TDY
Teledyne Technologies IncorporatedEvidence as of 2026-09-03Overview · Teledyne Technologies Incorporated
Teledyne Technologies Incorporated, together with its subsidiaries, provides enabling technologies for industrial growth markets in the United States, Canada, the United Kingdom, France, and internationally. The company's Instrumentation segment offers monitoring and control instruments for marine, environmental, industrial, and other applications, as well as electronic test and measurement equipment; and power and c…
Management team
- Mr. Carl W. Adams · VP & Chief Audit ExecutiveFind on LinkedIn
- Ms. Melanie Susan Cibik · Executive VP, General Counsel, Secretary & Chief Compliance OfficerFind on LinkedIn
- Mr. George C. Bobb III · President & COOFind on LinkedIn
- Dr. Edwin Roks B.Sc., M.Sc., Ph.D. · Chief Executive OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.7 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The desk rates the evidence balance as Constructive (+0.7 of a possible +2; confidence high). Revenue from contracts rose across the comparable quarters: $ 1,513,700,000 in Q2 2025 (period ended 2025-07-16) to $ 1,539,500,000 in Q3 2025 (period ended 2025-10-15) to $ 1,560,100,000 in Q1 2026 (period ended 2026-04-15) and $ 1,662,500,000 in Q2 2026 (period ended 2026-07-15). Operating income, net income and diluted EPS show the same upward sequence — operating income from $ 278,200,000 to $ 333,200,000, net income from $ 209,900,000 to $ 251,700,000, and diluted EPS from $ 4.43 to $ 5.37 over those comparable quarters.
Balance-sheet and market-read items that survived the review include a decline in long-term debt from $ 2,476,300,000 (29 March 2026) to $ 2,027,000,000 (28 June 2026), cash of $ 340,100,000 as of 28 June 2026 (down from $ 521,400,000 on 29 March 2026), implied net debt of $ 1,686,900,000 and an enterprise value of $ 29,795,125,880. Valuation metrics on the surviving data show a P/FCF of 32.22, EV/EBITDA of 19.65, trailing P/E of 31.42, trailing twelve‑month FCF of $ 882,600,000 (or $ 18.8188 per share), and under the stated discount and terminal assumptions today’s price implies an FCF growth rate of 21.02% per year. The evidence set also notes TDY is a 0.05% holding in IVV and includes recent corporate news such as a September 2, 2026 MRAM partnership and space‑sensor launches in late August 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue from contracts rose across the recent comparable quarters: $1,513,700,000 in fiscal Q2 2025 (period ended 29 June 2025) to $1,539,500,000 in fiscal Q3 2025 (period ended 28 September 2025) to $1,560,100,000 in fiscal Q1 2026 (period ended 29 March 2026) to $1,662,500,000 in fiscal Q2 2026 (period ended 28 June 2026).
XBRL companyfacts · 0001094285-26-000043Operating income increased over the same sequence: $278,200,000 in fiscal Q2 2025 (period ended 29 June 2025) and $282,800,000 in fiscal Q3 2025 (period ended 28 September 2025), to $294,200,000 in fiscal Q1 2026 (period ended 29 March 2026) and $333,200,000 in fiscal Q2 2026 (period ended 28 June 2026).
XBRL companyfacts · 0001094285-26-000043Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, Teledyne Technologies (TDY) was a holding in the iShares Core S&P 500 ETF (IVV) with a weight of 0.05% of the fund.
ETF constituents · market dataThe provided ownership evidence lists a single ETF membership data point (IVV) for TDY with the timestamp 2026-09-02T13:45:47.228469+00:00 and no other ETF memberships reported in this evidence set.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
On September 2, 2026, Teledyne HiRel Semiconductors announced a partnership with Everspin Technologies to make Everspin’s PERSYST spin-transfer torque MRAM available through Teledyne HiRel’s memory product portfolio for aerospace and defense applications.
News · finance.yahoo.com · 2026-09-02The same partnership announcement (dated September 2, 2026) is published as a corporate press release listing both companies and Teledyne Technologies’ NYSE ticker.
News · finance.yahoo.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Under the stated discount and terminal assumptions, today's price implies a free cash flow (FCF) growth rate of 21.02% per year.
Valuation inputs · SEC XBRL + stored EOD closeThe price-to-free-cash-flow (P/FCF) multiple is 32.22 based on trailing twelve-month FCF of $882,600,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows consistent quarter-over-quarter improvements in revenue, operating income, net income and diluted EPS across the comparable periods (fundamentals-0 through fundamentals-3), accompanied by a modest reduction in share count (fundamentals-4) and a meaningful reduction in long-term debt between 28-Dec-2025 and 28-Jun-2026 (fundamentals-5). Cash-generative metrics are material on a per-share basis (valuation-4: $18.82 FCF/share on trailing twelve-month FCF of $882.6M), and corporate developments in space imaging and a defense/space memory partnership (news-0 through news-5) provide concrete product- and market-facing catalysts reflected in the filings and press releases. Taken together, these items jointly support a favorable read that operating performance, capital structure activity, and product momentum are aligned with the improved profitability metrics observed in the quarterly data. Observed valuation multiples in the evidence (valuation-1, valuation-2, valuation-3) are higher relative to trailing metrics; however, the combination of rising per-share earnings/FCF, share count reduction and debt paydown strengthens the interpretation that current fundamentals are improving versus prior comparable quarters.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.41
20 surviving claims rest on 8 distinct sources; the heaviest analyst carries 35% of them, and 98% of what the desk raised survived the debate.
The surviving set is moderately concentrated: 20 claims draw on only eight distinct sources and one analyst supplied about a third of claims, so individual contributor bias or source errors could sway the read. The very high survival rate in debate (98%) indicates internal agreement but also raises fragility by suggesting limited critical pushback; treat the bundle as informational but sensitive to a small number of inputs or a single new filing or price move.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+1.5 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on TDY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.