Teledyne (TDY) reported earnings 30 days ago. What's next for the stock?
Teledyne Technologies remains a "Buy" despite Q3 margin pressure, aerospace destocking, and a modest guidance increase. TDY reported 6.7% revenue growth, but margins contracted due to higher R&D and low-margin aerospace work; organic growth was soft. Price target is adjusted to $605.11, reflecting 15% upside, with revisions to EBITDA, free cash flow, and share repurchase timing.
Examine the evolution of Teledyne's (TDY) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
TDY's Q3 earnings and sales outpace estimates, with strong gains in defense electronics driving solid year-over-year growth.
The headline numbers for Teledyne (TDY) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Teledyne Technologies (TDY) came out with quarterly earnings of $5.57 per share, beating the Zacks Consensus Estimate of $5.5 per share. This compares to earnings of $5.1 per share a year ago.
Teledyne Technologies has outperformed the S&P 500, prompting a reassessment of its valuation and a higher price target. TDY benefits from expanding defense budgets, technological leadership, and successful acquisitions, though it operates in mature markets with modest organic growth. Q3 2025 guidance and analyst expectations highlight robust earnings growth, with non-GAAP EPS projected at $5.49-$5.54, reflecting strong operational performance.
Review Teledyne's (TDY) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.
Teledyne Technologies Incorporated (NYSE:TDY ) Q2 2025 Earnings Conference Call July 23, 2025 11:00 AM ET Company Participants Jason VanWees - Vice Chairman Robert Mehrabian - Executive Chairman George Bobb - President & Chief Executive Officer Stephen Blackwood - CFO & Executive VP Conference Call Participants Andrew Buscaglia - BNP Paribas Exane, Research Division Damian Karas - UBS Investment Bank, Research Division Greg Konrad - Jefferies LLC, Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division James Ricchiuti - Needham & Company, LLC, Research Division Jordan Lyonnais - BofA Securities, Research Division Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division Joseph Giordano - TD Cowen, Research Division Robert Jamieson - Vertical Research Partners, LLC Operator Thank you, and welcome to Teledyne's Second Quarter Earnings Call. Here's our first speaker, Mr.
TDY posts strong Q2 with double-digit sales growth and beats on EPS, powered by gains across all business segments.
While the top- and bottom-line numbers for Teledyne (TDY) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Teledyne Technologies (TDY) came out with quarterly earnings of $5.2 per share, beating the Zacks Consensus Estimate of $5.02 per share. This compares to earnings of $4.58 per share a year ago.