Overview

* Teledyne Q2 2025 sales rise 10.2% to $1.51 bln, beating expectations

* Adjusted EPS for Q2 2025 exceeds analyst estimates, per LSEG data

* Co, which makes aerospace and defense electronics, raises full year EPS outlook

* Co increases stock repurchase authorization to $2.0 bln, replacing previous authorization

Outlook

* Teledyne ( TDY ) raises full-year 2025 GAAP EPS outlook to $17.59-$17.97 from prior outlook of $17.35 to $17.83

* Teledyne ( TDY ) sees full-year 2025 non-GAAP EPS of $21.20-$21.50 compared with prior outlook of $21.10 to $21.50

* Company expects Q3 2025 GAAP EPS between $4.39 and $4.54

* Company anticipates Q3 2025 non-GAAP EPS of $5.35-$5.45

Result Drivers

* ORGANIC GROWTH - Teledyne ( TDY ) reports organic sales growth in every segment, contributing to record quarterly sales

* ACQUISITIONS - Incremental sales from recent acquisitions added $70.1 mln to Q2 2025 sales

* ACCELERATED DEMAND - Co attributes strong Q2 results partly to accelerated demand amid uncertain global trade policies

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $1.51 $1.48

bln bln (8

Analysts

)

Q2 Beat $5.2 $5.05 (9

Adjusted Analysts

EPS )

Q2 EPS $4.43

Q2 Net $209.90

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 1 "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 $555.00, about 0.2% below its July 22 closing price of $555.95

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

Press Release:

(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.)