Every material Form 8-K Teledyne Technologies filed with the SEC in 2026, 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.
Teledyne reported record third-quarter 2026 net sales of $1,684.9 million, up 9.4%, and GAAP diluted earnings per share of $5.82 versus $4.65 a year earlier. The company raised its full-year 2026 GAAP EPS outlook to $21.71 to $21.87 and its non-GAAP EPS outlook to $25.40 to $25.50, and it announced a pending acquisition of Varex Imaging for about $1.1 billion.
Q3 2026 net sales $1,684.9 million vs. $1,539.5 million; non-GAAP diluted EPS $6.72 vs. $5.57
Full-year 2026 GAAP EPS outlook raised from $20.73 to $20.99 to $21.71 to $21.87
Varex acquisition valued at about $1.1 billion, expected to close in early 2027, subject to Varex stockholder approval; Varex special meeting scheduled October 28
Stock repurchases of $224.6 million in September through October 19 at a weighted average price of $607.03 per share
Teledyne said Vice Chairman Jason VanWees will retire effective February 1, 2027. Mary Grace DeForest, Senior Vice President and General Manager of Teledyne Microwave, will become Corporate Vice President of Investor Relations and Mergers and Acquisitions effective November 1, 2026. VanWees has led the identification and acquisition of 75 businesses for cumulative consideration of $12.8 billion, so the change affects the company's acquisition and investor communication roles.
Jason VanWees, Vice Chairman, retires effective February 1, 2027, at age 55
Mary Grace DeForest appointed Corporate Vice President of Investor Relations and M&A, effective November 1, 2026
DeForest is SVP and General Manager of Teledyne Microwave, with 880 employees and annual revenue of $320 million
VanWees led acquisitions of 75 businesses for cumulative consideration of $12.8 billion
Teledyne reported second-quarter 2026 net sales of $1,662.5 million, up 9.8%, and GAAP diluted earnings per share of $5.37 compared with $4.43 a year earlier. The company raised its full-year 2026 GAAP EPS outlook to $20.73 to $20.99 from $20.08 to $20.44, and its non-GAAP EPS outlook to $24.45 to $24.65 from $23.85 to $24.15.
Second-quarter non-GAAP diluted EPS was $6.28, up 20.8% from last year.
Second-quarter cash from operations was $315.2 million and free cash flow was $284.7 million.
The company repaid $450 million of gross debt at the start of the quarter; the quarter-end consolidated leverage ratio was 1.1x.
Third-quarter 2026 GAAP EPS is expected at $5.10 to $5.25, and non-GAAP EPS at $6.05 to $6.15.
Teledyne's stockholders approved an amended Restated Certificate of Incorporation that lets holders of at least 25% of the combined voting power call a special meeting, subject to bylaw procedures adopted by the Board on January 20, 2026. Stockholders also approved the Amended and Restated 2014 Incentive Award Plan, which adds 4,000,000 shares and extends the plan's term to 2036.
Special meeting right requires holders of at least 25% of combined voting power; requesting holders must hold shares in record name
Amended Plan adds 4,000,000 shares and extends the term to 2036; the Plan was approved by 37,981,611 for votes versus 2,633,622 against
Michelle A. Kumbier and Robert A. Malone were elected as Class III directors for terms expiring at the 2027 Annual Meeting
Deloitte & Touche LLP was ratified as independent auditor for 2026 by 42,556,251 for votes versus 839,169 against
Teledyne reported first quarter 2026 net sales of $1,560.1 million, up 7.6% from a year earlier, and GAAP diluted earnings per share of $4.85, compared with $3.99. The company raised its full-year 2026 GAAP and non-GAAP earnings per share outlook, which matters to shareholders because both headline sales and profit measures improved and guidance moved higher.
Net sales were $1,560.1 million versus $1,449.9 million, with $33.3 million from recent acquisitions.
Non-GAAP diluted EPS was $5.80 versus $4.95, an increase of 17.2%; GAAP diluted EPS was $4.85 versus $3.99.
Full-year 2026 GAAP EPS outlook was raised to $20.08 to $20.44 from $19.76 to $20.22; non-GAAP outlook was raised to $23.85 to $24.15 from $23.45 to $23.85.
Net debt was $1,954.9 million as of March 29, 2026, down from $2,123.0 million at December 28, 2025, after a $450.0 million debt maturity payment made after quarter-end.
Teledyne entered into a First Amendment to its Second Amended and Restated Credit Agreement on February 25, 2026, with Bank of America, N.A. as administrative agent. The amendment removes the Secured Overnight Financing Rate (SOFR) adjustment feature, which the original agreement set at 0.10% (ten basis points). The filing is a administrative change to loan terms and does not report any new borrowing amounts or financial results.
Amendment dated February 25, 2026, to the credit agreement originally dated June 10, 2024
Eliminates the SOFR adjustment feature, which was 0.10% (ten basis points) in the original agreement
Bank of America, N.A. serves as administrative agent, swing line lender and L/C issuer
Director Kenneth C. Dahlberg will retire at the end of his term, which expires at the 2026 annual meeting planned for April 22, 2026, and the board will reduce its size to 10 directors. The Personnel and Compensation Committee also approved 2025 cash bonuses, payouts under the 2023-2025 performance plan, and 2026 incentive and restricted stock targets for named executives. The filing reports no change in the chief executive or chief financial officer.
Kenneth C. Dahlberg informed the board on January 20, 2026 of his decision to retire as a director at the end of his term.
Board size fixed at 10 directors effective before the 2026 annual meeting; Class III directors reduced from three to two.
Performance plan goals for 2023-2025 were achieved at 50.9% of target; CEO George C. Bobb III's payment under that plan was $158,808.
Bobb's 2025 annual incentive plan cash bonus was $922,100; 2026 AIP target is 130% of base salary.
Teledyne reported fourth quarter 2025 net sales of $1,612.3 million, up 7.3% from a year earlier, and GAAP diluted EPS of $5.84 versus $4.20. The company also issued 2026 outlook, with full-year GAAP diluted EPS of $19.76 to $20.22 and non-GAAP diluted EPS of $23.45 to $23.85, which shareholders can compare with 2025 results.
Q4 2025 net sales of $1,612.3 million, up 7.3%; net income attributable to Teledyne of $275.6 million, up 38.8%
Q4 2025 non-GAAP diluted EPS of $6.30, up 14.1%; full-year 2025 non-GAAP diluted EPS of $21.99
2026 outlook: GAAP diluted EPS of $19.76 to $20.22; non-GAAP diluted EPS of $23.45 to $23.85; Q1 2026 non-GAAP EPS of $5.40 to $5.50
Q4 2025 stock repurchases of $400.0 million at a weighted average price of $507.52 per share; quarter-end consolidated leverage ratio of 1.4x
Teledyne director Denise R. Singleton told the board on December 30, 2025 that she would retire effective January 1, 2026, citing potential meeting conflicts. The board reduced its size from 12 to 11 directors, with Class 1 directors dropping from four to three.
Denise R. Singleton informed the board on December 30, 2025 of her retirement decision
Retirement effective January 1, 2026, due to potential meeting conflicts
Board size fixed at 11 directors effective January 1, 2026
Number of Class 1 directors reduced from four to three
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 →