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Dec 28, 2025
Teledyne Q4 2025 Earnings Report
Teledyne Technologies reported record quarterly and full year net sales, non-GAAP diluted earnings per share, and non-GAAP operating margin for the fourth quarter and full year ended December 28, 2025.
Key Takeaways
Teledyne Technologies announced record-breaking financial results for the fourth quarter and full year 2025, with net sales reaching $1,612.3 million for the quarter, a 7.3% increase year-over-year. Non-GAAP diluted EPS rose by 14.1% to $6.30, driven by strong performance in defense businesses and recovering commercial sectors, particularly in Digital Imaging and Marine Instrumentation.
All-time record quarterly and full year net sales, non-GAAP diluted earnings per share and non-GAAP operating margin were achieved.
Fourth quarter net sales increased by 7.3% to $1,612.3 million, with non-GAAP diluted earnings per share rising 14.1% to $6.30.
Cash from operations for the fourth quarter was $379.0 million, with free cash flow at $339.2 million.
The company deployed approximately $850.0 million for acquisitions during the full year and repurchased $400.0 million in stock during the fourth quarter.
Revenue by Segment
Forward Guidance
Teledyne Technologies projects first quarter 2026 GAAP diluted earnings per share to be between $4.45 and $4.59, and non-GAAP diluted earnings per share between $5.40 and $5.50. For the full year 2026, GAAP diluted EPS is expected to range from $19.76 to $20.22, with non-GAAP diluted EPS between $23.45 and $23.85.
Positive Outlook
- Strong outlook for non-GAAP diluted earnings per share for both Q1 and full year 2026.
- Continued focus on strategic acquisitions, as evidenced by recent carve-out of TransponderTech and DD-Scientific.
- Healthy defense businesses and recovering shorter cycle commercial businesses are expected to contribute positively.
- Anticipated strong balance sheet with ample financial flexibility.
- Management's confidence in achieving best quarterly orders, sales, and non-GAAP earnings and operating margin.
Challenges Ahead
- Potential impact of policies of the U.S. Presidential Administration, including tariffs and funding cutbacks.
- Escalating economic and diplomatic tension between China and the United States, potentially leading to trade wars and restrictions.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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