| TER |
Report |
Revenue |
BEAT |
pred ~$1.24B vs. cons $1.21B |
MEDIUM |
| TER |
Report |
Non-GAAP EPS |
BEAT |
pred ~$2.15 vs. cons $2.05 |
MEDIUM |
| TER |
Report |
Semiconductor Test revenue |
BEAT |
pred ~$1.07B vs. cons $1.041B |
MEDIUM |
| TER |
Guide |
3Q26 revenue guidance |
LOWER |
guide ~$1.00B vs. cons $1.07B (3Q26) |
MEDIUM |
| TER |
Guide |
3Q26 non-GAAP EPS guidance |
LOWER |
guide ~$1.52 vs. cons $1.70 (3Q26) |
MEDIUM |
| TER |
Guide |
1H26 share of FY26 revenue / second-half cadence |
UNCHANGED |
guide ~58% vs. cons 58% (FY26 first-half revenue mix) |
MEDIUM |
| TER |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.5% |
— |
MEDIUM |
| TER |
Return |
5-day cumulative residual |
-10.0% (FOLLOW-THROUGH) |
A Q2 revenue/EPS beat of ~$1.24B/$2.15 versus $1.21B/$2.05 is likely outweighed by implied out-period reductions from a ~$1.00B 3Q26 guide versus ~$1.07B consensus; the 5-day residual is ~-10.0% versus a day-1 residual of ~-6.5% as 3Q and FY27 estimates reset lower. |
MEDIUM |