Teledyne Technologies (NYSE:TDY) Releases Earnings Results, Beats Estimates By $0.47 EPS

Teledyne Technologies (NYSE:TDY) announced its earnings results on Wednesday. The scientific and technical instruments company reported $6.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.83 by $0.47, Zacks reports. Teledyne Technologies had a return on equity of 9.95% and a net margin of 13.62%. Teledyne Technologies updated its FY 2026 guidance to 23.450-23.850 EPS and its Q1 2026 guidance to 5.40-5.500 EPS.

Teledyne Technologies Price Performance

NYSE:TDY opened at $566.64 on Wednesday. Teledyne Technologies has a 12-month low of $419.00 and a 12-month high of $595.99. The firm has a market capitalization of $26.60 billion, a price-to-earnings ratio of 32.81, a P/E/G ratio of 2.48 and a beta of 1.03. The stock’s 50 day moving average price is $519.03 and its two-hundred day moving average price 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.

Key Stories Impacting Teledyne Technologies

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

• Positive Sentiment: Q4 revenue beat and margin improvement — Teledyne reported record quarterly net sales of $1.612B (up ~7.3% YoY) and non‑GAAP diluted EPS of $6.30, up 14.1% YoY, underscoring better-than-expected top‑line and margin momentum. Business Wire: Q4 Results
• Positive Sentiment: Strong operating cash generation — Q4 operating cash flow of $379M supports liquidity and potential capital allocation flexibility (capex up but still modest vs. cash flow). Business Wire: Q4 Results
• Positive Sentiment: Product/market validation — Teledyne’s Space Imaging detectors launched on NASA’s BlackCAT CubeSat, a positive commercialization and PR milestone for its space-imaging franchise. Business Wire: NASA Launch
• Neutral Sentiment: Guidance roughly in line — Q1 EPS guidance of $5.40–5.50 and FY‑2026 EPS of $23.45–23.85 are essentially in line with consensus, removing major downside surprise but not providing a big upside catalyst.
• Neutral Sentiment: Analyst sentiment/targets supportive — Median analyst target ~ $615, above current levels, and recent research notes expect mid‑single‑digit growth; still, limited recent upgrades. Zacks: Q4 Preview
• Negative Sentiment: GAAP EPS slight miss — GAAP diluted EPS of $5.84 was a touch below the consensus ($5.89), which can temper near‑term upside despite the revenue beat. QuiverQuant: Q4 Details
• Negative Sentiment: Insider and cash concerns — Multiple insider share sales in recent months and a reported ~46% YoY drop in cash and equivalents raise questions about recent cash uses (M&A, buybacks, dividends) and could weigh on sentiment for some investors. QuiverQuant: Insider & Cash Data

Wall Street Analysts Forecast Growth

TDY has been the subject of a number of analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Teledyne Technologies in a research report on Monday, December 29th. Morgan Stanley raised their price objective on Teledyne Technologies from $580.00 to $620.00 and gave the company an “equal weight” rating in a report on Wednesday, October 15th. Stifel Nicolaus lifted their target price on Teledyne Technologies from $626.00 to $645.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Needham & Company LLC raised their price target on Teledyne Technologies from $585.00 to $615.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, Barclays dropped their price objective on Teledyne Technologies from $584.00 to $579.00 and set an “equal weight” rating on the stock in a research note on Monday, January 12th. Six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $605.38.

Hedge Funds Weigh In On Teledyne Technologies

Several institutional investors and hedge funds have recently modified their holdings of TDY. Capital Wealth Planning LLC acquired a new position in Teledyne Technologies in the 3rd quarter valued at about $325,000. Credit Agricole S A bought a new stake in shares of Teledyne Technologies during the third quarter worth approximately $857,000. Diversify Advisory Services LLC grew its position in shares of Teledyne Technologies by 4.6% in the second quarter. Diversify Advisory Services LLC now owns 597 shares of the scientific and technical instruments company’s stock valued at $330,000 after purchasing an additional 26 shares during the last quarter. Brooklyn Investment Group grew its position in shares of Teledyne Technologies by 21.8% in the third quarter. Brooklyn Investment Group now owns 1,125 shares of the scientific and technical instruments company’s stock valued at $659,000 after purchasing an additional 201 shares during the last quarter. Finally, Equitable Holdings Inc. bought a new position in shares of Teledyne Technologies during the third quarter worth approximately $330,000. 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.