Teledyne (TDY) official guidance
Teledyne (TDY) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteTDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
1 metric1 maintainedearnings call · 8d
2026-10-21 16:07:19 UTC$21.71 – $21.87maintained15% – 15.8% vs FY2025
For the full year 2026, we believe that GAAP earnings per share will be in the range of $21.71 to $21.87, and non-GAAP earnings per share in the range of $25.40 to $25.50.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-10-21 11:14:52 UTC$21.71 – $21.87raised +4.5%15% – 15.8% vs FY2025
Based on its current outlook, the company’s management believes that fourth quarter 2026 GAAP diluted earnings per share will be in the range of $5.68 to $5.83, and full year 2026 GAAP diluted earnings per share will be in the range of $21.71 to $21.87.
TDY · EX-99.1 · Q3 FY2026
2026-10-21 11:14:11 UTCOpen source
2026-07-23 04:01:25 UTC$20.73 – $20.99maintained9.8% – 11.2% vs FY2025
For the full year 2026, we believe that GAAP earnings per share will be in the range of $20.73-$20.99, and non-GAAP earnings per share in the range of $24.45-$24.65.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-22 11:21:56 UTC$20.73 – $20.99raised +3.0%9.8% – 11.2% vs FY2025
Based on its current outlook, the company’s management believes that third quarter 2026 GAAP diluted earnings per share will be in the range of $5.10 to $5.25, and full year 2026 GAAP diluted earnings per share will be in the range of $20.73 to $20.99.
TDY · EX-99.1 · Q2 FY2026
2026-07-22 11:21:21 UTCOpen source
2026-04-23 04:01:40 UTC$20.08 – $20.44maintained6.4% – 8.3% vs FY2025
For the full year 2026, we believe that GAAP earnings per share will be in the range of $20.08-$20.44, and non-GAAP earnings per share in the range of $23.85-$24.15.
TDY · transcript · Q1 FY2026
2026-04-23 04:00:00 UTCOpen source
2026-04-22 11:05:21 UTC$20.08 – $20.44raised +1.4%6.4% – 8.3% vs FY2025
Based on its current outlook, the company’s management believes that second quarter 2026 GAAP diluted earnings per share will be in the range of $4.75 to $4.90, and full year 2026 GAAP diluted earnings per share will be in the range of $20.08 to $20.44.
TDY · EX-99.1 · Q1 FY2026
2026-04-22 11:04:53 UTCOpen source
2026-01-22 05:01:18 UTC$19.76 – $20.22maintained
For the full year 2026, we believe that GAAP earnings per share will be in the range of $19.76-$20.22, with non-GAAP earnings per share in the range of $23.45-$23.85.
TDY · transcript · Q4 FY2025
2026-01-22 05:00:00 UTCOpen source
2026-01-21 11:59:00 UTC$19.76 – $20.22new
Based on its current outlook, the company’s management believes that first quarter 2026 GAAP diluted earnings per share will be in the range of $4.45 to $4.59, and full year 2026 GAAP diluted earnings per share will be in the range of $19.76 to $20.22.
TDY · EX-99.1 · Q4 FY2025
2026-01-21 11:58:39 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCQ4 FY2026 · ends 2026-12-27
1 metric1 maintainedearnings call · 8d
2026-10-21 16:07:19 UTC$5.68 – $5.83maintained-2.7% – -0.2% vs Q4 FY2025
Management currently believes that GAAP earnings per share in the fourth quarter of 2026 will be in the range of $5.68 to $5.83, with non-GAAP earnings per share in the range of $6.60 to $6.70.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-10-21 11:14:52 UTC$5.68 – $5.83new-2.7% – -0.2% vs Q4 FY2025
Based on its current outlook, the company’s management believes that fourth quarter 2026 GAAP diluted earnings per share will be in the range of $5.68 to $5.83, and full year 2026 GAAP diluted earnings per share will be in the range of $21.71 to $21.87.
TDY · EX-99.1 · Q3 FY2026
2026-10-21 11:14:11 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
1 metric1 maintainedearnings call · 8d
2026-10-21 16:07:19 UTC$25.4 – $25.5maintained
For the full year 2026, we believe that GAAP earnings per share will be in the range of $21.71 to $21.87, and non-GAAP earnings per share in the range of $25.40 to $25.50.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-10-21 11:14:52 UTC$25.4 – $25.5raised +3.7%
The company’s management further believes that fourth quarter 2026 non-GAAP diluted earnings per share will be in the range of $6.60 to $6.70, and full year 2026 non-GAAP diluted earnings per share will be in the range of $25.40 to $25.50.
TDY · EX-99.1 · Q3 FY2026
2026-10-21 11:14:11 UTCOpen source
2026-07-23 04:01:25 UTC$24.45 – $24.65maintained
For the full year 2026, we believe that GAAP earnings per share will be in the range of $20.73-$20.99, and non-GAAP earnings per share in the range of $24.45-$24.65.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-22 11:21:56 UTC$24.45 – $24.65raised +2.3%
The company’s management further believes that third quarter 2026 non-GAAP diluted earnings per share will be in the range of $6.05 to $6.15, and full year 2026 non-GAAP diluted earnings per share will be in the range of $24.45 to $24.65.
TDY · EX-99.1 · Q2 FY2026
2026-07-22 11:21:21 UTCOpen source
2026-04-23 04:01:40 UTC$23.85 – $24.15maintained
For the full year 2026, we believe that GAAP earnings per share will be in the range of $20.08-$20.44, and non-GAAP earnings per share in the range of $23.85-$24.15.
TDY · transcript · Q1 FY2026
2026-04-23 04:00:00 UTCOpen source
2026-04-22 11:05:21 UTC$23.85 – $24.15raised +1.5%
The company’s management further believes that second quarter 2026 non-GAAP diluted earnings per share will be in the range of $5.70 to $5.80, and full year 2026 non-GAAP diluted earnings per share will be in the range of $23.85 to $24.15.
TDY · EX-99.1 · Q1 FY2026
2026-04-22 11:04:53 UTCOpen source
2026-01-22 05:01:18 UTC$23.45 – $23.85maintained
For the full year 2026, we believe that GAAP earnings per share will be in the range of $19.76-$20.22, with non-GAAP earnings per share in the range of $23.45-$23.85.
TDY · transcript · Q4 FY2025
2026-01-22 05:00:00 UTCOpen source
2026-01-21 11:59:00 UTC$23.45 – $23.85new
The company’s management further believes that first quarter 2026 non-GAAP diluted earnings per share will be in the range of $5.40 to $5.50, and full year 2026 non-GAAP diluted earnings per share will be in the range of $23.45 to $23.85.
TDY · EX-99.1 · Q4 FY2025
2026-01-21 11:58:39 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCQ4 FY2026 · ends 2026-12-27
1 metric1 maintainedearnings call · 8d
2026-10-21 16:07:19 UTC$6.6 – $6.7maintained
Management currently believes that GAAP earnings per share in the fourth quarter of 2026 will be in the range of $5.68 to $5.83, with non-GAAP earnings per share in the range of $6.60 to $6.70.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-10-21 11:14:52 UTC$6.6 – $6.7new
The company’s management further believes that fourth quarter 2026 non-GAAP diluted earnings per share will be in the range of $6.60 to $6.70, and full year 2026 non-GAAP diluted earnings per share will be in the range of $25.40 to $25.50.
TDY · EX-99.1 · Q3 FY2026
2026-10-21 11:14:11 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
1 metric1 raisedearnings call · 8d
2026-10-21 16:07:19 UTC225 bpsraised +112.3%225 bps vs FY2025
We're projecting for the whole year margins to grow 225 basis points.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-04-23 04:01:40 UTC105 bps – 107 bpsnew105 bps – 107 bps vs FY2025
We're projecting that to continue throughout the year. We think we'll end the year, about 60 basis points above last year, and it'll be led by Digital Imaging at over 100 basis points, 105-107 basis points, which is something that we've been striving for ever since the acquisition of FLIR.
TDY · transcript · Q1 FY2026
2026-04-23 04:00:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCQ4 FY2026 · ends 2026-12-27
1 metric1 newearnings call · 8d
2026-10-21 16:07:19 UTC7% – 8%new7% – 8% vs Q4 FY2025
Yeah, I think 7%-8% is the number we have in mind at the present time. It may be a little higher, but 7%-8% for Q4.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
2 metrics1 newearnings call · 8d
2026-10-21 16:07:19 UTC$2.5Bnew
We are talking about the revenue for digital imaging at around $2.5 billion.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-10-21 16:07:19 UTC$6.6B8.3% vs FY2025
Today, our outlook for 2026 sales is $6.625 billion, a year-over-year increase of 8.3% and nearly double the growth rate projected in January.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-07-23 04:01:25 UTCat least $6.5B6.8% vs FY2025
As noted earlier, we believe 2026 full-year sales will be approximately $120 million greater than our forecast in April, resulting in an annual increase of just under 7% to over $6.53 billion.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-04-23 04:01:40 UTC$6.4Braised +0.7%4.9% vs FY2025
We believe now sales will be in the range of $6.415 billion or 70 basis points higher than we communicated in January.
TDY · transcript · Q1 FY2026
2026-04-23 04:00:00 UTCOpen source
2026-01-22 05:01:18 UTC$6.4Bnew
That is, we believe full year 2026 revenue will be approximately $6.37 billion, and non-GAAP earnings at the midpoint will be approximately $23.65, both of which are consistent with current consensus estimates.
TDY · transcript · Q4 FY2025
2026-01-22 05:00:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2027 · ends 2027-12-26
1 metric1 newearnings call · 8d
2026-10-21 16:07:19 UTC5% – 8%new5% – 8% vs FY2026
Let me just say, right now, from where we sit, George and I, we're looking at mid-single digits, maybe a little higher than that, 5%-8%. It's too early right now. Right now, we're working on 2027, and I've never been one to project beyond the year.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
3 metrics2 newearnings call · 8d
2026-10-21 16:07:19 UTC12%12% vs FY2025
Overall, we're projecting robust growth in FLIR of year-over-year of 12%, and in defense as well as commercial domain.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-07-23 04:01:25 UTCat least 9%9% vs FY2025
We're right now thinking about 7.5% for the year, with FLIR growing over 9%.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-04-23 04:01:40 UTC6.5%raised +41.3%6.5% vs FY2025
From a segment perspective, we think the highest growth will probably be in our Digital Imaging and Aerospace & Defense, with Aerospace & Defense probably over 6%, and Digital Imaging overall about 5%, led by really FLIR, which we expect will grow about 6.5%.
TDY · transcript · Q1 FY2026
2026-04-23 04:00:00 UTCOpen source
2026-01-22 05:01:18 UTC4.6%new4.6% vs FY2025
And we think FLIR will grow just under 5%, maybe 4.6% to be accurate.
TDY · transcript · Q4 FY2025
2026-01-22 05:00:00 UTCOpen source
2026-10-21 16:07:19 UTC11.3% – 11.5%new11.3% – 11.5% vs FY2025
If you put everything else in, with space, electronic warfare, missiles, and of course, underwater, if you do all of that, it's still double digits. It's 11.3, 11.5%.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
2026-10-21 16:07:19 UTC15%new15% vs FY2025
Broadly, 15% year-over-year, 2025 to 2026. Just on unmanned.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2027 · ends 2027-12-26
1 metric1 newearnings call · 8d
2026-10-21 16:07:19 UTCMid to higher single digitsnew4% – 9% vs FY2026
Mid to higher single digits is what we're anticipating.
TDY · transcript · Q3 FY2026
2026-10-21 16:06:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
1 metric1 newearnings call · 2026-07-23 04:01:25 UTC
2026-07-23 04:01:25 UTC30%new30% vs FY2025
We're investing more CapEx this year than we did last year, probably about a 30% increase in CapEx year-over-year.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCQ3 FY2026 · ends 2026-09-27
2 metrics2 maintainedearnings call · 2026-07-23 04:01:25 UTC
2026-07-23 04:01:25 UTC$5.1 – $5.25maintained9.7% – 12.9% vs Q3 FY2025
Management currently believes that GAAP earnings per share in the third quarter of 2026 will be in the range of $5.10-$5.25 per share, with non-GAAP earnings per share in the range of $6.05-$6.15.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-22 11:21:56 UTC$5.1 – $5.25new9.7% – 12.9% vs Q3 FY2025
Based on its current outlook, the company’s management believes that third quarter 2026 GAAP diluted earnings per share will be in the range of $5.10 to $5.25, and full year 2026 GAAP diluted earnings per share will be in the range of $20.73 to $20.99.
TDY · EX-99.1 · Q2 FY2026
2026-07-22 11:21:21 UTCOpen source
2026-07-23 04:01:25 UTC$6.05 – $6.15maintained
Management currently believes that GAAP earnings per share in the third quarter of 2026 will be in the range of $5.10-$5.25 per share, with non-GAAP earnings per share in the range of $6.05-$6.15.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-22 11:21:56 UTC$6.05 – $6.15new
The company’s management further believes that third quarter 2026 non-GAAP diluted earnings per share will be in the range of $6.05 to $6.15, and full year 2026 non-GAAP diluted earnings per share will be in the range of $24.45 to $24.65.
TDY · EX-99.1 · Q2 FY2026
2026-07-22 11:21:21 UTCOpen source
TDYTELEDYNE TECHNOLOGIES INCFY2026 · ends 2026-12-27
4 metrics1 lowered3 newearnings call · 2026-07-23 04:01:25 UTC
2026-07-23 04:01:25 UTC56 bpslowered -6.7%56 bps vs FY2025
Right now, we're thinking overall margin improvement across the company in 2026 versus 2025 of 56 basis points.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-04-23 04:01:40 UTC60 bpsnew60 bps vs FY2025
We're projecting that to continue throughout the year. We think we'll end the year, about 60 basis points above last year, and it'll be led by Digital Imaging at over 100 basis points, 105-107 basis points, which is something that we've been striving for ever since the acquisition of FLIR.
TDY · transcript · Q1 FY2026
2026-04-23 04:00:00 UTCOpen source
2026-07-23 04:01:25 UTC$400M – $450Mnew
I think it's going to be about over $400 million, maybe $450 million. We are doing really well in that domain, both in Tranche 3, but we are the primary supplier to just about everybody in the Golden Dome. We have great leadership in that area, and we're very bullish about our space business because we have really very unique capabilities in our mercury cadmium telluride detectors that go in all of those systems.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-23 04:01:25 UTC$575Mnew
This year, we think that number is going to be more like $575 million. A significant growth, about a 12% growth.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source
2026-07-23 04:01:25 UTCincrease at the high single-digit rates with pockets of double-digit growthnew7% – 9% vs FY2025
We think 2026 defense sales should increase at the high single-digit rates with pockets of double-digit growth.
TDY · transcript · Q2 FY2026
2026-07-23 04:00:00 UTCOpen source