TDYTeledyne Technologies

Technology · Defense Electronics · NYSE

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

What the 10-K filed 2026-02-20 says about risks that are not on the face of the balance sheet, from the notes to the financial statements, Legal Proceedings and the MD&A (and, for big customers and key suppliers, Business and Risk Factors). Tickdelta picks sentences with specifics (amounts, accruals, covenant ratios) and quotes them as filed. New marks a sentence with nothing like it in the 10-K filed 2025-02-21.

Big customers

1 new

Customers the company names as a large share of revenue or receivables (it must name any worth 10% of revenue).

“In both 2025 and 2024, sales to customers outside the United States accounted for approximately 48% of total net sales.”
Read it in the 10-K ↗

“In 2025, the top five countries for sales to international customers, ranked by net sales, were the UK, Germany, Japan, China and France and represented approximately 20% of our total net sales.”
Read it in the 10-K ↗

“Our net sales to China-based customers represented approximately 4% of total revenues in 2025 and 2024, respectively.”
Read it in the 10-K ↗

New “In both 2025 and 2024, sales to international customers represented approximately 48% of total net sales.”
Read it in the 10-K ↗

Key suppliers

Parts or manufacturing that depend on one or a few suppliers.

“Teledyne FLIR’s components operation is a single source supplier of certain sensors used throughout the FLIR business, and a disruption in business due to a disaster could have a material adverse impact on the businesses of Teledyne FLIR.”
Read it in the 10-K ↗

“Some items we purchase for the manufacture of our products are purchased from limited or single sources of supply due to technical capability, price and other factors.”
Read it in the 10-K ↗

“Furthermore, sole source supply is more common among our businesses that are heavily involved in R&D because there can be few suppliers in the world capable of producing the products or providing the services with the right highly specialized technology.”
Read it in the 10-K ↗

“We have also outsourced from time to time the manufacturing of certain parts, components, subsystems and even finished products to single or limited sources, including international sources.”
Read it in the 10-K ↗

Lawsuits and legal claims

Pending cases, settlements and what the company has set aside for them.

No specific sentence about this in the 10-K.

Guarantees and indemnities

Promises to pay someone else's debts or losses if they cannot.

No specific sentence about this in the 10-K.

Debt covenants

Conditions in loan agreements that, if broken, can make debt due early.

“Our credit facility requires us to comply with various financial and operating covenants and at December 28, 2025, we were in compliance with these covenants and had a significant amount of margin between required financial covenant ratios and our actual ratios.”
Read it in the 10-K ↗

Commitments off the balance sheet

Contracts the company must pay for later: purchase obligations, take-or-pay deals.

No specific sentence about this in the 10-K.

Sentences are chosen by their words, not read by AI, so some can be off topic. Always check the filing. Open the 10-K ↗

Work on TDY in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/TDY/export.csv") into a cell.