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Teledyne’s Defense Wins Highlight Role In Specialized Tech And Valuation

Simply Wall St·02/06/2026 09:10:18
Listen to the news
  • Teledyne Technologies (NYSE:TDY) secured a $17.5 million contract from armasuisse for Teledyne FLIR Defense Black Hornet 4 Personal Reconnaissance Systems.
  • The agreement expands deployment of nano-drone technology across military platforms used by Switzerland.
  • Separately, Teledyne presented autonomous underwater anti-submarine warfare technology to NATO members during an exercise in Iceland.

For you as an investor, these developments highlight how Teledyne Technologies positions itself across both aerial and underwater defense systems. The company operates in sensing, imaging, and defense electronics, and the armasuisse deal adds another reference customer in the unmanned systems space. NATO-level interest in its underwater capabilities also keeps Teledyne visible in high-priority security programs.

The combination of nano-drones and autonomous underwater systems places Teledyne in segments where many governments are allocating attention and resources. The scale of future orders, follow-on contracts, and the extent to which NATO members use these technologies are key factors to watch if you track NYSE:TDY over time.

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NYSE:TDY Earnings & Revenue Growth as at Feb 2026
NYSE:TDY Earnings & Revenue Growth as at Feb 2026

How Teledyne Technologies stacks up against its biggest competitors

Quick Assessment

  • ⚖️ Price vs Analyst Target: At US$628.47 versus a consensus target of about US$673.85, the price sits roughly 7% below analyst expectations.
  • ⚖️ Simply Wall St Valuation: Simply Wall St views Teledyne as trading close to its estimated fair value.
  • ✅ Recent Momentum: The stock has returned about 18% over the last 30 days.

Check out Simply Wall St's in depth valuation analysis for Teledyne Technologies.

Key Considerations

  • 📊 The armasuisse nano drone contract and NATO interest in underwater systems reinforce Teledyne's role in specialized defense technologies tied to security spending.
  • 📊 Watch how this feeds into revenue and earnings per share alongside the current P/E of about 33 compared with the Electronic industry average of about 26.
  • ⚠️ Recent insider selling flagged as a minor risk is worth tracking, especially as the share price trades near fair value.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Teledyne Technologies analysis.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.