TER
Teradyne·NASDAQ
--
--(--)
--
--(--)
TER fundamentals
Teradyne (TER) released its earnings on Feb 3, 2026: revenue was 1.08B (YoY +43.45%), beat estimates; EPS was 1.8 (YoY +89.47%), beat estimates.
Revenue / YoY
1.08B
+43.45%
EPS / YoY
1.8
+89.47%
Report date
Feb 3, 2026
TER Earnings Call Summary for Q4,2025
- AI-Driven Growth: Q4 2025 AI revenue >60%, Q1 2026 AI applications to drive 70%+ of revenue. Compute TAM grew 90% YoY in 2025.
- Financial Highlights: Q4 2025 revenue $1.83 billion, non-GAAP EPS $1.80. Q1 2026 guidance: $1.15-1.25 billion revenue, $1.89-2.25 EPS.
- Target Model: $6 billion revenue at $12-14 billion ATE TAM, 59-61% gross margin, 30-34% operating profit.
- Strategic Moves: MultiLane JV for AI data center test; robotics e-commerce customer to triple revenue in 2026.
- Share Gains: 50%+ market share in VIP compute; memory share gains in HBM and DRAM.
EPS
Actual | 1 | 1.33 | 1.18 | 1.1 | 1.11 | 1.91 | 1.59 | 1.37 | 0.98 | 1.21 | 1.15 | 0.92 | 0.55 | 0.79 | 0.8 | 0.79 | 0.51 | 0.86 | 0.9 | 0.95 | 0.75 | 0.57 | 0.85 | 1.8 | |||||||||||||||
Forecast | 0.8773 | 1.0203 | 1.1199 | 1.0043 | 1.0474 | 1.7598 | 1.4323 | 1.2877 | 0.8835 | 1.1423 | 1.0386 | 0.7478 | 0.4323 | 0.6571 | 0.7284 | 0.718 | 0.3271 | 0.7682 | 0.7847 | 0.9091 | 0.6188 | 0.542 | 0.7901 | 1.3829 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +13.99% | +30.35% | +5.37% | +9.53% | +5.98% | +8.54% | +11.01% | +6.39% | +10.92% | +5.93% | +10.73% | +23.03% | +27.23% | +20.23% | +9.83% | +10.03% | +55.92% | +11.95% | +14.69% | +4.50% | +21.20% | +5.17% | +7.58% | +30.16% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 704.36M | 838.66M | 819.48M | 758.97M | 781.61M | 1.09B | 950.50M | 885.05M | 755.37M | 840.77M | 827.07M | 731.84M | 617.53M | 684.44M | 703.73M | 670.60M | 599.80M | 729.88M | 737.30M | 752.90M | 685.70M | 651.80M | 769.21M | 1.08B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 678.81M | 755.15M | 786.10M | 722.13M | 760.42M | 1.06B | 932.90M | 867.61M | 741.33M | 829.11M | 800.53M | 711.95M | 597.55M | 656.94M | 684.59M | 674.99M | 566.40M | 701.20M | 716.40M | 740.84M | 680.50M | 650.59M | 744.13M | 977.22M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.76% | +11.06% | +4.25% | +5.10% | +2.79% | +2.12% | +1.89% | +2.01% | +1.89% | +1.41% | +3.32% | +2.79% | +3.34% | +4.19% | +2.80% | -0.65% | +5.90% | +4.09% | +2.92% | +1.63% | +0.76% | +0.18% | +3.37% | +10.52% |
Earnings Call
You can ask Aime
What factors drove the changes in Teradyne's revenue and profit?What were the key takeaways from Teradyne's earnings call?What is the revenue and EPS growth rate for Teradyne year over year?What were the key takeaways from Teradyne’s earnings call?What is Teradyne's latest dividend and current dividend yield?What does Teradyne do and what are its main business segments?What guidance did Teradyne's management provide for the next earnings period?What is the market's earnings forecast for Teradyne next quarter?
