Teledyne Technologies Inc (TDY) Q2 2025 Earnings Call

Concluded Jul 23, 2025

Jul 23, 2025

Period: FY2025 Q2
Runtime: —
Sources: 2 artifacts

Revenue $1.51B +10.2% YoY

Diluted EPS $4.43 +17.5% YoY

Gross margin · derived Q4 42.6% -0.5 pp YoY

Net income $209.90M +16.5% YoY

Open full screen 8-K 10-Q

Executive readout · one minute

Webcast research workspace

Read the call alongside every captured source. 8-K earnings release, 10-Q stay in one workspace.

Raised full-year guidance 39 Capital allocation and supply chain 19 Quarterly financial performance 19 Instrumentation segment margins 17 Defense and unmanned systems 10 Digital imaging segment 9

Management tone

Confident

Net tone +75 · low hedging

Grounding quotes

“We started 2026 with record first quarter sales, earnings per share, and operating margin.”
“We're comfortable in increasing both our expected sales and earnings for 2026.”
“with a big book-to-bill of 1.16, which is our 10th consecutive quarter of book-to-bill of over 1”
“I'm a little conservative, Noah, as you know us to be.”

Research coverage

2 live sources

Open each available source without leaving this research workspace.

Research materials

Open the source you need; every reader stays inside this workspace.

8-K earnings release Filed Jul 23, 2025 10-Q report Filed Jul 28, 2025

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Digital Imaging$771.00M +4.3% YoY

Instrumentation$367.60M +10.2% YoY

Aerospace and Defense Electronics$264.80M +36.2% YoY

Engineered Systems$110.30M +3.3% YoY

Read transcripts like this one from Claude, ChatGPT or your own code with the earnings call transcript API →