What smart money is saying about Teledyne Technologies
3 funds in our archive have pitched Teledyne Technologies, most recently Artisan Partners Global Discovery Fund in June 2026.
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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Position history
Between Q4 2024 and Q3 2026, 7 fund letters reported a position in Teledyne Technologies, with 4 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 2 | 2 | 0 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 1 |
| Q4 2024 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 4 moves
- HoldsFindlay Park American FundSeptember 2026
“The Fund remains differentiated, with 87% active share and around 85% invested in businesses with physical competitive advantages. ITT, Teledyne and APi Group exemplify the combination of essential products, recurring demand and strong management we favour.”
Teledyne Technologies - July 2026
Listed in Upslope Capital Long/Short Strategy’s reported holdings.
Teledyne Technologies - June 2026
“In addition to Lattice Semiconductor and Comfort Systems, we also added to Guardant Health, Teledyne Technologies and Tradeweb Markets during the quarter.”
Teledyne Technologies - June 2026
“Teledyne provides advanced sensing, transmission and analysis technologies across niche markets, including digital imaging, instrumentation, and aerospace and defense electronics. Recent results exceeded expectations, supported by accelerating organic growth, continued strength in defense and improving demand across short-cycle industrial markets. Management also raised full-year guidance while highlighting strong bookings and continued momentum in unmanned systems, space sensing and infrared technologies. We believe growing defense spending, a recovery in industrial end markets and its disciplined approach to capital allocation and acquisitions are strong growth drivers. We added to the position following a pullback.”
Teledyne Technologies - December 2025
“IT detracted as investor sentiment toward software businesses weakened amid heightened sensitivity to earnings expectations and concerns around AI-driven disruption. Teledyne Technologies, a diversified industrial technology company, and Bentley Systems, an infrastructure-focused software provider, declined as expectations for near-term acceleration were pushed out. Dynatrace, a provider”
Teledyne Technologies - New positionArtisan US Mid Cap Growth StrategySeptember 2025
“During the quarter, we initiated new positions in Woodward, Teledyne Technologies and ServiceTitan.”
Teledyne Technologies - New positionDiamons Hill Small Mid Cap FundDecember 2024
“We initiated a number of new positions in Q4, including ICON, Informatica, Teleflex Incorporated, Teledyne Technologies, Rexford Industrial Realty and Solventum Corporation.”
Teledyne Technologies
Fund coverage · 3 theses
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 StrategySeptember 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 FundDecember 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.
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