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Teledyne Technologies TDY

Teledyne Technologies scores average on business quality (5.9 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$613.66Oct 9, 2026
Business qualityAverage
Next earningsOct 28, 2026, before the open
Insiders, 90 daysSelling

Why it matters

  1. What Teledyne Technologies does

    Teledyne Technologies builds digital imaging sensors, instrumentation, and aerospace electronics, selling proprietary hardware to industrial, defense, and scientific customers globally.

  2. What it does best

    Teledyne converts revenue into cash efficiently, delivering an FCF margin of 18.0% that lands in the top quartile of its sector at the 82nd percentile. This cash conversion tops peers like Zebra Technologies at 15.5%, supported by specialized niche positioning.

  3. The main risk

    Defense spending shifts and Pentagon procurement changes pose a direct risk to specialized hardware volume, directly impacting its core segments as defense drone groups restructure supply chains.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 19.7% with net margin at 15.3%, delivering steady profitability as revenue scales.

MoatFair

Niche proprietary tech locks in industrial and defense clients, reflected in a gross margin sector percentile of 72.

GrowthSteady

Revenue reached $6.4B with a growth rate of 7.8%, showing stable upward movement compared to prior annual figures.

Financial healthStrong

Debt-to-equity sits at 0.2, backed by $1.1B in free cash flow, showing a solid balance sheet that is getting steadily stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

2 sold $4.7M outside pre-planned sales.

Our sealed record on TDY

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is TDY a good business?

Teledyne Technologies scores average on the Cluenex quality check (5.9 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health strong.

Are insiders buying TDY?

In the last 90 days of SEC Form 4 filings: 2 sold $4.7M outside pre-planned sales.

When does TDY report earnings?

Oct 28, 2026, before the open.

For members

See TDY today

  • Today's verdict on TDY, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Teledyne Technologies (TDY)”, https://cluenex.com/stocks/tdy/, data as of Oct 10, 2026.