Teledyne Technologies (NYSE:TDY) Releases Earnings Results, Beats Estimates By $0.32 EPS

Key Points

• Beats estimates: Teledyne reported Q1 non‑GAAP EPS of $5.80 versus the $5.48 consensus and revenue of $1.56 billion (+7.6% YoY), and raised FY2026 EPS guidance to 23.850–24.150 with Q2 guidance of 5.700–5.800.
• Strong cash generation and margins — Q1 cash from operations was $234M with free cash flow of $204M and a record non‑GAAP operating margin, supporting buybacks and accretive investments.
• Positive market and analyst response: the stock traded up (~1.9%) around $655 with a $30.3B market cap, while several brokers raised price targets (e.g., Jefferies to $770, Needham to $700) leaving a consensus "Moderate Buy" target of $666.25.

Teledyne Technologies (NYSE:TDY - Get Free Report) posted its quarterly earnings data on Wednesday. The scientific and technical instruments company reported $5.80 EPS for the quarter, topping the consensus estimate of $5.48 by $0.32, FiscalAI reports. Teledyne Technologies had a net margin of 14.63% and a return on equity of 10.08%. The firm had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.52 billion. During the same quarter in the previous year, the business posted $4.95 EPS. Teledyne Technologies's revenue was up 7.6% on a year-over-year basis. Teledyne Technologies updated its FY 2026 guidance to 23.850-24.150 EPS and its Q2 2026 guidance to 5.700-5.800 EPS.

Teledyne Technologies Trading Up 1.9%

NYSE:TDY opened at $655.21 on Thursday. The company has a market capitalization of $30.34 billion, a P/E ratio of 34.65, a PEG ratio of 3.17 and a beta of 1.01. The company has a current ratio of 1.64, a quick ratio of 1.08 and a debt-to-equity ratio of 0.19. Teledyne Technologies has a 12 month low of $438.86 and a 12 month high of $693.38. The firm has a fifty day simple moving average of $646.19 and a 200-day simple moving average of $580.82.

Teledyne Technologies News Roundup

Here are the key news stories impacting Teledyne Technologies this week:

• Positive Sentiment: Q1 results beat consensus — Teledyne reported record first-quarter sales of $1,560.1M and non‑GAAP EPS of $5.80 (up ~17% YoY), beating analyst estimates and showing revenue growth across key businesses. Teledyne Technologies Reports First Quarter Results
• Positive Sentiment: Company raised full‑year profit outlook — Management raised its FY‑2026 profit forecast (EPS range 23.850–24.150) and noted continued robust demand across digital imaging, instrumentation and aerospace & defense, supporting upward guidance and sentiment. Teledyne lifts annual profit forecast, beats quarterly estimates
• Positive Sentiment: Strong cash flow and margins — Q1 cash from operations was $234M with free cash flow of $204M and record operating margin on the non‑GAAP basis, which supports buybacks/accretive investments and underpins valuation. Teledyne Technologies Reports First Quarter Results
• Positive Sentiment: Product/tech pipeline — Teledyne e2v announced the Caiman™ low‑light imaging module, reinforcing the company’s imaging roadmap and potential incremental revenue from specialized sensors and modules. Teledyne e2v introduces the Caiman module
• Neutral Sentiment: Q2 guidance roughly in‑line/slightly mixed — Q2 EPS was guided to $5.70–5.80 (consensus ~5.76), so while guidance is consistent with management’s raised FY view, the Q2 range is effectively in line with expectations and not a clear upside catalyst on its own. Teledyne's Q1 Earnings & Revenues Beat Estimates, '26 EPS View Raised

Wall Street Analysts Forecast Growth

TDY has been the topic of several analyst reports. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Teledyne Technologies in a report on Monday, December 29th. Jefferies Financial Group increased their price objective on Teledyne Technologies from $710.00 to $770.00 and gave the company a "buy" rating in a report on Monday, February 23rd. Morgan Stanley boosted their target price on Teledyne Technologies from $620.00 to $680.00 and gave the stock an "equal weight" rating in a research note on Wednesday, March 4th. Needham & Company LLC upped their target price on Teledyne Technologies from $615.00 to $700.00 and gave the company a "buy" rating in a research report on Thursday, January 22nd. Finally, Barclays increased their price target on Teledyne Technologies from $600.00 to $603.00 and gave the company an "equal weight" rating in a research note on Monday, April 13th. Six research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $666.25.

Insider Buying and Selling at Teledyne Technologies

In other Teledyne Technologies news, Vice Chairman Jason Vanwees sold 5,000 shares of the business's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $630.92, for a total transaction of $3,154,600.00. Following the sale, the insider owned 51,025 shares in the company, valued at approximately $32,192,693. The trade was a 8.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael T. Smith sold 2,469 shares of the stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $621.00, for a total value of $1,533,249.00. Following the completion of the transaction, the director directly owned 47,328 shares in the company, valued at $29,390,688. This represents a 4.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 11,500 shares of company stock worth $7,214,750. 1.36% of the stock is owned by insiders.

Institutional Investors Weigh In On Teledyne Technologies

A number of large investors have recently bought and sold shares of TDY. DV Equities LLC purchased a new position in Teledyne Technologies during the 4th quarter worth approximately $33,000. Banque Cantonale Vaudoise acquired a new stake in shares of Teledyne Technologies in the third quarter worth $43,000. Wexford Capital LP purchased a new position in shares of Teledyne Technologies during the third quarter worth $54,000. MUFG Securities EMEA plc acquired a new position in Teledyne Technologies during the second quarter valued at $70,000. Finally, Larson Financial Group LLC boosted its holdings in Teledyne Technologies by 89.5% in the third quarter. Larson Financial Group LLC now owns 144 shares of the scientific and technical instruments company's stock valued at $85,000 after purchasing an additional 68 shares during the last quarter. Hedge funds and other institutional investors own 91.58% of the company's stock.

About Teledyne Technologies

Teledyne Technologies NYSE: TDY, headquartered in Thousand Oaks, California, is a diversified industrial technology company that designs, manufactures and supports sophisticated electronic systems, instruments and imaging products. Founded in 1960 by Henry Singleton and George Kozmetsky, Teledyne has grown into a multinational provider of high-performance equipment and software for commercial, scientific and government customers. Its offerings are used in markets that include aerospace and defense, marine, industrial manufacturing, environmental monitoring and scientific research.

The company operates through businesses that develop precision instrumentation, digital imaging products, engineered systems and aerospace and defense electronics.