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10:45
Jul 22 ◎

TDY FY2026 Q2 Watch

Teledyne Technologies Incorporated (TDY) FY2026 Q2 Earnings Call

TDY ▾

Robert Mehrabian

Management raised full-year revenue and EPS guidance on broad-based strength across defense and commercial end markets, with orders backlog at record levels, indicating sustained positive momentum.

"we now believe 2026 annual revenue will be $120 million greater than we forecast in April. We're also raising our full-year non-gap earnings outlook by 55 cents per share at the midpoint of our prior outlook."

TDY WATCH

HIGH

11:00
Apr 22 ◎

TDY FY2026 Q1 Watch

Teledyne Technologies Incorporated (TDY) FY2026 Q1 Earnings Call

TDY ▾

Robert Moravian

Management raised full-year guidance on the back of record Q1 results, 10th consecutive book-to-bill >1, strong defense and digital imaging momentum, and improving industrial/healthcare markets, signaling sustained confidence in organic growth.

"We started 2026 with record first quarter sales, earnings per share, and operating margin."

TDY WATCH

HIGH

11:00
Jan 21 ◎

TDY FY2025 Q4 Watch

Teledyne Technologies Incorporated (TDY) FY2025 Q4 Earnings Call

11:00
Oct 22 ◎

TDY FY2025 Q3 Watch

Teledyne Technologies Incorporated (TDY) FY2025 Q3 Earnings Call

TDY SAABY HII GD CGNX ▾

Robert Moravian

Management raised full-year guidance, highlighted record orders and free cash flow, and expressed confidence in defense and recovering short-cycle commercial businesses.

"I'm very pleased to announce that we had record, all-time record quarterly sales, non-gap earnings per share, and free cash flows."

TDY WATCH

Robert Moravian

Teledyne is acquiring a small transponder technology business from Saab, indicating ongoing M&A activity and a relationship with the Swedish defense company.

"We also expect to close a small transponder tech Carbot from Saab very soon."

SAABY WATCH

George Bob

Submarine interconnects for Virginia and Columbia-class submarines are driving strong marine sales, signaling robust demand for undersea warfare programs. — Indicates sustained production and potential order acceleration for two key U.S. Navy submarine classes, benefiting prime contractors like HII and GD.

"Overall sales of marine instruments increased 3.2% due to strong sales of interconnects, used in offshore energy production and for U.S. Virginia and Columbia-class submarines."

HII WATCH GD WATCH

George Bob

Teledyne's legacy DALSA E2V industrial imaging businesses collectively grew for the first time in two years, signaling a potential bottom in the machine vision cycle. — A recovery in industrial/vision sensors and cameras could indicate broader demand stabilization for factory automation and semiconductor inspection equipment, rivaling Cognex.

"this was also the first quarter in two years in which sales from our legacy DALSA E2V businesses collectively increased modestly."

CGNX WATCH

HIGH

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