Jason Van Wees
Vice Chairman
Replay available
Teledyne Technologies Incorporated (TDY) Q4 2025 Earnings Call
Teledyne Technologies Incorporated (NYSE: TDY) Q4 2025 earnings conference call, held 2026-01-21. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:04.244 Here is our first speaker, Mr. Jason Van Wees. 00:00:04.244 -- 00:00:07.234 Good morning, everyone, and thank you for joining the earnings call. 00:00:07.234 -- 00:00:10.765 This is Jason Van Wees, Vice Chairman, and I'd like to welcome everyone to our fourth 00:00:10.765 -- 00:00:15.012 quarter and full year earnings release conference call. 00:00:55.938 -- 00:00:59.744 and dial-in will be available for approximately one month. 00:00:59.744 -- 00:01:01.446 Here is Robert. 00:01:01.446 -- 00:01:03.529 Thank you, Jason. 00:01:03.529 -- 00:01:06.270 We concluded 2025 00:01:06.493 -- 00:01:11.821 with the largest quarterly orders, sales, and non-gap earnings, 00:01:11.821 -- 00:01:16.428 as well as operating margin in the company's history. 00:01:16.428 -- 00:01:18.428 Consequently, 00:01:18.611 -- 00:01:21.372 optimistic about 2026, 00:01:21.575 -- 00:01:26.945 both due to the performance of our businesses in 2025, 00:01:27.269 -- 00:01:32.738 as well as the new leadership in place with George Bob as CEO 00:01:32.738 -- 00:01:37.025 and multiple senior executives with added responsibilities 00:01:37.025 -- 00:01:39.609 in our business segments. 00:01:39.609 -- 00:01:43.032 Getting back to 2025, fourth 00:01:43.776 -- 00:01:46.921 quarter sales increased 7.3% 00:01:46.921 -- 00:01:51.627 from last year, while non-GAAP earnings increased 14.1%. 00:01:51.627 -- 00:01:58.551 For the full year, sales increased 7.9% 00:01:58.813 -- 00:02:04.056 and non-GAAP earnings increased 11.5%. Throughout 00:02:04.338 -- 00:02:05.759 Teledyne, 00:02:05.759 -- 00:02:11.644 our defense businesses remained healthy and our short-cycle commercial businesses 00:02:11.644 -- 00:02:16.669 continued to recover with most product families increasing 00:02:16.669...