earnings
confidence high
sentiment positive
materiality 0.85
Teradyne Q2 2026 record revenue $1.33B, up 104% YoY; EPS $2.38 GAAP, $2.47 non-GAAP
TERADYNE, INC
- Revenue $1,329M (Q2'25: $652M); Semiconductor Test $1,122M, Product Test $107M, Robotics $100M.
- GAAP net income $374.5M ($2.38 diluted EPS); non-GAAP net income $389.0M ($2.47 diluted EPS).
- Record Memory revenue driven by DRAM strength and NAND final test resurgence.
- Q3 2026 guidance: revenue $1,200M-$1,300M; GAAP EPS $1.79-$2.09; non-GAAP EPS $1.85-$2.15.
- CEO cites AI-related demand and wafer fab equipment investment as growth drivers.