Zacks Research Has Negative Outlook for TDY Q3 Earnings

Teledyne Technologies Incorporated (NYSE:TDY) – Equities research analysts at Zacks Research lowered their Q3 2025 earnings per share (EPS) estimates for Teledyne Technologies in a report released on Wednesday, August 13th. Zacks Research analyst Team now expects that the scientific and technical instruments company will post earnings per share of $5.43 for the quarter, down from their previous forecast of $5.45. The consensus estimate for Teledyne Technologies’ current full-year earnings is $21.55 per share. Zacks Research also issued estimates for Teledyne Technologies’ Q4 2025 earnings at $5.90 EPS, Q4 2026 earnings at $6.04 EPS, FY2026 earnings at $23.34 EPS and Q1 2027 earnings at $6.33 EPS.

Teledyne Technologies (NYSE:TDY) last issued its earnings results on Wednesday, July 23rd. The scientific and technical instruments company reported $5.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.05 by $0.15. Teledyne Technologies had a return on equity of 9.96% and a net margin of 14.54%. The firm had revenue of $1.51 billion for the quarter, compared to analysts’ expectations of $1.47 billion. During the same quarter last year, the business earned $4.58 earnings per share. The company’s revenue was up 10.2% compared to the same quarter last year.

Other equities analysts have also recently issued research reports about the company. Stifel Nicolaus started coverage on Teledyne Technologies in a report on Tuesday, June 24th. They set a “buy” rating and a $626.00 target price on the stock. Needham & Company LLC reduced their target price on Teledyne Technologies from $585.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 24th. Morgan Stanley raised their target price on Teledyne Technologies from $535.00 to $580.00 and gave the stock an “equal weight” rating in a report on Thursday, July 17th. Wall Street Zen upgraded Teledyne Technologies from a “hold” rating to a “buy” rating in a report on Friday, May 9th. Finally, UBS Group raised their target price on Teledyne Technologies from $585.00 to $630.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. One investment analyst has rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. Based on data from MarketBeat, Teledyne Technologies presently has a consensus rating of “Moderate Buy” and an average price target of $576.57.

Teledyne Technologies Price Performance

Shares of TDY opened at $538.73 on Friday. The company has a current ratio of 1.66, a quick ratio of 1.07 and a debt-to-equity ratio of 0.21. Teledyne Technologies has a 1 year low of $412.80 and a 1 year high of $570.56. The stock has a market cap of $25.26 billion, a P/E ratio of 29.67, a price-to-earnings-growth ratio of 2.52 and a beta of 1.07. The stock’s 50-day moving average price is $526.84 and its two-hundred day moving average price is $501.30.

Hedge Funds Weigh In On Teledyne Technologies

Institutional investors have recently modified their holdings of the business. Federated Hermes Inc. acquired a new stake in Teledyne Technologies in the 4th quarter valued at approximately $109,000. Sagespring Wealth Partners LLC acquired a new stake in Teledyne Technologies in the 4th quarter valued at approximately $296,000. Mariner LLC raised its position in Teledyne Technologies by 2.4% in the 4th quarter. Mariner LLC now owns 5,462 shares of the scientific and technical instruments company’s stock valued at $2,535,000 after buying an additional 130 shares during the last quarter. XTX Topco Ltd raised its position in Teledyne Technologies by 151.2% in the 4th quarter. XTX Topco Ltd now owns 1,334 shares of the scientific and technical instruments company’s stock valued at $619,000 after buying an additional 803 shares during the last quarter. Finally, Walleye Capital LLC acquired a new stake in Teledyne Technologies in the 4th quarter valued at approximately $632,000. Institutional investors own 91.58% of the company’s stock.

Insider Activity

In other news, CEO George C. Bobb III sold 6,735 shares of Teledyne Technologies stock in a transaction dated Wednesday, July 30th. The stock was sold at an average price of $555.41, for a total transaction of $3,740,686.35. Following the transaction, the chief executive officer owned 10,391 shares in the company, valued at $5,771,265.31. The trade was a 39.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Simon M. Lorne sold 6,311 shares of Teledyne Technologies stock in a transaction dated Friday, July 25th. The shares were sold at an average price of $549.64, for a total value of $3,468,778.04. Following the transaction, the director owned 61,913 shares in the company, valued at $34,029,861.32. This trade represents a 9.25% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 15,021 shares of company stock worth $8,315,662 in the last 90 days. Corporate insiders own 1.50% of the company’s stock.

Teledyne Technologies announced that its Board of Directors has initiated a share buyback plan on Wednesday, July 23rd that permits the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization permits the scientific and technical instruments company to buy up to 7.7% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

About Teledyne Technologies

Teledyne Technologies Incorporated, together with its subsidiaries, provides enabling technologies for industrial growth markets in the United States and internationally. Its Digital Imaging segment provides visible spectrum sensors and digital cameras; and infrared, ultraviolet, visible, and X-ray spectra; as well as micro electromechanical systems and semiconductors, including analog-to-digital and digital-to-analog converters.