Industrial electronics maker Teledyne beat Q3 sales, profit estimates, raises annual profit outlook

Teledyne Technologies Incorporated

22/10/2025 12:05

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$1.54 bln
$1.53 bln (8 Analysts)
Q3 Adjusted EPS
Beat
$5.57
$5.47 (10 Analysts)
Q3 EPS
$4.65
Q3 REVENUE GROWTH
6.70%


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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)