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What smart money is saying about Teledyne TechnologiesUnited States flag

TDY · Technology · Hardware, Equipment & Parts · Market cap $25.06B

3 funds in our archive have pitched Teledyne Technologies — most recently Artisan Partners Global Discovery Fund in June 2026.

Company profile

Teledyne Technologies Incorporated develops and supplies advanced technologies primarily for industrial sectors experiencing growth, serving customers across the United States, Canada, the United Kingdom, Belgium, the Netherlands, and other international markets. The company's Instrumentation division provides sophisticated monitoring and control equipment for use in marine environments, environmental management, various industrial processes, and other specialized applications. It also offers electronic tools for testing and measurement, alongside connectivity devices for power and communication within distributed instrumentation setups and sensor networks. Its Digital Imaging segment specializes in a broad range of imaging solutions. This includes visible spectrum sensors and digital cameras vital for industrial machine vision, automated quality control, as well as medical, research, and scientific purposes. Additionally, it offers infrared and X-ray imaging technologies for industrial, governmental, and healthcare applications. The segment also produces microelectromechanical systems (MEMS) and semiconductors, such as analog-to-digital and digital-to-analog converters. Complementing these, it delivers complete thermal and visible-light imaging systems, locator systems, measurement and diagnostic tools, and threat detection solutions. The Aerospace and Defense Electronics segment is dedicated to supplying electronic components and subsystems, along with communication products. This encompasses defense-specific electronics, specialized environmental interconnects, data acquisition and communication gear for aircraft, components for wireless and satellite communication systems, and batteries for general aviation. Finally, the Engineered Systems segment provides comprehensive systems engineering, integration services, technology development, and manufacturing capabilities for applications in defense, space exploration, environmental protection, and energy. It also designs and manufactures advanced electrochemical energy systems and associated electronics specifically for military use. Teledyne Technologies promotes and sells its diverse portfolio of products and services through a combination of its dedicated internal sales teams and a network of external sales representatives and distributors. The company, established in 1960, maintains its corporate headquarters in Thousand Oaks, California.

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Summarize with Warren AI
3
Reported positions
2
Bought
0
Sold
5
Letters

Position history

Between Q4 2024 and Q3 2026, 3 fund letters reported a position in Teledyne Technologies2 opened or added to the position.

Fund letters reporting a position in Teledyne Technologies, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261000
Q2 20262201
Q3 20250001
Q4 20240001

Fund activity · 3 positions · 2 moves

  • HoldsUpslope Capital Long/Short Strategy
    July 2026

    Listed in Upslope Capital Long/Short Strategy’s reported holdings.

    Read the letterTeledyne Technologies
  • AddedArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    In addition to Lattice Semiconductor and Comfort Systems, we also added to Guardant Health, Teledyne Technologies and Tradeweb Markets during the quarter.
    Read the letterTeledyne Technologies
  • AddedArtisan Partners Global Discovery Fund
    June 2026
    We added to the position following a pullback.
    Read the letterTeledyne Technologies

Fund coverage · 3 theses

  • Artisan Partners Global Discovery Fund
    June 2026

    Teledyne Technologies sells advanced sensing and analysis technologies and benefits from defense growth, industrial recovery and disciplined capital allocation.

    Read the full thesis
  • Artisan Global Discovery Strategy
    September 2025

    Teledyne Technologies is well-positioned for mid-teens EPS growth driven by rising military spending, recovering industrial markets, and strong cash flow generation.

    Read the full thesis
  • Diamons Hill Small Mid Cap Fund
    December 2024

    Teledyne Technologies is a diversified industrial technology provider with a strong history of value creation, making it an attractive investment despite some investor skepticism regarding its acquisition of FLIR Systems.

    Read the full thesis

Read every full thesis on Teledyne Technologies

Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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