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Screener / SEC EDGAR /CIK 0001094285 /10-K filed Feb 20, 2026, compared with Feb 21, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
CDNSITKEYSONTDYZBRA
NYSE Technology · Defense Electronics

Teledyne Technologies TDY

TDY quote by TradingView

Teledyne Technologies Incorporated is a Delaware corporation that provides enabling technologies to sense, analyze and distribute information for industrial growth markets that require advanced technology and high reliability. 10-K, Item 1

Headquarters
Thousand Oaks, CA
Next results
around Jan 20, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $6.1B through the costs to a net profit of $894.8M · income statement of the 10-K

19% operating margin
Revenue to Gross profit: $2.6BRevenue to Cost of revenue: $3.5BGross profit to Operating profit: $1.1BGross profit to Operating expenses: $1.5BOperating profit to Net profit: $894.8MOperating profit to Tax & other: $255.0MOperating expenses to R&D: $317.3MOperating expenses to Sales, admin & other: $1.1B Revenue: $6.1B REVENUE $6.1B +8% Y/Y Gross profit: $2.6B · 43% margin GROSS PROFIT $2.6B 43% margin Cost of revenue: $3.5B · 57% of revenue COST OF REVENUE $3.5B 57% of revenue Operating profit: $1.1B · 19% margin OPERATING PROFIT $1.1B 19% margin · +16% Y/Y Operating expenses: $1.5B · 24% of revenue OPERATING EXPENSES $1.5B 24% of revenue Net profit: $894.8M · 15% margin NET PROFIT $894.8M 15% margin · +9% Y/Y Tax & other: $255.0M · 4% of revenue TAX & OTHER $255.0M 4% of revenue R&D: $317.3M · 5% of revenue R&D $317.3M 5% of revenue Sales, admin & other: $1.1B · 19% of revenue SALES, ADMIN & OTHER $1.1B 19% of revenue
Gross profit $2.6B 43% margin
Operating profit $1.1B 19% margin · +16% Y/Y
Net profit $894.8M 15% margin · +9% Y/Y
The full income statement, year by year

TDY among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: 7.9%, above 23% of 74 peers (their median 14.1%) REVENUE GROWTH 7.9% · above 23% Gross margin: 43.6%, above 21% of 67 peers (their median 58.0%) GROSS MARGIN 43.6% · above 21% Operating margin: 20.0%, above 41% of 70 peers (their median 23.8%) OPERATING MARGIN 20.0% · above 41% Net margin: 15.8%, above 41% of 74 peers (their median 19.2%) NET MARGIN 15.8% · above 41% FCF margin: 17.6%, above 36% of 70 peers (their median 23.7%) FCF MARGIN 17.6% · above 36% Return on capital: 7.1%, above 28% of 61 peers (their median 12.7%) RETURN ON CAPITAL 7.1% · above 28%
TDY Peer median Below the median

What changed

4 new risk paragraphs. 10-K filed Feb 20, 2026 against Feb 21, 2025.

Risk factors
4 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Accounting checks
11 other checks clear
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 11 checks found nothing to note

  • Receivables +10.1% vs revenue +7.9% (+2.3 pts)
  • Cash from operations $1.2B vs net income $894.8M (FY ending Dec 28, 2025)
  • Inventory +14.1% vs revenue +7.9% (+6.2 pts)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: Deloitte & Touche LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No longer listed: Goodwill - FLIR Reporting Unit. Same as last year: Indefinite-Lived Trademarks
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

4 paragraphs in Risk Factors that were not in the 10-K filed Feb 21, 2025. Quoted as filed.

All 4 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 21, 2025 10-K, ITEM 1A
    Low-cost competition from China and other developing countries could also result in decreased demand for our products.
  2. Item 1A · new paragraph · not in the 10-K filed Feb 21, 2025 10-K, ITEM 1A
    In January 2026, the President issued an executive order that imposes obligations on U.S. defense contractors, including immediately prohibiting any “major defense contractor” from conducting future stock buybacks or issuing dividends at the expense of accelerated procurement and increased production capacity. The executive order also…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 21, 2025 10-K, ITEM 1A
    Attempts by malicious actors to gain unauthorized access to our information technology systems have become more sophisticated and are sometimes successful. These attempts, which might be related to industrial or foreign government espionage, crime, activism, or other motivations, include covertly introducing malware into our computers…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$5.5B$5.6B$5.7B$6.1B
Net income$788.6M$885.7M$819.2M$894.8M
Operating cash flow$486.8M$836.1M$1.2B$1.2B
Free cash flow$394.2M$721.2M$1.1B$1.1B

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$6.1B ▲ 7.9% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Teledyne Technologies, Thousand Oaks, CA · from the 10-K filed Feb 20, 2026

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

Headquarters
Thousand Oaks, CA
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
January 3
Last results
Oct 21, 2026
Incorporated in
DE

Email alerts

Sources

The 10-K filed Feb 20, 2026 (open at SEC), compared with the 10-K filed Feb 21, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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