Latest news with #TDY
Washington Post
23-04-2025
- Business
- Washington Post
Teledyne: Q1 Earnings Snapshot
THOUSAND OAKS, Calif. — THOUSAND OAKS, Calif. — Teledyne Technologies Inc. (TDY) on Wednesday reported first-quarter earnings of $188.6 million. On a per-share basis, the Thousand Oaks, California-based company said it had net income of $3.99. Earnings, adjusted for amortization costs and non-recurring costs, were $4.95 per share. The results exceeded Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $4.92 per share.
Yahoo
21-04-2025
- Business
- Yahoo
What Makes Teledyne Technologies (TDY) a Strong Investment?
Heartland Advisors, an investment management company, released its 'Heartland Mid Cap Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. A growing number of businesses appear to be priced for a significant slowdown in the first quarter, if not a recession, due to the uncertainty surrounding federal policy. The fund returned 0.67% in the quarter compared to a 2.11% fall for the Russell Midcap® Value Index. As risk aversion returned and a focus on downside risk was rewarded, stock selection, which was difficult in a more speculative climate last year, rebounded in the quarter. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first-quarter 2025 investor letter, Heartland Mid Cap Value Fund highlighted stocks such as Teledyne Technologies Incorporated (NYSE:TDY). Teledyne Technologies Incorporated (NYSE:TDY) offers enabling technologies for industrial growth markets. The one-month return of Teledyne Technologies Incorporated (NYSE:TDY) was -7.43%, and its shares gained 15.51% of their value over the last 52 weeks. On April 17, 2025, Teledyne Technologies Incorporated (NYSE:TDY) stock closed at $462.19 per share with a market capitalization of $21.648 billion. Heartland Mid Cap Value Fund stated the following regarding Teledyne Technologies Incorporated (NYSE:TDY) in its Q1 2025 investor letter: "Teledyne Technologies Incorporated (NYSE:TDY), our largest holding, is the epitome of quality value. TDY has a well-managed, balanced portfolio of sensing and decision-support technologies across commercial and industrial end markets, including multiple secular growth areas spanning advanced machine vision, precision instrumentation, space and unmanned vehicles. TDY's economically-sensitive customer exposure is somewhat buffered by stable markets like pollution control, water, oceanography and climate monitoring. TDY's core markets are characterized by high barriers to entry and include niche specialized products and services unlikely to be commoditized. A technician in a lab coat calibrating advanced electronic components. Teledyne Technologies Incorporated (NYSE:TDY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held Teledyne Technologies Incorporated (NYSE:TDY) at the end of the fourth quarter compared to 39 in the third quarter. While we acknowledge the potential of Teledyne Technologies Incorporated (NYSE:TDY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Teledyne Technologies Incorporated (NYSE:TDY) and shared the list of stocks with buy ratings that hedge funds back immensely. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
11-04-2025
- Business
- Yahoo
2 of Wall Street's Favorite Stocks with Promising Prospects and 1 to Think Twice About
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover. Unlike the investment banks, we created StockStory to provide independent analysis that helps you determine which companies are truly worth following. Keeping that in mind, here are two stocks where Wall Street's positive outlook is supported by strong fundamentals and one where analysts may be overlooking some important risks. Consensus Price Target: $540.58 (23.2% implied return) Playing a role in mapping the ocean floor as we know it today, Teledyne (NYSE:TDY) offers digital imaging and instrumentation products for various industries. Why Is TDY Not Exciting? Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion Earnings growth underperformed the sector average over the last two years as its EPS grew by just 4.2% annually Low returns on capital reflect management's struggle to allocate funds effectively, and its falling returns suggest its earlier profit pools are drying up At $459.91 per share, Teledyne trades at 21.4x forward price-to-earnings. Read our free research report to see why you should think twice about including TDY in your portfolio, it's free. Consensus Price Target: $560.17 (46.7% implied return) One of the most well-known Silicon Valley software companies around, Adobe (NASDAQ:ADBE) is a leading provider of software as service in the digital design and document management space. Why Do We Like ADBE? Prominent and differentiated software culminates in a best-in-class gross margin of 89.2% Excellent operating margin of 36.3% highlights the efficiency of its business model, and its rise over the last year was fueled by some leverage on its fixed costs Robust free cash flow margin of 41.7% gives it many options for capital deployment Adobe is trading at $350.89 per share, or 6.4x forward price-to-sales. Is now a good time to buy? Find out in our full research report, it's free. Consensus Price Target: $51.53 (75.7% implied return) Founded in 2011 after the co-founders met at NYC Disrupt Hackathon, Braze (NASDAQ:BRZE) is a customer engagement software platform that allows brands to connect with customers through data-driven and contextual marketing campaigns. Why Are We Fans of BRZE? Customers view its software as mission-critical to their operations as its ARR has averaged 26.8% growth over the last year Net revenue retention rate of 114% demonstrates its ability to expand within existing accounts through upsells and cross-sells Operating margin expanded by 10.1 percentage points over the last year as it scaled and became more efficient Braze's stock price of $30.31 implies a valuation ratio of 4.5x forward price-to-sales. Is now the time to initiate a position? See for yourself in our in-depth research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Comfort Systems (+751% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
17-03-2025
- Business
- Yahoo
Teledyne Technologies Incorporated's (NYSE:TDY) Stock Has Shown A Decent Performance: Have Financials A Role To Play?
Teledyne Technologies' (NYSE:TDY) stock is up by 4.4% over the past three months. We wonder if and what role the company's financials play in that price change as a company's long-term fundamentals usually dictate market outcomes. Specifically, we decided to study Teledyne Technologies' ROE in this article. ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Simply put, it is used to assess the profitability of a company in relation to its equity capital. Check out our latest analysis for Teledyne Technologies The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Teledyne Technologies is: 8.6% = US$821m ÷ US$9.6b (Based on the trailing twelve months to December 2024). The 'return' is the profit over the last twelve months. That means that for every $1 worth of shareholders' equity, the company generated $0.09 in profit. We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features. When you first look at it, Teledyne Technologies' ROE doesn't look that attractive. Yet, a closer study shows that the company's ROE is similar to the industry average of 10%. Looking at Teledyne Technologies' exceptional 20% five-year net income growth in particular, we are definitely impressed. Given the slightly low ROE, it is likely that there could be some other aspects that are driving this growth. For instance, the company has a low payout ratio or is being managed efficiently. Next, on comparing with the industry net income growth, we found that Teledyne Technologies' growth is quite high when compared to the industry average growth of 14% in the same period, which is great to see. Earnings growth is an important metric to consider when valuing a stock. It's important for an investor to know whether the market has priced in the company's expected earnings growth (or decline). By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Has the market priced in the future outlook for TDY? You can find out in our latest intrinsic value infographic research report. Teledyne Technologies doesn't pay any regular dividends currently which essentially means that it has been reinvesting all of its profits into the business. This definitely contributes to the high earnings growth number that we discussed above. On the whole, we do feel that Teledyne Technologies has some positive attributes. Despite its low rate of return, the fact that the company reinvests a very high portion of its profits into its business, no doubt contributed to its high earnings growth. Having said that, the company's earnings growth is expected to slow down, as forecasted in the current analyst estimates. To know more about the company's future earnings growth forecasts take a look at this free report on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Sign in to access your portfolio
