TER · Teradyne, Inc
5 customers — 44% of revenue (2025)
“In each of the years, 2025, 2024 and 2023, our five largest direct customers in aggregate accounted for 44%, 36% and 32% of consolidated revenues, respectively.”
One customer — 19% of revenue (2025)
“The additional direct customer, a customer of our Semiconductor Test segment, accounted for 19% of consolidated revenues including certain revenues specified by other customers.”
2 customers — 12% of revenue (2025)
“The two specifying customers were both customers of our Semiconductor Test and Product Test segments and drove 12% and 10% of consolidated revenues.”
2 customers — 10% of revenue (2025)
“The two specifying customers were both customers of our Semiconductor Test and Product Test segments and drove 12% and 10% of consolidated revenues.”
5 customers — 36% of revenue (2024)
“In each of the years, 2025, 2024 and 2023, our five largest direct customers in aggregate accounted for 44%, 36% and 32% of consolidated revenues, respectively.”
One customer — 13% of revenue (2024)
“In 2024, we estimate one customer of our Semiconductor Test and Wireless Test segments, specified approximately 13% of our consolidated revenues.”
5 customers — 32% of revenue (2023)
“In each of the years, 2025, 2024 and 2023, our five largest direct customers in aggregate accounted for 44%, 36% and 32% of consolidated revenues, respectively.”
One customer — 10% of revenue (2023)
“In 2023, one customer of our Semiconductor Test segment, accounted for approximately 10% of our consolidated revenues.”
Price & Indicators
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TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Income from operations - non-GAAP non-GAAP | 480.4M | Quarter Ended March 29, 2026 | — |
| Net income - non-GAAP non-GAAP | 402.9M | Quarter Ended March 29, 2026 | — |
| Non-GAAP EPS non-GAAP | $2.56 | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductor Equipment & Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TER
this stock
Teradyne, Inc
|
$56.77B | +92.2% | +13.1% | 49.9 | 4.4% |
|
ASML
Asml Holding NV
|
$670.50B | +62.2% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$398.65B | +86.1% | +51.7% | 55.3 | 2.3% |
|
AMAT
Applied Materials Inc /De
|
$380.74B | +87.7% | -12.6% | 41.4 | 1.5% |
|
KLAC
Kla Corp
|
$240.10B | — | +11.7% | 50.2 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TER | -2.9% | +1.8% | +36.3% | +1.2% | +92.2% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | -4.0% | -2.2% | +21.6% | -2.0% | +79.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.