Teledyne vs The Trade Desk

Teledyne and The Trade Desk are compared on this page to illuminate differences in business models, financial performance, and market context. The content presents objective information to help readers understand each company’s strategy and position without making recommendations. The focus is on core operations, revenue drivers, and market dynamics relevant to investors seeking a neutral overview. Educational content, not financial advice.

Teledyne and The Trade Desk are compared on this page to illuminate differences in business models, financial performance, and market context. The content presents objective information to help reader...

Comparison Snapshot

Key Financial Metrics

TDY

Metric

TTD

$28.52B

Market Cap

$16.35B

0.62%

Potential Profit

91.38%

Buy

Analyst Rating

Buy

Why It's Moving

Teledyne Technologies Crushes Q4 Estimates with Record Sales and Margins, Eyes Strong 2026 Outlook.

Q4 sales hit historic high driven by defense surveillance strength and record autonomous underwater vehicle sales, validating product demand in key markets.
Non-GAAP EPS surged 14.1% YoY with operating cash flow at $379M, bolstering capital flexibility for $850M in acquisitions and $400M stock buybacks.
2026 guidance projects $6.37B revenue and $23.45–23.85 non-GAAP EPS, underscoring portfolio resilience despite defense growth moderation.

Sentiment:

🐃Bullish

Teledyne Technologies Crushes Q4 Estimates with Record Sales and Margins, Eyes Strong 2026 Outlook.

Q4 sales hit historic high driven by defense surveillance strength and record autonomous underwater vehicle sales, validating product demand in key markets.
Non-GAAP EPS surged 14.1% YoY with operating cash flow at $379M, bolstering capital flexibility for $850M in acquisitions and $400M stock buybacks.
2026 guidance projects $6.37B revenue and $23.45–23.85 non-GAAP EPS, underscoring portfolio resilience despite defense growth moderation.

Sentiment:

🐃Bullish

Investment Analysis

Teledyne

TDY

Pros

Teledyne Technologies demonstrated robust growth with a 9.2% year-over-year increase in non-GAAP earnings and record sales in Q3 2025.
The company benefits from strong demand in its digital imaging, defense electronics, and unmanned systems segments, particularly in Europe.
Teledyne maintains a healthy gross profit margin of around 42.75% and positive free cash flow, reflecting operational efficiency and financial stability.

Considerations

Despite strong earnings results in Q3 2025, Teledyne’s stock price has experienced recent declines, showing some investor hesitation.
Valuation metrics show mixed signals, with some indicating undervaluation by two measures but caution as it scores low on a 6-point valuation scale.
Revenue growth is moderate, with only a 0.61% increase reported in 2024 compared to the previous year, and earnings declined by about 7.5% in that period.

The Trade Desk

TTD

Pros

The Trade Desk has a large market capitalization of over $22 billion and reported accelerated AI-driven product innovation in its recent earnings.
Significant post-earnings trading volume surge reflects strong investor interest and confidence following Q3 2025 results.
The stock trades at a P/E ratio around 55, reflecting market expectations for substantial growth potential in the programmatic advertising space.

Considerations

The Trade Desk’s stock price has been highly volatile, with a 52-week trading range from $39.00 to $141.53, indicating elevated risk and price swings.
High valuation multiples compared to industry peers may imply overvaluation and increased risk if growth slows or expectations are not met.
Recent share price performance shows substantial declines from peak levels, suggesting sensitivity to market sentiment and execution risks in a competitive digital advertising environment.

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