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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Teledyne Technologies (TDY) is 8/10.
Record Q1 sales and EPS were achieved with revenue growing 7.6% and non-GAAP EPS up 17.2%, prompting a guidance raise to $23.85-$24.15 with revenue lifted to approximately $6.415 billion. Defense revenue approached $2 billion with broad-based order momentum while the unmanned systems franchise expanded across air, ground, and subsea with $900 million deployed in acquisitions over the last 13 months. Industrial short-cycle markets inflected with machine vision and semiconductor recovery as the book-to-bill held above 1x for the tenth consecutive quarter.
Scored from Teledyne Technologies’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.50B | +5.4% | $4.20 | -37.8% | 42.8% | 15.8% | 13.2% | $303M |
| FY2025 Q1 | $1.45B | +7.4% | $3.99 | +7.3% | 42.7% | 17.9% | 13.0% | $225M |
| FY2025 Q2 | $1.51B | +10.2% | $4.43 | +17.5% | 42.6% | 18.4% | 13.9% | $196M |
| FY2025 Q3 | $1.54B | +6.7% | $4.65 | -16.1% | 42.8% | 18.4% | 14.3% | $314M |
| FY2025 Q4 | $1.61B | +7.3% | $5.84 | +39.0% | 29.4% | 20.4% | 17.1% | $339M |
| FY2026 Q1 | $1.56B | +7.6% | $4.85 | +21.6% | 39.5% | 18.9% | 14.5% | $204M |
| FY2026 Q2 | $1.66B | +9.8% | $5.37 | +21.2% | 44.4% | 20.0% | 15.1% | — |
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