Teledyne Technologies (NYSE:TDY) Releases Q2 2026 Earnings Guidance

Teledyne Technologies (NYSE:TDY) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 5.700-5.800 for the period, compared to the consensus estimate of 5.760. The company issued revenue guidance of -. Teledyne Technologies also updated its FY 2026 guidance to 23.850-24.150 EPS.

Teledyne Technologies Stock Performance

Shares of TDY stock opened at $652.89 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.08 and a current ratio of 1.76. Teledyne Technologies has a 52 week low of $440.57 and a 52 week high of $693.38. The company’s 50 day moving average price is $646.31 and its two-hundred day moving average price is $581.32. The company has a market capitalization of $30.24 billion, a P/E ratio of 33.02, a price-to-earnings-growth ratio of 3.24 and a beta of 1.01.

Teledyne Technologies (NYSE:TDY) last released its quarterly earnings results on Wednesday, April 22nd. The scientific and technical instruments company reported $5.80 earnings per share for the quarter, beating the consensus estimate of $5.48 by $0.32. Teledyne Technologies had a net margin of 14.99% and a return on equity of 10.24%. The company had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter in the prior year, the company earned $4.95 earnings per share. The business’s quarterly revenue was up 7.6% compared to the same quarter last year. Teledyne Technologies has set its FY 2026 guidance at 23.850-24.150 EPS and its Q2 2026 guidance at 5.700-5.800 EPS. On average, analysts expect that Teledyne Technologies will post 23.92 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on TDY. Jefferies Financial Group upped their target price on shares of Teledyne Technologies from $710.00 to $770.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Stifel Nicolaus lifted their price target on Teledyne Technologies from $720.00 to $750.00 and gave the company a “buy” rating in a research note on Thursday. Barclays boosted their price target on Teledyne Technologies from $600.00 to $603.00 and gave the company an “equal weight” rating in a report on Monday, April 13th. Needham & Company LLC upped their price objective on Teledyne Technologies from $700.00 to $735.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Morgan Stanley increased their price objective on Teledyne Technologies from $620.00 to $680.00 and gave the stock an “equal weight” rating in a report on Wednesday, March 4th. Five investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $692.14.

Insiders Place Their Bets

In other news, Director Michael T. Smith sold 2,469 shares of Teledyne Technologies stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $621.00, for a total value of $1,533,249.00. Following the completion of the transaction, the director owned 47,328 shares of the company’s stock, valued at $29,390,688. This trade represents a 4.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Vice Chairman Jason Vanwees sold 5,000 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $630.92, for a total transaction of $3,154,600.00. Following the transaction, the insider owned 51,025 shares in the company, valued at $32,192,693. This represents a 8.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 11,500 shares of company stock worth $7,214,750. 1.36% of the stock is owned by corporate insiders.

Key Headlines Impacting Teledyne Technologies

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

• Positive Sentiment: Q1 beat and stronger outlook — Teledyne reported Q1 non‑GAAP EPS $5.80 vs. $5.48 expected and revenue $1.56B (up 7.6%); management raised FY‑2026 adjusted EPS guidance and reported strong cash flow, supporting upside to earnings estimates. Article Title
• Positive Sentiment: Analyst target increases — Stifel raised its price target to $750 (buy) and Needham to $735 (buy), implying double‑digit upside from the recent price; these upgrades add institutional momentum. Article Title
• Positive Sentiment: Outperformance driven by core segments — Management cited strength in defense and imaging businesses as reasons for outperformance and the guidance lift, highlighting durable end‑market demand. Article Title
• Positive Sentiment: Governance update — Shareholders approved expanded shareholder rights at the annual meeting, a structural change that can be positive for minority holders and corporate governance. Article Title
• Neutral Sentiment: Guidance largely in line — Q2 EPS guide of $5.70–$5.80 and FY guide $23.85–$24.15 are roughly in line with consensus, so upside from the quarter is more about execution than a dramatic raise. Article Title
• Neutral Sentiment: Call transcripts and coverage — Full earnings and shareholder/analyst call transcripts are available for deeper read‑throughs of segment trends and backlog details for due diligence. Article Title
• Negative Sentiment: Short‑term pullback/volume — Despite the beat and upgrades, the stock is trading down today with above‑average volume, suggesting profit‑taking or rotation; that could pressure near‑term returns even as fundamentals remain supportive.

Hedge Funds Weigh In On Teledyne Technologies

Institutional investors have recently bought and sold shares of the business. Federated Hermes Inc. lifted its holdings in Teledyne Technologies by 89.8% during the 2nd quarter. Federated Hermes Inc. now owns 389 shares of the scientific and technical instruments company’s stock valued at $199,000 after purchasing an additional 184 shares during the last quarter. Brown Brothers Harriman & Co. increased its holdings in shares of Teledyne Technologies by 19.7% in the third quarter. Brown Brothers Harriman & Co. now owns 280 shares of the scientific and technical instruments company’s stock valued at $164,000 after purchasing an additional 46 shares during the last quarter. Aster Capital Management DIFC Ltd acquired a new position in shares of Teledyne Technologies in the fourth quarter valued at $150,000. Inspire Investing LLC bought a new position in shares of Teledyne Technologies in the fourth quarter valued at about $122,000. Finally, Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in shares of Teledyne Technologies during the 3rd quarter worth about $117,000. Institutional investors and hedge funds own 91.58% of the company’s stock.

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.