Teradyne Q4 Revenue Jumps 44% to $1.083B, Guides Q1 at $1.15–1.25B
Teradyne reported Q4 revenue of $1.083B, a 44% increase, led by Semiconductor Test’s $883M share and net income of $257.2M ($1.63/share) with non-GAAP EPS of $1.80. For Q1 2026, the company guides revenue of $1.15–$1.25B and non-GAAP EPS of $1.89–$2.25.
1. Strong Q4 Financial Results
Teradyne achieved Q4 revenue of $1.083 billion, up 44% year-over-year, with GAAP net income of $257.2 million, or $1.63 per diluted share, and non-GAAP earnings of $1.80 per diluted share.
2. Segment Contributions Detail
The Semiconductor Test division generated $883 million, while Product Test and Robotics contributed $110 million and $89 million, respectively, with all segments delivering sequential revenue growth during the quarter.
3. Q1 2026 Guidance and AI Demand Outlook
Management projects Q1 revenue between $1.15 billion and $1.25 billion and non-GAAP EPS of $1.89 to $2.25, citing continued AI-driven compute, networking and memory demand as the primary growth driver.