TDYTeledyne Technologies

Technology · Defense Electronics · NYSE

Teledyne Technologies Incorporated is a Delaware corporation that provides enabling technologies to sense, analyze and distribute information for industrial growth markets that require advanced technology and high reliability. 10-K, Item 1

Headquarters: Thousand Oaks, CA
Next results: around Jan 20, 2027

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The biggest changes in the 10-K filed 2026-02-20, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.

Operating margin

17.4% → 18.8% (+1.4 pts) Big change FY to 2025-12-28 vs 2024-12-29

“Selling, general and administrative (“SG&A”) expense increased in 2025, primarily driven by higher sales across most segments.”
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“Operating income increased in 2025, primarily driven by higher operating income in each segment, including incremental operating income related to current and prior year acquisitions as well as $52.5 million of pretax, non-cash trademark impairments recorded in 2024.”
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Net income

+9.2% FY to 2025-12-28 vs 2024-12-29

“The effective tax rate increased in 2025 compared with 2024, primarily due to lower reversals of unrecognized tax benefits in 2025.”
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Revenue

+7.9% FY to 2025-12-28 vs 2024-12-29

“Cost of sales increased in 2025, primarily driven by the impact of higher net sales.”
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“Sales of Marine Instrumentation increased $48.6 million due to stronger offshore energy and defense markets.”
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Cash from operations

-0.1% FY to 2025-12-28 vs 2024-12-29

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗

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