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 $606.07 · +3.2% vs 12m avg buyer

pullback vol: normalchurn: 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
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EMR+4.5% +0.8%1d +0.1%7d HON+4.0% +1.3%1d +4.6%7d TDY+0.7% +0.8%1d +1.1%7d ROK-1.6% +0.5%1d 0.0%7d CGNX-4.5% +1.7%1d +2.9%7d NVDA-6.5% -0.6%1d -1.5%7d TER-20.6% 0.0%1d -5.0%7d FORM-24.9% +3.7%1d -6.2%7d
@thebuildout-trailing-edge-logic-specialty-foundries
View watchlist →
TXN+4.4% +1.9%1d +3.0%7d TDY+0.7% +0.8%1d +1.1%7d MCHP-2.0% -0.6%1d +0.3%7d ON-2.5% -1.3%1d +0.3%7d GFS-4.4% +2.4%1d -4.9%7d TSM-6.3% +1.5%1d +1.4%7d STM-16.1% -0.2%1d -3.0%7d UMC-23.5% +1.9%1d -4.7%7d TSEM-27.3% -0.1%1d -14.3%7d COHR-30.4% +0.7%1d -10.1%7d
@supply-chain-traces
View watchlist →
ELMT+5.6% +4.0%1d +14.8%7d TDY+0.7% +0.8%1d +1.1%7d KMT-1.6% -0.4%1d -4.3%7d KEYS-10.9% +1.0%1d -5.0%7d ASX-11.9% +2.5%1d -2.1%7d WOLF-15.5% +1.3%1d -1.3%7d KLIC-18.9% +0.4%1d -6.3%7d TER-20.6% 0.0%1d -5.0%7d MP-21.7% -0.7%1d -4.7%7d AMKRE-26.3% +0.6%1d -6.0%7d CRS-27.9% -2.6%1d -24.5%7d ALM-35.0% +1.3%1d -9.9%7d
@thebuildout-ai-sensors-perception-hardware
View watchlist →
TXN+4.4% +1.9%1d +3.0%7d ZBRA+4.2% +0.6%1d +4.7%7d TDY+0.7% +0.8%1d +1.1%7d MGA+0.4% -1.2%1d -3.1%7d NXPI-0.2% -1.2%1d +2.4%7d ON-2.5% -1.3%1d +0.3%7d CGNX-4.5% +1.7%1d +2.9%7d NVDA-6.5% -0.6%1d -1.5%7d QCOM-10.8% +1.8%1d +2.2%7d STM-16.1% -0.2%1d -3.0%7d IFNNY-18.7% -2.2%1d -7.0%7d LITE-19.3% +0.5%1d -8.3%7d COHR-30.4% +0.7%1d -10.1%7d
@drone-defense
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LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d MSI+4.7% +0.8%1d +4.0%7d TDY+0.7% +0.8%1d +1.1%7d RTX-0.6% -1.9%1d -1.5%7d SHLD-0.7% 0.0%1d +0.7%7d ESLT-1.0% -1.1%1d -2.7%7d ITA-5.5% -1.1%1d -3.3%7d AXON-6.7% +1.4%1d +7.7%7d KRKNF-11.3% -1.0%1d +1.0%7d LASR-11.3% +0.7%1d +7.9%7d AMPX-15.9% +3.4%1d +6.1%7d KTOS-16.2% +1.1%1d -4.3%7d ONDS-16.2% +3.0%1d +2.6%7d PL-18.1% +2.5%1d -1.1%7d DRNZ-20.1% +0.7%1d -2.4%7d JEDI-20.9% +2.0%1d +0.5%7d AVAV-21.0% +4.7%1d +1.2%7d UMAC-25.0% +4.6%1d +4.3%7d RCAT-32.8% +1.4%1d -6.1%7d DPRO-33.2% -0.6%1d -3.2%7d AVEX-34.1% -1.2%1d -29.5%7d HLSQ-52.6% -4.0%1d +16.6%7d
@robotics
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ISRG+13.6% +1.9%1d +6.0%7d PATH+8.4% +1.4%1d +10.0%7d BB+6.4% +3.8%1d +10.7%7d ZBRA+4.2% +0.6%1d +4.7%7d ADI+1.5% +1.4%1d -1.1%7d TDY+0.7% +0.8%1d +1.1%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d TSLA-2.1% -0.6%1d +4.9%7d NOVT-2.5% +3.0%1d +9.3%7d ST-2.7% -0.8%1d -0.5%7d RRX-3.0% -0.5%1d -4.0%7d TEL-3.0% -0.2%1d -2.2%7d CGNX-4.5% +1.7%1d +2.9%7d RBC-5.7% -1.3%1d -5.3%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d TKR-7.1% +0.9%1d -2.7%7d APH-9.9% +1.4%1d -6.6%7d SYM-10.1% -2.7%1d +1.3%7d XPEV-10.5% +1.5%1d -0.2%7d MBLY-14.1% -5.9%1d -9.4%7d KLIC-18.9% +0.4%1d -6.3%7d CCXI-19.3% -0.1%1d -3.8%7d HSAI-19.5% +8.2%1d +5.7%7d TER-20.6% 0.0%1d -5.0%7d LSCC-20.9% -0.2%1d -7.2%7d MP-21.7% -0.7%1d -4.7%7d ALNT-22.8% +1.7%1d -5.4%7d JOBY-23.8% +1.3%1d +2.1%7d AUR-23.9% -1.0%1d -1.0%7d OUST-24.6% +6.1%1d +4.4%7d AMBQ-27.1% +1.6%1d +1.0%7d MVIS-27.2% +3.5%1d +4.4%7d RR-29.7% -0.8%1d -10.1%7d ACHR-31.5% +2.9%1d -3.9%7d ATOM-31.8% -4.5%1d -4.5%7d AEVA-33.2% +2.9%1d +1.4%7d SERV-35.5% -3.5%1d -13.9%7d ARBE-35.7% -1.6%1d -6.2%7d INVZ-45.2% +6.1%1d -20.9%7d INDI-46.9% -3.0%1d -10.4%7d KITT-60.2% -3.9%1d 0.0%7d

Next earnings TDY reports in 89 days Jan 20 '27

Last report Oct 21

Reported EPS $6.72 versus analyst consensus of $6.17 (+9.0%).

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. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 10 quarters · newest report Oct 21 · projection Oct 23

Result
Oct 21 6.176.72+9.0%Beat
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

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 today · Oct 23

“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

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

earnings TDY earnings — 2026-10-21 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
Types
Oct 21 Catalyst TDY earnings
TDY
Oct 16 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKREASX +4 more
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 9 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKREASX +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 2 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKREASX +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +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
KMTCRSMPTDYWOLFKLICAMKREASX +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 23 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKREASX +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 18 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFKLICAMKREASX +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 11 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 4 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 28 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 22 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 8 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 31 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 28 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 22 Catalyst TDY earnings
TDY
Jul 17 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 7 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 26 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 25 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Scan Supply Chain Traces Scan
KMTCRSMPTDYWOLFBESIYATEYYKLIC +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 16 Scan Supply Chain Traces Scan
ALMUAMKREASXATEYYBESIYCRSKEYSKLIC +4 more
May 29 Scan Supply Chain Traces Scan
ALMUAMKREATEYYBESIYCRSKEYSKLICKMT +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Apr 28 Scan Supply Chain Traces Scan
AMKREATEYYCRSKLICKMTMPTDYWOLF
Apr 13 Scan Supply Chain Traces
ALMTFAMKREATEYYBESICRSKLICKMTMP +2 more