1Sem.·

Rather unknown endurance runner, which also builds drones and drone defense (part 2)

My dears, since I didn't get everything into one post at getquin.

Here is part 2

$TDY (-2,04 %)

Multiples: (USD in millions, source MarketScreener )

Market value 27,533

2025 2026 2027

KGV 32.6 28.8 25.7

Earnings per share 18 20.38 22.87

Turnover 6,067 6,389 6,719

EBITDA 1,490 1,620 1,731

Net result 852.5 965.6 1,081.0

Net debt 1,374.0 842.8 -333.1

CAPEX 111.5 117.9 125.4

Free cash flow 1,083 1,200 1,309

EBITDA MARGIN % 24.56% 25.35% 25.76%

EBIT MARGIN % 17.72% 19.13% 20.41%

ROE 9.82% 10.02% 10.05%

Number of shares 46,888 46,888 46,888

My dears, I think the estimates are very conservative. And as the chart shows, the estimates were exceeded in the last earnings.

I like the fact that important multiples can be increased, and thus the P/E ratio decreases.

10 Commentaires

Chris@Multibagger

1Sem.

Thank you for the introduction. Exciting company. Even if it doesn't necessarily fit into my small caps preference scheme 😂😎

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Tenbagger2024@Tenbagger2024

1Sem.

@Multibagger
Perhaps as a core for your portfolio.
I also see it more as a long-term investment

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Chris@Multibagger

1Sem.

@Tenbagger2024 There is no core in my portfolio.😂😂 OK, maybe the 4 savings plan ETFs and the savings plans on Amazon, Alphabet, Biontech.

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Tenbagger2024@Tenbagger2024

1Sem.

@Multibagger
Then perhaps enlarge a little for stormy times

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Patschke6686@Patschke6686

1Sem.

Thank you! The company is very exciting, I'll have to take a closer look, maybe that's something for me :)

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Tenbagger2024@Tenbagger2024

1Sem.

@Patschke6686
I would love to hear your feedback on the company.

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Dan@DanDoDan

1Sem.

Thank you for the detailed introduction! I was still relatively unfamiliar with the company. I've added it to my watchlist. It's quite possible that it will end up in my portfolio in the event of a setback. However, I will also read up intensively on Teledyne's broad product portfolio. The Teledyne Energy Systems division seems particularly exciting. https://www.teledyne.com/en-us/news/Pages/teledyne-fuel-cell-successfully-launched-on-blue-origins-new-shepard.aspx

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Tenbagger2024@Tenbagger2024

1Sem.

@DanDoDan
Thank you for your comment.
I'm pleased to have aroused your interest.
Yes, the subsidiaries in particular are very interesting and innovative.
I also like the drone defense

https://cuashub.com/de/inhalt/teledyne-stellt-auf-der-ausa-ein-neues-c-uas-system-vor/#:~:text=Das%20System%20verf%C3%BCgt%20%C3%BCber%20einen,Lei%20hinzu.

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TradingHase@TradingHase

1Sem.

Figures look very healthy. Perhaps a good company for a long-term investment.

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Tenbagger2024@Tenbagger2024

1Sem.

@TradingHase
I agree. And perhaps the drone defense system tested in Ukraine will also be introduced in Europe.
That would be a game changer

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