TDY Earnings Predictions — 2026-07-22

Ticker Report or Guide KPI Prediction Answer Confidence
TDY Report Non-GAAP diluted EPS BEAT pred ~$5.86 vs. cons $5.793; Day-1 residual -1%; 5-day residual -2% MEDIUM
TDY Report Revenue IN-LINE pred ~$1.595B vs. cons $1.580B; Day-1 residual -1%; 5-day residual -2% MEDIUM
TDY Report Organic growth BEAT pred ~4.4% vs. cons 4.0%; Day-1 residual -1%; 5-day residual -2% MEDIUM
TDY Guide Non-GAAP EPS (Q3 FY2026) UNCHANGED guide ~$5.95 vs. cons $6.006; Day-1 residual -1%; 5-day residual -2% LOW
TDY Guide Non-GAAP EPS (FY2026) UNCHANGED guide ~$24.15 vs. cons $24.195; Day-1 residual -1%; 5-day residual -2% MEDIUM
TDY Guide Defense orders / book-to-bill (H2 FY2026) BETTER guide above 1.0; no reliable numeric consensus; Day-1 residual -1%; 5-day residual -2% MEDIUM
TDY Return Day-1 residual (stock − beta × S&P 500) -1.0% LOW
TDY Return 5-day cumulative residual -2.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — limited forward-estimate upside LOW