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泰瑞达Teradyne(TER)2025财年第三季度财务业绩演示报告「NASDAQ」(英文版)(17页).pdf

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1、Financial Results for Q3 2025October 29,2025Safe HarborThis presentation contains forward-looking statements including statements regarding Teradynes future business prospects,financial performance or position and results of operations.You can identify forward-looking statements by their use of forw

2、ard-looking words such as“anticipate,”“expect,”“plan,”“could,”“may,”“will,”“believe,”“estimate,”“goal”or other comparable terms.Forward-looking statements in this presentation address various matters,including statements regarding Teradynes financial guidance,future business prospects,results of ope

3、rations,market size and conditions,earnings per share,mid-term earnings model,sales mix,customer product development,customer demand and sales expectations,the payment of a quarterly dividend,and the repurchase of Teradyne common stock pursuant to a share repurchase program.Investors are cautioned t

4、hat such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements due to known and unknown risks,uncertainties,assumptions,and other factors.Such factors include,but are not limited to,macroeconomic factors an

5、d slowdowns or downturns in economic conditions generally and in the markets in which Teradyne operates;decreased or delayed product demand from one or more significant customers;a slowdown or inability in the development,delivery and acceptance of new products;the ability to grow the Robotics busin

6、ess;the impact of increased research and development spending;the impact of epidemics or pandemics such as COVID-19;the impact of a supply shortage on our supply chain and contract manufacturers;the consummation and success of any mergers or acquisitions;unexpected cash needs;the business judgment o

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1. **Q3 2025业绩**:营收$769M(达指引上限),Non-GAAP EPS $0.85(近上限),环比增长18%/49%。 2. **业务亮点**:半导体测试(SoC +11% QoQ,内存翻倍QoQ);产品测试(+4% QoQ);机器人持平(市场疲软)。 3. **Q4 2025指引**:营收$920M-$1,000M,Non-GAAP EPS $1.20-$1.46,环比增长25%/56%(中值)。 4. **资本回报**:Q3回购$246M(220万股),累计回购85股(均价$53)。 5. **风险提示**:含宏观经济、客户需求、供应链、贸易管制等不确定性因素。
**AI驱动增长?** **利润率为何提升?** **回购股票有何影响?**
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