Teledyne Technologies Inc
TDY
Market Cap$25.23B
Close$
Earnings Call Q2 2025
July 23, 2025 - AI Summary
Record Quarterly Sales and Growth: Teledyne reported record quarterly sales in Q2 2025, with a 10.2% increase year-over-year, split evenly between organic growth and acquisitions. Non-GAAP earnings per share rose by 13.5% to a record for any second quarter.
Cautious Outlook for Q3: Despite strong past performance, Teledyne forecasts flat sales for Q3 2025, citing potential pull-ins of $15-20 million in short-cycle businesses due to advance demand related to U.S. trade policy uncertainties. The company is closely monitoring these short-cycle segments, which have historically shown volatility.
Strong Order Activity: Orders exceeded sales for the seventh consecutive quarter, particularly in Defense and Aerospace segments, with book-to-bill ratios of over 1 in many divisions. International defense orders increased by over 15%, indicating strong demand in foreign markets.
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$597.94
8.9% upside
Current Fair Value
8.9% upsideUndervalued by 8.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $25.23 Billion |
|---|---|
| Enterprise Value | $25.37 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $17.43 |
| Beta | 1.07 |
| Outstanding Shares | 46,900,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 29.38 |
|---|---|
| PEG | 178.28 |
| Price to Sales | 4.36 |
| Price to Book Ratio | 2.48 |
| Enterprise Value to Revenue | 4.29 |
| Enterprise Value to EBIT | 24.19 |
| Enterprise Value to Net Income | 29 |
| Total Debt to Enterprise | 0.02 |
| Debt to Equity | 0.04 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Teledyne Technologies Inc
11,790 employees
CEO: Aldo Pichelli Teledyne Technologies is a leading provider of sophisticated instrumentation, digital imaging products and software, aerospace and defense electronics, and engineered systems. Teledyne's operations are primarily located in the United Sta...