
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, 3 fund letters reported a position in Teledyne Technologies — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 2 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 2 moves
- HoldsUpslope Capital Long/Short StrategyJuly 2026
Listed in Upslope Capital Long/Short Strategy’s reported holdings.
Read the letterTeledyne Technologies - AddedArtisan Partners U.S. Mid‑Cap Growth StrategyJune 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 FundJune 2026
“We added to the position following a pullback.”
Read the letterTeledyne Technologies
Fund coverage · 3 theses
- Artisan Partners Global Discovery FundJune 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 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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