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Jun 29, 2025
Teradyne Q2 2025 Earnings Report
Teradyne reported lower revenue and profit in Q2 2025 compared to the prior year, though Semiconductor Test exceeded expectations.
Key Takeaways
Teradyne's Q2 2025 results showed a decline in both revenue and net income year-over-year, but the company exceeded internal expectations, led by strength in its Semiconductor Test segment driven by AI-related demand.
Revenue was $652 million, down from $730 million in Q2 2024
GAAP EPS came in at $0.49, while non-GAAP EPS was $0.57
Net income totaled $78.4 million for the quarter
Semiconductor Test segment drove outperformance, supported by AI-related System-on-a-Chip demand
Revenue by Segment
Forward Guidance
For Q3 2025, Teradyne expects revenue to grow sequentially, with EPS improving due to stronger demand in compute, networking, and memory.
Positive Outlook
- Revenue guidance range of $710M to $770M indicates sequential growth
- GAAP EPS expected between $0.62 and $0.80
- Non-GAAP EPS expected between $0.69 and $0.87
- Strengthening demand in compute and memory markets
- Improved visibility into program ramps for the rest of 2025
Challenges Ahead
- Exact timing of program ramps remains uncertain
- Continued restructuring costs, particularly in Robotics
- ERP-related expenses impacting operating income
- Market conditions still influenced by macroeconomic factors
- Ongoing costs related to supply chain and R&D investments
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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