| 指标 | Q2 FY2024 | Q1 FY2024 | Q/Q | Q2 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $730M | $600M | +22% | $684M | +7% |
| 毛利率 Gross Margin (GAAP) | 58.3% | 56.6% | +1.7 ppt | 58.8% | -0.5 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 58.3% | — | — | — | — |
| 研发费用 R&D | $112M | $103M | +8% | $106M | +6% |
| 销售及管理 SG&A | $155M | $149M | +4% | $146M | +6% |
| 折旧摊销 D&A | $30M | $28M | +7% | — | — |
| 股权激励 SBC | $15M | $16M | -6% | $12M | +23% |
| 营业利润 Operating Income (GAAP) | $210M | $78M | +170% | $140M | +50% |
| 利息费用 Interest Expense | N/A | $1M | — | $1M | — |
| 净利润 Net Income (GAAP) | $186M | $64M | +190% | $120M | +55% |
| 净利润 Net Income (Non-GAAP) | $140M | — | — | — | — |
| 指标 | Q2 FY2024 | Q1 FY2024 | Q/Q | Q2 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $1.14 | $0.40 | +185% | $0.73 | +56% |
| 每股收益 EPS (Non-GAAP) | $0.86 | — | — | — | — |
| 稀释股数 Diluted Shares | 164M | 162M | +1% | 165M | -1% |
| 实际税率 Effective Tax Rate | 15.1% | 11.9% | +3.2 ppt | 16.9% | -1.8 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Semiconductor Test | $543M | 74.4% | +32% | +14% |
| System Test | $61M | 8.4% | -19% | -35% |
| Wireless Test | $36M | 4.9% | +46% | -18% |
| Robotics | $90M | 12.3% | +3% | +26% |
该 filing 未披露此维度
该 filing 未披露此维度
本季度数据
| 指标 | Q2 FY2024 | Q1 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"第二季度，AI应用推动了计算和内存客户需求的加速增长，机器人业务环比和同比均实现增长。总体而言，2024年正按预期推进，我们相信边缘AI的部署将在中期增强测试和机器人业务的需求。" — Greg Smith, Teradyne, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| gain_on_sale_of_business | $57.5M | 出售DIS业务（半导体测试部门组件）给Technoprobe获得$85M，确认税前收益$57.5M，显著推高本季GAAP利润 |
| equity_method_investment | $524.1M | 因出售DIS业务获得Technoprobe权益法投资$524.1M，反映战略性持股安排 |
| provision_excess_obsolete_inventory | $2.7M | Q2 FY2024超额和过时库存准备金净额（$3.3M计提-$0.6M回收），环比改善显著 |
| marketable_securities_total | $162.4M | 流动+非流动有价证券合计（$38.7M流动+$123.7M非流动），补充流动性储备 |