Teledyne Technologies Incorporated

TDYleader

Teledyne Technologies is a leading provider of sophisticated electronic systems, instruments, and digital imaging technology for defense, industrial, and scientific applications. The 2021 FLIR acquisition made it the premier thermal imaging company.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($5.7B)

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Digital Imaging (35%)

Instrumentation (30%)

Aerospace & Defense (25%)

Engineered Systems (10%)

Segment Breakdown & Key Customers

Product Details

Instrumentation30%

Marine instruments, environmental monitoring, test & measurement — analytical instruments portfolio.

Digital Imaging35%

FLIR thermal cameras (acquired 2021), X-ray detectors, night vision, satellite cameras.

Aerospace & Defense Electronics25%

Avionics, electronic warfare, radar, countermeasures, space electronics.

Engineered Systems10%

Turbine engines for cruise missiles, marine propulsion, defense systems.

Supply Chain Relationships

Key Customers

Lockheed Martin Corporation

Defense electronics

Impact: significant

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

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Company Info

Headquarters

Thousand Oaks, CA

Founded

1999

Employees

25,000

Website

teledyne.com

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