TDYTeledyne Technologies Inc.

Machine vision and LiDAR-perception

Open TDY in Robinhood ↗

HOLD

Conviction●●●●●5 of 5

Research target780Snapshot target

Thesis statusSTRENGTHENEDLast reviewed 7/1/26

Market cap29.00BSnapshot value

The thesis

Full-spectrum defense ISR/sensor fusion (thermal, visible, multi-spectral) — the eyes of autonomous systems, capex-independent, deepest moat (5/5 qualification barrier), near 52w high on earnings power

Catalysts

Golden Dome ISR pipeline; Prism AI program-of-record wins; radiation-hardened space electronics contracts

What breaks it

Defense budget cuts; commodity sensor players undercut margins; major acquisition fails integration

Social sentiment

X: limited discussion; institutional coverage positive; TDY named in defense lists

Snapshot · 7/1/26

Smart money

🟡 Mixed · ins-$7.2M · 13F 15+/10- · short↓0.25

Snapshot · 7/1/26