Company facts
- Headquarters
- Thousand Oaks, California
- Most recent report
- 10-Q, filed Oct 23, 2026
- Incorporated
- Delaware
- Filings on record
- 1,014+ filings
- On EDGAR
- CIK 1094285
- Fiscal year ends
- January
- Filer status
- Large accelerated filer
Financials 8 of 52
News 8 of 151
Prospectuses and Registrations 8 of 12
- S-8 Registration statement for an employee plan Jul 24, 2026
- S-8 Registration statement for an employee plan Apr 23, 2026
- 424B3 Prospectus supplement for an offering Apr 12, 2021
- S-4/A Registration statement for a merger or exchange, amended Mar 26, 2021
- 424B5 Prospectus supplement for an offering Mar 10, 2021
- FWP Free writing prospectus Mar 8, 2021
- 424B5 Prospectus supplement for an offering Mar 8, 2021
- S-3ASR Automatic shelf registration Mar 4, 2021
Proxies 8 of 33
- DEFA14A Extra proxy material Mar 12, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 12, 2026
- PRE 14A Preliminary proxy statement Feb 27, 2026
- PX14A6G Shareholder's own proxy material Mar 24, 2025
- DEFA14A Extra proxy material Mar 14, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 14, 2025
- PRE 14A Preliminary proxy statement Feb 28, 2025
- DEFA14A Extra proxy material Mar 15, 2024
Ownership 8 of 713
- 4 Insider reported a trade Aug 13, 2026
- 4 Insider reported a trade Aug 12, 2026
- 144 Notice of a proposed sale of restricted stock Aug 12, 2026
- 144 Notice of a proposed sale of restricted stock Aug 12, 2026
- 144 Notice of a proposed sale of restricted stock Aug 12, 2026
- SCHEDULE 13G Large holder reported a passive stake Apr 30, 2026
- SCHEDULE 13G Large holder reported a passive stake Apr 29, 2026
- 4 Insider reported a trade Apr 24, 2026
Other 8 of 53
- 11-K Employee stock plan report Jun 26, 2026
- SD Conflict minerals disclosure May 27, 2026
- ARS Annual report sent to shareholders Mar 12, 2026
- 11-K Employee stock plan report Jun 30, 2025
- SD Conflict minerals disclosure May 22, 2025
- ARS Annual report sent to shareholders Mar 14, 2025
- 11-K Employee stock plan report Jun 28, 2024
- SD Conflict minerals disclosure May 24, 2024
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 2 positive, 11 notable, and 0 negative flags.
Financial Statements (Item 1)
Pending $1.1B Varex acquisition, debt repayment, buyback pace, and segment results all carry specifics.Notable- Remaining performance obligations of $5,514.4M as of Sept 27, 2026, with 72% expected within 12 months.
- Repaid $450.0M of 1.60% Fixed Rate Senior Notes due April 2026 in Q2 2026, reducing total debt to $2,027.8M.
- Repurchased $94.8M of stock in Q3 2026; $1.5B remained under $2.0B authorization as of Sept 27, 2026.
- Subsequent to Q3 2026, repurchased 0.2 million shares for $139.0M at $610.16 per share.
Management's Discussion (Item 2)
Full MD&A with segment results, cash flows, debt paydown, and tariff refunds.PositiveNotable- China restricted export of rare earth minerals used in products, could disrupt supply chain.
- 2026 capital expenditure plan ~$140M; spent $93.2M in first nine months.
- Q3 2026 included $10.6M gain from marking Varex shares to market in other income.
- One Big Beautiful Bill Act expected to provide $60M-$70M cash tax reduction in 2026.
- Instrumentation segment operating income fell 1.3% for nine months 2026 due to unfavorable product mix.
- Available borrowing capacity under $1.2B credit facility was $1,158.4M at Sep 27, 2026.
Unregistered Sales and Repurchases (Item 2)
Company-specific buyback activity with dollar amounts and timing in Q3 2026.
What changed: Sep 2026 vs. Jun 2026
About 4% of TDY's Sep 2026 10-Q is new information. 10 paragraphs were added, 132 changed, and 15 removed. Below are the most important lines SECSift identified.
Changed
- Cash and cash equivalents rose to $562.4 million at Sep 27, 2026 from $340.1 million at Jun 28, 2026.
- Net income attributable to Teledyne rose to $272.8 million in Q3 2026 from $220.7 million in Q3 2025.
- Net sales rose to $1,684.9 million in Q3 2026 from $1,539.5 million in Q3 2025.
- 'the conflict in the Middle East' changed to 'conflicts in the Middle East'.
- Exhibit 10.1 changed from the 2014 Incentive Award Plan to a Separation Agreement with Jason VanWees, dated September 28, 2026.
- Middle East conflict language updated from 'not been materially impacted' to 'not experienced a material adverse impact'.
- Quarterly period ended September 27, 2026 from June 28, 2026.
- Reference to 'tariffs' replaced with 'the global trade environment'.
Everything here comes from Teledyne Technologies Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 24, 2026, from the 10-Q for Sep 2026.