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Electronics & Mission Systems · TDY

Teledyne Technologies

70
Stage 3 · Improve
Outside-in readiness estimate · 0–100

Teledyne is a broad supplier of defense sensors, imaging, and mission electronics. FLIR consolidation and US manufacturing footprint support a strong outside-in posture.

Evidence confidence: high · Last updated 2026-07-20
Primary exposure
Sensors, imaging, mission electronics.
Sub-scores
Traceability68
Illumination58
Foreign74
Alternatives72
Monitoring68

How this score was calculated

Each of the five readiness dimensions is scored 0–100 from public evidence, then weighted into a single outside-in readiness estimate. Expand any dimension to see the evidence behind it.

Weighted total · Stage 3 · ImprovePublished score 70 — rounded after analyst review of evidence confidence.
68/ 100
Evidence confidence: high · last reviewed 2026-07-20. Outside-in estimate assembled from public filings, DPA Title III awards, USGS critical-materials data, and public statements. It is not an audit and not a determination of compliance.

How Teledyne Technologies compares

Each curve is the distribution of scores across Electronics & Mission Systems. The solid line marks Teledyne Technologies; the dashed line marks the peer median.

Traceability
68
94th percentile among industry peers (n=8) · peer median 58
Illumination
58
94th percentile among industry peers (n=8) · peer median 50
Foreign Exposure
74
94th percentile among industry peers (n=8) · peer median 60
Alternatives
72
94th percentile among industry peers (n=8) · peer median 64
Monitoring
68
94th percentile among industry peers (n=8) · peer median 61

Publicly observed strengths

  • Broad domestic footprint across sensors, imaging, and mission systems.
  • FLIR acquisition consolidated defense imaging under US control.

Publicly observed gaps

  • Ga/Ge exposure through IR imaging and specialty semiconductor lines.
  • Sub-tier optical and semiconductor input visibility limited publicly.

Sources

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Sector peers

Material Traceability