TDY earnings history

TDY FY2026 Q2 · Calendar Q3 2026

Teledyne Technologies Incorporated

Teledyne delivered its strongest quarterly orders, sales, and operating profit on record, driven by accelerating demand for infrared imaging, unmanned systems, and defense electronics. A $5 billion funded backlog and a tenth consecutive quarter of book-to-bill above 1 underscore sustained order momentum. Management raised full-year 2026 guidance for the second consecutive quarter, supported by a six-year-low leverage position that preserves acquisition and capex capacity. The key tension: margin expansion partly reflects tariff-related benefits whose durability analysts question, while supply-chain constraints in germanium and rare-earth magnets could constrain near-term production scaling. The stock's modest +0.58% abnormal move on report day was followed by a -2.94% drift over subsequent sessions, suggesting the market priced in much of the beat. At $631.35, TDY trades roughly 10%…