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Mar 30

Teledyne Q1 2025 Earnings Report

Teledyne Technologies reported strong results for Q1 2025 with record revenue, adjusted EPS, and operating margins.

Key Takeaways

Teledyne delivered a solid first quarter with record highs in sales, non-GAAP operating margin, and adjusted EPS, driven by organic growth and recent acquisitions, despite a challenging macroeconomic environment.

Total Revenue
$1.45B
Previous year: $1.35B
+7.4%
EPS
$4.95
Previous year: $4.55
+8.8%
GAAP Operating Margin
17.9%
Previous year: 17.4%
+2.9%
Non-GAAP Operating Margin
22%
Previous year: 21.2%
+3.8%
Leverage Ratio
1.8
Cash and Equivalents
$462M
Previous year: $912M
-49.4%
Free Cash Flow
$225M
Previous year: $275M
-18.4%
Total Assets
$15B
Previous year: $14.6B
+2.8%

Teledyne

Teledyne

Teledyne Revenue by Segment

Forward Guidance

Teledyne maintained its full-year EPS guidance, citing strong execution and a record backlog, while acknowledging macroeconomic uncertainties.

Positive Outlook

  • Maintained full-year non-GAAP EPS outlook of $21.10 to $21.50
  • Record backlog with orders exceeding sales for six straight quarters
  • Qioptiq acquisition off to a strong start
  • Expectations for continued margin improvements
  • Strong contribution from recent acquisitions

Challenges Ahead

  • Challenging and unpredictable macroeconomic environment
  • Pressure from foreign currency exchange losses
  • Lower customer advances received vs. prior year
  • Higher interest expense due to increased borrowings
  • Free cash flow decreased compared to Q1 2024