Teradyne, Inc.
Shortcut
2.13Normalized diluted EPS
+4.1% vs Street
Street
2.05Normalized diluted EPS
October 25 consensus snapshot
Real
2.29Issuer non-GAAP diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Guidance (28-Jul-26): revenue $1.20-1.30bn, non-GAAP EPS $1.85-2.15 (mid $2.00), GM 58-59%, opex 29-30% of sales; model calibrates to $1.99 at the guidance midpoint revenue and GM.
Teradyne beat its guidance midpoint by an average 8.6% on revenue and $0.37 on non-GAAP EPS over the last four quarters (above the high end in three); we tilt only modestly: revenue $1,292m (+1.9% vs consensus, near the top of the range).
Product-line build: SoC $757m (compute -15% Q/Q on flagged order timing, TSMC 3Q26 HPC +22% Q/Q cushions), memory $238m (+12% Q/Q on book-to-bill >2, trimmed for the SK hynix HBM4 back-end order-slip report), IST $80m, Product Test $114m, Robotics $104m.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026; quarter ends Sun 27-Sep-2026, CapIQ label Sep-30-2026)
- Reporting basis
- consensus data-normalized non-GAAP diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 11:38 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 11:38 AM PDT
- First published
- Oct 26, 2026 at 12:27 PM PDT
Result basis
Teradyne reports Q3 non-GAAP diluted EPS of $2.29 and GAAP diluted EPS of $2.17 for September 27, 2026. USD per diluted common share matches the published non-GAAP convention.