Teledyne Technologies Incorpora
TDY
Jodie read · what matters now
Revenue increased 7.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TDY, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-24 against the comparable filing from 2025-04-28.
What improved
- Revenue increased 7.6% versus the comparable filing period.
- Operating margin improved 1.0 percentage points.
- Net income increased 20.3% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Operating income and operating income as a percentage of net sales decreased primarily due to unfavorable product mix.”
“Selling, General and Administrative Expense Selling, general and administrative (“SG&A”) expense increased $3.5 million in the first quarter of 2026 primarily due to higher net sales, including net sales related to 2026 and 2025 acquisitions.”
“R&D expense and R&D expense as a percentage of net sales increased primarily due to the timing of FLIR product development activities, including both defense and commercial development activities.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind TDY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 13 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
TDY is currently a Follower in the organic co-movement group Industrial Automation Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.