Teledyne Technologies (TDY) FY2025 10-K Annual Report
Teledyne Technologies (TDY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 20, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Teledyne Technologies FY2025 10-K Analysis
Business Overview
- • Core business model not detailed in this filing section; focus on corporate governance and compliance policies
- • Newly adopted insider trading policy with Exhibit 19.1 filed for fiscal year ended December 28, 2025
- • Emphasis on regulatory compliance with federal securities laws and exchange listing requirements in securities trading
- • Executive compensation, stock ownership, related party transactions, and auditor fees disclosed only by reference to 2026 Proxy Statement
- • No operational or financial metrics presented; filing centers on governance, compensation, and compliance disclosures
Management Discussion & Analysis
- • Revenue $6,115M, up 7.9% YoY ($445M increase); Aerospace and Defense Electronics best performer, +36.3% to $1,059M, Engineered Systems declined 0.9% to $436M
- • Operating margin 18.8% (operating income $1,149.8M on $6,115M sales) vs 17.4% (989.1M on 5,670M sales); Digital Imaging margin 16.7% vs 14.4%
- • Cash flow from operations $1,191M; stock repurchases $400M (0.8M shares), senior notes repurchased $177M; capex planned $150M for 2026
- • net income $895M, EPS $18.88 vs $819M/ $17.21; Aerospace segment margin slightly declined 24.8% vs 28.5% due to integration costs
- • Management plans $60-70M cash tax reduction in 2026 from new tax law; risks include tariffs, supply chain disruptions, and potential US government shutdown impacts
Risk Factors
- • Risk of non-cash goodwill impairment at FLIR reporting unit with $5.2B goodwill, fair value only 8% above carrying value as of 2025
- • Exposure to U.S.-China trade tensions risking tariffs and rare earth mineral supply crucial for manufacturing
- • Potential delays in U.S. government contract awards and payments due to government shutdowns affecting cash flow timing
- • Competitive threat from new technologies impacting FLIR business unit profitability and intangible asset valuations
- • Income tax risk with $10.9M incremental annual tax provision if U.S. nominal tax rate rises by 100 basis points
Teledyne Technologies FY2025 Key Financial MetricsXBRL
Revenue
$6.1B
▲ +7.9% YoY
Net Income
$895M
▲ +9.2% YoY
Operating Margin
18.8%
▲ +136bp YoY
Net Margin
14.6%
▲ +18bp YoY
ROE
8.5%
▼ -7bp YoY
Total Assets
$15.3B
▲ +7.6% YoY
EPS (Diluted)
$18.88
▲ +9.7% YoY
Operating Cash Flow
$1.2B
▼ -0.1% YoY
Source: XBRL data from Teledyne Technologies FY2025 10-K filing on SEC EDGAR. All figures in USD.
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