Teledyne FLIR Secures U.S. Army LASSO Program Contract
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy TDY?
Source: seekingalpha
- Contract Approval: Teledyne Technologies' FLIR Defense unit announced that its Rogue™ 1 loitering munition system has been selected by the U.S. Army for the Low Altitude Stalking and Strike Ordnance (LASSO) program, marking a significant expansion in the company's defense sector presence.
- Enhanced Precision Strike Capability: This system will enable Army Brigade Combat Teams to deliver precision strikes against tanks and other armored vehicles, thereby improving operational efficiency and tactical flexibility for the U.S. military on modern battlefields.
- Optimistic Financial Outlook: Teledyne forecasts a non-GAAP EPS of $23.85 to $24.15 for 2026 while raising its sales outlook to $6.415 billion, indicating strong growth potential in both defense and technology sectors.
- Competitive Market Advantage: By securing this critical contract, Teledyne not only solidifies its position in the drone and defense market but also has the potential to attract more government and commercial clients, driving future business growth.
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Analyst Views on TDY
Wall Street analysts forecast TDY stock price to rise
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 638.560
Low
599.00
Averages
663.29
High
720.00
Current: 638.560
Low
599.00
Averages
663.29
High
720.00
About TDY
Teledyne Technologies Incorporated is a provider of digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems. Its segments include Digital Imaging, which includes sensors, cameras and systems, within the visible, infrared, ultraviolet and X-ray spectra for use in industrial, scientific, government, defense, and others; Instrumentation segment offers monitoring and control instruments for marine, environmental, industrial and other applications, and electronic test and measurement equipment; Aerospace and Defense Electronics segment provides electronic and optical components and subsystems, data acquisition and communications components and equipment, harsh environment interconnects, general aviation batteries and other components, and Engineered Systems segment provides systems engineering, integration and technology development and manufacturing solutions. It also develops and manufactures gas sensors for critical applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Teledyne FLIR's Rogue™ 1 Drone Selected by U.S. Army for LASSO Program
- U.S. Army Selection: Teledyne FLIR Defense's Rogue™ 1 loitering munition system has been selected by the U.S. Army for its Low Altitude Stalking and Strike Ordnance (LASSO) program, indicating a significant expansion in the military drone market and expected enhancement of U.S. strike capabilities.
- Precision Strike Capability: The Rogue™ 1 is designed to deliver precision strikes against tanks and other armored vehicles, enabling long-range precision fire with minimal collateral damage in complex environments, aligning with modern battlefield requirements.
- Technological Advantages: This drone system features advanced electro-optical and thermal imaging technologies, with over 30 minutes of flight time and a combat range exceeding 12 miles (20 km), ensuring effective operations even in communication- and GPS-denied environments.
- Delivery Plan: Teledyne FLIR will deliver up to 130 Rogue 1 systems to the Army for testing and evaluation, with a two-year performance period, which is expected to significantly enhance the Army's tactical advantage and operational flexibility.
See More
Teledyne Launches Kaleido Short-Wave Infrared Camera
- Technological Innovation: Teledyne's Kaleido short-wave infrared hyperspectral camera features up to 1,280 pixel spatial resolution and line rates exceeding 2.3 kHz, significantly enhancing efficiency and material discrimination in industrial sorting, thereby advancing critical applications in recycling, food safety, and pharmaceuticals.
- User Experience Optimization: The Kaleido camera integrates built-in spectral band selection and spectrograph-based aberration correction, ensuring consistent calibration across units throughout the full operating temperature range, which simplifies system complexity and accelerates time-to-market for machine builders.
- High-Performance Design: Utilizing a 10 GigE interface fully compliant with GigE Vision® and GenICam® standards, the camera is optimized for high responsivity, maintaining strong signal integrity even in low-light conditions, making it suitable for effective use with modern energy-efficient SWIR LED lighting.
- Global Showcase: Kaleido will be showcased at the Conference for Hyperspectral Imaging in Industry 2026, from May 20 to May 21 in Graz-Gösting, Austria, highlighting its potential in driving cleaner manufacturing and responsible resource management, further solidifying Teledyne's leadership in industrial intelligence.
See More
Teledyne Unveils Kaleido SWIR Hyperspectral Camera
- Technological Innovation: Teledyne's Kaleido SWIR hyperspectral camera features 1,280 pixel spatial resolution and line rates exceeding 2.3 kHz, significantly enhancing material discrimination and throughput, thereby redefining the cost-to-performance ratio for hyperspectral inspection.
- Wide Applications: Targeting critical sectors such as recycling, food safety, pharmaceuticals, and waste management, the camera aims to drive cleaner manufacturing and more responsible resource management, enhancing global industrial intelligence.
- User Experience Optimization: Kaleido integrates built-in spectral band selection and spectrograph-based aberration correction, ensuring consistent calibration across the full operating temperature range, which simplifies system complexity and accelerates time-to-market for machine builders.
- Showcase Opportunity: Kaleido will be showcased at the Conference for Hyperspectral Imaging in Industry 2026, from May 20 to May 21 in Graz-Gösting, Austria, highlighting its application potential and technological advantages in modern industry.
See More
Teledyne FLIR Secures U.S. Army LASSO Program Contract
- Contract Approval: Teledyne Technologies' FLIR Defense unit announced that its Rogue™ 1 loitering munition system has been selected by the U.S. Army for the Low Altitude Stalking and Strike Ordnance (LASSO) program, marking a significant expansion in the company's defense sector presence.
- Enhanced Precision Strike Capability: This system will enable Army Brigade Combat Teams to deliver precision strikes against tanks and other armored vehicles, thereby improving operational efficiency and tactical flexibility for the U.S. military on modern battlefields.
- Optimistic Financial Outlook: Teledyne forecasts a non-GAAP EPS of $23.85 to $24.15 for 2026 while raising its sales outlook to $6.415 billion, indicating strong growth potential in both defense and technology sectors.
- Competitive Market Advantage: By securing this critical contract, Teledyne not only solidifies its position in the drone and defense market but also has the potential to attract more government and commercial clients, driving future business growth.
See More
Teledyne Unifies ChartWorld and Raymarine Commercial Brands
- Brand Unification: Teledyne Technologies announced the unification of ChartWorld and Raymarine Commercial under a single brand, further solidifying its leadership in global maritime navigation solutions and demonstrating its capability in integrating acquired businesses.
- Technology Integration: The integration fully incorporates ChartWorld's digital navigation, ECDIS, and managed service capabilities into the Raymarine Commercial brand, creating a more scalable and customer-focused organization that enhances service capabilities in the international commercial shipping market.
- Customer Benefits: Under the unified brand, customers will benefit from a more integrated navigation offering that includes ECDIS, radar, sensors, and data services, all backed by Teledyne's global engineering resources and long-term commitment to the maritime market.
- Industry Opportunity: As the maritime industry prepares to adopt the new S-100 universal hydrographic data model, Teledyne aims to provide customers with a reliable navigation partner by integrating technology and services to help them navigate future shipping challenges.
See More
Teledyne Technologies: A Top Stock to Buy Before SpaceX IPO
- Strong Financial Performance: Teledyne reported record quarterly sales of $1.56 billion in Q1 2026, growing 7.6% year-over-year, indicating robust market demand in aerospace electronics and instrumentation, which solidifies its industry leadership.
- Healthy Cash Flow: The company generated $234 million in cash from operations and $204.3 million in free cash flow, providing ample funding for future investments and expansions, particularly in the context of rising demand for drones and counter-drones.
- Optimistic Future Outlook: Management expects a GAAP EPS midpoint of $4.825 for Q2 and a full-year EPS estimate of $20.26, reflecting confidence in sales growth in the second half of the year, despite the anticipated absence of significant tax benefits seen in Q1.
- Government Support for Capacity Expansion: Teledyne is receiving government support to increase capacity in response to rising demand for drones and counter-drones, which not only helps meet market needs but may also provide the company with long-term strategic advantages.
See More
Teledyne FLIR's Rogue™ 1 Drone Selected by U.S. Army for LASSO Program
- U.S. Army Selection: Teledyne FLIR Defense's Rogue™ 1 loitering munition system has been selected by the U.S. Army for its Low Altitude Stalking and Strike Ordnance (LASSO) program, indicating a significant expansion in the military drone market and expected enhancement of U.S. strike capabilities.
- Precision Strike Capability: The Rogue™ 1 is designed to deliver precision strikes against tanks and other armored vehicles, enabling long-range precision fire with minimal collateral damage in complex environments, aligning with modern battlefield requirements.
- Technological Advantages: This drone system features advanced electro-optical and thermal imaging technologies, with over 30 minutes of flight time and a combat range exceeding 12 miles (20 km), ensuring effective operations even in communication- and GPS-denied environments.
- Delivery Plan: Teledyne FLIR will deliver up to 130 Rogue 1 systems to the Army for testing and evaluation, with a two-year performance period, which is expected to significantly enhance the Army's tactical advantage and operational flexibility.
See More
Teledyne Launches Kaleido Short-Wave Infrared Camera
- Technological Innovation: Teledyne's Kaleido short-wave infrared hyperspectral camera features up to 1,280 pixel spatial resolution and line rates exceeding 2.3 kHz, significantly enhancing efficiency and material discrimination in industrial sorting, thereby advancing critical applications in recycling, food safety, and pharmaceuticals.
- User Experience Optimization: The Kaleido camera integrates built-in spectral band selection and spectrograph-based aberration correction, ensuring consistent calibration across units throughout the full operating temperature range, which simplifies system complexity and accelerates time-to-market for machine builders.
- High-Performance Design: Utilizing a 10 GigE interface fully compliant with GigE Vision® and GenICam® standards, the camera is optimized for high responsivity, maintaining strong signal integrity even in low-light conditions, making it suitable for effective use with modern energy-efficient SWIR LED lighting.
- Global Showcase: Kaleido will be showcased at the Conference for Hyperspectral Imaging in Industry 2026, from May 20 to May 21 in Graz-Gösting, Austria, highlighting its potential in driving cleaner manufacturing and responsible resource management, further solidifying Teledyne's leadership in industrial intelligence.
See More
Teledyne Unveils Kaleido SWIR Hyperspectral Camera
- Technological Innovation: Teledyne's Kaleido SWIR hyperspectral camera features 1,280 pixel spatial resolution and line rates exceeding 2.3 kHz, significantly enhancing material discrimination and throughput, thereby redefining the cost-to-performance ratio for hyperspectral inspection.
- Wide Applications: Targeting critical sectors such as recycling, food safety, pharmaceuticals, and waste management, the camera aims to drive cleaner manufacturing and more responsible resource management, enhancing global industrial intelligence.
- User Experience Optimization: Kaleido integrates built-in spectral band selection and spectrograph-based aberration correction, ensuring consistent calibration across the full operating temperature range, which simplifies system complexity and accelerates time-to-market for machine builders.
- Showcase Opportunity: Kaleido will be showcased at the Conference for Hyperspectral Imaging in Industry 2026, from May 20 to May 21 in Graz-Gösting, Austria, highlighting its application potential and technological advantages in modern industry.
See More
Teledyne FLIR Secures U.S. Army LASSO Program Contract
- Contract Approval: Teledyne Technologies' FLIR Defense unit announced that its Rogue™ 1 loitering munition system has been selected by the U.S. Army for the Low Altitude Stalking and Strike Ordnance (LASSO) program, marking a significant expansion in the company's defense sector presence.
- Enhanced Precision Strike Capability: This system will enable Army Brigade Combat Teams to deliver precision strikes against tanks and other armored vehicles, thereby improving operational efficiency and tactical flexibility for the U.S. military on modern battlefields.
- Optimistic Financial Outlook: Teledyne forecasts a non-GAAP EPS of $23.85 to $24.15 for 2026 while raising its sales outlook to $6.415 billion, indicating strong growth potential in both defense and technology sectors.
- Competitive Market Advantage: By securing this critical contract, Teledyne not only solidifies its position in the drone and defense market but also has the potential to attract more government and commercial clients, driving future business growth.
See More
Teledyne Unifies ChartWorld and Raymarine Commercial Brands
- Brand Unification: Teledyne Technologies announced the unification of ChartWorld and Raymarine Commercial under a single brand, further solidifying its leadership in global maritime navigation solutions and demonstrating its capability in integrating acquired businesses.
- Technology Integration: The integration fully incorporates ChartWorld's digital navigation, ECDIS, and managed service capabilities into the Raymarine Commercial brand, creating a more scalable and customer-focused organization that enhances service capabilities in the international commercial shipping market.
- Customer Benefits: Under the unified brand, customers will benefit from a more integrated navigation offering that includes ECDIS, radar, sensors, and data services, all backed by Teledyne's global engineering resources and long-term commitment to the maritime market.
- Industry Opportunity: As the maritime industry prepares to adopt the new S-100 universal hydrographic data model, Teledyne aims to provide customers with a reliable navigation partner by integrating technology and services to help them navigate future shipping challenges.
See More
Teledyne Technologies: A Top Stock to Buy Before SpaceX IPO
- Strong Financial Performance: Teledyne reported record quarterly sales of $1.56 billion in Q1 2026, growing 7.6% year-over-year, indicating robust market demand in aerospace electronics and instrumentation, which solidifies its industry leadership.
- Healthy Cash Flow: The company generated $234 million in cash from operations and $204.3 million in free cash flow, providing ample funding for future investments and expansions, particularly in the context of rising demand for drones and counter-drones.
- Optimistic Future Outlook: Management expects a GAAP EPS midpoint of $4.825 for Q2 and a full-year EPS estimate of $20.26, reflecting confidence in sales growth in the second half of the year, despite the anticipated absence of significant tax benefits seen in Q1.
- Government Support for Capacity Expansion: Teledyne is receiving government support to increase capacity in response to rising demand for drones and counter-drones, which not only helps meet market needs but may also provide the company with long-term strategic advantages.
See More
