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Posted by Defense World Staff on Jul 24th, 2026

ABN Amro Investment Solutions reduced its stake in Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 62.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,841 shares of the scientific and technical instruments company’s stock after selling 8,069 shares during the period. ABN Amro Investment Solutions’ holdings in Teledyne Technologies were worth $2,929,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the stock. PNC Financial Services Group Inc. raised its stake in shares of Teledyne Technologies by 1.8% during the first quarter. PNC Financial Services Group Inc. now owns 144,077 shares of the scientific and technical instruments company’s stock valued at $87,168,000 after purchasing an additional 2,581 shares during the period. Oslo Pensjonsforsikring AS purchased a new position in shares of Teledyne Technologies in the first quarter valued at $189,000. Wilkerson Advisory Group LLC purchased a new position in shares of Teledyne Technologies in the first quarter valued at $229,000. Amova Asset Management Americas Inc. grew its holdings in Teledyne Technologies by 4.9% during the 1st quarter. Amova Asset Management Americas Inc. now owns 10,730 shares of the scientific and technical instruments company’s stock valued at $6,488,000 after purchasing an additional 506 shares in the last quarter. Finally, Meeder Asset Management Inc. acquired a new stake in Teledyne Technologies during the 1st quarter valued at $27,000. 91.58% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades TDY has been the subject of a number of recent analyst reports. Jefferies Financial Group upgraded Teledyne Technologies to a “strong-buy” rating in a research note on Wednesday, June 10th. Barclays upped their target price on Teledyne Technologies from $603.00 to $614.00 and gave the company an “equal weight” rating in a research report on Friday, April 24th. Citigroup increased their target price on Teledyne Technologies from $677.00 to $680.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. Stifel Nicolaus raised their price target on shares of Teledyne Technologies from $750.00 to $775.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Needham & Company LLC lifted their price target on shares of Teledyne Technologies from $735.00 to $750.00 and gave the stock a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $711.50.

View Our Latest Stock Report on TDY

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

Positive Sentiment: Teledyne reported better-than-expected Q2 results, with non-GAAP EPS of $6.28 versus estimates near $5.79 and revenue of $1.66 billion versus $1.58 billion expected, helped by broad-based sales growth and record orders. Teledyne Technologies Reports Second Quarter Results Positive Sentiment: The company raised full-year 2026 EPS guidance to $24.45-$24.65 and Q3 guidance to $6.05-$6.15, both above consensus, signaling management expects momentum to continue. Teledyne Technologies Reports Second Quarter Results Positive Sentiment: Several analysts responded by lifting price targets and reiterating buy ratings, including Stifel to $775 and Needham to $750, suggesting Wall Street sees more upside after the earnings beat. Benzinga analyst updates Positive Sentiment: Teledyne also announced a five-year partnership with the RNLI to provide navigation and thermal imaging technology, a modestly positive contract win that supports its marine and sensing businesses. RNLI partnership announcement Neutral Sentiment: Some commentary notes the stock is trading at a premium valuation after the rally, which may limit near-term upside even as fundamentals improve. Teledyne (TDY) Stock Trades At A Premium To Fair Value Teledyne Technologies Price Performance Shares of NYSE:TDY opened at $650.87 on Friday. The company has a market cap of $30.15 billion, a PE ratio of 31.43, a P/E/G ratio of 3.05 and a beta of 0.92. Teledyne Technologies Incorporated has a fifty-two week low of $483.02 and a fifty-two week high of $693.38. The firm has a 50-day simple moving average of $627.09 and a 200 day simple moving average of $629.20. The company has a quick ratio of 1.16, a current ratio of 2.18 and a debt-to-equity ratio of 0.19.

Teledyne Technologies (NYSE:TDY – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The scientific and technical instruments company reported $6.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.79 by $0.49. The business had revenue of $1.66 billion during the quarter, compared to analyst estimates of $1.58 billion. Teledyne Technologies had a return on equity of 10.56% and a net margin of 15.29%.The business’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.20 EPS. Teledyne Technologies has set its FY 2026 guidance at 24.450-24.650 EPS and its Q3 2026 guidance at 6.050-6.150 EPS. On average, sell-side analysts anticipate that Teledyne Technologies Incorporated will post 24.55 EPS for the current year.

About Teledyne Technologies (Free Report)

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.

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FAREHAM, England--(BUSINESS WIRE)--Teledyne Raymarine and Teledyne FLIR Marine today announced a strategic five-year partnership with the Royal National Lifeboat Institution (RNLI), the largest lifeboat service operating around the coast of the United Kingdom, Ireland and the Channel Islands, to deliver advanced navigation and thermal imaging technologies to its fleet of vessels, enhancing the charity's ability to respond swiftly and effectively in lifesaving operations at sea.The integration of.

Teledyne Technologies Incorporated (TDY) Q2 2026 Earnings Call July 22, 2026 11:00 AM EDT

Company Participants

Jason VanWees - Vice Chairman
Robert Mehrabian - Executive Chairman
George Bobb - President, CEO & Director
Stephen Blackwood - CFO & Executive VP

Conference Call Participants

Zachary Walljasper - UBS Investment Bank, Research Division
Bradley Eyster - Citigroup Inc., Research Division
Adam Samuelson - Jefferies LLC, Research Division
James Ricchiuti - Needham & Company, LLC, Research Division
Edward Magi - BNP Paribas, Research Division
Joseph Giordano - TD Cowen, Research Division
Sebastian Rivera - Stifel, Nicolaus & Company, Incorporated, Research Division
Robert Jamieson - Vertical Research Partners, LLC

Presentation

Operator

Welcome to Teledyne's Second Quarter Earnings Call. Here is our first speaker, Mr. Jason VanWees.

Jason VanWees
Vice Chairman

Good morning. This is Jason VanWees, Vice Chairman. I'd like to welcome everyone to Teledyne's Second Quarter 2026 Earnings Release Conference Call. We released our earnings earlier this morning before the NYSE open. Joining me today are Teledyne's Executive Chairman, Robert Mehrabian; President and CEO, George Bobb; EVP and CFO, Steve Blackwood; Melanie Cibik, EVP, General Counsel, Chief Compliance Officer and Secretary.

After remarks by Robert, George and Steve, we will ask for your questions. But of course, before we get started, attorneys have reminded me to tell you that all forward-looking statements made this morning are subject to various assumptions, risks and caveats as noted in the earnings release and our periodic SEC filings. And of course, actual results may differ materially. In order to avoid potential selective disclosures, this call is simultaneously being webcast and a replay, both via webcast and dial-in will be available for approximately 1 month.

Here is Robert.

Robert Mehrabian
Executive Chairman

Thank you, Jason. This morning, we were pleased to announce the strongest quarterly orders, sales and operating profit in the company's history. Specifically, sales increased 9.8% and non-GAAP earnings increased 20.8%. Orders

3 Robotics Stocks Animating Markets With Ample Upside to GoTeledyne Technologies NYSE: TDY reported what Executive Chairman Robert Mehrabian called the strongest quarterly orders, sales and operating profit in the company’s history, driven by broad growth across defense and commercial markets and particular strength in its Digital Imaging segment.

On the company’s second-quarter 2026 earnings call, Mehrabian said sales increased 9.8% and non-GAAP earnings rose 20.8% from the prior year. Orders exceeded sales for the 11th consecutive quarter, and Teledyne ended June with approximately $5 billion of funded backlog.

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Teledyne Accelerates to Maximum Velocity: $700 in Sight“Our second quarter performance reflected strong execution of the backlog we've been building for almost three years,” Mehrabian said, adding that the results also reflected the breadth of Teledyne’s portfolio, including sensors and vertically integrated platforms “from space to deep sea.”

Teledyne Raises Full-Year Outlook Teledyne raised its 2026 annual revenue outlook by $120 million compared with its April forecast. Mehrabian said the company now expects full-year revenue to rise just under 7% to more than $6.53 billion.

4 Stocks Planning to Substantially Boost Buybacks After Solid Q2The company also lifted its full-year non-GAAP earnings outlook by $0.55 per share at the midpoint of the prior range, citing stronger organic growth. Steve Blackwood, executive vice president and chief financial officer, said management expects full-year 2026 GAAP earnings per share of $20.73 to $20.99 and non-GAAP earnings per share of $24.45 to $24.65.

For the third quarter, Teledyne expects GAAP earnings per share of $5.10 to $5.25 and non-GAAP earnings per share of $6.05 to $6.15.

Mehrabian said markets that had faced headwinds, including industrial inspection and healthcare, have begun to improve. The company previously expected flat to low-single-digit growth in short-cycle businesses, but now expects mid-single-digit growth across its commercial portfolio for the year. Defense orders and sales have also accelerated, with 2026 defense sales expected to grow at high-single-digit rates, including “pockets of double-digit growth.”

Digital Imaging Leads Segment Growth President and Chief Executive Officer George Bobb said Digital Imaging sales increased 12.7% in the second quarter, including 11.9% organic growth, due to balanced gains across defense and commercial businesses.

Sales of infrared detectors for space-based imaging rose more than 20%, as did revenue from infrared subsystems and cameras used in unmanned air systems, unmanned maritime surface vessels, border security and drone defense applications. Bobb also said sales increased in larger commercial end markets, including industrial and scientific vision, healthcare X-ray products, thermography cameras, maritime navigation electronics and micro electromechanical systems, or MEMS.

Digital Imaging non-GAAP operating margin rose 353 basis points to 25%. Bobb said tariff refunds helped the margin, but the benefit was nearly offset in dollar terms by higher research and development expense, inventory reserves and other accruals. In response to an analyst question, Bobb said the tariff benefit, net of other one-time items, was about $10 million in the quarter, mostly in Digital Imaging, and contributed a little more than 100 basis points to that segment’s margin improvement.

Other Segments Post Growth Instrumentation sales rose 5.5% from a year earlier. Marine instruments increased 5.7%, helped by defense-related sales of unmanned subsea vehicles for anti-submarine warfare and mine countermeasures, as well as interconnects for U.S. Virginia and Columbia submarines. Bobb said those defense-related marine areas collectively grew about 20%.

Environmental instruments sales increased 6%, aided by the first full quarter of DD-Scientific, acquired in January, as well as organic growth in gas and flame detection instrumentation. That was partly offset by lower sales of laboratory and life sciences instruments. Test and measurement systems sales increased 4.3%, with greater year-over-year orders for oscilloscopes and protocol analyzers.

Aerospace and Defense Electronics sales increased 8.2%, with broad organic growth across defense electronics and the highest growth at Qioptiq, which Teledyne acquired in early 2025. Commercial aerospace sales increased slightly despite delays in larger avionics retrofit opportunities.

Engineered Systems revenue increased 8.4%, while segment operating margin improved 166 basis points, driven primarily by commercial nuclear power and U.S. missile defense programs.

Defense, Space and Unmanned Systems Remain Key Themes During the question-and-answer portion of the call, Mehrabian said overall second-quarter book-to-bill was 1.23, led by Digital Imaging at more than 1.4. He said many defense orders were multi-year in nature, while the company’s increased revenue outlook for 2026 reflected gains across both defense and commercial products.

Asked about unmanned and space businesses, Mehrabian said both increased more than 10%. He later said Teledyne’s unmanned business, including air, ground and underwater systems, was about $500 million in 2025 and is expected to be about $575 million this year. He said roughly $400 million of the 2025 unmanned revenue was in Digital Imaging, primarily air systems with some ground exposure, while underwater represented about $100 million.

Mehrabian also said the space business is expected to be more than $400 million, “maybe $450 million,” by year-end. He cited Teledyne’s mercury cadmium telluride detectors and said the company is a primary supplier to many participants in the Golden Dome program.

On missiles and munitions, Mehrabian estimated Teledyne’s run-rate revenue at $200 million to $250 million for microwave and energetic components and subsystems, with related programs in electronic warfare and radar. He said Teledyne participates in programs including AMRAAM, PAC-3, Hellfire, Javelin and new work in hypersonics.

Cash Flow and Capital Deployment Blackwood said second-quarter cash flow from operating activities was $315.2 million, up from $226.6 million a year earlier. Free cash flow was $284.7 million, compared with $196.3 million in the prior-year quarter. Teledyne ended the quarter with $1.69 billion of net debt, consisting of about $2.03 billion of debt less $340 million of cash.

Mehrabian said leverage is at its lowest level in six years and that Teledyne has “more than ample flexibility” to deploy capital. He said about 90% of current earnings come from businesses Teledyne has acquired over the past 25 years, and the company continues to evaluate acquisitions across both defense and commercial areas. However, he said Teledyne is not willing to pay what he described as “crazy prices” in some competitive deal processes.

Looking ahead, Mehrabian said Teledyne is being cautious in its guidance because of factors including tougher fourth-quarter comparisons in Digital Imaging, supply chain concerns involving germanium and rare earth magnets, oil price volatility and possible tariff changes. Still, he said most of the company’s markets are moving in a positive direction.

About Teledyne Technologies (NYSE:TDY)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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) All time record quarterly orders, sales and operating profit Second quarter net sales of $1,662.5 million, an increase of 9.8% compared with last year Second quarter GAAP diluted earnings per share of $5.37 Second quarter non-GAAP diluted earnings per share of $6.28, an increase of 20.8% compared with last year Second quarter cash from operations of $315.2 million and free cash flow of $284.7 million Raising f.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System boosted its holdings in Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 1.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 83,155 shares of the scientific and technical instruments company’s stock after purchasing an additional 908 shares during the quarter. California Public Employees Retirement System owned about 0.18% of Teledyne Technologies worth $50,310,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of TDY. Assetmark Inc. lifted its position in shares of Teledyne Technologies by 10.5% during the 1st quarter. Assetmark Inc. now owns 190 shares of the scientific and technical instruments company’s stock valued at $115,000 after acquiring an additional 18 shares during the period. SteelPeak Wealth LLC grew its holdings in Teledyne Technologies by 110.5% in the first quarter. SteelPeak Wealth LLC now owns 1,871 shares of the scientific and technical instruments company’s stock worth $1,132,000 after purchasing an additional 982 shares during the period. Allspring Global Investments Holdings LLC grew its holdings in Teledyne Technologies by 1.0% in the first quarter. Allspring Global Investments Holdings LLC now owns 252,967 shares of the scientific and technical instruments company’s stock worth $156,326,000 after purchasing an additional 2,611 shares during the period. Wealthfront Advisers LLC increased its stake in Teledyne Technologies by 3.9% in the first quarter. Wealthfront Advisers LLC now owns 5,352 shares of the scientific and technical instruments company’s stock valued at $3,238,000 after purchasing an additional 199 shares in the last quarter. Finally, Twin Capital Management Inc. acquired a new position in shares of Teledyne Technologies during the first quarter valued at about $1,004,000. 91.58% of the stock is currently owned by institutional investors.

Teledyne Technologies Price Performance Shares of NYSE TDY opened at $627.21 on Tuesday. Teledyne Technologies Incorporated has a fifty-two week low of $483.02 and a fifty-two week high of $693.38. The stock has a market cap of $29.06 billion, a price-to-earnings ratio of 31.73, a PEG ratio of 3.04 and a beta of 0.92. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.16 and a current ratio of 1.76. The firm’s 50-day simple moving average is $626.31 and its 200 day simple moving average is $626.35.

Teledyne Technologies (NYSE:TDY – Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The scientific and technical instruments company reported $5.80 EPS for the quarter, topping analysts’ consensus estimates of $5.48 by $0.32. Teledyne Technologies had a return on equity of 10.24% and a net margin of 14.99%.The firm had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same period in the previous year, the company posted $4.95 EPS. The company’s revenue for the quarter was up 7.6% on a year-over-year basis. 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. As a group, research analysts anticipate that Teledyne Technologies Incorporated will post 24.1 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In TDY has been the subject of several research reports. Citigroup raised their target price on Teledyne Technologies from $677.00 to $680.00 and gave the company a “neutral” rating in a research note on Wednesday, July 1st. Stifel Nicolaus upped their price target on Teledyne Technologies from $720.00 to $750.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Barclays increased their price target on Teledyne Technologies from $603.00 to $614.00 and gave the stock an “equal weight” rating in a report on Friday, April 24th. Jefferies Financial Group raised Teledyne Technologies to a “strong-buy” rating in a research note on Wednesday, June 10th. Finally, Needham & Company LLC boosted their price objective on Teledyne Technologies from $700.00 to $735.00 and gave the company a “buy” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $694.14.

Check Out Our Latest Analysis on Teledyne Technologies

About Teledyne Technologies (Free Report)

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.

Further Reading Five stocks we like better than Teledyne Technologies The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding TDY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Teledyne Technologies Incorporated (NYSE:TDY – Free Report).

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Teledyne Technologies (TDY - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Teledyne is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Teledyne, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for TeledyneThis defense and aerospace industry supplier is expected to earn $24.10 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Teledyne. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.9%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Teledyne to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Teledyne Technologies Incorporated excels in high-end electronics and sensor technology for scientific, defense, aerospace, and energy sectors. I previously rated TDY stock a Buy due to strong operations, profitable demand, and a prudent acquisition strategy supporting its premium valuation. Recent momentum has faded, with TDY now lagging the broader market despite no loss in position.

THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) today announced the promotion of Michelle Hildyard to General Manager of its Teledyne Raymarine and Teledyne FLIR Marine brands.

Hildyard, based in Fareham, England, will lead the company’s Raymarine marine electronics business and its FLIR Marine thermal camera portfolio. She will report to Gregoire Outters, President of Teledyne Marine Group.

In her new role, Hildyard will oversee strategy, product development, and commercial execution. She will focus on strengthening product innovation and operational performance, and on delivering integrated solutions that enhance safety, situational awareness, and enjoyment on the water.

“Michelle is an exceptional leader with deep insight into both the marine electronics and marine thermal markets,” Outters said. “Michelle understands how to connect best-in-class maritime solutions across teams and brands, and her collaborative leadership will help us continue to enable customers to operate more safely, efficiently and confidently on the water.”

Hildyard brings more than two decades of experience across Teledyne Raymarine and Teledyne FLIR Marine, having held a wide range of senior leadership roles across the business. Most recently, she served as Vice President of Operations for Raymarine and FLIR Marine, where she led supply chain, engineering, and product management.

Hildyard holds a Bachelor of Science degree from the University of Reading and a Master of Business Administration from the University of Southampton Business School.

About Teledyne Technologies

Teledyne Technologies is a leading provider of sophisticated digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems. Teledyne’s operations are primarily located in the United States, the United Kingdom, Canada, and Western and Northern Europe. For more information, visit teledyne.com.

GOLETA, Calif.--(BUSINESS WIRE)--Teledyne FLIR OEM announced Prism™ Ground ISR, a mission-ready software stack for ground-based intelligence, surveillance, and reconnaissance (ISR). Building on the recently announced Prism C-UAS for aerial drone threats, Prism Ground ISR brings advanced computational imaging and AI-driven perception to ground platforms, enabling rapid detection, classification and tracking of diverse targets including specific military vehicle classes.Advancing Ground-Based Prot.

ELKRIDGE, Md.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) announced that Teledyne FLIR Defense has won a $28.8 million contract from U.S. Customs and Border Protection (CBP), an agency of the U.S. Department of Homeland Security, to support the agency's Enhanced Mobile Surveillance Capability–Lite (eMSC-L) program to bolster border security operations. Under the 24-month contract, Teledyne FLIR Defense will deliver an advanced version of its Lightweight Vehicle Surveillance.

THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) today announced that Jason VanWees, Vice Chairman, will present at the TD Cowen 3rd Annual U.S. Corporate Access Day Conference at the TD Tower in Toronto, Ontario, Canada on Wednesday, June 17.

Teledyne’s latest investor presentation is publicly available on the Company’s website at www.teledyne.com/investors/events-and-presentations.

Teledyne Technologies is a leading provider of sophisticated digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems. Teledyne’s operations are primarily located in the United States, Canada, the United Kingdom, and Western and Northern Europe. For more information, visit Teledyne’s website at www.teledyne.com.

Forward-Looking Information Cautionary Notice

Teledyne’s investor presentation contains forward-looking statements, as defined in the Private Securities Litigation Reform Act of 1995, with respect to management’s beliefs about the financial condition, results of operations, acquisitions, capital expenditures, stock repurchases, product synergies, integration costs, tax matters and businesses of Teledyne in the future. All statements made in the investor presentation that are not historical in nature should be considered forward-looking. Actual results could differ materially from these forward-looking statements.

Many factors could change anticipated results, including: the impact of the 2026 conflict between the United States and Iran, including among other things, higher energy costs and energy supply constraints, disruptions in shipping, supply shortages of critical materials, including aluminum, metals, chemicals and industrial helium supplies, disruptions to air travel, the risk of retaliation against U.S. targets by Iran or its proxies, and slower global growth, the impact of policies of the U.S. Presidential Administration, especially with respect to new and higher tariffs, cutbacks in the funding of government agencies and programs, and the scaling back of environmental and green energy policies; escalating economic and diplomatic tension between China and the United States, including a “trade war” resulting in higher tariffs and restrictions on sales of goods and services; reciprocal tariffs from other countries, especially from members of the European Union; existing and new restrictions on the supply of rare earth minerals and permanent magnets from China; U.S. Government shutdowns, which in the past have resulted in delays in anticipated contract awards, delayed payments of invoices and delays in the issuance of export and other licenses; the inability to develop and market new competitive products; changes in relevant tax and other laws; foreign currency exchange risks; rising interest rates; risks associated with indebtedness, as well as our ability to reduce indebtedness and the timing thereof; the impact of semiconductor and other supply chain shortages; higher inflation, including wage competition and higher shipping costs; labor shortages and competition for skilled personnel; inherent uncertainties involved in the estimates and judgments used in the preparation of financial statements and the providing of estimates of financial measures, in accordance with U.S. GAAP and related standards; disruptions in the global economy; global conflicts including the conflict in the Middle East as well as the ongoing conflict between Russia and Ukraine; changes in demand for products sold to the defense electronics, instrumentation, digital imaging, energy exploration and production, commercial aviation, semiconductor, and communications markets; funding, continuation and award of government programs; cuts to defense spending resulting from existing and future deficit reduction measures or changes to U.S. and foreign government spending and budget priorities triggered by inflation, and economic conditions; threats to the security of our confidential and proprietary information, including cybersecurity threats; risks related to artificial intelligence; natural and man-made disasters; and our ability to achieve emission reduction targets and decrease our carbon footprint. Volatile oil and natural gas prices, as well as instability in the Middle East or other oil producing regions, could negatively affect our businesses that supply the oil and gas industry. Weakness in the commercial aerospace industry negatively affects the markets of our commercial aviation businesses. Lower aircraft production rates at Boeing or Airbus could result in reduced sales of our commercial aerospace products. In addition, financial market fluctuations affect the value of the Company’s pension assets. Changes in the policies of the United States and foreign governments, including economic sanctions or in regard to support for the Ukraine or Middle East conflicts, could result, over time, in reductions or realignment in defense or other government spending and further changes in programs in which the Company participates.

While our growth strategy includes possible acquisitions, we cannot provide any assurance as to when, if or on what terms any acquisitions will be made. Acquisitions involve various inherent risks, such as, among others, our ability to integrate acquired businesses, retain key management and customers and achieve identified financial and operating synergies. There are additional risks associated with acquiring, owning and operating businesses internationally, including those arising from U.S. and foreign government policy changes or actions and exchange rate fluctuations.

Readers are urged to read our periodic reports filed with the SEC for a more complete description of our Company, its businesses, its strategies and the various risks that we face. Various risks are identified in Teledyne’s Annual Report on 2025 Form 10-K, subsequent Quarterly Report on Form 10-Q, and in other documents, all of which are on file with the SEC and available in the “Investors” section of Teledyne’s website, teledyne.com, under the heading “Investor Information.”

All forward-looking statements speak only as of the date they are made and are based on information available at that time. Teledyne does not assume any obligation to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements were made or to reflect the occurrence of unanticipated events except as required by federal securities laws. As forward-looking statements involve significant risks and uncertainties, caution should be exercised against placing undue reliance on such statements.

PARIS--(BUSINESS WIRE)--Teledyne FLIR Defense, a pioneer in intelligent sensing solutions and part of Teledyne Technologies Incorporated (NYSE:TDY), announced the launch of its advanced CheMSense™ Protect continuous and autonomous air monitor for rapid chemical detection. As the first commercially available chemical detection system utilizing Teledyne's Multi-Dimensional Mass Spectrometry (MDMS™) technology, CheMSense Protect represents a major leap forward in speed and sensitivity, equipping re.

PARIS--(BUSINESS WIRE)--Teledyne FLIR Defense, part of Teledyne Technologies Incorporated (NYSE: TDY), today announced at Eurosatory the market launch of Black Recon™, an autonomously launched micro-drone system that delivers continuous, untethered reconnaissance from military vehicles and fixed installations. Designed for vehicle integration, Black Recon allows crews to launch, operate, recover, and recharge up to three unmanned aerial systems without leaving their platform, reducing risk and.

WATERLOO, Ontario--(BUSINESS WIRE)--Teledyne DALSA, a global leader in machine vision, today announced Kaleido™, a groundbreaking short‑wave infrared (SWIR) hyperspectral camera. Engineered to overcome the integration and performance barriers of industrial sorting, Kaleido targets critical applications in recycling, food safety, pharmaceuticals, and waste management. By significantly advancing material discrimination and increasing throughput, Kaleido redefines the cost-to-performance ratio for hyperspectral inspection.

Fully designed and vertically manufactured by Teledyne and encompassing the sensor, spectrograph, and interface, Kaleido delivers up to 1,280 pixel spatial resolution with line rates exceeding 2.3 kHz. This high-speed capability allows for the inspection of higher volumes in less time without sacrificing spectral precision.

“Kaleido is an example of how we leverage the collective power of Teledyne’s global technologies and capabilities. It combines deep sensor physics, advanced optical design, and world-class system engineering to reduce the complexity and cost of hyperspectral deployment,” said Sadiq Panjwani, Senior Executive Vice President and General Manager of the Machine Vision Cameras Group. “Kaleido is a scalable solution that improves global outcomes by ensuring food safety, driving cleaner manufacturing, and enabling more responsible resource management. This is the future of industrial intelligence.”

Kaleido simplifies the user experience with built‑in spectral band selection and spectrograph‑based aberration correction, ensuring consistent calibration across units throughout the full operating temperature range. These innovations reduce system complexity and accelerate time-to-market for machine builders. Additionally, Teledyne has integrated proven features from its award‑winning line scan families, such as metadata tagging and multiple regions of interest (ROI), ensuring that only the most relevant data is delivered to the processing engine for maximum efficiency.

The camera utilizes a 10 GigE interface fully compliant with GigE Vision® and GenICam® standards. Optimized for high responsivity, the Kaleido sensor maintains strong signal integrity even in low‑light conditions, allowing for the effective use of modern, energy-efficient SWIR LED lighting. With flexible lens options and a robust global partner network, Kaleido is built for rapid scaling.

Kaleido will be showcased at the Conference for Hyperspectral Imaging in Industry 2026, from May 20 to May 21 in Graz-Gösting, Austria. Visit the Teledyne stand or contact us online for more information.

About Teledyne Vision Solutions

Teledyne Vision Solutions offers the world’s most comprehensive, vertically integrated portfolio of industrial and scientific imaging technology. Aligned under one umbrella, Teledyne DALSA, e2v CMOS image sensors, FLIR IIS, Lumenera, Photometrics, Princeton Instruments, Judson Technologies, Acton Optics, and Adimec form an unrivaled collective of expertise across the spectrum with decades of experience and best-in-class solutions. Together, they combine and leverage each other’s strengths to provide the deepest, widest sensing and related technology portfolio in the world. Teledyne offers worldwide customer support and the technical expertise to handle the toughest tasks. Their tools, technologies, and vision solutions are built to deliver to their customers a unique and competitive advantage.

About Teledyne

Teledyne (NYSE:TDY) is a leading provider of sophisticated digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems. Teledyne's operations are primarily located in the United States, Canada, the United Kingdom, and Western and Northern Europe. For more information, visit Teledyne's website at www.teledyne.com.

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CHELMSFORD, England--(BUSINESS WIRE)--Teledyne Space Imaging, a leading supplier of space-qualified imaging sensors, focal plane arrays and integrated camera systems, announced it supplied two CCD370 imaging sensors for the Soft X-ray Imager on the European Space Agency's SMILE mission (Solar wind Magnetosphere Ionosphere Link Explorer). SMILE successfully launched at 04:52 BST from Europe's Spaceport in French Guiana. SMILE is a scientific collaboration designed to advance understanding of spa.

TAMPA, Fla.--(BUSINESS WIRE)--Teledyne FLIR Defense, part of Teledyne Technologies Incorporated (NYSE:TDY), announced today at SOF Week the release of Rogue™ 1 Block 2, a major upgrade of the revolutionary lethal unmanned aerial system first launched at SOF Week 2024. After two years of customer fielding and success with the U.S. Marine Corps Organic Precision Fires-Light, U.S. Special Operations Command Ground Organic Precision Strike Systems programs and more, the Block 2 upgrade leverages us.

TDY benefits from higher defense spending and recovering commercial aviation demand, even as trade uncertainty clouds the outlook.

A new global defense investment cycle is extending beyond the largest primary defense contractors to include nimbler high-tech defense businesses, and Europe is emerging as a key driver of rising. Defense priorities are shifting from legacy platforms toward faster, more autonomous and more software-enabled unmanned systems, defense electronics and aerospace capabilities. We believe compelling opportunities exist in smaller, specialized companies that form crucial links in the defense supply chain, can create new platforms faster and offer more diversified exposure to defense.

RENFREW, Scotland--(BUSINESS WIRE)--Teledyne Gas and Flame Detection (Teledyne GFD), part of Teledyne Technologies Incorporated (NYSE:TDY), is responding to updated International Maritime Organization (IMO) recommendations for entering enclosed spaces aboard ships with gas detection solutions that help operators strengthen atmospheric monitoring and address evolving safety expectations. IMO Resolution MSC.581(110) broadens recommended gas testing protocols to include carbon dioxide alongside ot.

THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) announced today that Teledyne FLIR Defense, a global leader in intelligent sensing and unmanned systems, has won an $11.2 million contract from the U.S. Army's Capability Program Executive for Chemical, Biological, Radiological and Nuclear Defense (CPE CBRND) to deliver more than 45 advanced CBRN unmanned aerial system (UAS) kits. The kits were developed under the Army's Chemical, Biological, Radiological, and.

GOLETA, Calif.--(BUSINESS WIRE)--Teledyne FLIR OEM, a business unit of Teledyne Technologies Incorporated, announced the release of the ITAR-free Boson® SX8, the first NDAA-compliant, volume production, uncooled longwave infrared (LWIR) thermal camera module to combine an 8-micron pixel pitch with SXGA (1280 × 1024) resolution. The state-of-the-art 8-micron pixel enables industry-best thermal performance and four times the resolution of today's high-volume, uncooled VGA (640 × 512) thermal camer.