Teradyne Robotics revenue rises 33% year over year in Q2

Bobs Red Mill and Columbia utilize the UR20 robotic for palletizing in their center.|Resource: Universal Robots

Teradyne Robotics today claimed it generated $100 million in profits in the 2nd quarter of 2026. The North Analysis, Mass.-based business is a device of computerized examination devices vendor Teradyne Inc., which claimed it anticipates a rise in semiconductor and information facility need to enhance sales.

” Our method to catch examination and robotics chances from wafer to AI information facility has actually driven one more record quarter,” specified Greg Smith, Chief Executive Officer of Teradyne. “This toughness ended up being obvious in the year-on-year market development for all 3 of our organization teams.”

” In the short-term, our Q3 assistance shows durable AI-related need,” he included. “Looking even more in advance, fast boost in wafer great devices financial investment establishes the phase for ongoing development in 2027 and past.”

Teradyne Robotics consists of pressure- and power-limited robotic manufacturer Universal Robots (UR) and mobile robotic carrier (MiR), both of which are headquartered in Odense, Denmark.

Teradyne Robotics marks proceeded development

The $100 million in quarterly profits is a rise from the $91 million that Teradyne Robotics made in Q1 2026. The business noted its 5th successive quarter of development. It additionally reported 33% year-over-year profits development from Q2 2025, when it made $75 million.

While Teradyne Robotics’ profits is expanding, it’s composing a smaller sized component of Teradyne’s total organization. Robotics composed 8% of the business’s overall profits this quarter, a minor boost from 7% last quarter however below the 12% it composed in 2015. Back in Q4 2023, robotics gained around 19% of Teradyne’s overall profits.

The business additionally kept in mind that the united state market is coming to be significantly crucial. In Q2 2026, united state sales boosted to 32% of Teradyne Robotics’ total sales. To stay up to date with this need, Teradyne intends to release a production facility in Michigan later on this year.

Expecting the 2nd fifty percent of the year, Michelle Turner, primary economic policeman of Teradyne, claimed she anticipates the business’s development to proceed with the remainder of 2026.

Teradyne Robotics’ quarterly profits from Q1 2020 with Q2 2025.|Resource: The Robotic Record

AI is driving Teradyne’s profits development, claims chief executive officer

Smith began Teradyne’s profits telephone call with a clear declaration: AI is the major vehicle driver of its 2nd quarter of document profits development.

” All 3 of our organization teams– Semiconductor Examination, Item Examination, and Robotics– expanded year over year and quarter over quarter, highlighting the AI need throughout all components of business,” Smith claimed throughout the telephone call. “At greater than 60%, AI-driven profits is the vital evidence factor that our wafer-to-AI information facility method is supplying outcomes.”

Smith claimed he anticipates AI passion, and specifically AI information facility buildouts, will certainly remain to drive robotics profits. The fastest expanding sectors in robotics for Teradyne Robotics are electronic devices producing and semiconductors, he described.

” Our team believe that there is presently a multibillion-dollar market for setting up, automation, examination, and burn-in devices, and we anticipate mid-double-digit development prices with completion of the years,” claimed Smith. “By dealing with these applications with boosted manufacturing board examination, optical examination, backplane examination, and robotic-assisted examination and setting up, Teradyne is distinctively placed to comply with the worth chain, from wafer to information facility.”

Teradyne’s AI method has actually been vital to recuperating its robotics profits over the last few years. The business proliferated throughout the COVID-19 pandemic, however ever since, it has actually battled to maintain the energy going.

The business uploaded $311 million in profits in 2021, up 41% from 2020 and 23% over 2019 pre-pandemic degrees. Development came to a head at $326 million in 2022, after that decreased to $304 million in 2023 and $293 million in 2024.

In 2025, Teradyne experienced 2 rounds of discharges. In January, it gave up 10% of its international labor force, and later on in the year, in November, it gave up one more 14% of its labor force. At the time, Teradyne called the discharges a “positive action” to enhance its organization.

Editor’s note: James Davidson, primary AI policeman at Teradyne Robotics, will certainly talk at RoboBusiness 2026.

Conserve the day for RoboBusiness 2026

The blog post Teradyne Robotics profits climbs 33% year over year in Q2 showed up initially on The Robotic Record.