Overview
- Teradyne reported Q4 2025 revenue of $1.083 billion and non-GAAP EPS of $1.80, with GAAP net income of $257.2 million or $1.63 per share.
- First-quarter 2026 guidance calls for $1.15 billion to $1.25 billion in revenue and non-GAAP EPS of $1.89 to $2.25, well above LSEG-tracked consensus.
- Shares rose about 20% in extended and pre-market trading after the company cited AI-driven demand in compute, networking and memory for the beat and outlook.
- Semiconductor Test delivered $883 million of Q4 revenue, with Product Test at $110 million and Robotics at $89 million, as all three units grew sequentially and company growth reached 13% in 2025.
- Coverage highlights Teradyne’s strengthened position in high-bandwidth memory testing, with Magnum 7H volume shipments having begun in Q3 2025.