Teledyne Technologies Incorporated · TDY · Next earnings

Teledyne Technologies Incorporated reports Wednesday, Oct 28, 2026

TDY reports before market open with consensus EPS at $6.16 and revenue at $1.65B. Last quarter: Teledyne Posts Record Q2 as Digital Imaging and Defense Drive Guidance Raise

Reports Before market open38 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $6.16 Calendar consensus
Consensus revenue $1.65B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where TDY left off: FY2026 Q2

Full report

Teledyne Posts Record Q2 as Digital Imaging and Defense Drive Guidance Raise

EPS surprise +8.5% Reported $6.28 vs $5.79
Revenue surprise +5.3% Reported $1.66B vs $1.58B
Stock move +0.5% Event window
Subsequent drift -2.9% Up to 20 sessions

Full-year 2026 revenue guidance raised by $120 million and non-GAAP EPS guidance raised by $0.55. This follows the prior quarter's raise to $6.415 billion revenue and $24 mid-point EPS. Guidance sentiment: raised. Management tone: confident.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints for germanium and rare-earth magnets could limit production scaling.
  • Tariff changes and inflation pressures may affect production costs and margin sustainability.
  • Oil price volatility could impact certain end-markets.
  • Heavy reliance on defense spending cycles introduces cyclical exposure.
  • Foreign exchange and geopolitical risks in key markets including Europe and the Middle East.

Questions analysts left open

  • Sustainability of margin improvements once tariff-related benefits fade.
  • Cost-inflation trends and their impact on profitability.
  • Mix between multiyear and near-term orders and implications for book-to-bill dynamics.
  • Contribution and outlook for the missiles and munitions segment.
  • Whether guidance remains conservative relative to underlying growth momentum.

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Recent TDY quarters

All TDY earnings
+0.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.