| TER |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.24B vs. cons $1.22B |
MEDIUM |
| TER |
Report |
Q2 2026 non-GAAP EPS |
BEAT |
pred ~$2.13 vs. cons $2.05 |
MEDIUM |
| TER |
Report |
Q2 2026 gross margin |
IN-LINE |
pred ~58.8% vs. cons 58.5% |
MEDIUM |
| TER |
Guide |
Q3 2026 revenue |
LOWER |
guide ~$950M vs. cons $1.00B (Q3 2026) |
MEDIUM |
| TER |
Guide |
Q3 2026 non-GAAP EPS |
LOWER |
guide ~$1.30 vs. cons $1.40 (Q3 2026) |
MEDIUM |
| TER |
Guide |
Gross margin |
LOWER |
guide ~58.0% vs. cons 58.5% (Q3 2026) |
LOW |
| TER |
Return |
Day-1 residual (stock − beta × S&P 500) |
-10.5% |
— |
MEDIUM |
| TER |
Return |
5-day cumulative residual |
-13.0% (FOLLOW-THROUGH) |
A modest Q2 beat is outweighed by Q3 revenue and EPS guidance below consensus; the weaker out-period run rate implies FY2026 estimates fall versus the ~$4.53B revenue and ~$7.20 EPS consensus, driving continued negative revisions after day 1. |
MEDIUM |