Teledyne Technologies (NYSE:TDY) Hits New 52-Week High on Better-Than-Expected Earnings

Teledyne Technologies Incorporated (NYSE:TDY) shares hit a new 52-week high during mid-day trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $627.60 and last traded at $618.8850, with a volume of 237562 shares. The stock had previously closed at $566.23.

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. Teledyne Technologies had a return on equity of 10.08% and a net margin of 14.63%.The firm had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.57 billion. During the same quarter last year, the company posted $5.52 EPS. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. Teledyne Technologies has set its FY 2026 guidance at 23.450-23.850 EPS and its Q1 2026 guidance at 5.40-5.500 EPS.

Teledyne Technologies News Summary

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

• Positive Sentiment: Q4 results and guidance beat — Teledyne reported Q4 non‑GAAP EPS of $6.30 (vs. $5.83 consensus) and revenue of $1.61B (+7.3% Y/Y). Management raised FY‑2026 EPS guidance to $23.45–$23.85 and Q1 EPS to $5.40–$5.50, supporting a stronger growth outlook. Business Wire: Teledyne Reports Fourth Quarter Results
• Positive Sentiment: Defense and digital imaging momentum — Aerospace & Defense sales surged (~40%) and Digital Imaging/instrumentation posted record sales and margin improvement, giving revenue and margin tailwinds tied to defense spending and unmanned systems demand. Reuters: Teledyne quarterly results beat estimates
• Positive Sentiment: Capital actions and market reaction — Company commentary about stronger guidance plus reported buyback activity contributed to a sharp intraday rally as investors priced in faster earnings compounding. Yahoo Finance: Why Teledyne Is Up After Raising Guidance and Buying Back Shares
• Positive Sentiment: Analyst upgrades/target increases from some shops — Needham raised its target to $700 and Stifel to $720 (both Buy), signaling constructive sell‑side revision potential following the results. Benzinga: Analyst price target updates
• Neutral Sentiment: Technical/market commentary supports the rally — MarketBeat highlights accelerating price action and heavy institutional accumulation, which can extend momentum but is tactical in nature. MarketBeat: Teledyne accelerates to maximum velocity
• Neutral Sentiment: New coverage with neutral stance — Morgan Stanley initiated coverage with an equal‑weight rating and a ~$620 target, adding liquidity to the story but not yet a buy signal. Finviz: Morgan Stanley coverage note
• Negative Sentiment: Mixed analyst views and some lower relative targets — Barclays raised its target to $599 but kept an equal‑weight rating (the target is below recent trading), reflecting differing views on valuation even after the beat. Benzinga: Barclays price target update
• Negative Sentiment: GAAP vs. non‑GAAP and insider selling noted — Some summaries flagged GAAP EPS and certain data discrepancies and disclosed recent insider sales; these items can temper enthusiasm and raise near‑term volatility. QuiverQuant: Q4 release analysis and insider activity

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Weiss Ratings restated a “buy (b-)” rating on shares of Teledyne Technologies in a research report on Monday, December 29th. Morgan Stanley initiated coverage on Teledyne Technologies in a research report on Wednesday. They set an “equal weight” rating and a $620.00 price target on the stock. Barclays lifted their price target on Teledyne Technologies from $579.00 to $599.00 and gave the stock an “equal weight” rating in a research note on Thursday. Citigroup upped their price objective on Teledyne Technologies from $567.00 to $604.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Finally, Needham & Company LLC raised their price objective on Teledyne Technologies from $615.00 to $700.00 and gave the company a “buy” rating in a report on Thursday. Six research 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $627.88.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of TDY. Vanguard Group Inc. boosted its holdings in Teledyne Technologies by 1.2% during the 3rd quarter. Vanguard Group Inc. now owns 5,910,808 shares of the scientific and technical instruments company’s stock valued at $3,463,970,000 after acquiring an additional 69,284 shares during the period. State Street Corp lifted its position in Teledyne Technologies by 2.9% in the third quarter. State Street Corp now owns 2,204,554 shares of the scientific and technical instruments company’s stock valued at $1,291,957,000 after purchasing an additional 61,135 shares during the last quarter. Dodge & Cox boosted its stake in shares of Teledyne Technologies by 12.2% during the third quarter. Dodge & Cox now owns 1,680,962 shares of the scientific and technical instruments company’s stock valued at $985,111,000 after purchasing an additional 183,222 shares during the period. Geode Capital Management LLC boosted its stake in shares of Teledyne Technologies by 2.3% during the second quarter. Geode Capital Management LLC now owns 1,242,610 shares of the scientific and technical instruments company’s stock valued at $635,107,000 after purchasing an additional 28,461 shares during the period. Finally, JPMorgan Chase & Co. grew its holdings in shares of Teledyne Technologies by 2.6% in the third quarter. JPMorgan Chase & Co. now owns 942,825 shares of the scientific and technical instruments company’s stock worth $552,536,000 after purchasing an additional 24,222 shares during the last quarter. Hedge funds and other institutional investors own 91.58% of the company’s stock.

Teledyne Technologies Trading Down 0.1%

The company has a debt-to-equity ratio of 0.19, a current ratio of 1.64 and a quick ratio of 1.20. The firm’s 50 day moving average is $523.43 and its 200 day moving average is $539.49. The company has a market capitalization of $29.16 billion, a PE ratio of 32.84, a P/E/G ratio of 2.67 and a beta of 1.03.

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.