Teledyne Technologies (TDY) reported $1.61 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.3%. EPS of $6.30 for the same period compares to $5.52 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.57 billion, representing a surprise of +2.69%. The company delivered an EPS surprise of +8.06%, with the consensus EPS estimate being $5.83.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $382.6 million versus the two-analyst average estimate of $385.11 million. The reported number represents a year-over-year change of +3.7%.
- Net Sales- Aerospace and Defense Electronics: $275.9 million compared to the $229.33 million average estimate based on two analysts. The reported number represents a change of +40.4% year over year.
- Net Sales- Engineered Systems: $103.3 million versus the two-analyst average estimate of $117.24 million. The reported number represents a year-over-year change of -9.9%.
- Net Sales- Digital Imaging: $850.5 million versus the two-analyst average estimate of $836.48 million. The reported number represents a year-over-year change of +3.4%.
- Operating Income- Instrumentation: $107.3 million versus $108.4 million estimated by two analysts on average.
- Operating Income- Digital Imaging: $162.9 million compared to the $133.69 million average estimate based on two analysts.
- Operating Income- Aerospace and Defense Electronics: $69.4 million versus the two-analyst average estimate of $68.98 million.
- Operating Income- Engineered Systems: $11.5 million versus the two-analyst average estimate of $12.36 million.
- Non-GAAP Operating Income- Engineered Systems: $11.5 million versus $12 million estimated by two analysts on average.
- Non-GAAP Operating Income- Digital Imaging: $209.7 million versus $190.51 million estimated by two analysts on average.
- Non-GAAP Operating Income- Instrumentation: $110.4 million versus the two-analyst average estimate of $109.08 million.
- Non-GAAP Operating Income- Aerospace and Defense Electronics: $75.1 million compared to the $73.32 million average estimate based on two analysts.
View all Key Company Metrics for Teledyne here>>>
Shares of Teledyne have returned +9.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform 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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