Bobs Crimson Mill and Columbia use the UR20 robotic for palletizing of their facility. | Supply: Common Robots
Teradyne Robotics this week mentioned it introduced in $100 million in income within the second quarter of 2026. The North Studying, Mass.-based firm is a unit of automated take a look at gear provider Teradyne Inc., which mentioned it expects a rise in semiconductor and information middle demand to extend gross sales.
“Our technique to seize take a look at and robotics alternatives from wafer to AI information middle has pushed one other file quarter,” said Greg Smith, CEO of Teradyne. “This energy grew to become evident within the year-on-year market enlargement for all three of our enterprise teams.”
“Within the quick time period, our Q3 steering displays strong AI-related demand,” he added. “Wanting additional forward, fast enhance in wafer fab gear funding units the stage for continued progress in 2027 and past.”
Teradyne Robotics consists of force- and power-limited robotic maker Common Robots (UR) and cellular robotic supplier (MiR), each of that are headquartered in Odense, Denmark.
Teradyne Robotics marks continued progress
The $100 million in quarterly income is a rise from the $91 million that Teradyne Robotics made in Q1 2026. The corporate marked its fifth consecutive quarter of progress. It additionally reported 33% year-over-year income progress from Q2 2025, when it made $75 million.
Whereas Teradyne Robotics’ income is rising, it’s making up a smaller a part of Teradyne’s general enterprise. Robotics made up 8% of the corporate’s whole income this quarter, a slight enhance from 7% final quarter however down from the 12% it made up final 12 months. Again in This fall 2023, robotics earned about 19% of Teradyne’s whole income.
The corporate additionally famous that the U.S. market is turning into more and more necessary. In Q2 2026, U.S. gross sales elevated to 32% of Teradyne Robotics’ general gross sales. To maintain up with this demand, Teradyne plans to launch a producing middle in Michigan later this 12 months.
Waiting for the second half of the 12 months, Michelle Turner, chief monetary officer of Teradyne, mentioned she expects the corporate’s progress to proceed by means of the remainder of 2026.
Teradyne Robotics’ quarterly income from Q1 2020 by means of Q2 2025. | Supply: The Robotic Report
AI is driving Teradyne’s income progress, says CEO
Smith began Teradyne’s earnings name with a transparent assertion: AI is the principle driver of its second quarter of file income progress.
“All three of our enterprise teams — Semiconductor Check, Product Check, and Robotics — grew 12 months over 12 months and quarter over quarter, highlighting the AI demand throughout all components of the enterprise,” Smith mentioned throughout the name. “At greater than 60%, AI-driven income is the important thing proof level that our wafer-to-AI information middle technique is delivering outcomes.”
Smith mentioned he expects AI curiosity, and particularly AI information middle buildouts, will proceed to drive robotics income. The quickest rising segments in robotics for Teradyne Robotics are electronics manufacturing and semiconductors, he defined.
“We imagine that there’s presently a multibillion-dollar marketplace for meeting, automation, take a look at, and burn-in gear, and we anticipate mid-double-digit progress charges by means of the tip of the last decade,” mentioned Smith. “By addressing these purposes with enhanced manufacturing board take a look at, optical take a look at, backplane take a look at, and robotic-assisted take a look at and meeting, Teradyne is uniquely positioned to comply with the worth chain, from wafer to information middle.”
Teradyne’s AI technique has been key to recovering its robotics income lately. The company grew quickly throughout the COVID-19 pandemic, however since then, it has struggled to maintain the momentum going.
The corporate posted $311 million in income in 2021, up 41% from 2020 and 23% above 2019 pre-pandemic ranges. Development peaked at $326 million in 2022, then declined to $304 million in 2023 and $293 million in 2024.
In 2025, Teradyne skilled two rounds of layoffs. In January, it laid off 10% of its international workforce, and later within the 12 months, in November, it laid off one other 14% of its workforce. On the time, Teradyne known as the layoffs a “proactive step” to strengthen its enterprise.
Editor’s word: James Davidson, chief AI officer at Teradyne Robotics, will speak at RoboBusiness 2026.
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