Teledyne Q2 FY2026: record sales, non-GAAP EPS up 20.8%, guidance raised
Teledyne's fiscal 2026 second quarter was a record on sales and profit: revenue rose 9.8% to $1,662.5 million, non-GAAP EPS climbed 20.8% to $6.28, and management raised full-year guidance. The wrinkle is that GAAP EPS of $5.37 came in under the $5.8537 consensus figure, a gap explained mostly by $56.0 million of acquired intangible amortization. Net view: Bullish.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $5.37 versus $4.43 a year ago, while non-GAAP diluted EPS was $6.28 versus $5.20, up 20.8%. The GAAP number landed below the $5.8537 consensus in this dataset; the non-GAAP number cleared it, which tells you the consensus was built on an adjusted basis rich in amortization add-backs. Either way, the underlying profit grew about 20%.
Revenue of $1,662.5 million rose 9.8% from $1,513.7 million a year ago, and only $12.2 million of that came from recent acquisitions, so the growth is mostly organic. Digital Imaging did the heavy lifting at $868.7 million (52.3% of the total), and every segment grew. This is the strongest top line in the company's history by its own description.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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