Teledyne Technologies (TDY) in Upslope 2025 Q1

Strategic Positioning in Aerospace and Defense

May 09, 2025

Summary

Producer of specialty electronics and components.
Focus on imaging sensors and cameras.
Positively exposed to reshoring trends and rising defense spending.
Expectations and valuation reset post-FLIR acquisition.

Teledyne Technologies (TDY, Financial) was featured in Upslope's Q1 2025 fund letter as a core long position, underscoring its strategic importance in the aerospace and defense sectors. The fund manager highlighted Teledyne's positive exposure to reshoring trends and increased defense spending, which are expected to drive future growth.

"Teledyne Tech. is a producer of specialty electronics, components, and technologies – primarily focused on imaging sensors and cameras. Dinged by transformative 2021 FLIR acquisition, expectations and valuation have been reset, balance sheet is clean, and the company is positively exposed to reshoring trends and rising defense spending." — Upslope 2025 Q1 Fund Letter

Read full letter at gurufocus Upslope 2025 Q1 page.

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