Teradyne (TER) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 28, 2025
Health Care
Instruments For Meas & Testing of Electricity & Elec SignalsSEC EDGAR

Teradyne (TER) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 28, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Teradyne Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $769.2M Q3 2025, up 4.3% YoY from $737.3M; Semiconductor Test $605.9M (+6.6%), Product Test $88.3M (+10.2%), Robotics $75.1M (-15.3%)
  • Gross margin 58.4% Q3 2025 vs 59.2% Q3 2024; 9-month gross margin 58.7% vs 58.1% YoY
  • Best segment: Semiconductor Test income before taxes $150.8M Q3; Worst: Robotics loss before taxes $(17.6)M Q3 despite improved by $6.6M YoY
  • Cash decreased $296.4M in nine months; operating cash flow $392.8M; $518.7M spent on share repurchases, $57.6M dividends paid; acquisitions $144.4M (Quantifi and AET)
  • Management expects AI and data center demand to drive Semiconductor Test growth, ongoing restructuring in Robotics; U.S. dollar strength and trade restrictions are headwinds

Risk Factors

  • No new risk factors added or updated since 10-K filed February 20, 2025
  • Carried-forward market risk: supply chain disruptions impacting component availability and lead times
  • Carried-forward operational risk: dependence on key customers concentrated in semiconductor industry
  • Carried-forward financial risk: exposure to foreign currency fluctuations affecting international revenue and costs

Teradyne Q3 2025 Quarterly Financials
XBRL

Revenue

$769M

+4.3% YoY +18.0% QoQ

Net Income

$120M

-17.9% YoY +52.5% QoQ

Net Margin

15.5%

-421bp YoY +352bp QoQ

Source: XBRL data from Teradyne Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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