Teledyne Technologies (NYSE:TDY) Releases FY 2026 Earnings Guidance
by Tristan Rich · The Markets DailyTeledyne Technologies (NYSE:TDY – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 23.850-24.150 for the period, compared to the consensus earnings per share estimate of 23.850. The company issued revenue guidance of -. Teledyne Technologies also updated its Q2 2026 guidance to 5.700-5.800 EPS.
Teledyne Technologies Trading Down 0.6%
Shares of NYSE:TDY opened at $652.89 on Friday. The stock has a market capitalization of $30.24 billion, a price-to-earnings ratio of 33.02, a PEG ratio of 3.24 and a beta of 1.01. Teledyne Technologies has a 1-year low of $440.57 and a 1-year high of $693.38. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.08 and a current ratio of 1.76. The company has a 50 day moving average price of $646.31 and a 200 day moving average price of $581.32.
Teledyne Technologies (NYSE:TDY – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The scientific and technical instruments company reported $5.80 earnings per share for the quarter, topping analysts’ consensus estimates of $5.48 by $0.32. Teledyne Technologies had a net margin of 14.99% and a return on equity of 10.24%. The firm had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period last year, the firm posted $4.95 earnings per share. The firm’s revenue for the quarter was up 7.6% compared to the same quarter last year. Teledyne Technologies has set its FY 2026 guidance at 23.850-24.150 EPS and its Q2 2026 guidance at 5.700-5.800 EPS. On average, research analysts anticipate that Teledyne Technologies will post 23.92 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of equities research analysts have issued reports on TDY shares. Needham & Company LLC increased their target price on shares of Teledyne Technologies from $700.00 to $735.00 and gave the stock a “buy” rating in a research report on Wednesday. Weiss Ratings restated a “buy (b-)” rating on shares of Teledyne Technologies in a report on Monday, December 29th. Citigroup raised their price target on shares of Teledyne Technologies from $649.00 to $677.00 and gave the company a “neutral” rating in a report on Thursday, April 2nd. Stifel Nicolaus raised their price target on shares of Teledyne Technologies from $720.00 to $750.00 and gave the company a “buy” rating in a report on Thursday. Finally, Jefferies Financial Group raised their price target on shares of Teledyne Technologies from $710.00 to $770.00 and gave the company a “buy” rating in a report on Monday, February 23rd. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Teledyne Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $692.14.
Get Our Latest Research Report on Teledyne Technologies
Insiders Place Their Bets
In related news, Vice Chairman Jason Vanwees sold 5,000 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $630.92, for a total value of $3,154,600.00. Following the transaction, the insider directly owned 51,025 shares in the company, valued at approximately $32,192,693. This trade represents a 8.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Michael T. Smith sold 2,469 shares of the firm’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $621.00, for a total transaction of $1,533,249.00. Following the completion of the transaction, the director owned 47,328 shares in the company, valued at $29,390,688. The trade was a 4.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 11,500 shares of company stock worth $7,214,750 over the last quarter. 1.36% of the stock is currently owned by company insiders.
Key Stories Impacting Teledyne Technologies
Here are the key news stories impacting Teledyne Technologies this week:
- Positive Sentiment: Q1 beat and stronger outlook — Teledyne reported Q1 non‑GAAP EPS $5.80 vs. $5.48 expected and revenue $1.56B (up 7.6%); management raised FY‑2026 adjusted EPS guidance and reported strong cash flow, supporting upside to earnings estimates. Article Title
- Positive Sentiment: Analyst target increases — Stifel raised its price target to $750 (buy) and Needham to $735 (buy), implying double‑digit upside from the recent price; these upgrades add institutional momentum. Article Title
- Positive Sentiment: Outperformance driven by core segments — Management cited strength in defense and imaging businesses as reasons for outperformance and the guidance lift, highlighting durable end‑market demand. Article Title
- Positive Sentiment: Governance update — Shareholders approved expanded shareholder rights at the annual meeting, a structural change that can be positive for minority holders and corporate governance. Article Title
- Neutral Sentiment: Guidance largely in line — Q2 EPS guide of $5.70–$5.80 and FY guide $23.85–$24.15 are roughly in line with consensus, so upside from the quarter is more about execution than a dramatic raise. Article Title
- Neutral Sentiment: Call transcripts and coverage — Full earnings and shareholder/analyst call transcripts are available for deeper read‑throughs of segment trends and backlog details for due diligence. Article Title
- Negative Sentiment: Short‑term pullback/volume — Despite the beat and upgrades, the stock is trading down today with above‑average volume, suggesting profit‑taking or rotation; that could pressure near‑term returns even as fundamentals remain supportive.
Institutional Trading of Teledyne Technologies
Several hedge funds and other institutional investors have recently bought and sold shares of TDY. Jones Financial Companies Lllp grew its position in Teledyne Technologies by 874.5% in the 1st 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 grew 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 purchasing an additional 683 shares during the last quarter. Focus Partners Wealth grew its position in Teledyne Technologies by 48.4% in the 1st quarter. Focus Partners Wealth now owns 834 shares of the scientific and technical instruments company’s stock worth $416,000 after purchasing an additional 272 shares during the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in Teledyne Technologies in the 2nd quarter worth $5,590,000. Finally, Cresset Asset Management LLC grew its position in Teledyne Technologies by 2.5% in the 2nd quarter. Cresset Asset Management LLC now owns 830 shares of the scientific and technical instruments company’s stock worth $425,000 after purchasing an additional 20 shares during the last quarter. 91.58% of the stock is currently owned by institutional investors and hedge funds.
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.