Loading...
•
Jun 29, 2025
Teledyne Q2 2025 Earnings Report
Teledyne posted record Q2 2025 revenue and earnings, driven by growth across all segments.
Key Takeaways
Teledyne Technologies delivered record quarterly revenue and earnings in Q2 2025, with strong double-digit EPS growth and broad-based segment expansion.
Record quarterly revenue of $1.51 billion, up 10.2% year-over-year
GAAP EPS of $4.43; non-GAAP EPS of $5.20
Net income rose to $209.9 million, up 16.5% year-over-year
Orders exceeded sales for the seventh consecutive quarter
Revenue by Segment
Forward Guidance
Teledyne raised its full-year 2025 EPS outlook but flagged potential demand normalization in Q3 due to accelerated Q2 demand.
Positive Outlook
- Raised full-year GAAP EPS guidance to $17.59–$17.97
- Narrowed non-GAAP EPS guidance to $21.20–$21.50
- Orders continue to outpace sales for seven straight quarters
- Strong segment growth expected to continue
- Ongoing acquisitions and stock repurchase plan support future growth
Challenges Ahead
- Management expects a potential slowdown in Q3 due to accelerated Q2 demand
- Caution on global trade policy uncertainties
- Higher income tax payments impacted cash flow
- Integration costs and amortization remain headwinds
- Continued exposure to supply chain and geopolitical risks
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...