Teradyne

Teradyne (TER) Q2 2025 Earnings

Reported Jul 30, 2025 at 7:00 AM ET · SEC Source

Q2 25 EPS

$0.57

BEAT +14.00%

Est. $0.50

Q2 25 Revenue

$651.8M

BEAT +0.16%

Est. $650.8M

vs S&P Since Q2 25

+234.6%

BEATING MARKET

TER +253.0% vs S&P +18.4%

Market Reaction

Did TER Beat Earnings? Q2 2025 Results

Teradyne delivered a modest but clean beat in Q2 2025, with revenue of $651.80 million and non-GAAP EPS of $0.57 edging past consensus estimates of $650.79 million and $0.54, respectively, the latter by 5.91%. The results came despite a 10.7% year-ov… Read more Teradyne delivered a modest but clean beat in Q2 2025, with revenue of $651.80 million and non-GAAP EPS of $0.57 edging past consensus estimates of $650.79 million and $0.54, respectively, the latter by 5.91%. The results came despite a 10.7% year-over-year revenue decline from Q2 2024's $729.90 million, a drop largely tied to a prior-year period inflated by a $57.50 million gain on the DIS business sale. The real story was inside the Semiconductor Test segment, which generated $492.00 million in revenue as AI-driven demand for System-on-a-Chip testing emerged as the quarter's clearest growth catalyst, a theme that caught the attention of analysts and prompted at least one firm to raise its price target meaningfully following results. Management's forward guidance reinforced the improving trajectory, with Q3 revenue projected between $710.00 million and $770.00 million and non-GAAP EPS of $0.69 to $0.87, as CEO Greg Smith pointed to strengthening demand across compute, networking, and memory as drivers of an expected second-half acceleration.

Key Takeaways

  • Semiconductor Test Group drove better than expected Q2 results
  • System-on-a-Chip (SOC) testing for AI applications was the strongest growth driver
  • Strengthening demand in compute, networking, and memory
24/7 Wall St

TER YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

TER Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Our Semiconductor Test Group drove better than expected results in the second quarter. System-on-a-Chip (SOC), primarily for artificial intelligence applications, was the strongest growth driver.”

— Greg Smith, Q2 2025 Earnings Press Release