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Teledyne10-Q: Supplier concentration

Cites specific supply chain risks from China tensions and semiconductor shortages.

What happened

Management explicitly identified significant supply chain risks, including US-China diplomatic tension, restrictions on rare earth minerals from China, and ongoing semiconductor shortages. This highlights a critical need for supply chain visibility, risk mitigation platforms, and supplier diversification strategies.

Source

SEC EDGARApr 24, 2026

Quarterly report (Form 10-Q)

Teledyne 10-Q

Filing excerpt

escalating economic and diplomatic tension between China and the United States, including a “trade war” resulting in higher tariffs and restrictions on sales of goods and services; reciprocal tariffs from other countries, especially from members of the European Union; existing and new restrictions on the supply of rare earth minerals and permanent magnets from China;

sec.gov/Archives/edgar/data/1094285/000109428526000030/tdy-20260329.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/29
Filed
Apr 24, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1094285
Accession number
0001094285-26-000030
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • semiconductor

Regions named

  • China
  • United States
  • European Union

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/68fc8a00-dce6-4db4-aec5-987f5f08a4f2 returns this record as JSON. POST /v1/companies/enrich returns every signal for teledyne.com.

{
  "signal_id": "68fc8a00-dce6-4db4-aec5-987f5f08a4f2",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-04-28T10:05:23.475+00:00",
  "company": {
    "name": "Teledyne",
    "domain": "teledyne.com"
  },
  "data": {
    "detail": "Management explicitly identified significant supply chain risks, including US-China diplomatic tension, restrictions on rare earth minerals from China, and ongoing semiconductor shortages. This highlights a critical need for supply chain visibility, risk mitigation platforms, and supplier diversification strategies.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Cites specific supply chain risks from China tensions and semiconductor shortages.",
    "excerpts": "escalating economic and diplomatic tension between China and the United States, including a “trade war” resulting in higher tariffs and restrictions on sales of goods and services; reciprocal tariffs from other countries, especially from members of the European Union; existing and new restrictions on the supply of rare earth minerals and permanent magnets from China;",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1094285/000109428526000030/tdy-20260329.htm",
    "filing_date": "2026-04-24",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/29",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "China",
      "United States",
      "European Union"
    ],
    "technologies_mentioned": [
      "semiconductor"
    ]
  }
}

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