TacticScale

What Teledyne Technologies Does & How It Makes Money (TDY)

Updated October 2026 · reflects Teledyne Technologies's latest reported financials

Maker of advanced sensors, cameras, instruments, and defense electronics. It sells imaging products, instruments, and electronic components and subsystems to industrial, scientific, aerospace, and defense customers.

Teledyne Technologies

Teledyne Technologies's story, moat and numbers — in a 3-minute visual book.

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How Teledyne Technologies makes money

It sells imaging products, instruments, and electronic components and subsystems to industrial, scientific, aerospace, and defense customers. It also earns revenue from engineering, integration, and manufacturing work on defense, space, environmental, and energy programs.

What Teledyne Technologies does

Teledyne Technologies, founded in 1960 and based in Thousand Oaks, California, supplies specialized technology to industrial, scientific, aerospace, and defense markets. It reports four segments. Digital Imaging is the broadest: visible, infrared, ultraviolet, and X-ray sensors and cameras, MEMS and data-converter semiconductors, and electro-optic/infrared systems such as lasers, radars, CBRNE detectors, and unmanned air and ground systems. The Instrumentation segment makes monitoring, control, and electronic test and measurement equipment, plus connectivity devices for sensor networks. Aerospace and Defense Electronics provides components, harsh-environment interconnects, avionics, aviation batteries, and aircraft data systems. Engineered Systems handles systems engineering, integration, and complex manufacturing for defense, space, environmental, and energy uses, along with electrochemical energy systems for the military.

Products & services

What is Teledyne Technologies worth?

On an owner-earnings DCF, Teledyne Technologies's most-likely value is about $624 versus a recent price near $614 (2% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$270) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.

Verdict: Fairly priced — no edge
Owner-earnings fair value · recent price ≈ $614
Fair value (most likely)
$624
Range
$459–$942
No-growth floor
$270
Price
~$614

Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.

Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →

Sector Technology Industry Scientific & Technical Instruments HQ United States Ticker TDY Moat Narrow moat (68/100) Official site

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