Professional
Added to YB: 2024-07-16
Pitch date: 2024-07-15
TDY [bullish]
Teledyne Technologies Incorporated
+30.91%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally.
Market Cap
$24.7B
Pitch Price
$395.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.80
P/E
30.44
EV/Sales
4.44
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Upslope Capital Management New Position: Teledyne Technologies Incorporated
TDY: Imaging sensor leader, 55% Digital Imaging. Lagged since FLIR acquisition, now 6% 2025 FCFE yield. Challenges from inflation/supply chain, not strategic. Poised for reshoring, automation, defense tailwinds. New CEO, deleveraging. Risks: cyclicality (FLIR), M&A execution, FX, key man, supply chain.
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