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Teledyne Technologies (TDY) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 23, 2026 · Teledyne Technologies (TDY) Q3 2026 earnings results →
Q3 2026 Revenue up 9% year over year to $1.7B · 16¢ of every $1 of revenue kept as net profit · operating margin 20.6%
Teledyne Technologies made $1.7B in Q3 2026 (+9% Y/Y): Digital Imaging $903M, Instrumentation $370M, Aerospace and Defense Electronics $287M. Operating margin 20.6%, net earnings $273M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 23, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $1.7B in Q3 2026, up 9% year over year and up 1% from the previous quarter. Digital Imaging was the largest line at 54% of revenue. Digital Imaging added $0.12B year over year (up 15%), 81% of the total change.
Operating profit was $0.35B, a 20.6% margin (up 2.2 points year over year). Of the extra revenue versus Q3 2025, 44% reached operating profit, above the 18% margin then. Total costs grew 6% against revenue growth of 9%. Net earnings were $0.27B, up 24% year over year. The effective tax rate was 21.3%.
Operating cash flow was $0.35B (up 3% year over year), 129% of net earnings. Non-cash charges added back $0.08B of depreciation and amortization and $0.01B of share-based compensation. Capital expenditures of $0.03B left free cash flow of $0.32B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 23, 2026 | $1.7B | +9% | 20.6% | $273M | $352M |
| Q2 2026 | 10-Q | Jul 24, 2026 | $1.7B | +10% | 20.0% | $252M | $315M |
| Q1 2026 | 10-Q | Apr 24, 2026 | $1.6B | +8% | 18.9% | $227M | $234M |
| Q4 2025 | 10-K | Feb 20, 2026 | $1.6B | +7% | 20.4% | $276M | $379M |
| Q3 2025 | 10-Q | Oct 24, 2025 | $1.5B | +7% | 18.4% | $221M | $343M |
| Q2 2025 | 10-Q | Jul 28, 2025 | $1.5B | +10% | 18.4% | $210M | $227M |
| Q1 2025 | 10-Q | Apr 28, 2025 | $1.4B | +7% | 17.9% | $189M | $243M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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Customers and suppliers named in filings
Sells to
- U.S. government — 25% of its revenue · Stated in 10-K (sentence) · source
Teledyne Technologies against its Search, Detection, Navigation, Guidance, Aeronautical Sys peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +9% against the peers' median +9%. Operating margin: 20.6% against the peers' median 11.4%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| TDY Teledyne Technologies | Q3 2026 | $1.7B | +9% | 20.6% |
| NOC Northrop Grumman | Q3 2026 | $11.1B | +7% | 11.4% |
| LHX L3Harris Technologies | Q3 2026 | $6.1B | +7% | 13.0% |
| GRMN Garmin | Q3 2026 | $2.0B | +12% | 30.8% |
| DRS Leonardo DRS | Q3 2026 | $1.1B | +11% | 10.9% |
| LUNR Intuitive Machines | Q2 2026 | $206M | +310% | -22.9% |
| LYNX Lyntris | Q3 2026 | $194M | +90% | 5.7% |
| CODA Coda Octopus Group | Q3 FY26 | $7.7M | +9% | 19.9% |
| MIND Mind Technology | Q2 FY27 | $5.6M | -58% | -31.9% |
Source: Teledyne Technologies 10-Q on SEC EDGAR · CIK 1094285 · Search, Detection, Navigation, Guidance, Aeronautical Sys
Guidance and outlook
13F: who owns TDY and who is buying
More on TDY
- How Teledyne Technologies makes money: revenue by segment
- Teledyne Technologies stock forecast, price target and fair value
- Who owns Teledyne Technologies stock: holders, funds and Congress trades
- Teledyne Technologies guidance and outlook
- Is Teledyne Technologies a takeover target? LBO and rumors
- Teledyne Technologies recalls, complaints and regulation
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Teledyne Technologies guidance history: guided vs reported
- Teledyne Technologies operating margin by quarter
- Teledyne Technologies net income by quarter
- Teledyne Technologies free cash flow by quarter
- Teledyne Technologies R&D spending by quarter
- Teledyne Technologies capital expenditures by quarter
- Teledyne Technologies Digital Imaging revenue by quarter
- Teledyne Technologies Instrumentation revenue by quarter
- Teledyne Technologies Aerospace and Defense Electronics revenue by quarter
Compare TDY with
- Teledyne Technologies vs Northrop Grumman (TDY vs NOC)
- Teledyne Technologies vs L3Harris Technologies (TDY vs LHX)
- Teledyne Technologies vs Garmin (TDY vs GRMN)
- Teledyne Technologies vs Leonardo DRS (TDY vs DRS)
- Teledyne Technologies vs Intuitive Machines (TDY vs LUNR)
- Teledyne Technologies vs Lyntris (TDY vs LYNX)