Teradyne 과거 순이익 실적
과거 기준 점검 5/6
Teradyne의 수입은 연평균 -13.5%의 비율로 감소해 온 반면, Semiconductor 산업은 수입이 연평균 1.3% 증가했습니다. 매출은 연평균 3.4%의 비율로 감소해 왔습니다. Teradyne의 자기자본이익률은 27.2%이고 순이익률은 22.6%입니다.
핵심 정보
-13.52%
순이익 성장률
-12.41%
주당순이익(EPS) 성장률
| Semiconductor 산업 성장률 | 27.66% |
| 매출 성장률 | -3.44% |
| 자기자본이익률 | 27.17% |
| 순이익률 | 22.55% |
| 최근 순이익 업데이트 | 29 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • May 08
Teradyne: Market Command And Heavy Demand
Summary Teradyne is rated a buy, driven by record Q1 2026 results and dominant positioning in AI-related semiconductor testing. Q1 revenue surged 87% YoY to $1.28B, with adjusted EPS at $2.56 and 70% of revenue from AI demand. TER commands a high-barrier duopoly in automated test equipment, leading in AI compute chips and benefiting from robust industry tailwinds. While near-term guidance is muted and valuation elevated, long-term forecasts and margin strength support sustained outperformance. Read the full article on Seeking Alpha
내러티브 업데이트 • May 04
TER: AI Test Demand And Robotics Expansion Will Shape Balanced Future Earnings Power
Teradyne’s analyst price target has been updated by $62 to reflect fresh research that cites Street price target increases from several firms and modest adjustments to long term growth, profitability, and valuation assumptions by analysts. Analyst Commentary Recent Street research on Teradyne shows a cluster of price target changes and rating moves, with most firms lifting their targets and a smaller group expressing caution around valuation.분석 기사 • May 01
Earnings Beat: Teradyne, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Teradyne, Inc. ( NASDAQ:TER ) just released its quarterly report and things are looking bullish. The company beat...
내러티브 업데이트 • Apr 25
Teradyne (TER): The AI Quality Gatekeeper Faces a High-Stakes Valuation Test
Vestra has increased revenue growth from 10.1% to 17.3%.
내러티브 업데이트 • Apr 20
TER: AI Data Center Test Demand Will Support Next Cycle Repricing
The analyst price target for Teradyne has been raised from $376.32 to $415.00, reflecting analyst views that modest adjustments to revenue growth, profit margin expectations, and a higher future P/E multiple are warranted following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Teradyne shows a cluster of higher price targets from bullish analysts, alongside a valuation driven downgrade from Northland.내러티브 업데이트 • Apr 06
TER: AI Test Demand And WFE Upswing Will Support Future Cycle
Analysts have nudged the Teradyne fair value estimate slightly higher to about $376, supported by a series of recent price target increases that cite stronger multi-year demand expectations, healthier industry spending plans, and improved profitability assumptions, even as some valuation-driven downgrades and caution flags remain. Analyst Commentary Recent research on Teradyne tilts positive overall, with a cluster of higher price targets and constructive views on multi year demand, semiconductor capital spending, and free cash flow potential, offset by valuation driven caution and a few downgrades.새로운 내러티브 • Mar 29
Teradyne: The "Physical AI" Inflection and the $1.25 Billion Quarterly Record
Teradyne, Inc. (TER) has successfully evolved from a cyclical semiconductor tester into a dual-engine powerhouse, combining dominant chip-testing tech with a rapidly scaling robotics division.내러티브 업데이트 • Mar 23
TER: AI Test Demand And Wafer Fab Upswing Will Drive Future Cycle
The updated analyst price target for Teradyne reflects a reset in fair value from $397.65 to $374.36, as analysts balance richer valuations with still constructive views supported by multiple target hikes across recent research. Analyst Commentary Recent research on Teradyne reflects a broad mix of views, but the price target revisions skew toward more constructive expectations even as some firms flag valuation risks.내러티브 업데이트 • Mar 07
TER: AI Test Demand And Robotics Expansion Will Support Higher Long Term Earnings Power
Analysts have raised their implied fair value estimate for Teradyne by about $115, reflecting updated assumptions for revenue growth, profit margins and future P/E, even as recent research shows a mix of higher price targets and valuation-driven downgrades across the Street. Analyst Commentary Recent Street research on Teradyne shows a mix of optimism and caution, with several firms lifting price targets and a few moving to more neutral stances as valuation and expectations become key talking points.내러티브 업데이트 • Feb 20
TER: AI Test Demand And Wafer Fab Spending Upswing Will Drive Outlook
Our Teradyne fair value estimate edges up by about $1 to $397.65 as analysts lift price targets on expectations for stronger semiconductor capital equipment demand, partially offset by a few valuation driven downgrades. Analyst Commentary Recent Street research on Teradyne has been active, with several firms adjusting views and price targets in both directions.내러티브 업데이트 • Feb 06
TER: AI Test Demand And Robotics Expansion Will Drive Bullish Outlook
Our updated fair value estimate for Teradyne rises from US$240.00 to about US$396.82. This reflects analysts' higher price targets across multiple firms and their rationale tied to stronger industry spending expectations, while incorporating a slightly lower discount rate and adjusted assumptions for revenue growth, profit margins and future P/E.분석 기사 • Jan 29
Teradyne, Inc. (NASDAQ:TER) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Teradyne, Inc. ( NASDAQ:TER ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
내러티브 업데이트 • Jan 22
TER: AI Test Cycle Optimism Will Likely Face Negative Catalyst Watch Risks
We are trimming our Teradyne analyst price target by about $11 to US$141 as analysts factor in higher modeled revenue growth and margins, but apply a lower future P/E multiple while balancing recent target hikes against cautions such as the Negative Catalyst Watch. Analyst Commentary Recent Street research around Teradyne shows a mix of optimism on long term demand drivers and caution about how much good news is already reflected in the share price.내러티브 업데이트 • Jan 08
TER: AI Chip Testing And Robotics Hub Will Shape Balanced Outlook
Narrative Update: Teradyne Analysts have lifted their fair value estimate for Teradyne from $126.95 to $240.00, citing higher long term revenue growth and profit margin assumptions, a richer future P/E of about 39.48, and stronger expected demand tied to AI driven semiconductor testing, high bandwidth memory, and industrial automation. Analyst Commentary Recent Street research on Teradyne has shifted toward a more positive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings.내러티브 업데이트 • Dec 25
TER: AI Test Cycle Euphoria Will Likely Pressure Future Returns
Analysts have sharply raised their price targets on Teradyne, effectively doubling their fair value estimate to about $153 per share. They cite a multiyear, AI-driven acceleration in semiconductor test demand, stronger robotics growth, and higher long-term assumptions for revenue growth, margins, and valuation.내러티브 업데이트 • Dec 11
TER: AI Test Demand And Robotics Expansion Will Drive Measured Upside Through 2027
Analysts have lifted their fair value estimate for Teradyne from $184.69 to $192.38, citing stronger multiyear AI testing demand, improving revenue growth and margins, and higher expected future earnings power reflected in a richer forward P E multiple. Analyst Commentary Recent Street research updates point to a sharp improvement in sentiment around Teradyne, with multiple firms raising price targets and, in some cases, upgrading ratings as AI driven test demand and Industrial Automation momentum become more visible through 2026 and beyond.내러티브 업데이트 • Nov 27
TER: AI Semiconductor Test Complexity And Robotics Expansion Will Drive Upside Through 2027
Analysts have raised their price target for Teradyne from $172.63 to $184.69, citing accelerating demand in AI-enabled semiconductor testing, greater manufacturing complexity, and a more positive outlook in industrial automation and robotics segments. Analyst Commentary Recent analyst updates reflect a revealing mix of optimism about Teradyne's prospects within the AI-driven semiconductor industry, as well as measured caution regarding potential headwinds and expectations.내러티브 업데이트 • Nov 05
TER: Multi-Year AI Chip Testing Demand And Robotics Expansion Will Support Measured Upside
Teradyne's fair value estimate has risen significantly from $139.38 to $172.63 as analysts cite accelerating AI-driven semiconductor testing demand, expanding margins, stronger robotics growth, and a robust multi-year outlook for upgraded price targets. Analyst Commentary Recent Street research has spotlighted Teradyne's strong performance and evolving prospects, with several firms updating their outlooks and price targets in response to the company's quarterly results and the broader semiconductor landscape.내러티브 업데이트 • Oct 22
Analysts Lift Teradyne Targets on AI Demand and Product Wins Amid Cautious Optimism
Teradyne's analyst price target has been raised significantly from $124.69 to $139.38. This reflects analyst optimism driven by anticipated gains in AI computing demand, test capacity expansion, and new opportunities with major semiconductor customers.분석 기사 • Oct 10
Teradyne, Inc.'s (NASDAQ:TER) P/E Is Still On The Mark Following 26% Share Price Bounce
Despite an already strong run, Teradyne, Inc. ( NASDAQ:TER ) shares have been powering on, with a gain of 26% in the...내러티브 업데이트 • Oct 08
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Teradyne's analyst price target has been raised from $120.25 to $124.69. Analysts point to stronger test demand from AI accelerators and memory, along with increasing optimism for gains at major supply chain partners.내러티브 업데이트 • Sep 23
AI, Robotics And Automation Will Expand Silicon Photonics Testing
Teradyne’s consensus price target has been raised to $120.25, reflecting stronger analyst conviction driven by momentum in AI compute and memory testing—including traction with TSMC and HBM4 designs—and optimism for potential expansion into Nvidia GPU testing, despite some lingering caution on estimate revisions. Analyst Commentary Bullish analysts highlight meaningful traction for Teradyne in AI compute supply chain, notably with TSMC for GPU wafer sort testing, and anticipated SoC tester purchases extending into 2026.분석 기사 • Aug 26
Investors Appear Satisfied With Teradyne, Inc.'s (NASDAQ:TER) Prospects As Shares Rocket 30%
Teradyne, Inc. ( NASDAQ:TER ) shares have continued their recent momentum with a 30% gain in the last month alone. Not...분석 기사 • Jul 10
Market Participants Recognise Teradyne, Inc.'s (NASDAQ:TER) Earnings
With a price-to-earnings (or "P/E") ratio of 25.8x Teradyne, Inc. ( NASDAQ:TER ) may be sending bearish signals at the...Seeking Alpha • Mar 14
Teradyne: Tariffs, Short-Term Headwinds, But Undervalued
Summary Initiated a position in Teradyne at $108 due to its narrow to strong economic moat, despite not being significantly undervalued, and used a partial hedge strategy. Teradyne's revised revenue growth outlook for 2025 is 5%-10%, with mid-term growth expected at 12%-18% through 2028. Base case DCF derived Fair Value is $115.7 (33% upside from the current price); if they miss their mid-term targets by 20%-30%, Fair Value would be $90. Position adjustment according to economic moat and rating and a partial Covered Call helped me get ~9% return in ~3 months, even with the stock down ~20%. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Teradyne가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 29 Mar 26 | 3,787 | 854 | 661 | 522 |
| 31 Dec 25 | 3,190 | 554 | 651 | 505 |
| 28 Sep 25 | 2,860 | 443 | 640 | 490 |
| 29 Jun 25 | 2,828 | 469 | 627 | 482 |
| 30 Mar 25 | 2,906 | 577 | 624 | 476 |
| 31 Dec 24 | 2,820 | 542 | 616 | 461 |
| 29 Sep 24 | 2,738 | 513 | 605 | 435 |
| 30 Jun 24 | 2,704 | 496 | 590 | 422 |
| 31 Mar 24 | 2,659 | 429 | 581 | 416 |
| 31 Dec 23 | 2,676 | 449 | 583 | 418 |
| 01 Oct 23 | 2,738 | 504 | 560 | 425 |
| 02 Jul 23 | 2,861 | 559 | 553 | 432 |
| 02 Apr 23 | 3,017 | 637 | 547 | 438 |
| 31 Dec 22 | 3,155 | 716 | 536 | 441 |
| 02 Oct 22 | 3,308 | 767 | 557 | 442 |
| 03 Jul 22 | 3,432 | 840 | 556 | 437 |
| 03 Apr 22 | 3,677 | 971 | 557 | 435 |
| 31 Dec 21 | 3,703 | 1,015 | 547 | 428 |
| 03 Oct 21 | 3,577 | 987 | 536 | 418 |
| 04 Jul 21 | 3,446 | 953 | 521 | 406 |
| 04 Apr 21 | 3,199 | 813 | 494 | 390 |
| 31 Dec 20 | 3,121 | 784 | 476 | 375 |
| 27 Sep 20 | 3,017 | 713 | 471 | 361 |
| 28 Jun 20 | 2,780 | 626 | 460 | 344 |
| 29 Mar 20 | 2,505 | 535 | 456 | 331 |
| 31 Dec 19 | 2,295 | 467 | 446 | 323 |
| 29 Sep 19 | 2,160 | 486 | 417 | 311 |
| 30 Jun 19 | 2,145 | 470 | 409 | 310 |
| 31 Mar 19 | 2,107 | 474 | 399 | 304 |
| 31 Dec 18 | 2,101 | 452 | 388 | 302 |
| 30 Sep 18 | 2,061 | 202 | 393 | 279 |
| 01 Jul 18 | 1,997 | 186 | 377 | 279 |
| 01 Apr 18 | 2,167 | 259 | 368 | 286 |
| 31 Dec 17 | 2,137 | 258 | 344 | 307 |
| 01 Oct 17 | 2,037 | 430 | 355 | 286 |
| 02 Jul 17 | 1,944 | 390 | 349 | 281 |
| 02 Apr 17 | 1,779 | -8 | 340 | 274 |
| 31 Dec 16 | 1,753 | -43 | 332 | 273 |
| 02 Oct 16 | 1,692 | -110 | 335 | 276 |
| 03 Jul 16 | 1,747 | -103 | 334 | 279 |
| 03 Apr 16 | 1,728 | 224 | 329 | 278 |
| 31 Dec 15 | 1,640 | 206 | 323 | 276 |
| 04 Oct 15 | 1,644 | 103 | 318 | 300 |
| 05 Jul 15 | 1,656 | 115 | 313 | 298 |
양질의 수익: TER는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: TER의 현재 순 이익률 (22.6%)은 지난해 (19.9%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: TER의 수익은 지난 5년 동안 연평균 13.5% 감소했습니다.
성장 가속화: 지난 1년간 TER 의 수익 증가율(48.1%)은 연간 평균(-13.5%)을 초과합니다.
수익 대 산업: TER의 지난 1년 수익 증가율(48.1%)은 Semiconductor 업계의 15.4%를 상회했습니다.
자기자본이익률
높은 ROE: TER의 자본 수익률(27.2%)은 높음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 19:31 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Teradyne, Inc.는 35명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Steven Liu | Aletheia Analyst Network Limited |
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |