$TDY (+0,87%)

Source

https://www.teledyne.com/en-us/investors/Documents/2026q3-teledyne-earnings-release.pdf

$TDY (+0,87%)

Teledyne Technologies presented strong figures in Q4 2025:

• Profit (EPS): 6.30 ,well above analyst estimates of 5.84.
• Revenue: 1.61 billion ,also above expectations of 1.57 billion.
• Forecast for Q1 2026: EPS between 5.40 $ and 5.50 $ (market expectation: 5.46 $).
• Forecast for full year 2026: EPS between $23.45 and $23.85 (market expectation: $21.55).

@Simpson 🚀

A new analysis by Stifel shows why the next surge in military drones is likely to be distributed differently than many investors expect.

The US defense sector is facing a profound upheaval, according to a new study by Stifel. The analysts expect 2026 to be the "year of the drone" as the Pentagon increasingly shifts its spending from traditional weapons systems to unmanned platforms. In the analysis published on December 15, they speak of an "important turning point", triggered by the interplay of technological advances, growing geopolitical threats and a new political will following the change of government.

Stifel compares the current situation with the role of manned aircraft in 1935, when airplanes accounted for only a marginal share of military budgets before becoming the dominant focus of investment within two decades. Today, unmanned systems also account for only a low single-digit percentage of US defense spending. The analysts see this as a "1935 moment" for drones and expect them to account for a "massive share of budget gains" in the coming years.

According to Stifel, the political tailwind for this change of course is unusually strong. US President Donald Trump has issued several executive orders in 2025 to accelerate the purchase of new military technology and specifically promote drones. The analysts believe that the "Big Beautiful Bill" passed on July 4 is particularly important. It provides billions for unmanned systems, including drones at sea, so-called "kamikaze" drones, $PNG (+0%) unmanned underwater vehicles and systems to defend against enemy drones. Additional pressure is being exerted by a new directive from US Secretary of Defense Pete Hegseth entitled "Unleashing US Military Drone Dominance", which Stifel describes as a "declaration of war on the Pentagon's bureaucracy" because it is intended to break up slow decision-making processes and established structures.

The study warns of significant market shifts. Established defense companies could come under pressure if they do not adapt their production models to the fast and scalable production demanded by the Pentagon. "If we were on the board of a large defense company, we would advocate a temporary dividend cut or a reduction in share buybacks," the analysts write. Long-term winners are companies with high manufacturing flexibility and strong commercial integration.

Stifel names several companies as potential beneficiaries of this development. Among the pure drone specialists, the analysts highlight $KTOS (+0,82%) Kratos Defense, $ONDS (+0,37%) Ondas (@All-in-or-nothing ) and $AVAV (+0,31%) AeroVironment. Among the more broadly positioned defense companies $TDY (+0,87%) Teledyne (@Simpson ), $CACI (+0,14%) Caci International and $LDOS (+0,1%) Leidos are well positioned. The analysts expect particularly strong growth in drones that accompany and support fighter aircraft, so-called "kamikaze" drones, unmanned systems for use on and under the sea and technologies to defend against enemy drones. Additional demand could come from the area of homeland security, as the 2026 FIFA World Cup is considered a high-risk event and is likely to trigger increased demand for drone defense.

Despite high valuations, Stifel warns against prematurely dismissing drone stocks as too expensive. Many investors underestimate "how early we are in the transformation of warfare". For 2026, the US House expects a wave of new programs and a possible ban on Chinese drones, which could further strengthen the domestic industry.

https://www.wallstreet-online.de/nachricht/20294894-droneshield-reden-drohnen-markt-schaut-falschen-aktien

Wednesday, 22.10.2025 15:37

Source: reuters.com

$TDY (+0,87%)

@Tenbagger2024 Is this the desired dip?

Government shutdown won't last forever? 🧐

Oct 22 - ** Shares of target acquisition sensor maker Teledyne fall nearly 4.6% in premarket trading to about $547.7 ** The company warns (link) that the U.S. government shutdown may impact new contracts in the near term ** "Given the current U.S. government shutdown, we are somewhat cautious in our expectations for new orders and shipments in the near term," said Executive Chairman Robert Mehrabian ** TDY raises its full-year adj. earnings per share for the full year to $21.45 to $21.60, from $21.20 to $21.50 previously ** The company is generating 3rd quarter adj. Q3 EPS of $5.57, above estimates of $5.48 per share ** Eleven of 13 brokerages rate the stock a "buy" or higher and two rate it a "hold"; median price target is $614, according to data compiled by LSEG **Including session moves, shares are up18.4 percent year to date

Hello my dears,

After introducing you to $TDY (+0,87%) Teledyne and noticed from your comments and likes. You are interested in the blade suppliers, so today I climbed deep into the engine room.

And found for you $LTRX (-0,82%) found Lanotronix.

@EpsEra (do you know the company?)

Since Teledyne is a long-term runner that has impressed with its robustness in recent years.

I would like to emphasize that Lanotronix is a rather cyclical stock.

However, the tide could now be turning because Lanotronix products are becoming increasingly important. This is reflected in sales.

As the chart shows, investors also seem to be recognizing this. And that's why, dear readers, I don't want to withhold the company from you.

Estimates in millions:

2026 2027

Turnover 126.26 141.28

Profit - 6.24 - 3.46

EBIT 7.26 11.68

KGV -31.3 -57.8

Free cashf 16.95 12.8

(The company is not yet profitable)

Lantronix Inc (NASDAQ: LTRX) is a leading global provider of compute and connectivity solutions for IoT solutions that enable AI edge intelligence

Lantronix Inc (Nasdaq: LTRX) is a global leader in edge AI and industrial IoT solutions, providing intelligent computing, secure connectivity and remote management for mission-critical applications. Serving high-growth markets including smart cities, enterprise IT, and unmanned systems for commerce and defense, Lantronix enables customers to optimize operations and accelerate digital transformation. The comprehensive portfolio of hardware, software and services supports applications ranging from secure video surveillance and intelligent utility infrastructure to fail-safe out-of-band network management. By delivering intelligence at the network edge, Lantronix helps organizations achieve efficiency, security and a competitive advantage in today's AI-driven world.

Lantronix wins the IoT Evolution Asset Tracking Award 2025

Tier 1 mobile operator in the U.S. selects Lantronix to digitally monitor 50,000+ cellular generators with FOX Series telematics edge gateways

IRVINE, California, October 7, 2025 - Lantronix Inc. (NASDAQ: LTRX), a leading global provider of computing and connectivity IoT solutions for edge AI applications, today announced that its Gateways der FOX-Serie received the IoT Evolution Asset Tracking Award 2025 from IoT Evolution Magazine, the leading publication for the Internet of Things. A key player in the digital transformation of remote assets, Lantronix industrial IoT edge telematics gateways are the choice of a Tier 1 U.S. cellular operator for monitoring its 50,000+ cellular generators.

Lantronix gewinnt den IoT Evolution Asset Tracking Award 2025

Lantronix, Inc.: Edge-AI-Drohnenlösung von Lantronix integriert FLIR-Plattformen von Gremsy und Teledyne für längere, effizientere Flugzeiten

Lantronix launches no-code AI platform EdgeFabric.ai for edge computing/n

strategic collaboration positions Lantronix for long-term, high-margin growth in the defense and commercial drone markets, expected to reach $57.8 billion by 2030*

Lantronix launches no-code AI platform EdgeFabric.ai for edge computing/n

Lantronix lanciert No-Code-KI-Plattform EdgeFabric.ai für Edge Computing/n Von Investing.com

Lantronix share: Breakthrough in the drone market!

A new major order could be the turning point for Lantronix: The IoT specialist has beaten off the competition and been selected as a technology partner by Gremsy, a leading manufacturer of camera stabilizers for drones. The news has already caused the share price to jump by over 86% in the past six months.

The cooperation is based on Lantronix' Open-Q 5165RB System-on-Module, which is based on the Qualcomm Dragonwing processor. This solution powers Gremsy's new drone platform and Lynx ISR payload, which is seamlessly integrated with Teledyne FLIR's Hadron 640R dual thermal imaging camera. Notably, the technology is already in production and generating initial sales.

Why Lantronix was awarded the contract

"We chose Lantronix because the company is the trusted world market leader in the global drone industry," says Nguyen Van Chu from Gremsy, explaining the decision. Another decisive factor was the long-standing partnership with $QCOM (+0,77%) Qualcomm and the ability to deliver NDAA and TAA compliant solutions - a key advantage for government and defense applications.

The integrated solution scores with its energy efficiency and enables longer flight times with lower power consumption. Edge-based AI processing for object detection, real-time analytics and advanced connectivity with Wi-Fi 6 complete the package. The robust design works even in extreme temperatures from -25°C to +85°C.

Market potential makes investors prick up their ears

The figures speak for themselves: the drone market for defense and commercial applications is expected to grow to 57.8 billion dollars by 2030. Lantronix is cleverly positioning itself in this growth market with its high-margin solution, serving mission-critical applications in the government, energy, agriculture and infrastructure sectors.

CEO Saleel Awsare emphasizes the strategic importance: "With an increasing number of high-profile global drone customers, Lantronix is a key enabler for secure, high-performance drone platforms." The partnership with Gremsy demonstrates the scalability of the technology and opens the door for further collaborations with drone manufacturers worldwide.

Analysts are optimistic and see price targets of between 5 and 8 dollars per share. With a market capitalization of 180 million dollars, the drone division could become an important growth driver - especially if further design wins follow.

Lantronix Aktie: Durchbruch im Drohnenmarkt! () | aktiencheck.de

Lantronix solution supports US Army-certified Teal Drones, a Red Cat Holdings company, and unlocks growth opportunities for secure edge AI. $RCAT (+0,28%) Red Cat Holdings, and unlocks growth opportunities for secure edge AI

Lantronix Enables TAA and NDAA Compliant Edge AI Solution, Supports Sensitive U.S. Government Missions and Expands Long-Term Positioning in Defense Market

Lantronix-Lösung unterstützt die von der US-Armee

PowerPoint Presentation

Hello my dears,

Yesterday I wrote another company presentation / brief analysis.

Of course, it would also be nice to have a chart analysis.

That's why I'm launching a call today for people from the community who think they can do it.

a chart analysis of $TDY (+0,87%) Teledyne.

I'm really looking forward to your posts.

A special thanks to all those who motivate me to continue reporting here with likes 👍 and great comments.

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

Here is part 2

$TDY (+0,87%)

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.

Hello my dears,

As already announced, I would like to present another company to you in a brief analysis.

The company is still on my watch list, but should soon find its way into my portfolio. After I suggested the share to @simpson Holding as a NEW investment a few weeks ago. Of course I don't want to withhold this company from you.

As usual with @simpson Holding, it is a quality company with growth. Which has already proven over several years that the moat holds.

But I don't want to keep you in suspense any longer. The company in question is Teledyne. $TDY (+0,87%)

Dear readers, who might already be familiar with the company, or who is invested, and what is your opinion?

During my research today, I realized that I have fallen a little bit in love with the company (you shouldn't fall in love with a company).

The reason could be that it is a very diversified company. Which is almost exclusively active in future-oriented sectors.

By the way, for all the critics and smart pigs who are always on the lookout for mistakes of any kind. I would like to say "It took me a lot of time today to write this short analysis. I'm doing this on a voluntary basis without earning any money. Because I just think this community is MEGA".

(without AI)

Introduction: I would like to start with the multiples.

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.

But now to the really exciting part of the short analysis.

Company presentation:

Ladies and gentlemen, in order not to make the presentation too long for you, which might be too boring for some of you. I have simply included some informative graphics.

You may not know it, but Teledyne enables

many of the products and services you use every day.

Teledyne provides enabling technologies to capture, transmit and analyze information for industrial growth markets. These markets include aerospace and defense, factory automation, environmental monitoring of air and water quality, electronics design and development, oceanographic research, energy, medical imaging and pharmaceutical research.

About Teledyne:

Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, environmental monitoring of air and water quality, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research.

Our products include digital image sensors, cameras and systems in the visible, infrared and X-ray spectrum, monitoring and control instruments for marine and environmental applications, harsh environment connectivity, electronic test and measurement equipment, aircraft information management systems and subsystems for defense electronics and satellite communications. We also supply technical systems for defense, space, environmental and energy applications. We differentiate ourselves from many of our direct competitors with a customer and corporate sponsored applied research center that enhances our product development capabilities.

Our strategy continues to focus on growth in our core markets of instrumentation, digital imaging, aerospace and defense electronics and engineered systems. Our core markets are characterized by high barriers to entry and include specialized products and services that are unlikely to become commoditized. We intend to strengthen and expand our core businesses through targeted acquisitions and product development.

We aggressively pursue operational excellence to continuously improve our margins and earnings. At Teledyne, operational excellence includes the rapid integration of the businesses we acquire. By leveraging complementary technologies across our businesses and internal research and development, we strive to develop new products to grow our business and expand our addressable markets.

Teledyne's operations are located primarily in the United States, the United Kingdom, Canada and Western and Northern Europe.

However, as I have noticed over the last few weeks that you are particularly interested in certain areas. I would like to take a closer look at two sectors.

Aerospace & Defense Electronics

And

Aerospace & Defense Electronics

Teledyne Aerospace & Defense Electronics offers a comprehensive portfolio of advanced solutions that meet the most demanding requirements in the harshest environments. Our diverse product lines offer both customized and standard solutions to meet the current and future needs of critical applications in avionics, power, electronic warfare, missiles, radar and surveillance, aerospace, test and measurement, and satellite communications.

Teledyne Aerospace & Defense Electronics serves the defense, space and commercial markets worldwide, offering a comprehensive portfolio of advanced solutions that meet the most demanding requirements in the harshest environments. With custom and standard products, we offer a diverse portfolio to meet the current and future needs of critical avionics, power, electronic warfare, missile, radar, satcom, space, test and measurement applications.

Teledyne Aerospace & Defense Electronics is one of the four Geschäftssegmente von Teledyne Technologies Incorporated (NYSE:TDY). With over $5.6 billion in sales and approximately 15,000 employees worldwide, Teledyne's expertise and ability to provide the aerospace and defense industry with technologically advanced products and services has been proven.

Our aerospace electronics business provides advanced avionics systems for commercial air transport and military aircraft for data acquisition, communications, networking, data loading and wireless data transmission; portable data loaders; ground-based applications for data management and analysis; and aviation batteries.

Teledyne controls

Provides on-board avionics systems and ground-based applications that enable commercial and military aircraft operators to access, manage and utilize their data more efficiently.

Teledyne battery products

Provides high-performance valve-regulated lead-acid (VRLA) batteries and battery systems for general aviation and defense applications.

Perhaps a drone producer that few people have on their radar. And all this at an acceptable P/E ratio.

German Armed Forces award drone contract to Teledyne FLIR Defense

Teledyne FLIR Defense, part of Teledyne Technologies Incorporated, has been awarded a contract by the German army to supply its Black Hornet® 4 Personal Reconnaissance System to the German armed forces. This has now been announced by the company.

Teledyne FLIR is the supplier of Black Hornet 4 systems, parts and training under a two-year contract with the Federal Office of Bundeswehr Equipment, Information Technology and In-Service Support (BAAINBw). The contract award was brokered by Teledyne FLIR's regional partner, European Logistic Partners (ELP) GmbH of Wuppertal, Germany, as the BAAINBw contractor.

The Black Hornet 4 represents the next generation of lightweight nano drones capable of providing small combat units with enhanced covert situational awareness. The 12 megapixel day vision camera and high-resolution thermal imaging camera provide the operator with razor-sharp video and still images. Weighing just 70 grams, the Black Hornet 4 can fly for over 30 minutes and more than two kilometers and is said to operate in 25 knots of wind and rain.

A highly stealthy, advanced drone such as the Black Hornet 4 provides a distinct advantage for law enforcement agencies to carry out their most challenging missions, the statement added.

FLIR Defense has delivered more than 33,000 Black Hornet drones to military and security forces in over 45 countries. Black Hornet drones are used by the Ukrainian Armed Forces and have proven themselves in countless operations under difficult conditions.

The award-winning Black Hornet is designed and built by Teledyne FLIR Defense in Norway.

Bundeswehr vergibt Drohnen-Auftrag an Teledyne FLIR Defense