TE

Teradyne, Inc. stock research

Mar 30, 2025

FY2025 Q1

Teradyne (TER) Gross Margin — Quarter Ended Mar 30, 2025

Revenue and gross profit both decreased compared to the previous quarter, but cost of revenue also fell, resulting in a higher gross margin. Versus the same quarter last year, revenue and gross profit improved while gross margin increased, indicating stronger profitability relative to revenue.

Gross margin takeaway

Quarter ended Mar 30, 2025 · FY2025 Q1

Revenue and gross profit both decreased compared to the previous quarter, but cost of revenue also fell, resulting in a higher gross margin. Versus the same quarter last year, revenue and gross profit improved while gross margin increased, indicating stronger profitability relative to revenue.

  • The gross margin improved sequentially and year-over-year, driven by a proportionally larger decline in cost of revenue relative to revenue in the current quarter versus the prior quarter, and a faster growth in gross profit than revenue compared to the year-ago quarter.
  • Compared to the prior quarter, revenue was lower and gross profit was lower, but gross margin was higher due to a sharper drop in cost of revenue. Versus the year-ago quarter, revenue, gross profit, and gross margin were all higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

60.6%

Gross profit

$415.3M

Revenue

$685.7M

Cost of revenue

$270.3M

Quarter-over-quarter change

+1.2 pts

Year-over-year change

+4.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$729.9M$425.8M$304.0M58.3%
Sep 29, 2024$737.3M$436.5M$300.8M59.2%
Dec 31, 2024$752.9M$447.3M$305.6M59.4%
Mar 30, 2025$685.7M$415.3M$270.3M60.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2024

+1.2 pts

Year-over-year change

Mar 31, 2024

+4.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin improved sequentially and year-over-year, driven by a proportionally larger decline in cost of revenue relative to revenue in the current quarter versus the prior quarter, and a faster growth in gross profit than revenue compared to the year-ago quarter.

Compared to the prior quarter, revenue was lower and gross profit was lower, but gross margin was higher due to a sharper drop in cost of revenue. Versus the year-ago quarter, revenue, gross profit, and gross margin were all higher.

The increase in inventories as noted in the filing's liquidity discussion should be monitored for its potential impact on future cost of revenue and margins.

TER Gross Margin — Quarter Ended Mar 30, 2025