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Oct 02, 2022

Teradyne Q3 2022 Earnings Report

Reported revenue and earnings above the mid-point of Q3 guidance.

Key Takeaways

Teradyne reported Q3 2022 revenue of $827 million, with GAAP EPS of $1.10 and non-GAAP EPS of $1.15. The results exceeded the mid-point of their July outlook due to easing supply line constraints, enabling greater than expected shipments.

Revenue and earnings were above the mid-point of Q3 guidance.

Test revenue decreased 14% compared to Q3 2021, but was stronger than July guidance due to improved supply chain performance.

Industrial Automation revenue decreased 2% in dollar terms but grew 7% in constant currency compared to Q3 2021.

The short-term outlook in semiconductor test is mixed, with strong automotive and industrial demand offset by muted compute and mobility demand.

Total Revenue
$827M
Previous year: $951M
-13.0%
EPS
$1.15
Previous year: $1.59
-27.7%
Gross Profit
$485M
Previous year: $571M
-15.0%
Cash and Equivalents
$711M
Previous year: $1.08B
-34.2%
Free Cash Flow
$233M
Previous year: $493M
-52.8%
Total Assets
$3.32B
Previous year: $3.76B
-11.8%

Teradyne

Teradyne

Teradyne Revenue by Segment

Forward Guidance

Teradyne anticipates Q4 2022 revenue between $670 million and $750 million, with GAAP net income per diluted share between $0.59 and $0.84, and non-GAAP net income per diluted share between $0.62 and $0.86.

Revenue & Expenses

Visualization of income flow from segment revenue to net income