NYSE · TDY
Teledyne Technologies Incorporated
Technology · Hardware, Equipment & Parts
$613.94▲ 1.18% ($7.13)today
As of 3:57 PM ET
Market cap
$28.46B
Valuation
Cash-flow DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 10.0% free cash flow growth a year for 5 years. Our scenarios assume 4.7–25.0%.
That's below its past 10-year pace of 19.7%.
Value per share
Base case
$929.12
Price used $613.94 is 34% below this
USD · TTM ending Jun 28, 2026 · Price Oct 1, 7:57 PM UTC
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
1 more note
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
Free cash flow each value needs
Free cash flow today $1.1B. The price needs $3.1B by 2036. Base case: $4.7B. At its recent pace: $6.9B. Bear to Bull: $1.7B to $6.7B.
Free cash flow today $1.1B. The price needs $3.1B by 2036. Base case: $4.7B. At its recent pace: $6.9B. Bear to Bull: $1.7B to $6.7B.
Free cash flow in 2036
today $1.1B
−$1.6Bless than the Base case
Value per share · Base case
$929.12
Price $613.94
34% below this
- Stage 1 growth, yrs 1–5
- 19.7%
- Stage 2 growth, yrs 6–10
- 10.8%
- Discount rate
- 9.7%
FCFF base normalized by replacing latest capex with the company's trailing median capex-to-revenue ratio.
1 more note
Historical FCFF CAGR and the default growth rates are taken from the raw historical series. The valuation base is normalized for the current-period DCF.
USD · TTM ending Jun 28, 2026 · Price Oct 1, 7:57 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
What changed
The stock rose 6.76% over the last year. Revenue grew 7.87% over the trailing twelve months. Operating margin moved from 17.69% to 19.45%. Free cash flow grew 19.84% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 19.45%. A decisive move in revenue — currently up 7.87% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Teledyne Technologies Incorporated develops and supplies advanced technologies primarily for industrial sectors experiencing growth, serving customers across the United States, Canada, the United Kingdom, Belgium, the Netherlands, and other international markets.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
12
Buy
4
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 28, 2026
Q3 FY26 · EPS est $6.16 · Revenue est $1.65B
View
Institutional Sentiment
Teledyne Technologies Incorporated · TDY
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.