NYSE$TDY

Teledyne Technologies Incorporated · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Teledyne reported Q4 2025 net sales of $1.61B with GAAP diluted EPS of $5.84 and non-GAAP EPS of $6.30.

Fourth-quarter net sales rose 7.3% to $1.61 billion, including $73 million from recent acquisitions. GAAP diluted EPS was $5.84 and non-GAAP diluted EPS was $6.30 (+14.1% YoY). Free cash flow was $339.2 million. Teledyne issued 2026 GAAP EPS outlook of $19.76–$20.22 and non-GAAP EPS of $23.45–$23.85.

  • Q4 net sales $1.61B (+7.3% YoY).
  • GAAP EPS $5.84; non-GAAP EPS $6.30.
  • Q4 free cash flow $339.2M.
  • 2026 non-GAAP EPS guide $23.45–$23.85.

Headline financials

Total Revenue

$1.61B

Previous: $1.5B+7.3%
EPS (adj)

$6.30

Previous: $5.52+14.1%
GAAP Operating Margin

20.4%

Previous: 15.8%+29.1%
Non-GAAP Operating Margin

23.9%

Previous: 22.7%+5.3%
Consolidated Leverage Ratio

1.4

No prior period
Net Income

$276M

Previous: $199M+38.8%
Operating Income

$330M

Previous: $237M+39.0%

Revenue & EPS history

Teledyne · Revenue · Quarterly

$1.61B

Q4 2025+7.3%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Teledyne · $1.4B total across 4 segments · Q3 2023

  • Digital Imaging
    $776M+2.0%
  • Instrumentation
    $329M+14.6%
  • Aerospace and Defense Electronics
    $183M+13.3%
  • Engineered Systems
    $114M+11.6%

Forward guidance

Management discusses Teledyne Technologies's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • Teledyne Technologies cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.4%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+3.2%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+9.6%

Q4 2025

Best reaction

-8.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%+2.0%-3.4%
Q4 2025+9.6%+7.3%+18.1%
Q3 2025-5.5%-7.9%-13.7%
Q2 2025-0.4%-2.8%+0.7%
Q1 2025-2.7%+0.4%+5.4%
Q4 2024+6.5%+5.9%+2.2%
Q3 2024+6.6%+5.2%+9.1%
Q2 2024+3.4%+5.2%+5.1%
Q1 2024-7.4%-5.9%-1.1%
Q4 2023-3.9%-2.9%-2.1%
Q3 2023-3.6%-3.6%+3.5%
Q2 2023-8.7%-7.3%-1.5%
Q1 2023-1.2%+0.2%-4.5%
Q4 2022+4.0%+2.1%+4.7%
Q3 2022+5.4%+10.4%+16.6%
Q2 2022-4.2%-1.7%-4.1%
Q1 2022-2.1%-7.4%-13.9%
Q4 2021+1.0%+4.0%+5.6%
Q3 2021+2.0%+3.0%-2.6%
Q2 2021+1.7%+2.6%+3.9%
Q1 2021+2.1%-0.2%-5.3%
Q4 2020-4.1%-2.7%-3.3%
Q3 2020-0.8%-3.8%+12.5%
Q2 2020-2.4%-6.8%-6.0%
Q1 2020+3.2%+5.0%+11.0%
Q4 2019-4.0%-3.4%+0.6%
Q3 2019+7.0%+5.4%+12.2%
Q2 2019+5.1%+4.4%+7.3%
Q1 2019-2.0%-0.7%-5.1%
Q4 2018+4.4%+1.1%+8.4%
Q3 2018-2.0%-2.9%-2.4%
Q2 2018+4.2%+5.8%+8.4%
Q1 2018+7.3%+9.5%+14.2%
Q4 2017-0.5%-6.2%-3.2%
Q3 2017+7.4%+8.5%+8.0%
Q2 2017+7.0%+5.9%+8.6%
Q1 2017+1.8%+0.3%+0.4%
Q4 2016+5.8%+4.4%+7.7%
Q3 2016-0.2%+2.8%+20.8%
Q2 2016+1.9%+1.4%+4.6%
Q1 2016+2.1%
Q4 2015+1.3%
Q3 2015+0.7%
Q2 2015-1.3%
Q1 2015-5.4%
Q4 2014-2.0%
Q3 2014+6.3%
Q2 2014-1.9%
Q1 2014-2.3%
Q4 2013-3.5%
Q3 2013+0.7%
Q2 2013-0.3%
Q1 2013+1.9%
Q4 2012+1.9%
Q3 2012+2.4%
Q2 2012+0.4%
Q1 2012+1.8%
Q1 2011-1.8%
Q4 2011+0.8%
Q4 2008+0.8%
Q3 2011-2.5%
Q3 2010-2.5%
Q2 2010-6.5%
Q2 2011-6.5%
Q4 2010-6.5%

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