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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Teledyne Technologies
Teledyne Technologies (TDY) investor relations material
Teledyne Technologies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary21 Oct, 2026
Executive summary
Q3 sales rose 9.4% YoY to $1,684.9M; operating income increased 22.8% to $347.2M, and non-GAAP diluted EPS rose 20.6%.
Q3 sales, operating profit and non-GAAP diluted EPS reached records; all four segments reported higher sales.
Funded backlog was $5.3B, with 72% expected to convert to revenue within 12 months; orders exceeded sales for 12 consecutive quarters.
Financial highlights
Q3 GAAP net income was $272.8M, up 23.6%; diluted EPS was $5.82 vs. $4.65, while adjusted net income was $315.1M and adjusted diluted EPS was $6.72.
Nine-month sales rose 9.0% to $4,907.5M; operating income increased 18.8% to $974.6M and net income rose 21.3% to $751.3M.
Q3 operating cash flow was $352.5M vs. $343.1M; record free cash flow was $319.5M vs. $313.9M.
Q3 capital expenditures were $33.0M vs. $29.2M; depreciation and amortization was $84.7M vs. $84.5M.
Q3 cost of sales was 56.1% of sales vs. 57.2%; 9M cost of sales was 56.2% vs. 57.3%, reflecting improved mix and, for 9M, tariff refunds.
Outlook and guidance
FY26 sales guidance rose to $6.625B, up 8.3% YoY; GAAP EPS guidance is $21.71–$21.87 and non-GAAP EPS guidance is $25.40–$25.50.
Q4 2026 EPS guidance is $5.68–$5.83 GAAP and $6.60–$6.70 non-GAAP; expected organic revenue growth is 7%–8%.
Management expects mid- to higher-single-digit growth in 2027, above historical levels, but said it is too early for formal guidance.
Digital Imaging FY26 revenue is expected near $2.5B, with 10% organic growth plus 0.6% acquisition contribution and 225 bps of segment margin growth.
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Latest events from Teledyne Technologies
- Record Q2 growth led by defense and imaging, with Varex acquisition boosting healthcare exposure.TDY
Jefferies Global Industrials Conference 2026 - Consistent revenue and EPS growth driven by advanced sensor technologies and strategic acquisitions.TDYInvestor presentation
- Record Q2 sales and profit growth led to higher full-year EPS guidance and strong cash flow.TDYQ2 2026
- Long-cycle segments drive growth as short-cycle businesses recover, with buybacks and M&A ongoing.TDYJefferies Global Industrial Conference
- Projected 2026 sales of $6.415B, strong EPS growth, and robust global market presence.TDYInvestor presentation
- Record Q1 sales and earnings, raised guidance, and reduced net debt after major debt payment.TDYQ1 2026
- Record sales, earnings, and margins driven by strong defense and commercial recovery.TDYQ4 2025
- Record sales and double-digit EPS growth, with raised guidance and caution on trade risks.TDYQ2 2025
- Record Q1 sales, margin gains, and record backlog support a strong outlook despite tariff risks.TDYQ1 2025
Next Teledyne Technologies earnings date
Q4 202620 Jan, 2027
Teledyne Technologies
Next Teledyne Technologies earnings date
Q4 202620 Jan, 2027
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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.