CHARGED ALPHA
Stock Analysis
TDY Unclassified Latest YouTube: Q1 2026

Teledyne Technologies Incorporated

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

TDY Stock: Guidance Raised — Q1 2026 Earnings Analysis

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$639.51
+26.78 (+4.37%)
Trailing / Forward P/E
32.36x
Forward: 24.63x
Market cap / Volume
Volume:
Revenue / Earnings Growth
7.6%
Earnings: 21.6%
Margins
19.0% op
Gross: 42.9% · Net: 15.0%
Balance sheet
1.76x current
Debt / Equity: 23.1
52-week range / Beta
$483.02 - $693.38
Beta: 0.92
Analyst target
$737.08
Upside: 15.3%
Cash / shareholder return
2.57% FCF yield
Dividend yield: —

Company context

Industry: Scientific & Technical Instruments
Country: United States
Employees:
Price to book: 2.81x
Return on equity: 9.0%
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally. The Digital Imaging segment provides visible spectrum sensors and digital cameras; and infrared, ultraviolet, visible, and X-ray spectrum products, as well as micro-electromechanical systems and semiconductors, such as analog-to-digital and digital-to-analog converters. This segment offers cooled and uncooled infrared or thermal products, including sensors, camera cores, and camera systems; high-resolution, low-dose X-ray sensors, high-power microwave, and high-energy X-ray subsystems; and instruments for the measurement of physical properties and maritime products, as well as develops and manufactures multi-spectrum electro-optic/infrared imaging systems and associated products, such as lasers, optics, radars, CBRNE (chemical, biological, radiological, nuclear, and explosive) detectors, and unmanned air and ground systems. The Instrumentation segment provides monitoring, control, and electronic test and measurement equipment; and power and communications connectivity devices for distributed instrumentation systems and sensor networks. The Aerospace and Defense Electronics segment offers electronic and optical components and subsystems, data acquisition and communications components and equipment, harsh-environment interconnects, general aviation batteries and other components; and onboard avionics systems and ground-based applications, aircraft data and connectivity solutions, hardware systems, and software applications. The Engineered Systems segment provides systems engineering, integration and advanced technology development, and complex manufacturing solutions for defense, space, environmental, and energy applications; and designs and manufactures electrochemical energy systems and specialty electronics for military applications. The company was founded in 1960 and is headquartered in Thousand Oaks, California.

Price chart

Market context for TDY

Competitive view

TDY vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Teledyne Technologies Incorporated latest YouTube video thumbnail YouTube
Teledyne Technologies Incorporated
TDY
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
TDY
$29.63B
Teledyne Technologies Incorporated
ADBE
$87.82B
ADBE
SSNC
$15.76B
SS&C Technologies Holdings Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
TDY
32.4x
Teledyne Technologies Incorporated
ADBE
12.6x
ADBE
SSNC
20.3x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
TDY
24.6x
Teledyne Technologies Incorporated
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
TDY
7.6%
Teledyne Technologies Incorporated
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
TDY
21.6%
Teledyne Technologies Incorporated
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
TDY
19.0%
Teledyne Technologies Incorporated
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
TDY
42.9%
Teledyne Technologies Incorporated
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
TDY
15.0%
Teledyne Technologies Incorporated
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
TDY
9.0%
Teledyne Technologies Incorporated
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
TDY
2.6%
Teledyne Technologies Incorporated
ADBE
10.5%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
TDY
23.13x
Teledyne Technologies Incorporated
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
TDY
1.76x
Teledyne Technologies Incorporated
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
TDY
0.92
Teledyne Technologies Incorporated
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
TDY
Teledyne Technologies Incorporated
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
TDY
15.3%
Teledyne Technologies Incorporated
ADBE
23.3%
ADBE
SSNC
42.2%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for TDY

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
TDY Stock: Guidance Raised — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Teledyne Technologies Incorporated. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | Teledyne Technologies Incorporated (TDY) | S&P 500 Deep Dive — Ep. 178
Quarterly earnings-analysis entry for Teledyne Technologies Incorporated. Use the links on the right to open the video or podcast episode.