Latest news with #TeledyneTechnologiesIncorporated
Yahoo
26-07-2025
- Business
- Yahoo
Results: Teledyne Technologies Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
Teledyne Technologies Incorporated (NYSE:TDY) investors will be delighted, with the company turning in some strong numbers with its latest results. Results were good overall, with revenues beating analyst predictions by 2.6% to hit US$1.5b. Statutory earnings per share (EPS) came in at US$4.43, some 6.7% above whatthe analysts had expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Following the latest results, Teledyne Technologies' eleven analysts are now forecasting revenues of US$6.06b in 2025. This would be an okay 2.5% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to dip 2.3% to US$17.92 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$6.05b and earnings per share (EPS) of US$17.87 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. See our latest analysis for Teledyne Technologies There were no changes to revenue or earnings estimates or the price target of US$592, suggesting that the company has met expectations in its recent result. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Teledyne Technologies at US$630 per share, while the most bearish prices it at US$539. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth. Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Teledyne Technologies' revenue growth is expected to slow, with the forecast 5.0% annualised growth rate until the end of 2025 being well below the historical 12% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 7.9% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Teledyne Technologies. The Bottom Line The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Teledyne Technologies' revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. With that in mind, we wouldn't be too quick to come to a conclusion on Teledyne Technologies. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Teledyne Technologies analysts - going out to 2027, and you can see them free on our platform here. You can also view our analysis of Teledyne Technologies' balance sheet, and whether we think Teledyne Technologies is carrying too much debt, for free on our platform here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
18-07-2025
- Business
- Yahoo
Will Segment Growth Aid Teledyne Technologies' Q2 Earnings?
Teledyne Technologies Incorporated (TDY) is slated to post second-quarter 2025 results on July 23, before market open. Teledyne Technologies delivered a four-quarter earnings surprise of 2.69%, on average. Improved sales expectations from all four of its business segments are likely to have boosted TDY's overall second-quarter top line. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) TDY's Digital Imaging Sales Likely to Rise Higher sales volume from commercial infrared imaging components and surveillance systems is expected to have boosted the company's Digital Imaging Sales unit's revenue performance. The Zacks Consensus Estimate for the Digital Imaging segment's second-quarter revenues is pegged at $756.5 million. This indicates year-over-year growth of 2.3%. Teledyne Technologies Incorporated Price and EPS Surprise Teledyne Technologies Incorporated price-eps-surprise | Teledyne Technologies Incorporated Quote TDY's Instrumentation Segment Sales to Increase The Instrumentation unit's revenue performance in the second quarter is likely to have benefited from increasing sales of marine instrumentation, primarily driven by stronger offshore energy and subsea defense markets, as well as higher sales from electronic test and measurement instrumentation. The Zacks Consensus Estimate for the Instrumentation segment's revenues in the second quarter is pegged at $358.5 million, implying a year-over-year rise of 7.5%. TDY's Aerospace & Defense Electronics Holds Growth Potential Solid organic sales of defense electronics products, in addition to sales growth from recent acquisitions, are likely to have boosted this unit's top-line performance. The Zacks Consensus Estimate for Aerospace and Defense Electronics unit's second-quarter revenues is pegged at $240.9 million, implying growth of 23.9% from the top line reported in the year-ago quarter. TDY's Engineered Systems Sales Likely to Remain Strong Higher sales of engineered products, primarily driven by electronic manufacturing services products, are likely to have aided Engineered Systems' revenues. The Zacks Consensus Estimate for second-quarter revenues is pegged at $110.2 million, implying a rise of 3.2% from the top line reported in the year-ago quarter. Q2 Estimates for TDY With all of Teledyne Technologies' segments expected to deliver a solid top-line performance, its overall revenues are projected to have been strong. A robust top-line performance is likely to have bolstered its overall bottom-line performance. Positive synergies from the acquisition of Micropac and Qioptiq are also expected to have contributed favorably to TDY's earnings. The Zacks Consensus Estimate for TDY's revenues is pegged at $1.47 billion, implying a rise of 7.1% from the figure reported in the year-ago quarter. The consensus estimate for second-quarter earnings is pegged at $5.01 per share, indicating 9.4% growth from the prior-year figure. What the Zacks Model Unveils for TDY Our proven model does not conclusively predict an earnings beat for Teledyne Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below. TDY's Earnings ESP: Teledyne Technologies has an Earnings ESP of +1.22%. You can uncover the best stocks before they're reported with our Earnings ESP Filter. TDY's Zacks Rank: Teledyne Technologies currently carries a Zacks Rank #4 (Sell). Stocks to Consider Below, we have mentioned a few players from the same industry that have the right combination of elements to beat on earnings this reporting cycle. Curtiss-Wright Corp. (CW) is set to report second-quarter 2025 earnings on Aug. 6, after market close. It has an Earnings ESP of +2.58% and a Zacks Rank of 2 at present. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for earnings is pegged at $3.09 per share, indicating year-over-year growth of 15.7%. The consensus estimate for sales is pegged at $849.8 million, indicating year-over-year growth of 8.3%. Woodward (WWD) is slated to report its fiscal third-quarter 2025 results on July 28, after market close. It has an Earnings ESP of +4.29% and a Zacks Rank of 2 at present. The Zacks Consensus Estimate for WWD's earnings is pegged at $1.62 per share. The consensus estimate for sales is pegged at $887.8 million, indicating year-over-year growth of 4.7%. Transdigm Group (TDG) is expected to report fiscal third-quarter earnings soon. It has an Earnings ESP of +0.25% and carries a Zacks Rank of 3 at present. The Zacks Consensus Estimate for TDG's earnings is pegged at $9.78 per share, indicating year-over-year growth of 8.7%. The consensus estimate for sales is pegged at $2.30 billion, indicating year-over-year growth of 12.2%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Transdigm Group Incorporated (TDG) : Free Stock Analysis Report Teledyne Technologies Incorporated (TDY) : Free Stock Analysis Report Curtiss-Wright Corporation (CW) : Free Stock Analysis Report Woodward, Inc. (WWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
16-07-2025
- Business
- Business Wire
Teledyne Announces Second Quarter 2025 Earnings Webcast Details
THOUSAND OAKS, Calif.--(BUSINESS WIRE)--Teledyne Technologies Incorporated (NYSE:TDY) will hold a conference call to discuss its second quarter 2025 results on Wednesday, July 23, 2025, at 8:00 a.m. Pacific. A press release with the second quarter financial results will be issued before the opening of the New York Stock Exchange on Wednesday, July 23, 2025. To access the call, go to approximately ten minutes before the scheduled start time. A replay will be available at this website for approximately one month starting at 11:00 a.m. Pacific on Wednesday, July 23, 2025. Teledyne Technologies is a leading provider of sophisticated digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems. Teledyne's operations are primarily located in the United States, Canada, the United Kingdom, and Western and Northern Europe. For more information, visit Teledyne's website at
Business Wire
30-06-2025
- Business
- Business Wire
Teledyne FLIR OEM Unveils New Brand and Website to Strengthen Supply Chain and Accelerate Innovation in Infrared Imaging
GOLETA, Calif.--(BUSINESS WIRE)-- Teledyne FLIR OEM, part of Teledyne Technologies Incorporated (NYSE: TDY) and the global leader in enabling thermal imaging innovation, today announced the strategic evolution of the Teledyne FLIR OEM brand. The brand update is highlighted by the launch of a dedicated website at streamlining original equipment manufacturer (OEM) access to technical resources and development support. The brand update is highlighted by the launch of a dedicated website at streamlining original equipment manufacturer (OEM) access to technical resources and development support. Share It is designed to illustrate the four pillars of the Teledyne FLIR OEM approach: unmatched production reliability, innovative integrated solutions, flexible development collaboration, and more than 30 years of certified quality excellence. This update better supports the unique advantages that make Teledyne FLIR OEM the trusted and world's largest-volume supplier of National Defense Authorization Act (NDAA)-compliant and International Traffic in Arms Regulation (ITAR)-free infrared imaging for OEMs. 'We are a U.S.-based Other Transaction Authority (OTA)-friendly nontraditional defense contractor, uniquely positioned to support high-speed, high-volume development programs," said Paul Clayton, president and general manager, Teledyne FLIR OEM. "We're not just another supplier—we continuously work to be the lowest-risk choice for intelligent infrared imaging design and manufacturing. Our proven capabilities directly contribute to our customers' mission success." Production Reliability: Teledyne FLIR OEM delivers thousands of infrared sensors, modules, and cameras daily across defense, professional, automotive, and uncrewed applications. By offering scalable, high-volume production, the company ensures not only product quality but also the predictability and consistency that mission-critical OEM applications demand. Integrated Solutions: Through vertical integration, Teledyne FLIR OEM combines thermal imaging hardware and zoom lenses with embedded Prism™ software, providing artificial intelligence (AI) and smart infrared imaging at the edge for emerging autonomous operations. This end-to-end control of design and manufacturing enables the delivery of industry-leading performance, reliability, and value, giving OEM customers a decisive competitive edge. Development Collaboration: The updated brand identity also reflects the Teledyne FLIR OEM commitment to supporting integrators with a more cohesive and accessible experience. From streamlined collaboration to faster time-to-market, the brand evolution reinforces the company's role as a flexible, agile development partner for OEMs building next-generation systems. Quality Excellence: Backed by more than three decades of certified quality manufacturing, the formalization of the Teledyne FLIR OEM brand provides the foundation of reliability that OEM integrators and developers need for long-term product success and customer satisfaction. OEM partners can explore the enhanced experience and access dedicated development support resources at the new website: About Teledyne FLIR OEM Teledyne FLIR OEM, a Teledyne Technologies company, is the world's largest volume manufacturer of ITAR-free and NDAA-compliant infrared (IR) sensor and camera modules. As a vertically integrated supplier, Teledyne FLIR OEM delivers thousands of thermal imaging modules and related software tools daily for defense, automotive, uncrewed, professional, and artificial intelligence applications designed to improve decision support and situational awareness. Teledyne FLIR OEM enables life-changing thermal sensing so the world can do and see more. For more information, please visit or follow @flir.
Associated Press
30-06-2025
- Business
- Associated Press
Teledyne FLIR OEM Unveils New Brand and Website to Strengthen Supply Chain and Accelerate Innovation in Infrared Imaging
GOLETA, Calif.--(BUSINESS WIRE)--Jun 30, 2025-- Teledyne FLIR OEM, part of Teledyne Technologies Incorporated (NYSE: TDY) and the global leader in enabling thermal imaging innovation, today announced the strategic evolution of the Teledyne FLIR OEM brand. The brand update is highlighted by the launch of a dedicated website at streamlining original equipment manufacturer (OEM) access to technical resources and development support. It is designed to illustrate the four pillars of the Teledyne FLIR OEM approach: unmatched production reliability, innovative integrated solutions, flexible development collaboration, and more than 30 years of certified quality excellence. This update better supports the unique advantages that make Teledyne FLIR OEM the trusted and world's largest-volume supplier of National Defense Authorization Act (NDAA)-compliant and International Traffic in Arms Regulation (ITAR)-free infrared imaging for OEMs. 'We are a U.S.-based Other Transaction Authority (OTA)-friendly nontraditional defense contractor, uniquely positioned to support high-speed, high-volume development programs,' said Paul Clayton, president and general manager, Teledyne FLIR OEM. 'We're not just another supplier—we continuously work to be the lowest-risk choice for intelligent infrared imaging design and manufacturing. Our proven capabilities directly contribute to our customers' mission success.' Production Reliability: Teledyne FLIR OEM delivers thousands of infrared sensors, modules, and cameras daily across defense, professional, automotive, and uncrewed applications. By offering scalable, high-volume production, the company ensures not only product quality but also the predictability and consistency that mission-critical OEM applications demand. Integrated Solutions: Through vertical integration, Teledyne FLIR OEM combines thermal imaging hardware and zoom lenses with embedded Prism™ software, providing artificial intelligence (AI) and smart infrared imaging at the edge for emerging autonomous operations. This end-to-end control of design and manufacturing enables the delivery of industry-leading performance, reliability, and value, giving OEM customers a decisive competitive edge. Development Collaboration: The updated brand identity also reflects the Teledyne FLIR OEM commitment to supporting integrators with a more cohesive and accessible experience. From streamlined collaboration to faster time-to-market, the brand evolution reinforces the company's role as a flexible, agile development partner for OEMs building next-generation systems. Quality Excellence: Backed by more than three decades of certified quality manufacturing, the formalization of the Teledyne FLIR OEM brand provides the foundation of reliability that OEM integrators and developers need for long-term product success and customer satisfaction. OEM partners can explore the enhanced experience and access dedicated development support resources at the new website: About Teledyne FLIR OEM Teledyne FLIR OEM, a Teledyne Technologies company, is the world's largest volume manufacturer of ITAR-free and NDAA-compliant infrared (IR) sensor and camera modules. As a vertically integrated supplier, Teledyne FLIR OEM delivers thousands of thermal imaging modules and related software tools daily for defense, automotive, uncrewed, professional, and artificial intelligence applications designed to improve decision support and situational awareness. Teledyne FLIR OEM enables life-changing thermal sensing so the world can do and see more. For more information, please visit or follow @flir. View source version on CONTACT: PR Contact: Keith Metz-Porozni KGMP Strategies [email protected] 971-506-7769 KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA INDUSTRY KEYWORD: SOFTWARE OTHER DEFENSE HARDWARE DRONES TECHNOLOGY DEFENSE ARTIFICIAL INTELLIGENCE OTHER POLICY ISSUES HOMELAND SECURITY OTHER TECHNOLOGY MILITARY PUBLIC POLICY/GOVERNMENT SOURCE: Teledyne FLIR OEM Copyright Business Wire 2025. PUB: 06/30/2025 08:06 AM/DISC: 06/30/2025 08:06 AM
