Teledyne Technologies Incorporated (TDY) Fair Value & Analysis
Technology · US · Market cap $29.4B
Fair value as of: Aug 13, 2026
From 24 valuation models · updated today
Fair value updated Aug 13, 2026, revised from $367.58 to $488.95 (+33.0%) since Jul 18, 2026. Share price +8.1% over the past month.
A solid business, but screening 27% overvalued on our models.
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 Aug 13, 2026.
How to read this chart
60‑month range $331.10 – $691.30 · fair‑value band $277.17 – $672.31 · the $673.66 price screens above the $488.95 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Teledyne Technologies Incorporated (TDY) currently trades at $673.66, while our model-based Fair Value estimate is $488.95, implying the stock looks roughly 27.4% overvalued today. The Quality Score stands at 67/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
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 Aug 13, 2026
Our scenario range runs from $277.17 (bear case) to $672.31 (bull case); at $673.66, the current price sits above 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 3% below its 52-week high and 39% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -55% fair-value upside, at -27%, TDY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.
All 24 models by family
Widest divergence: DCF Models ($447.22) versus Asset-Based ($152.05). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 62
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.
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 pp · buybacks/dilution −3.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
TDY screens 27% overvalued. Compare with Keysight Technologies, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Teledyne FLIR Defense Delivers 3,000th Ranger® Series Radar
- Teledyne agrees to acquire Varex Imaging for $1.1bn
- Teledyne inks $1.1B takeover of Varex Imaging
Peer Group
Scientific & Technical Instruments · 169 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
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.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Scientific & Technical Instruments stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
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|---|---|---|---|
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| AVIC Chengdu Aircraft Company 302132 | ¥57.89 | ¥34.47 | -40% |
| Fortive Corporation FTV | $61.54 | $33.48 | -46% |
| Trimble Inc TRMB | $57.98 | $34.12 | -41% |
| Cognex Corporation CGNX | $60.67 | $19.25 | -68% |
| Wuhan Guide Infrared Co 002414 | ¥13.99 | ¥4.50 | -68% |
| ESCO Technologies Inc ESE | $300.42 | $105.78 | -65% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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