종목/TDY
Teledyne Technologies Incorporated
Second quarter 2026 GAAP diluted earnings per share: $4.75 to $4.90; Full year 2026 GAAP diluted earnings per share: $20.08 to $20.44. Second quarter 2026 non-GAAP diluted earnings per share: $5.70 to $5.80; Full year 2026 non-GAAP diluted earnings per share: $23.85 to $24.15. (Non-GAAP outlook excludes certain transaction and integration costs and acquired intangible asset amortization.)
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets in the United States, Europe, Asia, and internationally. The Digital Imaging provides visible spectrum sensors and digital cameras; and infrared, ultraviolet, visible, and X-ray spectra products, as well as micro electromechanical systems and semiconductors, including analog-to-digital and digital-to-analog converters. This segment offers cooled and uncooled infrared or thermal products, including sensors, camera cores, and camera systems; high-resolution, low-dose X-ray sensors, high-power microwave, and high-energy X-ray subsystems; and instruments for the measurement of physical properties and maritime products, as well as develops and manufactures multi-spectrum electro-optic/infrared imaging systems and associated products, such as lasers, optics, and radars, CBRNE (Chemical, Biological, Radiological, Nuclear and Explosive detectors), and unmanned air and ground systems. The Instrumentation segment provides monitoring, control, and electronic test and measurement equipment; and power and communications connectivity devices for distributed instrumentation systems and sensor networks. The Aerospace and Defense Electronics segment offers electronic and optical components and subsystems, data acquisition and communications components and equipment, harsh environment interconnects, general aviation batteries and other components; and onboard avionics systems and ground-based applications, aircraft data and connectivity solutions, hardware systems, and software applications. The Engineered Systems segment provides systems engineering, integration and advanced technology development, and complex manufacturing solutions for defense, space, environmental, and energy applications; and designs and manufactures electrochemical energy systems and specialty electronics for military applications. The company was founded in 1960 and is headquartered in Thousand Oaks, California.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 22일 (수) | 2026 Q1 | $5.53 | $5.80 | +4.8% | $1.56B | — |
| AVGO | 브로드컴 | 1.97T | +1.3% | 100% (4/4) |
| MU | 마이크론 | 896B | +33.2% | 100% (4/4) |
결과 자체는 매출·non-GAAP EPS 신기록과 상향된 연간 EPS 가이던스로 시장에 긍정적으로 받아들여질 가능성이 큽니다. 동시에 매출 증가는 일부 인수 기여가 있어 향후 통합·지속성에 대한 주의가 필요하고, 지정학적 리스크·공급망 변수는 여전히 단기 리스크로 남습니다.