Teledyne Technologies(TDY)

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Why Teledyne Technologies (TDY) is a Top Growth Stock for the Long-Term
ZACKS· 2025-06-26 22:51
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? ...
Teledyne (TDY) Earnings Call Presentation
2025-06-25 15:19
业绩总结 - 2023年公司每股摊薄收益的GAAP预期为4.00美元至4.15美元[78] - 调整后的每股摊薄收益预期为4.95美元至5.05美元[78] - 2023年总收入预期为173.5亿美元至178.3亿美元[78] - 2022年总销售额为54.586亿美元,较2021年增长了18.3%[79] - 2022年毛利为23.303亿美元,毛利率为42.7%[79] - 2022年营业收入为9.830亿美元,营业利润率为21.3%[79] - 2022年归属于Teledyne的净收入为7.469亿美元,较2021年增长了12.5%[79] - 2022年EBITDA为9.830亿美元,EBITDA利润率为21.3%[79] - 2022年非GAAP EBITDA为9.830亿美元,较2021年增长了12.4%[79] 用户数据 - 2023年第一季度,Teledyne的现金余额为461.5百万美元[81] - 2023年第一季度,总债务为2,964.8百万美元[81] - 2023年第一季度,股东权益为9,925.2百万美元[81] - 2023年第一季度,总资本化为12,890.0百万美元[81] - 2023年第一季度,净债务为2,503.3百万美元[81] - 2023年第一季度,净债务占账面净资本化比率为20.1%[81] 未来展望 - 2023年非GAAP每股摊薄收益预期为21.10美元至21.50美元[78] - 2023年非GAAP净收入将排除FLIR交易和整合成本[73] - 2023年非GAAP运营利润率将提供对公司运营结果的替代视角[71] 新产品和新技术研发 - 非GAAP运营收入和运营利润率将排除FLIR收购相关的整合成本和无形资产摊销[71] - 公司将继续使用非GAAP财务指标来评估运营表现并与历史业绩进行比较[69] 财务状况 - 2022年销售、一般和行政费用为11.566亿美元,占总销售额的21.2%[79] - 2022年利息支出为0.736亿美元,较2021年减少了30.6%[79] - 2022年所得税费用为1.762亿美元,较2021年增长了87.7%[79] - 2022年调整后的自由现金流为690.6百万美元[80] - 2022年净现金提供的经营活动为486.8百万美元[80] - 2022年资本支出为92.6百万美元[80]
Why Is Teledyne (TDY) Up 6.3% Since Last Earnings Report?
ZACKS· 2025-05-24 00:36
It has been about a month since the last earnings report for Teledyne Technologies (TDY) . Shares have added about 6.3% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Teledyne due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since The ...
Teledyne (TDY) Reliance on International Sales: What Investors Need to Know
ZACKS· 2025-05-13 22:22
Have you assessed how the international operations of Teledyne Technologies (TDY) performed in the quarter ended March 2025? For this defense and aerospace industry supplier, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and ...
Teledyne Technologies: Solid Demand, Backed By Visible Backlog, And A Strong Balance Sheet
Seeking Alpha· 2025-04-29 22:53
Following my coverage on Teledyne Technologies (NYSE: TDY ) in Jan this year, in which I recommended a buy rating due to my expectation that the business growth outlook has gotten a lot better than my initialI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to co ...
Teledyne Technologies: Sensing Upside On Defense Growth
Seeking Alpha· 2025-04-28 22:38
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.I am always looking for new companies that have exposure to the aerospace and defense industries. Most of the time, the aerospace, and defense market form a substantial part of a company’s revenues, but this is not alwaysDhierin runs the investing ...
Teledyne Technologies(TDY) - 2026 Q1 - Quarterly Report
2025-04-26 05:59
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-15295 _____________________________________ TELEDYNE TECHNOLOGIES INCORPORATED (Exact name of registrant as specified in its charter) _____________________________________ Delaware 25-1 ...
Teledyne's Q1 Earnings & Revenues Beat Estimates, Increase Y/Y
ZACKS· 2025-04-24 00:30
Teledyne Technologies Inc. (TDY) reported first-quarter 2025 adjusted earnings of $4.95 per share, which surpassed the Zacks Consensus Estimate of $4.92 by 0.6%. The bottom line also improved 8.8% from $4.55 recorded in the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The company recorded GAAP earnings of $3.99 per share, up 7.3% from the prior-year period’s earnings of $3.72.The year-over-year improvement in the bottom line can be attributed to higher net sales ...
Teledyne Technologies(TDY) - 2025 Q1 - Earnings Call Transcript
2025-04-24 00:00
Teledyne (TDY) Q1 2025 Earnings Call April 23, 2025 11:00 AM ET Company Participants Jason VanWees - Vice ChairmanRobert Mehrabian - Executive ChairmanEdwin Roks - CEOGeorge Bobb - President & COOStephen Blackwood - EVP & CFOGreg Konrad - SVP-Equity ResearchJordan Lyonnais - Equity Research AssociateDamian Karas - Executive DirectorJoseph Giordano - Managing DirectorGuy Hardwick - Managing DirectorRobert Jamieson - Industrial Tech Equity Research Conference Call Participants Andrew Buscaglia - Senior Analys ...
Teledyne (TDY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-04-23 22:35
财务表现 - 2025年第一季度营收达14 5亿美元 同比增长7 4% [1] - 每股收益(EPS)为4 95美元 去年同期为4 55美元 [1] - 营收超Zacks共识预期1 42亿美元 超预期幅度1 95% [1] - EPS超Zacks共识预期4 92美元 超预期幅度0 61% [1] 业务板块表现 数字成像业务 - 净销售额7 57亿美元 超分析师平均预期7 5302亿美元 [4] - 净销售额同比增长2 2% [4] - 营业利润1 223亿美元 超分析师平均预期1 1624亿美元 [4] - 非GAAP营业利润1 677亿美元 略低于分析师平均预期1 6876亿美元 [4] 工程系统业务 - 净销售额1 071亿美元 超分析师平均预期1 0104亿美元 [4] - 净销售额同比大幅增长14 9% [4] - 营业利润1080万美元 大幅超分析师平均预期820万美元 [4] 航空航天与国防电子业务 - 净销售额2 425亿美元 超分析师平均预期2 2437亿美元 [4] - 净销售额同比大幅增长30 6% [4] - 营业利润5570万美元 超分析师平均预期5484万美元 [4] - 非GAAP营业利润6290万美元 超分析师平均预期5811万美元 [4] 仪器仪表业务 - 净销售额3 433亿美元 略低于分析师平均预期3 4377亿美元 [4] - 净销售额同比增长3 9% [4] - 营业利润9270万美元 超分析师平均预期9001万美元 [4] - 非GAAP营业利润9590万美元 超分析师平均预期9434万美元 [4] 公司运营 - 公司费用支出2 22亿美元 高于分析师平均预期1 913亿美元 [4] 市场表现 - 过去一个月股价下跌10% 同期标普500指数下跌6 6% [3] - 当前Zacks评级为3级(持有) 预示短期表现可能与大盘一致 [3]