Overview
- Teradyne reported Q4 2025 revenue of $1.083 billion with GAAP net income of $257.2 million ($1.63 per share) and non-GAAP earnings of $1.80 per share.
- Q1 2026 guidance calls for $1.15 billion to $1.25 billion in revenue and non-GAAP EPS of $1.89 to $2.25, topping LSEG estimates of about $935 million and $1.26.
- The company cited AI-related demand as the driver of outperformance, with all business groups showing sequential growth: Semiconductor Test $883 million, Product Test $110 million, Robotics $89 million.
- Shares jumped roughly 20% in premarket and extended trading, touched an all-time intraday high near $285.92, and closed up about 13% at $282.98.
- Executives signaled year-over-year growth in 2026 across all businesses, highlighting momentum in compute as AI infrastructure investment accelerates.