For the quarter ended September 2025, Teledyne Technologies (TDY) reported revenue of $1.54 billion, up 6.7% over the same period last year. EPS came in at $5.57, compared to $5.10 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.52 billion, representing a surprise of +1.02%. The company delivered an EPS surprise of +1.27%, with the consensus EPS estimate being $5.50.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Teledyne performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Instrumentation: $363.6 million compared to the $364.74 million average estimate based on two analysts. The reported number represents a change of +4% year over year.
- Net Sales- Aerospace and Defense Electronics: $275.5 million compared to the $249.32 million average estimate based on two analysts. The reported number represents a change of +37.6% year over year.
- Net Sales- Engineered Systems: $115 million compared to the $127.4 million average estimate based on two analysts. The reported number represents a change of -8.1% year over year.
- Net Sales- Digital Imaging: $785.4 million versus $779.53 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change.
- Operating Income- Instrumentation: $98.8 million compared to the $104.59 million average estimate based on two analysts.
- Operating Income- Digital Imaging: $123.4 million compared to the $130.21 million average estimate based on two analysts.
- Operating Income- Aerospace and Defense Electronics: $70.4 million compared to the $67.16 million average estimate based on two analysts.
- Operating Income- Engineered Systems: $12.2 million compared to the $12.63 million average estimate based on two analysts.
- Non-GAAP Operating Income- Engineered Systems: $12.2 million versus $12.28 million estimated by two analysts on average.
- Non-GAAP Operating Income- Digital Imaging: $170.2 million versus $181.22 million estimated by two analysts on average.
- Non-GAAP Operating Income- Instrumentation: $102.1 million versus $105.09 million estimated by two analysts on average.
- Non-GAAP Operating Income- Aerospace and Defense Electronics: $77.3 million versus the two-analyst average estimate of $70.63 million.
View all Key Company Metrics for Teledyne here>>>
Shares of Teledyne have returned +1% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Teledyne Technologies Incorporated (TDY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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