TE

Teradyne, Inc. stock research

Jun 29, 2025

FY2025 Q2

Teradyne (TER) Gross Margin — Quarter Ended Jun 29, 2025

Revenue declined compared to both the prior quarter and the same quarter last year, while cost of revenue decreased at a slower pace relative to revenue. This resulted in a lower gross profit and a weakened gross margin versus both periods.

Gross margin takeaway

Quarter ended Jun 29, 2025 · FY2025 Q2

Revenue declined compared to both the prior quarter and the same quarter last year, while cost of revenue decreased at a slower pace relative to revenue. This resulted in a lower gross profit and a weakened gross margin versus both periods.

  • The decline in gross margin was driven by the relationship between revenue and cost of revenue: revenue fell more sharply than cost of revenue compared to the prior quarter, compressing profitability.
  • Compared to the immediately preceding quarter, gross margin weakened as revenue decreased while cost of revenue rose in absolute terms. Versus the same quarter one year earlier, revenue was lower, cost of revenue was also lower, but gross margin still weakened slightly.

Gross margin snapshot

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

Gross margin

57.2%

Gross profit

$373.0M

Revenue

$651.8M

Cost of revenue

$278.8M

Quarter-over-quarter change

-3.3 pts

Year-over-year change

-1.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Jun 29, 2025$651.8M$373.0M$278.8M57.2%

Quarterly comparisons

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

Previous-quarter change

Mar 30, 2025

-3.3 pts

Year-over-year change

Jun 30, 2024

-1.1 pts

What the margin says

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

The decline in gross margin was driven by the relationship between revenue and cost of revenue: revenue fell more sharply than cost of revenue compared to the prior quarter, compressing profitability.

Compared to the immediately preceding quarter, gross margin weakened as revenue decreased while cost of revenue rose in absolute terms. Versus the same quarter one year earlier, revenue was lower, cost of revenue was also lower, but gross margin still weakened slightly.

Monitor the trajectory of revenue relative to cost of revenue, as the current period shows cost of revenue declining more slowly than revenue.