TDY TELEDYNE TECHNOLOGIES INC

BULLISH Impact: 8/10 8-K
Horizon weeks Filed Apr 22, 2026 Processed 1mo ago SEC 0001094285-26-000024
8-K Item 2.02: Earnings release
Latest settled — T+20d
TDY ▼ -7.01% at T+20d
LONG call ✗ call lost -7.01% · α vs SPY -10.18% · entry $652.17 → $606.45
Next anchor: T+60d in 5w
Currently $626.02 · -4.01% from $652.17 entry
Entry anchored
Apr 21, 03:59 PM ET
via Databento tick
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call -0.40% · α -0.01%
$649.54
settled 7w ago
T+5d
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call -3.21% · α -3.26%
$631.26
settled 6w ago
T+20d
-7.01%
call -7.01% · α -10.18%
$606.45
settled 24d ago
T+60d
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Executive Summary

Teledyne Technologies reported strong Q1 2026 earnings with revenue and non-GAAP EPS beating estimates, driven by growth in Digital Imaging and Aerospace & Defense Electronics. The company raised full-year 2026 guidance for both GAAP and non-GAAP EPS, signaling continued momentum.

Key Financial Metrics

Free Cash Flow
$204.3M

Actionable Insight

The raised guidance and strong segment performance suggest continued momentum. Monitor upcoming quarters for sustained growth in defense electronics and digital imaging, which are key drivers of the raised outlook.

Key Facts

  • Q1 2026 revenue was $1.56B, beating consensus of $1.52B
  • Q1 2026 non-GAAP EPS was $5.80, beating consensus of $5.47
  • GAAP EPS was $4.85, missing consensus of $5.47
  • Company raised full-year 2026 non-GAAP EPS guidance to $23.85-$24.15 (up from $23.45-$23.85)
  • Digital Imaging segment revenue grew 7.9% YoY, driven by infrared detectors and unmanned systems

Financial Impact

Revenue beat by $40.1M, non-GAAP EPS beat by $0.33, full-year guidance raised

revenueepsguidanceoperating_margin

Risk Factors

  • GAAP EPS missed consensus due to higher amortization and tax expenses
  • Instrumentation segment operating income declined 4.2% despite revenue growth

Market Snapshot

Exchange
NYSE
Sector
Search, Detection, Navigation, Guidance, Aeronautical Sys

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001094285-26-000024
Document: tdy-20260422.htm0001094285-26-000024
Document: 0001094285-26-000024-index-headers.html0001094285-26-000024
Document: 0001094285-26-000024-index.html0001094285-26-000024
Document: 0001094285-26-000024.txt0001094285-26-000024
8-K Data (Synthetic)0001094285-26-000024

US Market Status

Market Closed — Opens Mon (49h 34m)

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