| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $769M | $652M | +18% | $737M | +4% |
| 毛利率 Gross Margin (GAAP) | 58.4% | 57.2% | +1.2 ppt | 59.2% | -0.8 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 58.5% | — | — | — | — |
| 研发费用 R&D | $125M | $118M | +5% | $118M | +6% |
| 销售及管理 SG&A | $169M | $158M | +7% | $158M | +7% |
| 折旧摊销 D&A | $31M | $31M | -3% | $30M | +3% |
| 股权激励 SBC | $16M | $16M | -1% | $16M | -3% |
| 营业利润 Operating Income (GAAP) | $145M | $91M | +60% | $152M | -4% |
| 利息费用 Interest Expense | N/A | $1M | — | $1M | — |
| 净利润 Net Income (GAAP) | $120M | $78M | +53% | $146M | -18% |
| 净利润 Net Income (Non-GAAP) | $136M | — | — | — | — |
| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.75 | $0.49 | +53% | $0.89 | -16% |
| 每股收益 EPS (Non-GAAP) | $0.85 | — | — | — | — |
| 稀释股数 Diluted Shares | 159M | 160M | -1% | 164M | -3% |
| 实际税率 Effective Tax Rate | 15.8% | 12.7% | +3.1 ppt | 7.8% | +8.0 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Semiconductor Test | $606M | 78.8% | +23% | +12% |
| Product Test | $88M | 11.4% | +3% | — |
| Robotics | $75M | 9.8% | +0% | -15% |
Q3 FY2025延续新分部结构:Semiconductor Test、Product Test和Robotics三个分部。总收入$769M与分部加总$769M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 | Q3 FY2025 | Q2 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"我们的Semiconductor Test部门第三季度销售超出预期,推动公司销售和利润达到Q3指引范围的高端。增长主要由面向人工智能应用的System-on-a-Chip(SOC)解决方案和内存领域的强劲表现驱动。展望Q4,AI相关测试需求在计算、网络和内存领域依然强劲。Q4'25销售预计环比增长25%,同比增长27%。" — Greg Smith, Teradyne, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| equity_in_net_earnings_of_affiliate | -$5.2M | Q3对Technoprobe权益法投资确认亏损$5.2M(含摊销$7.7M),持续拖累GAAP净利润 |
| revolving_credit_facility_draw | $200M | Q3新增$200M循环信贷额度借款,为上市以来首次动用,可能用于支撑$243.8M的大额回购和$144.4M的收购 |
| acquisition_of_business | $144.4M | 九个月累计收购支出$144.4M(Q3为零),商誉从$395.4M增至$519.6M,反映期间收购活动 |
| restructuring_charges | $6.6M | Q3重组费用$6.6M(员工遣散$4.8M为主),九个月累计$23.5M,主要与Robotics重组相关(约150名员工) |
| marketable_securities_total | $154.7M | 流动+非流动有价证券合计($25.0M短期+$129.7M长期),补充流动性储备 |
| erp_implementation_expenses | $1.1M | Q3计划中的ERP系统实施相关费用$1.1M,计入SGA,Non-GAAP调整项 |
| goodwill | $519.6M | 商誉期末$519.6M,较年末$395.4M增加$124.2M,反映收购活动 |