Teledyne Technologies Reports Strong Q4 and Full-Year 2025 Results

By Chris Stiles • Wednesday, January 21 10:51 • Permanent Link

Teledyne Technologies Incorporated (NYSE: TDY) has reported its fourth-quarter results for 2025, showcasing several remarkable achievements. The company's net sales for the fourth quarter of 2025 were $1,612.3 million, representing a 7.3% increase compared to the same period in 2024. The fourth quarter of 2025 also saw a significant rise in net income attributable to Teledyne, reaching $275.6 million, a substantial 38.8% increase from the fourth quarter of 2024.

The company's non-GAAP diluted earnings per share for the fourth quarter of 2025 stood at $6.30, marking a notable 14.1% increase from the same period in 2024. Teledyne Technologies also reported cash from operations of $379.0 million and free cash flow of $339.2 million for the fourth quarter of 2025, reflecting positive growth compared to the previous year.

For the full year 2025, Teledyne's net sales amounted to $6,115.4 million, representing a 7.9% increase from 2024. The company's net income for the full year 2025 reached $894.8 million, resulting in an 9.2% increase from the previous year. Moreover, the company's operating margin for 2025 was 18.8%, showing an improvement from the 17.4% margin in 2024.

Teledyne Technologies' various business segments also demonstrated positive performance. In the digital imaging segment, net sales for the fourth quarter of 2025 increased by 3.4% compared to the same period in 2024. The instrumentation segment saw a 3.7% increase in net sales for the fourth quarter of 2025, while the aerospace and defense electronics segment experienced an impressive 40.4% surge in net sales during the same period.

The company's engineered systems segment reported a 9.9% decrease in net sales for the fourth quarter of 2025, but operating income for this segment increased by 17.3%, demonstrating efficiency improvements.

Teledyne Technologies' outlook for the first quarter of 2026 indicates an expected GAAP diluted earnings per share in the range of $4.45 to $4.59, and a full-year 2026 GAAP diluted earnings per share in the range of $19.76 to $20.22. The non-GAAP outlook for the first quarter of 2026 is projected to be in the range of $5.40 to $5.50, and for the full year 2026, it is estimated to be between $23.45 and $23.85.

As a result of these announcements, the company's shares have moved 2.11% on the market, and are now trading at a price of $581.72. For more information, read the company's full 8-K submission here.

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