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Net Sales by Segment
Revenue broken down by Teledyne’s business segments, showing which markets and products are fueling growth and where the company is concentrated. Useful for spotting shifts in end‑market demand, diversification or reliance on cyclical industries (for example aerospace, defense, instrumentation), and the sustainability of top‑line momentum.
Digital Imaging is the clear growth engine—sustained, above‑trend sales and record orders (book‑to‑bill ~1.4) drove the recent guidance raise and funded backlog (~$5B), while Aerospace & Defense Electronics shows a material step‑up in 2025–26 tied to defense, unmanned and space wins. Instrumentation is steady but margin‑dilutive due to mix (UAV/marine). Positive cash flow and M&A capacity support further upside, but watch supply risks (germanium, rare‑earths) and transitory margin boosts (tariff refunds vs rising R&D/reserves).
TDY Net Sales by Segment
| Date | Instrumentation | Digital Imaging | Aerospace & Defense Electronics | Engineered Systems |
|---|---|---|---|---|
| Sep 30, 2026 | $370.50M | $903.00M | $287.40M | $124.00M |
| Jun 30, 2026 | $387.80M | $868.70M | $286.40M | $119.60M |
| Mar 31, 2026 | $361.40M | $816.90M | $277.50M | $104.30M |
| Dec 31, 2025 | $382.60M | $850.50M | $275.90M | $103.30M |
| Sep 30, 2025 | $363.60M | $785.40M | $275.50M | $115.00M |
| Jun 30, 2025 | $367.60M | $771.00M | $264.80M | $110.30M |
| Mar 31, 2025 | $343.30M | $757.00M | $242.50M | $107.10M |
| Dec 31, 2024 | $368.90M | $822.20M | $196.50M | $114.70M |
| Sep 30, 2024 | $349.80M | $768.40M | $200.20M | $125.10M |
| Jun 30, 2024 | $333.50M | $739.40M | $194.40M | $106.80M |
| Mar 31, 2024 | $330.40M | $740.80M | $185.70M | $93.20M |
| Dec 31, 2023 | $335.20M | $802.50M | $184.00M | $103.30M |
| Sep 30, 2023 | $329.10M | $775.80M | $183.30M | $114.30M |
| Jun 30, 2023 | $328.40M | $793.30M | $186.00M | $117.00M |
| Mar 31, 2023 | $333.50M | $772.50M | $173.20M | $104.10M |
| Dec 31, 2022 | $326.20M | $806.70M | $177.90M | $107.40M |
| Sep 30, 2022 | $306.40M | $777.90M | $169.50M | $109.80M |
| Jun 30, 2022 | $312.50M | $775.80M | $168.80M | $98.70M |
| Mar 31, 2022 | $308.90M | $750.50M | $166.20M | $95.40M |
| Dec 31, 2021 | $302.20M | $809.50M | $163.30M | $100.70M |
| Sep 30, 2021 | $287.10M | $760.60M | $161.80M | $102.40M |
| Jun 30, 2021 | $291.10M | $579.50M | $152.40M | $98.00M |
| Mar 31, 2021 | $286.50M | $263.30M | $151.20M | $104.70M |