Everspin Technologies: The Teledyne Deal Is Validation, Not Revenue
Everspin's Q2 revenue rose 42% and gross margins exceeded 50%, while Teledyne's $40 million defense agreement depends on milestone purchase…
NYSE
TDY
2 stories
$28B Market cap · 2026-10-07
Everspin's Q2 revenue rose 42% and gross margins exceeded 50%, while Teledyne's $40 million defense agreement depends on milestone purchase…
Bingo. Executive order just signed to go into effect soon...domestic suppliers WIN. $MOB being FCC exempt, Blue UAS, and supplier to domestic OEMs like $TDY means they also win. And great quarter too...business is starting to inflect. https://t.co/Wj5fOsJxvh
Letters that discuss TDY.
Companies the stories above are also about, besides TDY.