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.
22 Oct 2025 (In 1 month) Date | | 5.47 Cons. EPS | - EPS |
20 Oct 2025 (In 1 month) Date | | 5.54 Cons. EPS | - EPS |
23 Jul 2025 Date | | 5.05 Cons. EPS | 5.2 EPS |
21 Jul 2025 Date | | - Cons. EPS | - EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
22 Oct 2025 (In 1 month) Date | | 5.47 Cons. EPS | - EPS |
20 Oct 2025 (In 1 month) Date | | 5.54 Cons. EPS | - EPS |
23 Jul 2025 Date | | 5.05 Cons. EPS | 5.2 EPS |
21 Jul 2025 Date | | - Cons. EPS | - EPS |
21 Apr 2025 Date | | - Cons. EPS | - EPS |
Hardware, Equipment & Parts Industry | Technology Sector | George C. Bobb III CEO | XBER Exchange | US8793601050 ISIN |
US Country | 14,900 Employees | - Last Dividend | - Last Split | 23 Nov 1999 IPO Date |
Teledyne Technologies Incorporated operates on a global scale, offering a wide range of technologies that serve various industrial markets. The company, along with its subsidiaries, is based in Thousand Oaks, California, and has been in operation since 1960. Teledyne Technologies is known for providing critical enabling technologies in key sectors such as digital imaging, instrumentation, aerospace, and defense electronics, as well as engineered systems. These technologies play a vital role in supporting industrial growth markets both within the United States and internationally. By focusing on advanced and innovative solutions, Teledyne Technologies continues to cater to the demanding needs of its diverse customer base, spanning different industries and applications.
This segment includes a variety of imaging products ranging from visible spectrum sensors and digital cameras to specialized devices that operate across infrared, ultraviolet, visible, and X-ray spectra. It encompasses micro electromechanical systems and semiconductors like analog-to-digital and digital-to-analog converters. Teledyne also produces cooled and uncooled infrared or thermal products such as sensors, camera cores, and camera systems, in addition to high-resolution, low-dose X-ray sensors and high-energy X-ray subsystems. It further extends its offerings to multi-spectrum electro-optic/infrared imaging systems and related products, including lasers, optics, radar, and devices for detecting chemical, biological, radiological, nuclear, and explosive materials (CBRNE), alongside unmanned air and ground systems.
The instrumentation offering focuses on monitoring, control, and electronic test and measurement equipment alongside power and communications connectivity devices. This segment supports distributed instrumentation systems and sensor networks, providing critical technology for precise measurement and control in various applications.
This division delivers a comprehensive array of electronic components and subsystems, data acquisition and communications components and equipment, with specializations in harsh environment interconnects, general aviation batteries, and other essential components. It also focuses on avionic systems for both onboard and ground-based applications, offering aircraft data and connectivity solutions, hardware systems, and software applications tailored for the aerospace and defense industries.
Teledyne's engineered systems segment features systems engineering and integration, technology development, and manufacturing solutions targeted at defense, space, environmental, and energy applications. It also includes the design and manufacture of electrochemical energy systems and electronics for military uses, showcasing the company's broad expertise in delivering complex, integrated solutions for challenging applications.