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 raises full-year 2025 GAAP EPS outlook to $17.83-$18.05

• Teledyne 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

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 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: ID:nBw8w8C6Ga

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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.)