter worth $5,590,000. Finally, Cresset Asset Management LLC grew its holdings in Teledyne Technologies by 2.5% during the second quarter. Cresset Asset Management LLC now owns 830 shares of the scientific and technical instruments company’s stock worth $425,000 after buying an additional 20 shares in the last quarter. 91.58% of the stock is owned by institutional investors.

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.