Roughly a fourth of Teledyne's revenue comes from contracts with the United States government, and the firm operates in four segments: instrumentation, digital imaging, aerospace and defense electronics, and engineered systems. The unmanned business (air, ground, and underwater vehicles) generated about $500 million in 2025 and is expected to grow by about 10% in 2026 to approximately $550 million.
Cyborg Score Rationale
The company raised its 2026 EPS guidance and completed a $400 million buyback, reinforcing management confidence, though execution against the higher earnings bar will be critical. Aerospace and defense electronics posted 40.4% growth in Q4, demonstrating strong demand momentum. However, Teledyne trades at a premium multiple for steady rather than rapid growth.
Top Insights
Company launched thermal camera 'Tura' for autonomous vehicle safety applications, signaling innovation in emerging markets.
Management expects 2026 growth split: organic growth ~3.6%, inorganic ~4%, with marine instruments and digital imaging each growing under 5%.
Q4 2025 showed strong execution with $6.30 EPS (beat estimates by $0.47) and $1.61B revenue (up 7.3% YoY).
Infrared imaging components grew over 20% with digital imaging margin expanding 180 basis points to 24.7%.
Named Competitors
L3Harris Technologies — Aerospace and defense electronics provider
Northrop Grumman — Defense and aerospace systems integrator
Sony Alpha — Digital imaging and camera sensor provider
Fortive Industrial Technologies — Industrial instrumentation and software provider
Recent Developments
(January 2026) Reported 2025 results with strong earnings and raised 2026 EPS guidance; completed $400 million share buyback.
(January 2026) Launched thermal camera 'Tura' for autonomous vehicle safety enhancement.
(Q4 2025) Aerospace and defense electronics achieved 40.4% growth in Q4 2025.
Open the full interactive Teledyne Technologies Incorporated report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.