Teledyne Technologies (TDY)
NYSE:TDY
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.79Last Year’s EPS
5.2Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational momentum: record Q1 sales and non-GAAP EPS, strong order intake and backlog, raised full-year revenue and earnings guidance, and pronounced strength in Digital Imaging and Aerospace & Defense Electronics. Offsetting items are modest near-term cash-flow pressure from higher inventory and CapEx, a Q1 decline in some test & measurement products and conservative assumptions that temper upside. On balance, the positive revenue/margin beats, backlog strength and guidance increase outweigh the manageable headwinds.Company Guidance
Record Quarterly Results and Margin Expansion
Q1 2026 delivered record sales, non-GAAP EPS and operating margin: sales up 7.6% year-over-year and non-GAAP earnings up 17.2%; non-GAAP operating margin improved by 58 basis points year-over-year despite higher R&D spend.
Raised Full-Year Guidance
Management raised 2026 sales guidance to $6.415 billion (about 70 basis points higher than January guidance) and increased the earnings outlook by roughly $0.35 at midpoint to about $24.00 non-GAAP EPS (FY non-GAAP range $23.85–$24.15).
Strong Order Trends and Backlog
Record orders and backlog with company-wide book-to-bill of 1.16 (tenth consecutive quarter >1) and total backlog of approximately $4.6 billion; Digital Imaging book-to-bill ~1.38, Instrumentation slightly >1.
Digital Imaging Outperformance
Digital Imaging sales rose 7.9%; segment non-GAAP operating margin increased ~107 basis points to 23.2%; double-digit growth in visible light sensors, infrared detectors and specialty semiconductors for space; MEMS sales grew over 20%.
Aerospace & Defense Electronics Strength
Aerospace & Defense Electronics sales increased 14.4% (including acquisition contribution) with organic growth ~8.4%; segment margin improved nearly 200 basis points due to higher sales, operating leverage and post-acquisition improvements.
Healthy Marine and Environmental Performance
Instrumentation sales increased 5.3% with marine instruments up 8.3% (driven by defense-related unmanned subsea vehicles +20%+) and environmental instruments up 6.7%, supporting overall segment growth.
Balance Sheet and Capital Actions
Leverage ratio declined to its lowest level in five years; management increased CapEx and R&D to expand capacity and capability while continuing active M&A pursuit (recent acquisitions and tuck-in focus).
TDY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TDY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $642.79 | $656.69 | +2.16% |
Jan 21, 2026 | $566.23 | $621.79 | +9.81% |
Oct 22, 2025 | $573.75 | $543.73 | -5.23% |
Jul 23, 2025 | $555.95 | $546.58 | -1.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Teledyne Technologies (TDY) report earnings?
Teledyne Technologies (TDY) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Teledyne Technologies (TDY) earnings time?
Teledyne Technologies (TDY) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TDY EPS forecast?
TDY EPS forecast for the fiscal quarter 2026 (Q2) is 5.79.