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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Teradyne (TER) is 9/10.
Teradyne shattered records with revenue surging 87% year-over-year and semi test crossing the $1 billion milestone for the first time, as non-GAAP EPS of $2.56 came above the high end of guidance. Merchant GPU production orders were secured with H2 2026 revenue expected, while silicon photonics and CPO expanded the addressable TAM. Management reiterated the $6 billion revenue and $9.50-$11 EPS target model, widening the first-half revenue weighting range to 55-60% from a 60% point estimate.
Scored from Teradyne’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $753M | +12.3% | $0.90 | +24.5% | 59.4% | 20.4% | 19.4% | $225M |
| FY2025 Q1 | $686M | +14.3% | $0.61 | +52.5% | 60.6% | 17.6% | 14.4% | $98M |
| FY2025 Q2 | $652M | -10.7% | $0.49 |
| -57.0% |
| 57.2% |
| 13.9% |
| 12.0% |
| $132M |
| FY2025 Q3 | $769M | +4.3% | $0.75 | -15.7% | 58.4% | 18.9% | 15.5% | $2M |
| FY2025 Q4 | $1.08B | +43.9% | $1.63 | +81.9% | 57.5% | 28.6% | 23.7% | $219M |
| FY2026 Q1 | $1.28B | +87.0% | $2.53 | +314.8% | 60.9% | 36.9% | 31.1% | $200M |
| FY2026 Q2 | $1.33B | +103.9% | $2.38 | +385.7% | 59.8% | 32.9% | 28.2% | $378.43B |