盘后股价飙升超24%！Teradyne业绩超预期，AI需求推动强劲财报

Core Viewpoint - Teradyne Inc's stock surged 19.4% after reporting fourth-quarter earnings that significantly exceeded analyst expectations, driven by strong demand related to artificial intelligence [1] Financial Performance - The company reported adjusted earnings per share of $1.80, surpassing the analyst estimate of $1.36 [3] - Revenue reached $1.08 billion, well above the market consensus of $969.33 million, representing a year-over-year growth of 44% and a quarter-over-quarter increase of 41% [3] - For the fiscal year 2025, Teradyne reported revenue of $3.19 billion, a 13% increase compared to 2024, with adjusted earnings per share of $3.96, up from $3.22 the previous year [3] Business Segments - The semiconductor testing segment generated $883 million in revenue for the quarter, while product testing and robotics contributed $110 million and $89 million, respectively [3] - All business groups, including semiconductor testing, product testing, and robotics, experienced quarter-over-quarter growth [3] Future Outlook - The company provided an impressive outlook for the first quarter of 2026, expecting adjusted earnings per share between $1.89 and $2.25, significantly higher than the analyst consensus of $1.25 [3] - Revenue guidance for the first quarter of 2026 is projected between $1.15 billion and $1.25 billion, well above the analyst expectation of $942.3 million [3] - The CEO indicated that all business segments are expected to achieve year-over-year growth in 2026, with strong momentum in AI-driven computing [4]