Teradyne, Inc. · TER · Next earnings

Teradyne, Inc. reports Wednesday, Jan 27, 2027

TER reports after market close with consensus EPS at $2.12 and revenue at $1.31B. Last quarter: Teradyne: AI demand drives record Q3; Q4 growth outlook maintained

Reports After market close84 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.12 Calendar consensus
Consensus revenue $1.31B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session After market close 84 days away

Where TER left off: FY2026 Q3

Full report

Teradyne: AI demand drives record Q3; Q4 growth outlook maintained

EPS surprise +9.6% Reported $2.29 vs $2.09
Revenue surprise +3.0% Reported $1.31B vs $1.27B
Stock move -3.7% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained gross-margin guidance and provided Q4 revenue guidance of $1.25-$1.35 billion, implying roughly 20% year-over-year growth.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tester-component lead-time constraints could limit fulfillment.
  • Product-mix shifts and inflationary costs could pressure gross margins.
  • CPO/NPO adoption and hyperscaler ramp timing remain uncertain.
  • Inventory growth may outpace realized demand.

Questions analysts left open

  • Relative growth expectations among HBM, traditional DRAM and NAND memory segments.
  • Product-test mix and its effect on gross-margin trajectory.
  • Whether inventory buildup reflects genuine demand and the timing of hyperscaler ramps.
  • Timing and scale of CPO/NPO networking adoption.

Ask FN2 about TER next report

Transcript, numbers and history already loaded
What should I watch for in TER's next earnings report?How did TER guide last quarter, and is consensus above or below that?Give me the bull and bear case going into TER earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the TER recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent TER quarters

All TER earnings
-3.7%FY2026 Q3+14.4%FY2026 Q2-19.4%FY2026 Q1+13.4%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.