What is the 13F Pro Quality Score for TDY?

13F Pro ranks TELEDYNE TECHNOLOGIES INC (TDY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TDY's current score at https://13fpro.ai/research/TDY (free sign-up required for the full ranking).

Where does 13F Pro source TDY data?

All TELEDYNE TECHNOLOGIES INC fundamentals and ownership data come directly from SEC EDGAR. TELEDYNE TECHNOLOGIES INC files with the SEC under CIK 1094285. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TDY in?

TELEDYNE TECHNOLOGIES INC (TDY) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives TDY's revenue?

Per TELEDYNE TECHNOLOGIES INC's latest 10-Q filed with the SEC on 2026-04-24, the biggest revenue drivers are: Digital Imaging ($816.9M, +7.9% YoY); Instrumentation ($361.4M, +5.3% YoY); Aerospace and Defense Electronics ($277.5M, +14.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/TDY.

What are TDY's largest expenses?

TELEDYNE TECHNOLOGIES INC's latest 10-Q reports these as the largest expense items: Cost of sales ($886.3M, +6.7% YoY); Acquired intangible asset amortization ($57.6M, +10.8% YoY); Research and development ($84.6M, +13.9% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2026 (quarter ended March 29, 2026).

How often is TDY research updated on 13F Pro?

TDY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

TELEDYNE TECHNOLOGIES INC(TDY)Stock Analysis

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13F Pro Quality Score

70.2/100

Rank #321 of 2,879 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

48.7/100

Profitability

73.8/100

Balance Sheet

72.6/100

Earnings Quality

50.4/100

Free Cash Flow

73.4/100

Institutional Flow

88.5/100

Revenue Scale

81.0/100

Dilution Risk

94.9/100

TDY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TELEDYNE TECHNOLOGIES INC (TDY), a Technology sector company. 13F Pro's AI-powered ranking engine scores TDY at 70.2/100 on a 32-signal composite quality model, placing it at rank #321 of 2,879 stocks — the top 25% of the AI-ranked universe. TDY scores in the top quartile across institutional flow (88.5), revenue scale (81.0). Based on the latest XBRL financial filings (Q1 2026), TELEDYNE TECHNOLOGIES INC reports quarterly revenue of $1.6B, net income of $226.8M, an operating margin of 18.9%. Top institutional holders of TDY by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. TDY trades on the NYSE exchange and files with the SEC under CIK 1094285. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TDY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TELEDYNE TECHNOLOGIES INC directly from SEC EDGAR. TELEDYNE TECHNOLOGIES INC's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 70.2 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about TELEDYNE TECHNOLOGIES INC

Quirks, history, and lore behind TDY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. defense and industrial technology company · large-cap · listed on NYSE · headquartered in California.
2
The Numbers
Annual revenue in the range of $6 billion, with a reputation for high margins that would make a software company blush — rare for a hardware-heavy defense contractor.
3
The History
The modern company was assembled in 1999 by reuniting several high-tech businesses that trace back to a legendary 1960s conglomerate built by industrialist Henry Singleton.
4
The Secret
It operates across instrumentation, digital imaging, aerospace, and engineered systems — the kind of portfolio that makes analysts reach for a flow chart just to explain it.
5
The Lore
Its original corporate ancestor was a Wall Street darling of the 1960s famed for aggressive acquisitions; Henry Singleton was once called the greatest capital allocator in American business history.
6
The Giveaway
The name fuses tele- (remote sensing) with a founding engineer's legacy — and today its FLIR and high-performance imaging arms help satellites, soldiers, and scientists all see in the dark.

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What's Driving TDY's Business? Latest 10-Q Breakdown

AI-extracted from TELEDYNE TECHNOLOGIES INC's 10-Q filed 2026-04-24 — Q1 FY2026 (quarter ended March 29, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Teledyne Q1 2026 net sales rose 7.6% to $1,560.1M with net income up 20.3% to $226.8M, driven by strong growth in Digital Imaging and Aerospace & Defense Electronics segments.

Biggest Revenue Drivers

Total revenue: $1,560.1M+7.6% YoY

Digital Imaging$816.9M+7.9% YoY

Higher sales of infrared imaging detectors, components and subsystems for defense and commercial applications, plus higher surveillance and unmanned air systems for defense.

Instrumentation$361.4M+5.3% YoY

Marine Instrumentation sales up $13.5M due to stronger offshore energy and defense markets; Environmental Instrumentation up $7.3M from stronger gas detection products.

Aerospace and Defense Electronics$277.5M+14.4% YoY

Defense electronics increased $36.1M, including $20.3M from recent acquisitions, partially offset by $1.1M aerospace decline.

Engineered Systems$104.3M-2.6% YoY

Lower sales of engineered products and energy systems.

Largest Expense Items

Cost of sales$886.3M+6.7% YoY

Increase driven by higher net sales, partially offset by favorable product mix; cost of sales as percentage of net sales decreased to 56.8% from 57.3%.

Acquired intangible asset amortization$57.6M+10.8% YoY

Increase primarily related to 2025 and 2026 acquisitions across multiple segments.

Research and development$84.6M+13.9% YoY

Higher R&D expense primarily in Digital Imaging segment due to timing of FLIR product development activities.

Selling, general and administrative$237.4M+1.5% YoY

Modest increase due to higher net sales and acquisition expenses, partially offset by lower corporate transaction and integration costs.

Watch Items from the Filing

U.S. Government represents 26% of Q1 2026 revenue ($405.1M). Heavy defense exposure concentrates risk to changes in government spending, shutdowns, and contract awards.
Engineered Systems segment revenue declined 2.6% YoY to $104.3M; operating margin compressed to 11.2% from 10.1%, though favorable program mix partially offset lower sales.
Instrumentation segment operating income fell 4.6% to $88.4M despite 5.3% revenue growth; operating margin contracted to 24.5% from 27.0% due to unfavorable product mix.
Company repaid $450M of Senior Notes due April 2026 subsequent to quarter-end from cash on hand; remaining debt $2,476.3M with $1,165.8M available under $1.2B credit facility.
Global trade environment remains volatile with tariffs, China rare-earth restrictions, and Middle East conflict creating supply chain risks; company mitigation includes multi-country manufacturing.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$1.6B

Net Income

Q1 2026

$226.8M

Free Cash Flow

Q1 2026

$204.3M

Operating Margin

Q1 2026

18.9%

ROIC

Q1 2026

2.2%

D/E Ratio

Q1 2026

0.27

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+7.9% YoY

$6.12BFY 2025

FY21 $4.61BFY22 $5.46BFY24 $5.67BFY25 $6.12B

Net Income

+9.2% YoY

$894.8MFY 2025

FY21 $445.3MFY22 $788.6MFY24 $819.2MFY25 $894.8M

Operating Income

+16.2% YoY

$1.15BFY 2025

FY21 $624.3MFY22 $972.0MFY24 $989.1MFY25 $1.15B

EPS (Diluted)

+9.7% YoY

$18.88FY 2025

FY21 $10.05FY22 $16.53FY24 $17.21FY25 $18.88

Total Assets

+7.6% YoY

$15.29BFY 2025

FY21 $14.43BFY22 $14.35BFY24 $14.20BFY25 $15.29B

Total Debt

+10.4% YoY

$2.93BFY 2025

FY21 $4.10BFY22 $4.22BFY24 $2.65BFY25 $2.93B

Op. Cash Flow

-0.1% YoY

$1.19BFY 2025

FY21 $824.6MFY22 $486.8MFY24 $1.19BFY25 $1.19B

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$6.12B +7.9%	$5.67B +3.9%	$5.46B +18.3%	$4.61B +49.5%	$3.09B -2.4%	$3.16B
Net Income	$894.8M +9.2%	$819.2M +3.9%	$788.6M +77.1%	$445.3M +10.8%	$401.9M -0.1%	$402.3M
Operating Income	$1.15B +16.2%	$989.1M +1.8%	$972.0M +55.7%	$624.3M +30.0%	$480.1M -2.4%	$491.7M
EPS (Diluted)	$18.88 +9.7%	$17.21 +4.1%	$16.53 +64.5%	$10.05 -5.4%	$10.62 -1.0%	$10.73
Total Assets	$15.29B +7.6%	$14.20B -1.1%	$14.35B -0.5%	$14.43B +183.8%	$5.08B +11.0%	$4.58B
Total Debt	$2.93B +10.4%	$2.65B -37.2%	$4.22B +3.0%	$4.10B +321.0%	$973.7M -7.4%	$1.05B
Operating Cash Flow	$1.19B -0.1%	$1.19B +144.8%	$486.8M -41.0%	$824.6M +33.2%	$618.9M +28.4%	$482.1M

AI Insight: TDY Financial Trends

Teledyne posted its strongest operating income in the dataset at $330M in Q4 2025, with revenue climbing 13.8% year-over-year to $1,612M.

• Operating income rose from $247M in Q2 2024 to $330M in Q4 2025, with operating margin expanding from 18.0% to 20.5%.

• Revenue grew consistently from $1,374M in Q2 2024 to $1,612M in Q4 2025, a 17.3% increase over six quarters.

• Equity strengthened from $9,320M in Q2 2024 to $10,704M in Q1 2026, reflecting sustained retained earnings accumulation.

• Total debt edged up to $3,068M in Q2 2025 before declining to $2,926M in Q1 2026, near Q4 2024 lows.

⚠ Operating cash flow dropped to $227M in Q2 2025 and $234M in Q1 2026, well below Q4 2025's $379M — watch for FCF consistency.

⚠ Debt rose from $2,649M in Q4 2024 to $3,068M in Q2 2025 before partially retracing — leverage trajectory bears monitoring.

AI Insight: TDY Ratio Trends

Q4 2025 delivered Teledyne's strongest operating margin in the dataset at 20.4%, though Q1 2026 shows the usual seasonal step-down to 18.9%.

• Operating margin hit a dataset high of 20.4% in Q4 2025, up from 15.8% in Q4 2024, signaling meaningful year-over-year improvement.

• D/E ratio declined steadily from 0.32 in Q2 2024 to 0.27 in Q1 2026, reflecting continued deleveraging.

• ROIC recovered to 9.8% in Q4 2025 — the highest in the dataset — after troughing at 7.8% in Q4 2024.

⚠ Q1 2026 ROIC dipped to 8.6% from Q4 2025's 9.8% peak; seasonal pattern or early sign of moderation warrants monitoring.

⚠ NPM of 14.5% in Q1 2026 remains below the Q3 2024 spike of 18.1%, suggesting one-off gains may have inflated that quarter.

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Available Research

13F Pro tracks comprehensive data for TELEDYNE TECHNOLOGIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TDY

BlackRock, Inc.
$2.5B4,059,125 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.8B3,030,782 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.4B2,379,328 sh
STATE STREET CORP
$1.3B2,190,705 sh
FIL Ltd
$975.7M1,612,696 sh
DODGE & COX
$970.6M1,604,265 sh
Aristotle Capital Management, LLC
$966.8M1,597,930 sh
JANUS HENDERSON GROUP PLC
$935.1M1,545,674 sh
GEODE CAPITAL MANAGEMENT, LLC
$792.4M1,311,496 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$726.1M1,200,095 sh

Fund	Value	Shares
BlackRock, Inc.	$2.5B	4,059,125
VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	3,030,782
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	2,379,328
STATE STREET CORP	$1.3B	2,190,705
FIL Ltd	$975.7M	1,612,696
DODGE & COX	$970.6M	1,604,265
Aristotle Capital Management, LLC	$966.8M	1,597,930
JANUS HENDERSON GROUP PLC	$935.1M	1,545,674
GEODE CAPITAL MANAGEMENT, LLC	$792.4M	1,311,496
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$726.1M	1,200,095

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Is TDY a good stock to buy?

13F Pro's AI-powered analysis of TELEDYNE TECHNOLOGIES INC (TDY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TDY are available on the TDY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own TDY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TDY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TELEDYNE TECHNOLOGIES INC's investment landscape.