Added to YB: 2026-02-03
Pitch date: 2026-01-31
TDY [neutral]
Teledyne Technologies Incorporated
+7.67%
current return
Author Info
No bio for this author
Company Info
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally.
Market Cap
$29.1B
Pitch Price
$618.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.87
P/E
32.86
EV/Sales
5.11
Sector
Electronic Equipment, Instruments and Components
Category
growth
Unmanned Ground Vehicles (UGV): An Underappreciated Defense Investment Opportunity - Specialized Defense Contractors (Moderate UGV Exposure) - Teledyne Technologies Incorporated
TDY (quick overview): $40B market cap with 2-4% revenue from UGVs via $8.2B FLIR acquisition (May 2021). Centaur UGV selected as Army's MTRS Inc II; 1,800+ units ordered since 2020 worth $250M+ across all military branches. PackBot 525 adds German Army contract. UGV sales ~$200-300M annually within diversified portfolio.
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