Every material Form 8-K Teledyne Technologies filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On December 16, 2025, Teledyne's board approved a new employment agreement for Executive Chairman Robert Mehrabian, running through December 31, 2028, and raised the base salary of President and CEO George Bobb to $1.0 million from January 1, 2026. The board also approved revised bylaws that would let holders of at least 25% of the voting power call a special stockholder meeting, but these take effect only if stockholders approve a related charter amendment at the 2026 annual meeting.
Mehrabian base salary set at $1.3 million effective January 1, 2026, plus a one-time $3.3 million special retention restricted stock award in 2026
Bobb base salary set at $1.0 million effective January 1, 2026, with a 130% annual incentive target and a 140% performance plan target
Revised Sixth Amended and Restated Bylaws allow holders of at least 25% of voting power to call a special meeting, contingent on stockholder approval at the 2026 annual meeting
Teledyne reported record third quarter 2025 net sales of $1,539.5 million, up 6.7%, and record non-GAAP diluted earnings per share of $5.57, up 9.2%. GAAP net income attributable to Teledyne fell 15.8% to $220.7 million, and the company raised its full-year 2025 GAAP and non-GAAP earnings per share outlook. The company also named George C. Bobb III and Laura Black to its board, effective October 21, 2025.
Q3 2025 net sales were $1,539.5 million, up 6.7% from $1,443.5 million; GAAP diluted EPS was $4.65 versus $5.54 a year earlier.
Full-year 2025 GAAP diluted EPS outlook raised to $17.83 to $18.05 from $17.59 to $17.97; non-GAAP outlook raised to $21.45 to $21.60 from $21.20 to $21.50.
Q3 2025 cash from operations was $343.1 million and free cash flow was $313.9 million, both described as quarterly records.
Board fixed at 12 directors; Laura A. Black and George C. Bobb III appointed as directors. Bobb has been CEO since April 28, 2025.
Teledyne reported record second quarter 2025 net sales of $1,513.7 million, up 10.2%, and GAAP diluted earnings per share of $4.43 versus $3.77 a year earlier. The company raised its full-year 2025 GAAP EPS outlook to $17.59 to $17.97 and narrowed its non-GAAP outlook to $21.20 to $21.50, and its board authorized a new $2.0 billion stock repurchase program.
Q2 2025 net sales of $1,513.7 million, up 10.2%, with $70.1 million from acquisitions; net income attributable to Teledyne of $209.9 million, up 16.5%
Full-year 2025 GAAP EPS outlook raised to $17.59 to $17.97 from $17.35 to $17.83; non-GAAP outlook narrowed to $21.20 to $21.50 from $21.10 to $21.50
Third quarter 2025 non-GAAP EPS outlook of $5.35 to $5.45; management said Q2 likely benefited from accelerated demand amid uncertain trade policies
Board authorized a new repurchase program of up to $2.0 billion on July 22, 2025, replacing prior authorizations, including $896 million that remained
Teledyne's Board of Directors named George C. Bobb III, previously President and Chief Operating Officer, as President and Chief Executive Officer effective April 28, 2025, replacing Edwin Roks, who retired from the CEO role. The filing also raises Bobb's annual base salary to $900,000 from $665,000 and his 2025 AIP target to 120% from 100%, on a prorated basis. The filing does not include financial results.
George C. Bobb III named President and CEO effective April 28, 2025; he has been with Teledyne since 2008
Edwin Roks retired as CEO and will serve as special advisor to Executive Chairman Robert Mehrabian through August 31, 2025
Bobb's annual base salary increased from $665,000 to $900,000
Bobb's 2025 AIP target opportunity increased from 100% to 120%, prorated
At its April 23, 2025 annual meeting, Teledyne stockholders approved amendments to the company's Restated Certificate of Incorporation that replace supermajority voting thresholds with a majority vote of outstanding shares. They also elected three Class II directors and approved a stockholder proposal supporting shareholders' ability to call a special meeting.
Majority voting amendments approved by 40,234,060 votes for and 79,898 against, replacing 75% and two-thirds thresholds
Stockholder proposal on calling a special shareholder meeting approved by 23,804,387 for and 16,492,022 against
Robert Mehrabian, Jane C. Sherburne and Michael T. Smith elected as Class II directors for terms expiring at the 2027 Annual Meeting
Effective April 1, 2025, CFO Stephen F. Blackwood's annual base salary increased from $520,000 to $640,000
Teledyne reported first quarter 2025 net sales of $1,449.9 million, up 7.4% from a year earlier, and GAAP diluted earnings per share of $3.99 compared with $3.72. The company kept its full-year 2025 earnings outlook unchanged, citing a very unpredictable environment. Net debt rose to $2,503.3 million after $757.6 million was spent on the Micropac and Qioptiq acquisitions.
Net sales were $1,449.9 million, up 7.4% from $1,350.1 million, including $55.6 million from acquisitions.
GAAP diluted EPS was $3.99 versus $3.72; non-GAAP diluted EPS was $4.95 versus $4.55.
Full-year 2025 GAAP EPS outlook of $17.35 to $17.83 and non-GAAP outlook of $21.10 to $21.50 were maintained.
Net debt was $2,503.3 million as of March 30, 2025, up from $1,999.2 million at December 29, 2024.
On January 21, 2025, Teledyne's Personnel and Compensation Committee authorized 2024 annual incentive bonuses and 2022-2024 Performance Plan payouts for five named executive officers, and the board ratified the actions. The committee also set 2025 bonus targets, a 2025-2027 restricted stock unit program, and a 2025-2027 Performance Plan, with awards tied to operating profit, revenue and total shareholder return.
Committee met on January 21, 2025; the Board of Directors ratified the actions.
2024 AIP bonuses: CEO Edwin Roks $769,800; CFO Stephen F. Blackwood $317,300; Executive Chairman Robert Mehrabian $1,176,100.
2022-2024 Performance Plan goals were achieved at 70.3% of target; Roks received $231,990 and Mehrabian $1,237,280.
2025 AIP target for the CEO is 120% of base salary; 2025-2027 restricted stock units vest only if total shareholder return reaches at least the 25th percentile of the S&P 500.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Teledyne Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →