Teledyne Technologies Incorporated (TDY) Fair Value & Analysis
Technology · US · Market cap $29.4B · ISIN US8793601050
What is Teledyne Technologies Incorporated really worth?
Teledyne Technologies Incorporated
TDY · US
A solid business, but trading 24% above our fair value of $488.95.
Strengths
Risks
Fair value as of: Sep 5, 2026
From 24 valuation models · updated today
Share price −11.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($277.17 to $672.31) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range $331.10 – $691.30 · fair‑value band $277.17 – $672.31 · the $607.87 price screens above the $488.95 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Teledyne Technologies Incorporated (TDY) currently trades at $607.87, while our model-based Fair Value estimate is $488.95, implying the stock looks roughly 24.3% overvalued today. The Quality Score stands at 67/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of $447.22 per share, and 0 of the 24 models we run sit above the $607.87 price. Bear case: the Asset-Based group reads lowest at $152.05, and 24 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Teledyne Technologies Incorporated generated revenue of $6.2B at a net margin of 15.0%. Revenue grew 7.6% year over year. It earns a return on equity of 9.1%. Net debt stands at $2.3B. Fundamentals as of Sep 5, 2026
Our scenario range runs from $277.17 (bear case) to $672.31 (bull case); at $607.87, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 12% below its 52-week high and 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −59% fair-value upside, at −20%, TDY screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $13.41 per share, which is 2.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($447.22) versus Asset-Based ($152.05). Highest evidence: FCF DCF (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 55
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally.
Full company description
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally. The Digital Imaging provides visible spectrum sensors and digital cameras; and infrared, ultraviolet, visible, and X-ray spectra products, as well as micro electromechanical systems and semiconductors, including 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, and 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Teledyne Technologies Incorporated reported revenue of $6.1B in FY2025 versus $4.6B in FY2021, a compound +7.3%/yr. Reported net income was $895M in FY2025, compounding +19.1%/yr from FY2021.
of which total revenue +10.9 % · buybacks/dilution −2.9 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
TDY screens 24% overvalued. Compare with Keysight Technologies, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Everspin Technologies and Teledyne HiRel Semiconductors Partner to Accelerate MRAM Adoption in Aerospace and Defense Applications
- A Rocket Launch Just Highlighted Teledyne’s (TDY) Overlooked Space Business
- Teledyne Surpasses 1,000 Scientific Imaging Sensors in Space with the Launch of NASA's Nancy Grace Roman Space Telescope
Peer Group
Scientific & Technical Instruments · 164 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Scientific & Technical Instruments median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Scientific & Technical Instruments stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
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| Trimble Inc TRMB | $56.99 | $34.12 | −40% |
| Cognex Corporation CGNX | $60.79 | $19.25 | −68% |
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