Q2 FY2026 EarningsQ2 FY26 beat consensus across all major financial metrics: revenue reached $1,662.5M (+5.3% vs. expected $1,579.5M), while normalized EPS of $5.37 significantly exceeded the $4.83 consensus (implied mean). Gross margin of 44.4% outperformed the 43.4% estimate, supported by favorable product mix and tariff refunds. Strong demand in defense electronics and infrared imaging drove the outperformance, more than offsetting weakness in commercial segments.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Teledyne Tech(TDY) the Revenue is 1.663 B (+9.83%), Beat estimate;the EBIT is 333.2 M (+19.77%), Beat estimate;the EPS is 5.37 (+21.22%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.66B9.83%
1.58B4.35%
+0.08B5.48%
EBITExceed expectations
0.33B19.77%
0.30B8.47%
+0.03B11.30%
EPSExceed expectations
5.3721.22%
4.8268.94%
+0.544012.28%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf