Filing Flows › Teledyne Technologies (TDY) › Q3 2026 › vs Q2 2026
Teledyne Technologies (TDY) Q3 2026 vs Q2 2026 (quarter over quarter)
Teledyne Technologies's revenue rose $22.4M (+1%) from $1.7B in Q2 2026 to $1.7B in Q3 2026. The biggest changes: Digital Imaging +$34.3M (+4%); Instrumentation −$17.3M (-4%); Engineered Systems +$4.4M (+4%). Operating margin 20.6% against 20.0% (+0.6 pts).
Teledyne Technologies, Q3 2026: revenue $1.7B (+9% year over year), operating margin 20.6%, net earnings $273M, operating cash flow $352M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 20.6% | 20.0% | +0.6 pts |
| Net margin | 16.2% | 15.1% | +1.1 pts |
| Free cash flow margin | 19.0% | 17.1% | +1.8 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Digital Imaging | $903M | $869M | $34.3M | +4% |
| Instrumentation | $370M | $388M | −$17.3M | -4% |
| Aerospace and Defense Electronics | $287M | $286M | $1.0M | +0.3% |
| Engineered Systems | $124M | $120M | $4.4M | +4% |
| Revenue | $1.7B | $1.7B | $22.4M | +1% |
| Operating profit | $347M | $333M | $14.0M | +4% |
| Costs & expenses | $1.3B | $1.3B | $8.4M | +0.6% |
| Pre-tax earnings | $347M | $321M | $25.5M | +8% |
| Cost of revenue | $946M | $924M | $21.1M | +2% |
| Research & development | $78.6M | $90.2M | −$11.6M | -13% |
| SG&A | $258M | $259M | −$300K | -0.1% |
| Other operating costs | $55.2M | $56.0M | −$800K | -1% |
| Net earnings | $273M | $252M | $21.1M | +8% |
| Income tax | $74.0M | $69.6M | $4.4M | +6% |
| Depreciation & amortization | $84.7M | $85.7M | −$1.0M | -1% |
| Share-based compensation | $12.2M | $13.9M | −$1.7M | -12% |
| Working capital & other | $17.2M | $36.1M | −$18.9M | -52% |
| Operating cash flow | $352M | $315M | $37.3M | +12% |
| Free cash flow (OCF − capex) | $320M | $285M | $34.8M | +12% |
| Capital expenditures | $33.0M | $30.5M | $2.5M | +8% |
Questions
How much did Teledyne Technologies's revenue grow quarter over quarter in Q3 2026?
Teledyne Technologies's revenue rose $22.4M (+1%) from $1.7B in Q2 2026 to $1.7B in Q3 2026.
What drove Teledyne Technologies's revenue change in Q3 2026?
Digital Imaging +$34.3M (+4%); Instrumentation −$17.3M (-4%); Engineered Systems +$4.4M (+4%).