The earnings call highlighted significant strengths in AI compute demand and financial performance exceeding expectations. However, challenges remain in the robotics and memory segments, and uncertainty persists in the mobile market. Overall, the positive developments in AI compute and strategic acquisitions outweigh the lowlights, indicating a positive sentiment.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, Teradyne provided guidance for the third quarter, indicating expected sales between $710 million and $770 million, with gross margins anticipated to be in the range of 56.5% to 57.5%. The company's non-GAAP operating profit rate is projected at 19.5% at the midpoint of the Q3 guidance. Additionally, the non-GAAP EPS is forecasted to be between $0.69 and $0.87, while GAAP EPS is expected to range from $0.62 to $0.80. The company noted a tax rate increase to 16.3% for Q3 due to new legislation, with a full-year expected rate of 14.5%. The guidance reflects optimism in AI compute-related revenue, expected to significantly drive growth in both the SOC and Memory divisions in the second half of the year.

AI Compute Surge

AI compute demand is significantly strengthening, becoming the dominant driver of the SOC business for Teradyne. This trend is expected to continue into the second half of 2025, contributing to a majority of semi test revenue.

Financial Performance Above Expectations

Q2 2025 revenue was $652 million with non-GAAP EPS of $0.57, both above the midpoint of guidance ranges. Non-GAAP gross margins were 57.3%, meeting expectations.

Memory Business Wins

The Memory business unit secured an important HBM4 post-stack singulated die win, which is expected to be an important growth driver for the Memory TAM in the future.

Robotics Growth

The new organization structure for Robotics delivered 9% quarter-on-quarter growth despite difficult market conditions and secured a plan of record decision from a large customer.

Acquisition of Quantifi Photonics

Teradyne closed the acquisition of Quantifi Photonics, enhancing its leadership position in silicon photonics test and aligning with its strategy to gain share in AI compute.

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)	0.81 / -	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 0.81.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing