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TELEDYNE TECHNOLOGIES (TDY)

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Earnings summaries and quarterly performance for TELEDYNE TECHNOLOGIES.

Research analysts who have asked questions during TELEDYNE TECHNOLOGIES earnings calls.

Recent press releases and 8-K filings for TDY.

Teledyne FLIR Defense wins $17.5M Swiss nano-drone contract
TDY
New Projects/Investments
  • Teledyne FLIR Defense secures $17.5 million contract from armasuisse for Black Hornet 4 delivery on Switzerland’s Piranha 8x8 ISR program, integrating with the vehicle’s digital systems.
  • The Black Hornet 4 software has been adapted to stream live video and transmit target data, coordinates, and situational awareness directly to vehicle displays and crews.
  • The 70 g nano-drone offers a 12 MP day camera and high-resolution thermal imaging, with over 30 min endurance, 3 km range, and operation in winds up to 25 knots and rain.
  • Initial integrated systems were delivered in 2025, with remaining units scheduled for delivery throughout 2026.
5 days ago
Teledyne reports Q4 2025 results
TDY
Earnings
Guidance Update
M&A
  • Teledyne concluded Q4 with 7.3% YoY sales growth and 14.1% increase in non-GAAP earnings, marking its largest quarterly orders, sales, earnings, and operating margin; FY 2025 sales and non-GAAP earnings rose 7.9% and 11.5%, respectively.
  • Q4 cash flow: $379 million operating cash flow and record free cash flow of $339.2 million; ended with net debt of $2.12 billion and leverage ratio 1.4×.
  • Capital deployment included $850 million of acquisitions in 2025 (including DD Scientific) and $400 million of stock repurchases in Q4, supported by approximately $1.1 billion in free cash flow.
  • Full-year 2026 outlook: revenue of $6.37 billion and non-GAAP EPS of $23.65 at midpoint, with ~48% of sales and 46% of earnings in H1; Q1 non-GAAP EPS guidance of $5.40–$5.50.
Jan 21, 2026, 4:00 PM
Teledyne reports Q4 2025 results
TDY
Earnings
Guidance Update
M&A
  • Q4 sales rose 7.3% year-over-year and non-GAAP earnings increased 14.1%, driving the highest quarterly orders, sales, earnings, and operating margin in company history.
  • Full-year 2025 sales grew 7.9% and non-GAAP earnings were up 11.5%; free cash flow was approximately $1.1 billion for the second consecutive year, ending with 1.4× leverage.
  • 2026 guidance calls for revenue of about $6.37 billion and non-GAAP EPS of $23.65, with roughly 48% of sales and 46% of earnings expected in H1.
  • Capital deployment in 2025 included over $850 million on acquisitions (including DD Scientific) and $400 million in Q4 share repurchases, maintaining a strong balance sheet.
Jan 21, 2026, 4:00 PM
Teledyne reports Q4 2025 earnings
TDY
Earnings
Guidance Update
Share Buyback
  • Q4 sales rose 7.3% y/y and non-GAAP earnings increased 14.1%; for FY 2025, sales grew 7.9% and non-GAAP earnings were up 11.5%
  • Q4 free cash flow was $339.2 million (vs. $303.4 million y/y); FCF of ~$1.1 billion for the second consecutive year; net debt $2.12 billion, leverage ratio 1.4×
  • 2026 guidance assumes ~$6.37 billion in revenue and non-GAAP EPS of $23.65; Q1 non-GAAP EPS expected $5.40–$5.50, with ~48% of sales in H1
  • Segment highlights: digital imaging Q4 sales +3.4% and record 24.7% margin; instrumentation Q4 sales +3.7% and record FY margin 28.4%; aerospace & defense electronics Q4 sales +40.4%
  • Deployed $850 million on acquisitions in 2025 (e.g., DD-Scientific) and repurchased $400 million of stock in Q4
Jan 21, 2026, 4:00 PM
Teledyne reports Q4 2025 results
TDY
Earnings
Share Buyback
Guidance Update
  • Q4 net sales of $1,612.3 million (+7.3% Y/Y); GAAP EPS of $5.84 and non-GAAP EPS of $6.30 (+14.1%).
  • Operating cash flow of $379.0 million, free cash flow of $339.2 million, and quarter-end leverage ratio of 1.4×.
  • Share repurchases of $400.0 million at an average price of $507.52; full-year 2025 capital deployment of $850.0 million on acquisitions.
  • Completed carve-out acquisition of TransponderTech and closed DD-Scientific acquisition on January 14, 2026.
  • Issued 2026 outlook: GAAP EPS of $19.76–$20.22 and non-GAAP EPS of $23.45–$23.85.
Jan 21, 2026, 11:58 AM
Teledyne reports Q4 2025 results
TDY
Earnings
Guidance Update
Share Buyback
  • Record Q4 net sales of $1,612.3 M, up 7.3% year-over-year.
  • Q4 GAAP EPS of $5.84 and non-GAAP EPS of $6.30, a 14.1% increase year-over-year.
  • Q4 operating cash flow of $379.0 M, free cash flow of $339.2 M, and $400.0 M in share repurchases at an average price of $507.52.
  • Full-year 2025 net sales of $6,115.4 M (+7.9%), with GAAP EPS of $18.88 and non-GAAP EPS of $21.99.
  • 2026 outlook: GAAP EPS $19.76–20.22, non-GAAP EPS $23.45–23.85.
Jan 21, 2026, 11:55 AM
Teledyne acquires DD-Scientific
TDY
M&A
  • Teledyne Technologies (NYSE:TDY) announced the acquisition of DD-Scientific Holdings Limited and its subsidiary DD-Scientific Limited.
  • DD-Scientific, founded in 2011 and headquartered in Fareham, UK, develops high-performance gas sensors for industrial safety, healthcare, and environmental monitoring.
  • Terms of the transaction were not disclosed.
  • The deal adds complementary technology—lead-free electrochemical sensors—and expands Teledyne’s sensors, optical gas imaging cameras, and instrumentation offerings across power generation, petrochemical, semiconductor, and medical sectors.
Jan 14, 2026, 2:22 PM
Teledyne Technologies awarded $42.5M Marine Corps loitering munition contract
TDY
New Projects/Investments
  • The U.S. Department of Defense approved $8 billion in defense spending—including $1.5 billion for AI and autonomous systems—positioning Teledyne Technologies among key beneficiaries of Pentagon modernization funding.
  • Teledyne FLIR Defense, a division of Teledyne Technologies, secured a $42.5 million contract from U.S. Marine Corps Systems Command for Delivery Order 3 of the Organic Precision Fires–Light program, delivering over 600 Rogue 1 loitering munitions along with ground control stations and training kits for summer 2026 fielding.
  • This award marks Teledyne’s first production-rate contract in the loitering munition market, following its 2024 test-and-evaluation award and leveraging a 45-year heritage in electro-optical and FLIR surveillance technologies.
Dec 19, 2025, 12:50 PM
Teledyne completes acquisition of TransponderTech
TDY
M&A
  • Teledyne Technologies completed its acquisition of the TransponderTech business from Saab AB, forming FLIR TransponderTech AB under Teledyne’s ownership.
  • The new unit will join Teledyne’s Raymarine, FLIR Marine, ChartWorld and Teledyne CARIS brands, expanding maritime technology solutions.
  • FLIR TransponderTech AB will market Automatic Identification System (AIS), VHF Data Exchange System (VDES) and Global Navigation Satellite System (GNSS) products under the FLIR brand.
  • The deal broadens Teledyne’s industrial, military and airborne offerings, positioning the company for continued innovation in maritime, airborne and space communication segments.
Oct 31, 2025, 1:31 PM
Teledyne announces Q3 2025 earnings results
TDY
Earnings
Guidance Update
M&A
  • Teledyne achieved record quarterly sales, non-GAAP EPS, and free cash flow, with sales up 6.7%, non-GAAP EPS +9.2%, and free cash flow of $313.9 million in Q3 2025.
  • Raised the full-year 2025 sales outlook to $6.06 billion (from $6.03 billion), reflecting continued backlog growth and recovering commercial businesses.
  • Business segments delivered mixed results: Digital Imaging sales +2.2%, Instrumentation +3.9%, Aerospace & Defense Electronics +37.6%, and Engineered Systems revenue –8.1% with operating margin +30 bps.
  • Generated $343.1 million of operating cash flow, ended Q3 with $2.0 billion net debt, and spent $770 million on acquisitions YTD.
  • Issued Q4 2025 EPS guidance of $4.76–$4.98 (GAAP) and $5.73–$5.88 (non-GAAP); full-year EPS outlook of $17.83–$18.05 (GAAP) and $21.45–$21.60 (non-GAAP).
Oct 22, 2025, 3:00 PM