TDY Teledyne Technologies Incorporated

TDY Teledyne Technologies Incorporated

Technology · Scientific & Technical Instruments

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $621.65 · VWAP $604.32 · +2.4% vs 12m avg buyer

basing vol: compressedchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director + 1 other sold $4.7M, Aug 12–13

Coverage

5 related campaigns

Watchlists @drone-defense@robotics@supply-chain-traces@thebuildout-ai-sensors-perception-hardware@thebuildout-industrial-robotics-automation@thebuildout-trailing-edge-logic-specialty-foundries

TDY Price Structure

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Peers

Every watchlist TDY belongs to, members best 30-day change first — TDY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-industrial-robotics-automation
View watchlist →
EMR+10.7% -0.4%1d -0.2%7d TDY+2.9% -0.2%1d +0.8%7d ROK+2.7% +1.0%1d -1.5%7d HON+1.8% +0.4%1d +1.8%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d TER-4.7% -5.3%1d -19.3%7d CGNX-10.2% -3.0%1d -14.2%7d
@thebuildout-trailing-edge-logic-specialty-foundries
View watchlist →
GFS+8.5% -4.3%1d -3.2%7d ON+8.1% -2.3%1d -7.1%7d MCHP+6.1% -0.6%1d -2.3%7d TXN+6.1% -0.9%1d -2.6%7d TDY+2.9% -0.2%1d +0.8%7d TSM-1.2% -2.3%1d -9.0%7d TSEM-3.3% -6.8%1d -14.5%7d STM-5.6% -2.6%1d -12.8%7d UMC-12.0% -5.3%1d -13.7%7d COHR-19.7% -7.1%1d -25.5%7d
@supply-chain-traces
View watchlist →
ASX+4.2% -5.6%1d -14.9%7d KMT+3.7% -0.7%1d -3.5%7d TDY+2.9% -0.2%1d +0.8%7d KEYS+2.9% -3.2%1d -13.5%7d KLIC-1.2% -5.3%1d -14.5%7d WOLF-1.9% -10.4%1d -24.1%7d ELMT-4.6% -2.9%1d -10.4%7d TER-4.7% -5.3%1d -19.3%7d CRS-8.4% -0.9%1d -2.3%7d AMKR-9.6% -5.1%1d -14.9%7d MP-18.0% -3.5%1d -12.9%7d ALM-27.0% -2.7%1d -17.2%7d
@thebuildout-ai-sensors-perception-hardware
View watchlist →
ZBRA+8.2% -2.3%1d -4.7%7d ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d NXPI+4.7% -0.8%1d +0.8%7d MGA+3.5% -0.6%1d +3.1%7d TDY+2.9% -0.2%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d STM-5.6% -2.6%1d -12.8%7d IFNNY-6.7% -2.3%1d -11.7%7d QCOM-6.9% -3.5%1d -1.9%7d CGNX-10.2% -3.0%1d -14.2%7d LITE-10.4% -5.2%1d -25.3%7d COHR-19.7% -7.1%1d -25.5%7d
@drone-defense
View watchlist →
TDY+2.9% -0.2%1d +0.8%7d LMT+2.8% +3.6%1d +8.3%7d ESLT+2.3% +1.9%1d +15.2%7d MSI+0.6% +1.5%1d +4.3%7d RTXE-1.5% +3.7%1d +4.3%7d SHLD-1.9% +1.4%1d +2.7%7d NOCE-2.1% +4.0%1d +8.1%7d ITA-2.9% +1.0%1d +1.2%7d AVEX-5.0% +1.1%1d +5.0%7d KRKNF-11.9% +2.5%1d -8.3%7d LASR-12.7% -5.1%1d -12.5%7d KTOS-15.1% -0.8%1d -4.6%7d AMPX-15.3% -8.2%1d -18.3%7d PL-15.4% -6.7%1d -21.1%7d ONDS-16.1% -4.9%1d -10.3%7d AXON-16.7% -6.5%1d -7.7%7d DRNZ-16.8% -1.5%1d -7.1%7d JEDI-18.9% -4.3%1d -13.0%7d AVAV-22.1% -1.2%1d -11.2%7d UMAC-25.9% -8.5%1d -21.7%7d DPRO-31.9% -5.4%1d -15.9%7d RCAT-33.5% -3.7%1d -18.2%7d HLSQ-69.0% -10.3%1d -21.6%7d
@robotics
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ISRGE+11.6% -0.3%1d +0.7%7d ADI+9.2% -2.1%1d -2.6%7d ZBRA+8.2% -2.3%1d -4.7%7d BB+5.5% -7.4%1d -9.5%7d TEL+5.2% -0.2%1d -2.6%7d RRX+3.2% -1.4%1d -6.7%7d TDY+2.9% -0.2%1d +0.8%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d RBC+2.3% +0.2%1d -1.0%7d NVDA+0.1% -1.4%1d -6.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLIC-1.2% -5.3%1d -14.5%7d AMBA-1.7% -2.6%1d -8.5%7d ALNT-2.2% -4.5%1d -15.7%7d LSCC-2.5% -3.2%1d -17.8%7d ROBO-2.9% -2.6%1d -7.3%7d NOVT-3.0% -4.5%1d -8.8%7d ST-3.2% -1.8%1d -4.0%7d TKR-3.7% -0.6%1d -3.2%7d TER-4.7% -5.3%1d -19.3%7d BOTZ-4.9% -2.1%1d -6.9%7d PATH-5.7% -6.3%1d -4.7%7d MBLY-7.7% -2.8%1d +1.7%7d INVZ-8.1% +0.5%1d -8.2%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d XPEV-10.7% -4.2%1d -6.8%7d CCXI-11.8% -6.1%1d -2.5%7d OUST-16.4% -9.3%1d -28.8%7d AMBQ-16.7% -4.2%1d -14.8%7d MP-18.0% -3.5%1d -12.9%7d RR-19.9% -9.2%1d -21.3%7d ATOM-20.4% -7.5%1d -26.0%7d ACHR-22.0% -4.7%1d -17.9%7d JOBY-23.4% -3.1%1d -14.3%7d AUR-23.6% -10.0%1d -16.6%7d SERV-24.7% -7.5%1d -25.8%7d HSAI-25.5% -7.0%1d -22.4%7d AEVA-30.4% -8.8%1d -26.6%7d MVIS-30.7% -8.1%1d -5.8%7d ARBE-30.9% -5.4%1d -16.3%7d INDI-39.7% -9.0%1d -30.0%7d KITT-66.9% -1.6%1d -15.5%7d

Next earnings TDY reports in 4 days Oct 21

Last report Jul 22

Reported the quarter ending 2026-06-28: revenue $1.66B, diluted EPS $5.37, net income $252M (SEC filing). Across the print the stock moved +0.6% (close before → first close after).

full note →

Against street estimates

How TDY's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 22 · projection Oct 16

Result
Jul 22 5.796.28+8.4%Beat
Apr 22 5.475.80+6.0%Beat
Jan 21 5.836.30+8.1%Beat
Oct 22 '25 5.475.57+1.8%In line
Jul 23 '25 5.055.20+3.0%Beat
Apr 23 '25 4.924.95+0.6%In line
Jan 22 '25 5.235.52+5.6%Beat
Oct 23 '24 4.975.10+2.6%Beat

Recent news

Headlines about TDY from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 8 days ago · Oct 9

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

TDY research tape

50 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Supply Chain Traces Scan — October 16, 2026 scan Drone & Defense Scan — October 16, 2026 scan Supply Chain Traces Scan — October 9, 2026 scan Drone & Defense Scan — October 9, 2026 scan Supply Chain Traces Scan — October 2, 2026
Types
Oct 16 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKRASX +4 more
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 9 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKRASX +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 2 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKRASX +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 30 Article Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day Yet
DRNZJEDISHLDITAAVAVKTOSRCATONDS#drone-defense +4 more
Sep 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKRASX +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 23 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKRASX +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 18 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKRASX +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 11 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Sep 4 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 28 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 22 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 14 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 8 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 31 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 28 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 22 Catalyst TDY earnings
TDY
Jul 17 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 11 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 7 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 26 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 20 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 16 Scan Supply Chain Traces Scan
ALMUAMKRASXATEYYBESIYCRSKEYSKLIC +4 more
May 29 Scan Supply Chain Traces Scan
ALMUAMKRATEYYBESIYCRSKEYSKLICKMT +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXEECHOSTMLINAPDNOCERKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Apr 28 Scan Supply Chain Traces Scan
AMKRATEYYCRSKLICKMTMPTDYWOLF
Apr 13 Scan Supply Chain Traces
ALMTFAMKRATEYYBESICRSKLICKMTMP +2 more