Teledyne vs PTC

Teledyne Technologies Inc and PTC Inc are compared to illuminate how their business models, financial performance, and market context relate. The page provides a neutral, accessible overview of these factors to help readers understand industry dynamics. Educational content, not financial advice.

Teledyne Technologies Inc and PTC Inc are compared to illuminate how their business models, financial performance, and market context relate. The page provides a neutral, accessible overview of these ...

Comparison Snapshot

Key Financial Metrics

TDY

Metric

PTC

$28.52B

Market Cap

$19.71B

0.62%

Potential Profit

30.86%

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 has shown strong long-term stock performance, with a 72.1% increase over five years.
The company raised its 2025 profit forecast due to sustained demand in defense electronics and military drones.
Teledyne has a diversified technology base including digital imaging, sensors, and semiconductors supporting growth in industrial markets.

Considerations

The valuation appears mixed, with some measures suggesting overpricing despite some undervaluation indicators.
Recent quarterly earnings showed a decline in net income compared to the previous year.
The stock trades at a relatively high P/E ratio compared to sector averages, indicating potential valuation risk.

PTC

Pros

PTC enjoys a strong position in industrial software and IoT solutions driving digital transformation in manufacturing.
The company has demonstrated consistent revenue growth supported by subscription and software-as-a-service models.
PTC’s investments in augmented reality and AI-enhanced product lifecycle management software provide differentiated growth opportunities.

Considerations

PTC faces competitive pressures from larger enterprise software firms that may impact market share expansion.
Its growth relies heavily on continued adoption of digital transformation, which may slow during economic downturns.
The stock valuation reflects a premium, demanding strong future execution to justify price levels.

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