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Teledyne10-Q: Supplier concentration

Teledyne flags supply chain risks from China for rare earth minerals and ongoing semiconductor shortages.

What happened

Management has identified specific supply chain vulnerabilities, including dependency on China for rare earth minerals and magnets, as well as broad semiconductor shortages. This highlights a critical need for supply chain risk management software, alternative sourcing strategies, and inventory optimization solutions.

Source

SEC EDGARJul 24, 2026

Quarterly report (Form 10-Q)

Teledyne 10-Q

Filing excerpt

Many factors could change anticipated results, including: ...existing and new restrictions on the supply of rare earth minerals and permanent magnets from China; U.S. Government shutdowns...the impact of semiconductor and other supply chain shortages...

sec.gov/Archives/edgar/data/1094285/000109428526000043/tdy-20260628.htmRead the full source

Other signals in this filing (3)

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
06/28
Filed
Jul 24, 2026

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The full record

From the Signal API record

Details

CIK
1094285
Accession number
0001094285-26-000043
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • artificial intelligence

Regions named

  • China

Extraction

Confidence
Medium
Relevance
70%
Sentiment
Negative
Detected
Jul 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/453bbcea-cb5d-4298-96b7-a508f73e6a4f returns this record as JSON. POST /v1/companies/enrich returns every signal for teledyne.com.

{
  "signal_id": "453bbcea-cb5d-4298-96b7-a508f73e6a4f",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-07-28T07:07:27.426+00:00",
  "company": {
    "name": "Teledyne",
    "domain": "teledyne.com"
  },
  "data": {
    "detail": "Management has identified specific supply chain vulnerabilities, including dependency on China for rare earth minerals and magnets, as well as broad semiconductor shortages. This highlights a critical need for supply chain risk management software, alternative sourcing strategies, and inventory optimization solutions.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Teledyne flags supply chain risks from China for rare earth minerals and ongoing semiconductor shortages.",
    "excerpts": "Many factors could change anticipated results, including: ...existing and new restrictions on the supply of rare earth minerals and permanent magnets from China; U.S. Government shutdowns...the impact of semiconductor and other supply chain shortages...",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "medium",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1094285/000109428526000043/tdy-20260628.htm",
    "filing_date": "2026-07-24",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/28",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "China"
    ],
    "technologies_mentioned": [
      "artificial intelligence"
    ]
  }
}

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