The earnings call presented a strong positive outlook for AI compute demand and successful execution in certain segments like IST and product test. However, challenges remain in mobile and robotics segments, with the latter not expected to break even this year. Overall, the highlights outweigh the lowlights, indicating a positive sentiment.

Company Guidance -

Q3 2025

During the Teradyne Q2 2025 earnings call, the company provided several metrics and guidance for the upcoming quarter. Teradyne reported Q2 sales of $652 million and a non-GAAP EPS of $0.57, both exceeding the midpoint of their guidance range. Non-GAAP gross margins were recorded at 57.3%, with operating expenses hitting $275 million. For Q3, Teradyne expects sales between $710 million and $770 million, with gross margins ranging from 56.5% to 57.5%. Operating expenses are projected to be 36.5% to 38.5% of sales, and the non-GAAP EPS is forecasted to range from $0.69 to $0.87. The company also highlighted a strengthening demand in AI compute, especially in their SOC business, as a key growth driver for the second half of the year. Additionally, Teradyne announced a significant growth driver expected in Robotics for 2026, supported by a new manufacturing operation in the U.S. to cater to large customer demands.

Strong AI Compute Demand

Demand is strengthening in AI compute, with UltraFLEXplus receiving strong consideration. AI compute is expected to be a dominant driver of SOC business in the second half of 2025.

Revenue and EPS Above Guidance

Q2 sales were $652 million and non-GAAP EPS was $0.57, both above the midpoint of guidance ranges. Non-GAAP gross margins were 57.3%.

IST Revenue Growth

IST revenue more than doubled compared to the same period last year, primarily driven by HDD and mobile.

Acquisition of Quantifi Photonics

Teradyne closed the acquisition of Quantifi Photonics, aiming to establish a leadership position in silicon photonics test.

Robotics Organizational Restructure Success

The reorganization of UR and MiR delivered 9% quarter-on-quarter growth in Robotics despite market conditions.

Teradyne (TER) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TER Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.79 / -	0.9	―	―	―
Jul 29, 2025	2025 (Q2)	0.54 / 0.57	0.86	-33.72% (-0.29)
Apr 28, 2025	2025 (Q1)	0.62 / 0.75	0.51	47.06% (+0.24)
Jan 29, 2025	2024 (Q4)	0.91 / 0.95	0.79	20.25% (+0.16)
Oct 23, 2024	2024 (Q3)	0.79 / 0.90	0.8	12.50% (+0.10)
Jul 24, 2024	2024 (Q2)	0.77 / 0.86	0.79	8.86% (+0.07)
Apr 24, 2024	2024 (Q1)	0.33 / 0.51	0.55	-7.27% (-0.04)
Jan 30, 2024	2023 (Q4)	0.72 / 0.79	0.92	-14.13% (-0.13)
Oct 25, 2023	2023 (Q3)	0.73 / 0.80	1.15	-30.43% (-0.35)
Jul 26, 2023	2023 (Q2)	0.66 / 0.79	1.21	-34.71% (-0.42)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TER Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$90.55	$107.65	+18.88%
Apr 28, 2025	$76.71	$74.78	-2.52%
Jan 29, 2025	$121.73	$114.78	-5.71%
Oct 23, 2024	$123.97	$110.31	-11.02%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Teradyne (TER) report earnings?

Teradyne (TER) is schdueled to report earning on Oct 28, 2025, After Close (Confirmed).

What is Teradyne (TER) earnings time?

Teradyne (TER) earnings time is at Oct 28, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TER EPS forecast?

TER EPS forecast for the fiscal quarter 2025 (Q3) is 0.79.

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