Teledyne Q4 adjusted earnings beat estimates

Overview

• Tech conglomerate's Q4 revenue grew 7.3%, beating analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company completed acquisition of TransponderTech, acquired DD-Scientific on Jan 14, 2026

Outlook

• Company expects Q1 2026 GAAP EPS between $4.45 and $4.59

• Teledyne forecasts full-year 2026 GAAP EPS of $19.76 to $20.22

• Company sees Q1 2026 non-GAAP EPS between $5.40 and $5.50

Result Drivers

• ACQUISITIONS BOOST SALES - Recent acquisitions contributed $73 mln in incremental sales, aiding overall revenue growth

• DEFENSE ELECTRONICS GROWTH - Aerospace and Defense Electronics segment sales rose 40.4%, driven by defense electronics

• DIGITAL IMAGING PERFORMANCE - Higher sales in infrared imaging components and subsystems drove growth in Digital Imaging segment

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for Teledyne Technologies Inc is $620.00, about 9.5% above its January 20 closing price of $566.23

• The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 25 three months ago

Press Release: ID:nBw4RVKSqa

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