Quarterly Earnings Performance
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 | Jan–Mar 2025 | 2025-04-29 | $686M | +7% | $0.75 | $610M–$680M; EPS $0.41–$0.64 | Beat high-end guide; mobile SoC drove growth |
| Q2 2025 | Apr–Jun 2025 | 2025-07-29 | $652M | +5% | $0.57 | $710M–$770M; EPS $0.69–$0.87 | Beat est.; tariff uncertainty deferred orders |
| Q3 2025 | Jul–Sep 2025 | 2025-10-28 | $769M | +4% | $0.85 | $920M–$1,000M; EPS $1.20–$1.46 | Beat est.; AI >60% of revenue; Robotics +19% |
| Q4 2025 | Oct–Dec 2025 | 2026-01-27 | $1,083M | — | $1.80 | $1,150M–$1,250M; EPS $1.89–$2.25 | AI >60% of rev; Semi Test $883M; record qtr |
| FY 2025 | Full Year | — | $3.20B | +13% | $3.96 | — | Non-GAAP EPS +23% YoY; AI demand key driver |
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2026 | Jan–Mar 2026 | 2026-04-28 | $1,282M | +87% | $2.56 | $1,150M–$1,250M; EPS $1.86–$2.15 | Record; AI ~70% of rev; first merchant GPU win |
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q2 2026 | ~2026-07-29 | $1,150M–$1,250M (est.) | $1.86–$2.15 (est.) | Q1 2026 guidance |
Teradyne delivered a breakout 2025 with full-year revenue of $3.2B (+13% YoY) and non-GAAP EPS of $3.96 (+23%), fueled by explosive AI-driven semiconductor test demand that exceeded 60% of Q4 revenue. Q1 2026 was a landmark quarter — revenue of $1.28B (+87% YoY) and non-GAAP EPS of $2.56 (+241% YoY) — as AI compute and HBM memory test demand surged and Teradyne secured its first merchant GPU test win, opening a significant new market. Q2 2026 guidance of $1.15B–$1.25B implies a temporary sequential step-down from Q1's elevated level, though AI still accounts for roughly 70% of revenue. The Robotics segment (Universal Robots, MiR) continues recovering, up 19% in Q4 2025.
Generated: 2026-05-11