Teledyne Technologies Incorporated (TDY) reported fourth-quarter 2025 results with revenue of $1.61 billion, up 7.32% year-over-year.
Cash generation remained solid, with operating cash flow of $379.0 million (+14.02% YoY) while capital expenditures totaled $39.8 million (up 37.24% YoY).
The company’s revenue beat the consensus estimate of $1.59 billion, while diluted EPS of $5.84 was just below the estimate of $5.89.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Teledyne Technologies Incorporated Insider Trading Activity
Teledyne Technologies Incorporated insiders have traded $TDY stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $TDY stock by insiders over the last 6 months:
- GEORGE C III BOBB (President and CEO) has made 0 purchases and 2 sales selling 6,735 shares for an estimated $3,740,659.
- SIMON M LORNE has made 0 purchases and 3 sales selling 6,311 shares for an estimated $3,468,792.
- JANE CECILE SHERBURNE sold 2,000 shares for an estimated $1,109,520
- MICHAEL T SMITH sold 1,975 shares for an estimated $1,106,197
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Teledyne Technologies Incorporated Hedge Fund Activity
We have seen 376 institutional investors add shares of Teledyne Technologies Incorporated stock to their portfolio, and 332 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 432,654 shares (+73.8%) to their portfolio in Q3 2025, for an estimated $253,552,550
- FIL LTD added 428,297 shares (+64.5%) to their portfolio in Q3 2025, for an estimated $250,999,173
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 383,155 shares (-62.6%) from their portfolio in Q3 2025, for an estimated $224,544,156
- MARINER, LLC added 305,337 shares (+7237.2%) to their portfolio in Q3 2025, for an estimated $178,939,695
- GOLDMAN SACHS GROUP INC removed 252,368 shares (-59.8%) from their portfolio in Q3 2025, for an estimated $147,897,742
- POINT72 ASSET MANAGEMENT, L.P. removed 227,558 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $133,358,090
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 221,471 shares (+inf%) to their portfolio in Q3 2025, for an estimated $129,790,864
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Teledyne Technologies Incorporated Government Contracts
We have seen $249,191,712 of award payments to $TDY over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MARSHALL OPERATIONS SYSTEMS, SERVICES, AND INTEGRATION II (MOSSI II): $63,163,750
- PRODUCTION OF FMS BOATS U1, U2, AND U3: $54,737,702
- THIS IS A FIRM FIXED PRICE (FFP) STRYKER INFANTRY CARRIER VEHICLE RECON KIT, ACCESSORIES, INTEGRATION, AND...: $27,369,443
- TACTICAL RANGE AIR DERENSE MISSILE (TACRAM) II: $9,758,270
- IGF::OT::IGF LAUNCH VEHICLE/STAGES ADAPTER: $7,399,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Teledyne Technologies Incorporated Congressional Stock Trading
Members of Congress have traded $TDY stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TDY stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/02, 10/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Teledyne Technologies Incorporated Analyst Ratings
Wall Street analysts have issued reports on $TDY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 10/23/2025
To track analyst ratings and price targets for Teledyne Technologies Incorporated, check out Quiver Quantitative's $TDY forecast page.
Teledyne Technologies Incorporated Price Targets
Multiple analysts have issued price targets for $TDY recently. We have seen 5 analysts offer price targets for $TDY in the last 6 months, with a median target of $615.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $604.0 on 01/13/2026
- Guy Hardwick from Barclays set a target price of $579.0 on 01/12/2026
- James Ricchiuti from Needham set a target price of $615.0 on 10/23/2025
- Jonathan Siegmann from Stifel set a target price of $645.0 on 10/23/2025
- Kristine Liwag from Morgan Stanley set a target price of $620.0 on 10/15/2025
