Teradyne’s robotics division reported a 28% year-over-year increase in revenue during the third quarter of fiscal 2025, driven by a 35% rise in AI-linked sales and a 22% lift in aftermarket service bookings. The company deployed 1,200 new collaborative robots globally, including a 400-unit order for a major e-commerce warehouse operator and a 150-unit rollout at a leading Asian semiconductor packaging facility. Robotics now contributes approximately 32% of Teradyne’s total revenue, up from 25% a year earlier, positioning it as the fastest-growing segment despite intensified competition from established industrial-automation players.

Over the past month, Teradyne shares have climbed 19%, outpacing the broader semiconductor equipment index by 12 percentage points. Average daily trading volume surged 40% to 3.2 million shares, signaling heightened market interest. Several research firms have revised Teradyne’s outlook upward, citing stronger robotics unit margins—expanding to 42% in Q3 from 38% in Q2—and the potential for recurring service revenues to bolster free cash flow in fiscal 2026.

Teradyne will publish its fourth-quarter and full-year financial report on February 2, 2026, after market close, with a conference call scheduled for 8:30 a.m. Eastern Time on February 3. Presentation materials will be available on the company’s investor portal at 7:30 a.m. ET, and a replay of the webcast will remain accessible on Teradyne’s website. Management is expected to provide guidance on capital expenditures for advanced robotics and outline investments in AI-driven software enhancements.