Overview

* Teledyne Q3 2025 sales rise 6.7% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance

* Company raises full-year 2025 earnings outlook, reflecting confidence in ongoing performance

Outlook

* Teledyne ( TDY ) raises full-year 2025 GAAP EPS outlook to $17.83-$18.05

* Teledyne ( TDY ) raises full-year 2025 non-GAAP EPS outlook to $21.45-$21.60

* Company sees Q4 2025 GAAP EPS between $4.76 and $4.98

* Company sees Q4 2025 non-GAAP EPS between $5.73 and $5.88

Result Drivers

* DIGITAL IMAGING - Higher sales of commercial infrared imaging components and industrial automation imaging systems drove segment growth, though operating income was slightly down due to increased R&D expenses

* INSTRUMENTATION GROWTH - Segment saw increased sales in environmental and marine instrumentation, boosting operating income

* DEFENSE ELECTRONICS - Significant sales increase driven by recent acquisitions, boosting operating income despite higher costs

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $1.54 $1.53

bln bln (8

Analysts

)

Q3 Beat $5.57 $5.47

Adjusted (10

EPS Analysts

)

Q3 EPS $4.65

Q3 6.70%

REVENUE

GROWTH

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electronic equipment & parts peer group is "buy"

* Wall Street's median 12-month price target for Teledyne Technologies Inc ( TDY ) is $614.00, about 6.6% above its October 21 closing price of $573.75

* The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)