TER · 10-Q · 2026Q3

TERADYNE, INC

Filed 2026-10-30 · Industrials · View original filing on EDGAR

Everything TER's SEC filings said, ranked

Ranked Events

• Liquidity and Cash PositionImportance 91 · Surprise 88
  Cash, cash equivalents, and marketable securities increased $176.6 million from December 31, 2025, to $624.9 million at September 27, 2026. Operating activities generated $1,047.9 million in cash during the first nine…
• Operating Expense TrendsImportance 72 · Surprise 74
  Third-quarter selling and administrative expense rose $29.9 million year over year to $199.0 million, while nine-month expense increased $74.0 million to $558.2 million. Third-quarter engineering and development…
• AI Infrastructure DemandImportance 69 · Surprise 64
  Teradyne reported sustained demand for AI applications across compute, memory, and storage, with Semiconductor Test revenue exceeding $1.0 billion for the third consecutive quarter and increasing 77% year over year.…
• Gross Margin DriversImportance 69 · Surprise 64
  Third-quarter 2026 gross profit increased $322.0 million to $771.3 million, and gross margin rose 0.7 percentage points to 59.1%. For the first nine months, gross profit increased $1,109.1 million to $2,346.8 million,…
• Revenue Performance and MixImportance 69 · Surprise 64
  Third-quarter 2026 revenue rose 69.8% year over year to $1,306.0 million, while nine-month revenue increased 86.0% to $3,917.4 million. Semiconductor Test generated $1,072.0 million in the quarter, up 76.9%, and…
• FormFactor Strategic CollaborationImportance 65 · Surprise 60
  On October 6, 2026, Teradyne entered into a securities purchase agreement and collaboration agreement with FormFactor, Inc. Teradyne agreed to make a $300.0 million minority, non-controlling equity investment, with…
• Capital ExpendituresImportance 56 · Surprise 46
  Teradyne used $241.8 million for property, plant, and equipment purchases during the nine months ended September 27, 2026, up from $161.1 million in the comparable 2025 period. Investing activities used $435.8 million…
• AI Data Center Test Joint VentureImportance 47 · Surprise 60
  Teradyne and HTP Holding SAL formed MultiLane Test Products Holding LLC (MLTP) on April 8, 2026, after MultiLane contributed its test and measurement business assets. Teradyne acquired a controlling 75% ownership…
• Acquisitions and PartnershipsImportance 47 · Surprise 60
  On April 8, 2026, Teradyne and HTP Holding SAL formed MultiLane Test Products Holding LLC (MLTP), with MultiLane contributing its test and measurement business and Teradyne obtaining a controlling 75% interest. MLTP’s…
• Products and TechnologyImportance 31 · Surprise 42
  Teradyne and FormFactor agreed to collaborate on joint solutions combining Teradyne test platforms with FormFactor probe, contactor, and interface technologies. The solutions are intended to help semiconductor…
• Capital Return ProgramImportance 31 · Surprise 6
  During the first nine months of 2026, Teradyne returned $234.5 million to shareholders through $173.5 million of share repurchases and $61.0 million of dividends. Repurchases under the January 2023 authorization…
• Supply Chain And InventoryImportance 25 · Surprise 6
  During the first nine months of 2026, Teradyne’s inventory increased by $178.8 million. The filing attributes the broader increase in operating assets primarily to higher accounts receivable, prepayments and other…

Revenue by Product (in millions for product revenue; thousands for geographic revenue)

Revenue by Geography (in millions for product revenue; thousands for geographic revenue)