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TDY

Teledyne Technologies Inc

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 655.57 Technology - Hardware, Equipment & PartsAWAIT ENTRY
59

Position levels

Currenttoday
USD 655.57
Buy <=wait / entry
USD 571.67
Trim >=take some off
USD 675.00
Thesis breakFY 2026 EPS guidance cut below 23.85, an earnings miss paired with accelerated i...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Q2 2026 EPS beat of $6.28 versus estimates of $5.85 or $5.78
  • Q2 2026 revenue beat of $1,662.5M versus estimates of $1,594.7M
  • Insider sales by Jason VanWees (7,500 shares, $4.73M) and Michael T Smith (4,000 shares, $2.48M) with zero purchases
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.