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Morgan Stanley analyst Kristine Liwag maintains Teledyne Technologies (NYSE:TDY) with a Equal-Weight and raises the price target from $680 to $715.
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Teledyne Technologies Incorporated (NYSE:TDY) announced that Teledyne Qioptiq has received the first option from the German Bundeswehr for PHOENIX-XR cooled weapons sights valued at more than $21 million. This is part
Teledyne Technologies is well-positioned to capitalize on the recovery in commercial air travel, supported by strong aircraft manufacturer orderbooks and robust aftermarket demand. With global air travel expected to grow 2.1% in 2026 and aircraft production lagging demand, the company's aerospace and defense segment is poised for continued growth in both OEM and aftermarket channels.
Kratos Defense (KTOS) has underperformed the aerospace-defense industry by 37% year-to-date despite securing major defense contracts worth $55+ million and projecting strong EPS growth of 50.91% and 37.06% for 2026-2027. However, supply-chain disruptions, a low 4.54% ROE, and recent stock weakness suggest new investors should wait for better entry points, though current holders may continue holding given strong earnings momentum.
Teledyne FLIR OEM, part of Teledyne Technologies Incorporated (NYSE:TDY), announced it was selected to support the U.S. Army’s Delivering Unmatched Thermal Capability Hastened (DUTCH) initiative, led by the Office of