Teradyne (TER) Q4 2025 Earnings
How Did TER Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −1.15%.
Did TER Beat Earnings? Q4 2025 Results
Yes. Teradyne reported Q4 2025 earnings of $1.80 a share on Feb 3, 2026, beating the $1.38 consensus estimate by 30.4%. Revenue was $1.1B against a $968.9M estimate.
Teradyne delivered a blowout fourth quarter, with AI-driven semiconductor demand powering results well ahead of expectations on both the top and bottom lines. The test-and-automation giant posted Q4 2025 revenue of $1.08 billion, up 43.9% year-over-year, comfortably ahead of the $968.88 million consensus estimate; non-GAAP EPS of $1.80 beat the $1.38 Wall Street forecast by 30.43%, nearly doubling the $0.95 reported in the year-ago period. The primary catalyst was a surge in AI-related demand for compute, networking, and memory testing, with the Semiconductor Test segment alone contributing $883 million to quarterly revenue. Non-GAAP operating margin expanded sharply to 29%, up from 21.7% in Q4 2024, reflecting the operating leverage unlocked by that volume. <a href="https://247wallst.com/investing/2026/02/02/live-earnings-will-teradyne-beat-q4-earnings/">Shares had already surged roughly 88%</a> in the three months heading into the print, and management's Q1 2026 guidance of $1.15 billion to $1.25 billion in revenue with non-GAAP EPS of $1.89 to $2.25 suggests the AI-fueled momentum is far from exhausted.
- Strong AI-related demand in compute, networking, and memory within Semiconductor Test
- Sequential growth across all business segments (Semi Test, Product Test, Robotics)
- Q4 revenue and earnings above the high end of guidance range
- 44% year-over-year revenue growth in Q4 and 13% full-year revenue growth
“Our Q4 results were above the high end of our guidance range, fueled by AI-related demand in compute, networking and memory within our Semi Test business. Across all of our business groups – Semi Test, Product Test, and Robotics – we experienced sequential growth, and at the company level we achieved 13% growth in 2025.”
Teradyne CEO, on the earnings call
What Was Teradyne's Outlook in Q4 2025?
For Q1 2026, Teradyne guides revenue of $1,150 million to $1,250 million, GAAP EPS of $1.82 to $2.19, and non-GAAP EPS of $1.89 to $2.25. Management expects year-over-year growth across all business segments in 2026, with strong momentum in compute driven by AI demand.
TER YoY Financials
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $1.1B | $752.9M | +43.9% |
| Gross Profit | $619.7M | $447.3M | +38.5% |
| Operating Income | $293.2M | $153.6M | +90.9% |
| Net Income | $257.2M | $146.3M | +75.9% |
TER Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.