Teledyne Technologies Incorporated (TDY)

FairStock Score: 53/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look first for a business that earns more than it consumes and does not need much debt. Teledyne fits much of that picture. In fiscal 2025, revenue was $6.1B, net income $894.8M, and diluted EPS $18.88, up from $5.7B, $819.2M, and $17.21 in fiscal 2024. In fiscal Q3 2026, revenue was $1.7B, net income $272.8M, and diluted EPS $5.82, versus $1.5B, $220.7M, and $4.65 in fiscal Q3 2025. That is steady progress. The balance sheet is conservative, with D/E of 0.19, Altman Z 4.98, and Piotroski 8/9. Trailing free cash flow is $1.1B, a 3.8% FCF yield. But quality is not the same as a bargain. At the 2026-10-26 close of $645.47, FairStock shows P/E 31.18, P/B 2.74, EV/EBITDA 19.22, and PEG 1.52. ROE is 9.15% and ROCE 5.14%, not spectacular. The Graham Number is $331.21, leaving a margin of safety of -88.83%, meaning the price is far above that conservative anchor. The FairStock score is 53/100, and the computed Lynch category is stalwart, with profit growth of 17.4% a year over five years and revenue growth of 14.7%. That suggests steady, not explosive, compounding. I would want the growth and cash returns to prove durable before paying this multiple.

In plain English: Teledyne makes advanced sensors, cameras, and electronic instruments used in industrial and scientific work. Sales and profits have been rising, debt is low, and the business produces about $1.1 billion in cash after running its operations. At $645.47, the stock looks expensive compared with its profits and accounting value, and far above a conservative value estimate.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-09-27) · fiscal Q2 2026 10-Q (period ended 2026-06-28) · fiscal Q1 2026 10-Q (period ended 2026-03-29) · fiscal Q3 2025 10-Q (period ended 2025-09-28) · FY2025 10-K (period ended 2025-12-28) · FY2024 10-K (period ended 2024-12-29) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer