Teledyne (TDY) reported earnings 30 days ago. What's next for the stock?
Explore Teledyne's (TDY) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Teledyne Technologies shows strong revenue growth across all segments, with a record-high backlog and expanding margins, reinforcing my buy rating. TDY's Q1 2025 results highlight robust defense demand, with aerospace and defense electronics up 30.6% y/y, supporting my bullish outlook. Despite macro uncertainties and tariffs, TDY's exposure is minimal, and defense demand remains resilient, validating my positive stance.
Teledyne Technologies, a diversified industrial conglomerate, offers solutions across various industries, including aerospace, defense, and digital imaging, with significant growth in Q1 sales and earnings. The company aims for $6 billion in sales by 2025, driven by acquisitions and organic growth, despite market uncertainties and trade environment pressures. Teledyne is expected to grow EBITDA at 7.4% annually, with a 13% upside potential, making it undervalued compared to peers and justifying a buy rating.
Teledyne Technologies Incorporated (NYSE:TDY ) Q1 2025 Earnings Conference Call April 23, 2025 11:00 AM ET Company Participants Jason VanWees - Vice Chairman Robert Mehrabian - Executive Chairman Edwin Roks - Chief Executive Officer George Bobb - President & Chief Operating Officer Steve Blackwood - Executive Vice President & Chief Financial Officer Conference Call Participants Greg Konrad - Jefferies Andrew Buscaglia - BNP Paribas Jim Ricchiuti - Needham & Company Jordan Lyonnais - Bank of America Damian Karas - UBS Joe Giordano - TD Cowen Guy Hardwick - Freedom Capital Markets Rob Jamieson - Vertical Research Partners Operator Welcome to Teledyne's First Quarter Earnings Release Conference Call. Here is our first speaker, Mr.
TDY's first-quarter earnings and revenues beat the Zacks Consensus Estimate and also increase year over year.
While the top- and bottom-line numbers for Teledyne (TDY) give a sense of how the business performed in the quarter ended March 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 $4.95 per share, beating the Zacks Consensus Estimate of $4.92 per share. This compares to earnings of $4.55 per share a year ago.
U.S. defense firm Teledyne Technologies topped expectations for first-quarter profit and revenue on Wednesday, aided by sustained demand for its target detection sensors and electronic components used in aerospace and defense.
THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) Record first quarter net sales of $1,449.9 million, an increase of 7.4% compared with last year First quarter GAAP diluted earnings per share of $3.99 and record first quarter non-GAAP diluted earnings per share of $4.95 Record first quarter GAAP operating margin of 17.9% and record first quarter non-GAAP operating margin of 22.0% First quarter cash from operations of $242.6 million and free cash flow of $224.
TDY's Q1 results are expected to reflect robust top-line performance from its business segments.
Beyond analysts' top -and-bottom-line estimates for Teledyne (TDY), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.