| 指标 | Q2 FY2025 | Q1 FY2025 | Q/Q | Q2 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $652M | $686M | -5% | $730M | -11% |
| 毛利率 Gross Margin (GAAP) | 57.2% | 60.6% | -3.4 ppt | 58.3% | -1.1 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 57.3% | — | — | — | — |
| 研发费用 R&D | $118M | $118M | +0% | $112M | +6% |
| 销售及管理 SG&A | $158M | $157M | +0% | $155M | +2% |
| 折旧摊销 D&A | $31M | $30M | +4% | $58M | -46% |
| 股权激励 SBC | $17M | $17M | +1% | $14M | +23% |
| 营业利润 Operating Income (GAAP) | $91M | $121M | -25% | $210M | -57% |
| 利息费用 Interest Expense | N/A | $1M | — | $2M | — |
| 净利润 Net Income (GAAP) | $78M | $99M | -21% | $186M | -58% |
| 净利润 Net Income (Non-GAAP) | $92M | — | — | — | — |
| 指标 | Q2 FY2025 | Q1 FY2025 | Q/Q | Q2 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.49 | $0.61 | -20% | $1.14 | -57% |
| 每股收益 EPS (Non-GAAP) | $0.57 | — | — | — | — |
| 稀释股数 Diluted Shares | 160M | 162M | -1% | 164M | -2% |
| 实际税率 Effective Tax Rate | 12.7% | 12.2% | +0.5 ppt | 15.1% | -2.4 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Semiconductor Test | $492M | 75.5% | -9% | -9% |
| Robotics | $75M | 11.5% | +9% | -17% |
| Product Test | $85M | 13.0% | +15% | — |
Q2 FY2025延续Q1起新分部结构：Semiconductor Test、Robotics和Product Test三个分部。总收入$652M与分部加总$652M一致。
该 filing 未披露此维度
该 filing 未披露此维度
本季度数据
| 指标 | Q2 FY2025 | Q1 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"我们的Semiconductor Test部门在第二季度取得了好于预期的业绩。System-on-a-Chip（SOC），主要面向人工智能应用，是最强劲的增长引擎。下半年能见度已改善，计算、网络和内存领域需求正在增强。程序斜坡和产能扩张的确切时间仍存在不确定性，但我们相信AI将推动Teradyne下半年的强劲表现。" — Greg Smith, Teradyne, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| equity_in_net_earnings_of_affiliate | -$5.9M | Q2对Technoprobe权益法投资确认亏损$5.9M（含摊销$7.4M），持续拖累GAAP净利润 |
| marketable_securities_total | $149.3M | 流动+非流动有价证券合计（$28.6M短期+$120.7M长期），补充流动性储备 |
| cash_and_marketable_securities | $488.6M | 现金$339.3M + 有价证券$149.3M = $488.6M总可用流动性，较Q1下降$132.9M |
| restructuring_charges | $2.4M | Q2重组费用$2.4M（员工遣散$2.3M为主），较Q1的$14.5M大幅下降 |
| erp_implementation_expenses | $1.1M | Q2计划中的ERP系统实施相关费用$1.1M，计入SGA，Non-GAAP调整项 |
| equity_method_investment | $545.4M | Technoprobe权益法投资期末余额$545.4M，较年初$494.5M增长，反映追加投资和汇率影响 |
| goodwill_increase | $520.5M vs $395.4M | 商誉较年末增加$125.1M，反映期间收购活动（acquisitions of businesses $127.4M） |