TDYTeledyne Technologies

$633.79

Is the business good?

How good a business is TDY?

Teledyne Technologies earns 7.8% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

7.8%

Return on invested capital · cost of capital 9.0% · 1.2 points below what the capital costs: growth destroys value

Operating margin
19%

Operating margin · Scientific & Technical Instruments median 17% · 12 months to Q2 2026

Cash conversion
1.17×

Cash conversion · 1.11× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−1.1%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY202016%
FY202114%
FY202218%
FY202318%
FY202417%
FY202519%
Details
Gross margin12 months to Q2 2026
43%
Operating margin12 months to Q2 2026
19%
Net margin12 months to Q2 2026
15%
Free cash flow margin
18%
R&D as % of revenue
5.3%
Revenue, trailing twelve months
$6.37B
Free cash flow, trailing twelve months
$1.14B
Net income, trailing twelve months
$975M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
7.8%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.