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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($5.7B)

Data statis (memuat keuangan langsung…)

Digital Imaging (35%)

Instrumentation (30%)

Aerospace & Defense (25%)

Engineered Systems (10%)

Komposisi segmen dan pelanggan utama

Detail produk

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.

Hubungan Rantai Pasok

Pelanggan Utama

Lockheed Martin Corporation

Defense electronics

Dampak: significant

Konteks makro dan pasar

산업재Berita sektor

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

Katalis mendatang

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

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Info Perusahaan

Kantor Pusat

Thousand Oaks, CA

Didirikan

1999

Karyawan

25,000

Situs Web

teledyne.com

Gambaran umum sektor — 산업재

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