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Teledyne Technologies
Teledyne Technologies (TDY) investor relations material
Teledyne Technologies TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary12 Feb, 2026
Business mix and growth drivers
Defense accounts for 30% of business, commercial aviation 5%, and space 6-7%.
Unmanned systems generate $500M annually, with 10% growth expected in 2026, driven by aerial, subsea, and ground platforms.
Key unmanned programs include OPF-L (USMC) and LASSO (Army), with production ramping in 2026.
Space business is $400M, focused on imaging for missile tracking and earth observation, with Tranche 3 contracts exceeding $100M.
Energy segment remains strong, with $250M-$280M in subsea connectors and stable outlook.
Competitive positioning and strategy
Focus on high-performance, higher-priced unmanned platforms ($10K-$100K+), avoiding crowded low-cost drone markets.
Provides components (e.g., camera cores) to other drone makers and counter-UAV solutions, but avoids full system integration in crowded markets.
Not exclusive with partners, enabling broad market access for sensors and radars.
Growth in Europe and APAC for defense and unmanned, with manufacturing in Canada, Norway, Iceland, and the UK.
Operational and financial outlook
Capacity to ramp production via CapEx and additional shifts, especially in space imaging and camera cores.
Short-cycle businesses (industrial, machine vision, environmental, test & measurement) show modest recovery and low single-digit growth for 2026.
Healthcare (X-ray, radiotherapy) expected to be flat in 2026, with steady growth beyond.
Marine energy business stable, with no expected decline in the near term.
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Next Teledyne Technologies earnings date
Q1 202622 Apr, 2026
Teledyne Technologies
Next Teledyne Technologies earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
Teledyne Technologies Incorporated engages in providing instrumentation, digital imaging, aerospace and defense electronics, and engineered systems. The company operates through four segments: Instrumentation, Digital Imaging, Aerospace and Defense Electronics, and Engineered Systems. It offers environmental instrumentation to detect and measure hazardous pollutants; energy production equipment for the photovoltaic, semiconductor, and advanced power generation industries; sensors for undersea applications, such as high performance acoustics for locating underwater objects and to measure speed-of-sound in water over wide temperature ranges; industrial monitoring equipment to guide intelligent mobile machines; heating elements for niche applications; and engine-mounted controllers that manage data processing tasks while acquiring sensor data. The company also provides cameras to detect radioactive isotopes; image sensors primarily used in commercial space-based applications to capture images of the earth; high performance solar cells for use on satellites to transmit data back to earth; aerospace electronics components; printed circuit boards that provide functionality within an electronic device or system; electro-mechanical devices incorporating motors and motor control electronics; air traffic management systems that integrate flight information processing with radar surveillance tracking technologies implemented at airports to aid pilots in landing their planes safely during bad weather conditions and at night; communication networking devices.
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