Released
FY2026 Q1
Earnings ReviewTER
BEAT테라다인
Teradyne, Inc. · 반도체 (ATE 테스트 장비)
Wed, April 29, 2026·After Market Close
TeradyneATESemi TestAI acceleratorHBM testingSemi equipment
01Wall Street Consensus
EPS$2.04
Revenue$1.21B
02Earnings Results
EPS$2.56+25.5%
Revenue$1.282B+5.9%
After-Hours ReactionRegular up
Key Takeaways
- Non-GAAP EPS $2.56 — beat consensus $2.04 by +25.5%, +241% YoY
- GAAP net income $398.9M — EPS $2.53
- Revenue $1.282B — beat consensus $1.21B by +5.9%, +87% YoY (record)
- Semi Test revenue $1.1B — first $1B+ quarter (SoC $882M, Memory $203M)
- AI-related revenue ~70% (up from ~60% prior)
- Non-GAAP gross margin 60.9% — +370bps QoQ (record)
- Non-GAAP operating income $480M, operating margin 37.5% (record)
- Q2 guide: revenue $1.15-1.25B, EPS $1.86-2.15
Key Checkpoints
- 01Semi Test revenue (SoC + Memory + IST)
- 02AI-related revenue mix
- 03Non-GAAP gross-margin trajectory
- 04Merchant GPU test wins
- 05Q2 guidance
Upside Catalysts
- Full penetration into AI accelerator testing
- First merchant GPU win
- HBM testing demand expansion
Risk Factors
- Possible conservative Q2 guide — seasonal weakness
- Robotics spin-off progress
- Memory cycle volatility
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)