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Teledyne Technologies
Teledyne Technologies (TDY) investor relations material
Teledyne Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary21 Jan, 2026
Executive summary
Achieved record quarterly and full-year net sales, non-GAAP earnings, and operating margin in 2025, with optimism for 2026 due to strong business performance and new leadership.
Q4 2025 net sales rose 7.3% year-over-year to $1,612.3 million, with net income up 38.8% to $275.6 million.
Full year 2025 net sales increased 7.9% to $6,115.4 million, with non-GAAP earnings up 11.5% and net income up 9.2% to $894.8 million.
Free cash flow exceeded $1.0 billion for the second consecutive year, supporting strong capital deployment.
Completed acquisitions of Transponder Tech and DD-Scientific, and repurchased $400 million in stock in Q4.
Financial highlights
Q4 non-GAAP diluted EPS was $6.30, up 14.1% year-over-year; GAAP diluted EPS was $5.84.
Q4 non-GAAP operating margin reached 23.9%, up from 22.7% last year.
Q4 cash from operations was $379 million; free cash flow was $339.2 million, a record.
Ended 2025 with a leverage ratio of 1.4x and $2.12 billion in net debt.
Capital expenditures in Q4 were $39.8 million; depreciation and amortization expense was $84.6 million.
Outlook and guidance
2026 GAAP diluted EPS guidance: $19.76–$20.22; non-GAAP: $23.45–$23.85.
Q1 2026 GAAP EPS: $4.45–$4.59; non-GAAP EPS: $5.40–$5.50.
2026 revenue expected at approximately $6.37 billion; non-GAAP EPS midpoint at $23.65, in line with consensus.
Expect normal seasonality: ~48% of sales and 46% of earnings in 1H 2026.
Organic revenue growth projected at 3.5–4% across segments, with no expected declines in any business.
Acquisition contribution to A&D sales growth?
Engineered Systems op income driver?
Future capital deployment capacity?
2026 organic growth drivers
SDA Tracking Layer program contribution
M&A strategy and capital allocation priorities
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Next Teledyne Technologies earnings date
Q1 202622 Apr, 2026
Teledyne Technologies
Next Teledyne Technologies earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
Teledyne Technologies Incorporated engages in providing instrumentation, digital imaging, aerospace and defense electronics, and engineered systems. The company operates through four segments: Instrumentation, Digital Imaging, Aerospace and Defense Electronics, and Engineered Systems. It offers environmental instrumentation to detect and measure hazardous pollutants; energy production equipment for the photovoltaic, semiconductor, and advanced power generation industries; sensors for undersea applications, such as high performance acoustics for locating underwater objects and to measure speed-of-sound in water over wide temperature ranges; industrial monitoring equipment to guide intelligent mobile machines; heating elements for niche applications; and engine-mounted controllers that manage data processing tasks while acquiring sensor data. The company also provides cameras to detect radioactive isotopes; image sensors primarily used in commercial space-based applications to capture images of the earth; high performance solar cells for use on satellites to transmit data back to earth; aerospace electronics components; printed circuit boards that provide functionality within an electronic device or system; electro-mechanical devices incorporating motors and motor control electronics; air traffic management systems that integrate flight information processing with radar surveillance tracking technologies implemented at airports to aid pilots in landing their planes safely during bad weather conditions and at night; communication networking devices.
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