4 analysts' median target is $750[FMP target], stock is $621, +20.7% upside potential. After Q1 +5.8% EPS beat[FMP earnings], the stock moved -0.8%.
B+ = MoonshotScore 50[9-pillar formula] + Council 1/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q1 consensus: revenue $1.6B[FMP est], EPS $6.00[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 EPS +5.8% beat[FMP] but the stock -0.8% D+1[FMP D+1]. Steve Blackwood promised $29.7M CapEx + a sequential decline in Q1 during the Q1 earnings call[Steve Blackwood capex transcript].
Watchlist
Instrumentation Segment Growth
instrumentation_segment_growth
In the Instrumentation segment, first quarter sales increased 5.3% with marine instruments up 8.3%, though a decline in test and measurement impacted profitability.
"In the Instrumentation segment, which consists of our marine, environmental and test and measurement businesses, first quarter sales increased 5.3% versus last year. Overall sales of marine instruments increased 8.3%..."
- George Bobb - Q1 FY26 Earnings Call - April 22, 2026
Aerospace Defense Electronics Growth
aerospace_defense_electronics_growth
In the Aerospace and Defense Electronics segment, first quarter sales increased 14.4% due to the Qioptiq acquisition and organic growth of 8.4%.
"In the Aerospace and Defense Electronics segment, first quarter sales increased 14.4% due to 1 additional month of results from the Qioptiq acquisition and with organic growth of 8.4% across defense electronics..."
- George Bobb - Q1 FY26 Earnings Call - April 22, 2026
Fy26 Eps Guidance Increase
fy26_eps_guidance_increase
Teledyne raised its full year 2026 earnings per share (EPS) outlook at both the bottom and top of its prior range, to about $24 at midpoint.
"We're also raising our earnings outlook at both the bottom and top of our prior range. to about $24 at midpoint or $0.35 overall in increase."
- Robert Mehrabian - Q1 FY26 Earnings Call - April 22, 2026
Fy26 Sales Guidance Increase
fy26_sales_guidance_increase
Teledyne raised its 2026 sales outlook by 70 basis points to $6.415 billion due to a strong first quarter and record orders.
"We believe now sales will be in the range of $6.415 billion or 70 basis points higher than we communicated in January."
- Robert Mehrabian - Q1 FY26 Earnings Call - April 22, 2026
Acquisition Strategy And Capex
acquisition_strategy_and_capex
With leverage at a 5-year low, Teledyne is actively pursuing a number of acquisitions, while investing more in R&D and capital expenditures to accelerate organic growth.
"Finally, with a leverage at a 5-year low, we are actively pursuing a number of acquisitions, but at the same time, we're investing more in R&D and capital expenditures to accelerate our own organic growth."
- Robert Mehrabian - Q1 FY26 Earnings Call - April 22, 2026
Digital Imaging Growth
digital_imaging_growth
In the Digital Imaging segment, first quarter sales increased 7.9% due to well balanced growth throughout the segment, including Teledyne imaging sensors, Delta e2v and Teledyne FLIR.
"In the Digital Imaging segment, first quarter sales increased 7.9% due to well balanced growth throughout the segment, including Teledyne imaging sensors, Delta e2v and Teledyne FLIR."
- George Bobb - Q1 FY26 Earnings Call - April 22, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and News Sentiment strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 1 bullish (Ray Dalio), 1 bearish (Ken Griffin), 4 neutral (Jim Simons, Klarman, Buffett, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (April 22, 2026): EPS $5.80 vs $5.48 est[FMP], +5.8% beat. D+1 movement: -0.8%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $5.80 vs $5.48 beat[FMP], stock -0.8% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $29.7M[FMP cashflow]. Q1 op margin 18.9%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Monday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Monday evening. The framework is ready on this page: Q1 EPS threshold $6.00[FMP], CapEx threshold "below $29.7M"[Steve Blackwood]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This TDY (TDY) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.