Analyst Consensus ?
ConsensusBuy17 ratings
Bullish1270.6%
Neutral423.5%
Bearish15.9%
Teledyne Technologies Incorporated · TDY · FY2024 Q4 · Calendar Q1 2025
Teledyne: Record FY2024, strong defense demand, cautious outlook
The supplied analysis supports a constructive but qualified view: record FY2024 performance, strong defense demand and acquisition opportunities provide evidence for continued growth, while currency, policy, integration and short-cycle risks argue against treating that trajectory as assured.
Reported Before market openNYSETechnology
$28.45B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $5.22
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.45B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+6.5%
Event window
SPY move
+0.6%
Same window
Abnormal move
+5.9%
Stock minus SPY
Volume
3.1×
Versus trailing sessions
Subsequent drift
-2.1%
Up to 20 sessions
TDYSPY benchmark
Ask FN2 about TDY FY2024 Q4
Transcript, numbers and history already loaded
What drove TDY's +6.5% move after FY2024 Q4 earnings?What changed in TDY's guidance and outlook in FY2024 Q4?Give me the bull and bear case for TDY after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current call analysis shifted from the prior quarter's raised-guidance confidence to a maintained outlook with a more cautious tone. New emphasis included record FY2024 free cash flow, Micropac integration, the pending Excelitas carve-out, foreign-exchange pressure and potential tariff effects.
Guidance delta
Management maintained its outlook: approximately 4% 2025 revenue growth and approximately 8% earnings growth, while flagging foreign-exchange headwinds.
Key takeaways
- Management described record fourth-quarter and full-year sales, margins and free cash flow.
- Defense demand, particularly FLIR, remained a central growth driver, with acquisitions adding potential revenue and synergies.
- The outlook is constructive but tempered by currency, tariffs, acquisition integration and uneven short-cycle recovery.
Management priorities
- Integrate Micropac and complete the Excelitas carve-out.
- Launch digital-imaging and sensor products and expand marine instrumentation sales.
- Maintain flexible capital allocation, including selective buybacks and disciplined acquisitions.
Follow TDY with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$613.66Current
$465Low
$676.92Average
$830High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 12, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Needham | Buy | Buy | Maintain | Sep 15, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 13, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 24, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 23, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Jul 1, 2026 |
| Jefferies | Buy | Buy | Maintain | Feb 23, 2026 |
| UBS | Buy | Buy | Maintain | Jul 24, 2025 |
| TD Securities | Buy | Buy | Maintain | Apr 24, 2025 |
| B of A Securities | Buy | Buy | Maintain | Mar 17, 2025 |
| TD Cowen | Buy | Buy | Maintain | Oct 24, 2024 |
| Goldman Sachs | Buy | Neutral | Upgrade | Aug 14, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Jul 27, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jul 30, 2021 |
| CL King | Neutral | Buy | Downgrade | Jul 6, 2016 |
| Keybanc | Underweight | Hold | Downgrade | Jan 15, 2015 |
| Stifel Nicolaus | Buy | Buy | Maintain | Oct 21, 2013 |
| Drexel Hamilton | Buy | Hold | Upgrade | Jul 12, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $613.66. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Needham | Analyst unavailable | $760 | $597.11 | +23.8% | Sep 15, 2026 |
| Morgan Stanley | Analyst unavailable | $715 | $686.49 | +16.5% | Aug 13, 2026 |
| Jefferies | Sheila Kahyaoglu | $830 | $655.35 | +35.3% | Jul 26, 2026 |
| Barclays | Analyst unavailable | $640 | $651.22 | +4.3% | Jul 24, 2026 |
| Stifel Nicolaus | Jonathan Siegmann | $775 | $662.6 | +26.3% | Jul 23, 2026 |
| Needham | James Ricchiuti | $750 | $650.5 | +22.2% | Jul 23, 2026 |
| Goldman Sachs | Analyst unavailable | $465 | $652.08 | -24.2% | Jul 6, 2026 |
| Jefferies | Greg Konrad | $775 | $640.33 | +26.3% | May 3, 2026 |
| Barclays | Analyst unavailable | $614 | $651.75 | +0.1% | Apr 24, 2026 |
| Stifel Nicolaus | Analyst unavailable | $750 | $660.81 | +22.2% | Apr 23, 2026 |
| Jefferies | Analyst unavailable | $770 | $672.97 | +25.5% | Feb 23, 2026 |
| Stifel Nicolaus | Jonathan Siegmann | $720 | $628.76 | +17.3% | Jan 22, 2026 |
| Barclays | Analyst unavailable | $599 | $621.79 | -2.4% | Jan 22, 2026 |
| Barclays | Guy Hardwick | $579 | $549.02 | -5.6% | Jan 12, 2026 |
| Needham | Analyst unavailable | $615 | $543.45 | +0.2% | Oct 23, 2025 |
| Stifel Nicolaus | Analyst unavailable | $645 | $543.73 | +5.1% | Oct 23, 2025 |
| Barclays | Analyst unavailable | $584 | $543.73 | -4.8% | Oct 23, 2025 |
| Morgan Stanley | Analyst unavailable | $620 | $571.93 | +1.0% | Oct 15, 2025 |
| Barclays | Analyst unavailable | $606 | $588.57 | -1.2% | Oct 7, 2025 |
| Jefferies | Sheila Kahyaoglu | $550 | $463.6 | -10.4% | Oct 30, 2024 |
| Goldman Sachs | Noah Poponak | $488 | $436.61 | -20.5% | Sep 19, 2024 |
| Needham | James Ricchiuti | $455 | $362.5 | -25.9% | Apr 25, 2024 |
| Goldman Sachs | Noah Poponak | $495 | $402.49 | -19.3% | Aug 14, 2023 |
| Credit Suisse | Analyst unavailable | $503 | $419.8 | -18.0% | Dec 13, 2022 |
| Morgan Stanley | Analyst unavailable | $488 | $405.69 | -20.5% | Dec 12, 2022 |
| Morgan Stanley | Analyst unavailable | $445 | $400 | -27.5% | Aug 16, 2022 |
Track every rating change on TDY the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationTeledyne 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. The company's Instrumentation division provides sophisticated monitoring and control equipment for use in marine environments, environmental management, various industrial processes, and other specialized applications. It also offers electronic tools for testing and measurement, alongside connectivity devices for power and communication within distributed instrumentation setups and sensor networks. Its Digital Imaging segment specializes in a broad range of imaging solutions. This includes visible spectrum sensors and digital cameras vital for industrial machine vision, automated quality control, as well as medical, research, and scientific purposes. Additionally, it offers infrared and X-ray imaging technologies for industrial, governmental, and healthcare applications.…
Historical context
All TDY earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
Get the TDY recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-08T00:01:14.930234+00:00
- Polygon adjusted daily market bars · 2026-10-12T03:50:42.595235+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T03:50:42.592308+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-12. For educational purposes only; not investment advice.