The raised guidance and strong segment performance suggest continued momentum. Monitor upcoming quarters for sustained growth in defense electronics and digital imaging, which are key drivers of the raised outlook.
Price Chart
Executive Summary
Teledyne Technologies reported strong Q1 2026 earnings with revenue and non-GAAP EPS beating estimates, driven by growth in Digital Imaging and Aerospace & Defense Electronics. The company raised full-year 2026 guidance for both GAAP and non-GAAP EPS, signaling continued momentum.
Key Financial Metrics
Key Facts
- Q1 2026 revenue was $1.56B, beating consensus of $1.52B
- Q1 2026 non-GAAP EPS was $5.80, beating consensus of $5.47
- GAAP EPS was $4.85, missing consensus of $5.47
- Company raised full-year 2026 non-GAAP EPS guidance to $23.85-$24.15 (up from $23.45-$23.85)
- Digital Imaging segment revenue grew 7.9% YoY, driven by infrared detectors and unmanned systems
Financial Impact
Revenue beat by $40.1M, non-GAAP EPS beat by $0.33, full-year guidance raised
Risk Factors
- GAAP EPS missed consensus due to higher amortization and tax expenses
- Instrumentation segment operating income declined 4.2% despite revenue growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001094285-26-000024 |
| Document: tdy-20260422.htm | 0001094285-26-000024 |
| Document: 0001094285-26-000024-index-headers.html | 0001094285-26-000024 |
| Document: 0001094285-26-000024-index.html | 0001094285-26-000024 |
| Document: 0001094285-26-000024.txt | 0001094285-26-000024 |
| 8-K Data (Synthetic) | 0001094285-26-000024 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 7w ago | Insider Cluster | $673.66 $603.79 | ▼ −10.37% | ▼ −8.62% | $618.61 (−8.17%) |
Aug 12, 2026 7w ago | 144 | $686.49 $596.50 | ▼ −13.11% | ▼ −11.21% | $618.61 (−9.89%) |
Aug 10, 2026 7w ago | 8-K | $690.25 $605.08 | ▼ −12.34% | ▼ −11.42% | $618.61 (−10.38%) |
Jul 22, 2026 10w ago | 8-K | $650.50 $648.63 | ▼ −0.29% | ▼ −3.18% | $618.61 (−4.90%) |
Apr 22, 2026 23w ago | 8-K | $652.17 $606.45 | ▼ −7.01% | ▼ −10.18% | $618.61 (−5.15%) |
US Market Status
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