Teledyne's earnings call highlighted record sales and strong performance in the Energy and Defense sectors, with improvements in operating margins and a robust book-to-bill ratio in Digital Imaging. However, there was a notable decrease in cash flow and a cautious outlook on short-cycle businesses due to potential pull-ins. Despite these lowlights, the positive aspects and forward-looking strategies suggest a generally positive sentiment.

Company Guidance

During Teledyne's Second Quarter 2025 Earnings Call, the company provided guidance indicating a cautious outlook for the third quarter, projecting flat sales compared to the second quarter despite recent strong performance in several segments. The company reported a 10.2% increase in sales for the second quarter, with a significant contribution from both organic growth and acquisitions. Non-GAAP earnings per share grew by 13.5% year-over-year, marking a record for any second quarter. Orders exceeded sales for the seventh consecutive quarter, driven by robust performance in the Energy and Defense sectors. The company's debt-to-EBITDA ratio is at 1.6, and they have increased their stock repurchase authorization from $896 million to $2 billion. Looking ahead, Teledyne forecasts GAAP earnings per share for the third quarter to range between $4.39 and $4.54, with a full-year range of $17.59 to $17.97. Non-GAAP earnings per share are expected to be between $5.35 and $5.45 for the third quarter, and $21.20 to $21.50 for the full year. Despite this cautious stance, Teledyne remains optimistic about its long-term growth prospects.

Record Quarterly Sales Achieved

Teledyne reported record quarterly sales with a 10.2% increase, marking the greatest total and organic sales growth in almost three years. Orders exceeded sales for the seventh consecutive quarter.

Strong Performance in Energy and Defense

The Energy and Defense businesses performed very well, driven by market strength and technologies in unmanned air and subsea systems, space-based sensors, and NATO defense spending.

Improved Operating Margins in Instrumentation

The Instrumentation segment saw an operating margin increase of 149 basis points to 27.6%, with total sales up 10.2% versus last year.

Digital Imaging Growth

The Digital Imaging segment reported a 4.3% increase in second-quarter sales, marking the greatest year-over-year growth in three years, largely driven by Teledyne FLIR.

Increased Stock Repurchase Authorization

Teledyne's Board of Directors increased stock repurchase authorization from $896 million to $2 billion, indicating confidence in the company's valuation.

Strong Book-to-Bill Ratios

The Digital Imaging segment had a strong book-to-bill ratio of 1.1x, with 1.2x in Industrial and Scientific Vision Systems business.

Teledyne Technologies (TDY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TDY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	5.47 / -	5.1	―	―	―
Jul 23, 2025	2025 (Q2)	5.05 / 5.20	4.58	13.54% (+0.62)	―
Apr 23, 2025	2025 (Q1)	4.92 / 4.95	4.55	8.79% (+0.40)	―
Jan 22, 2025	2024 (Q4)	5.22 / 5.52	5.44	1.47% (+0.08)	―
Oct 23, 2024	2024 (Q3)	4.97 / 5.10	5.05	0.99% (+0.05)	―
Jul 24, 2024	2024 (Q2)	4.50 / 4.58	4.67	-1.93% (-0.09)	―
Apr 24, 2024	2024 (Q1)	4.63 / 4.55	4.53	0.44% (+0.02)	―
Jan 24, 2024	2023 (Q4)	5.04 / 5.44	4.94	10.12% (+0.50)	―
Oct 25, 2023	2023 (Q3)	4.76 / 5.05	4.54	11.23% (+0.51)	―
Jul 26, 2023	2023 (Q2)	4.63 / 4.67	4.43	5.42% (+0.24)	―

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
Jul 23, 2025	$555.95	$546.58	-1.69%
Apr 23, 2025	$461.10	$448.52	-2.73%
Jan 22, 2025	$480.41	$511.67	+6.51%
Oct 23, 2024	$443.49	$470.09	+6.00%

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 Oct 22, 2025, Before Open (Confirmed).

What is Teledyne Technologies (TDY) earnings time?

Teledyne Technologies (TDY) earnings time is at Oct 22, 2025, 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 2025 (Q3) is 5.47.

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