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Teradyne10-Q: Capacity constraint

Teradyne boosts CapEx 36% to $155.4M to meet surging AI-driven demand.

What happened

With Semiconductor Test revenue soaring 115.8%, the company has significantly increased its capital expenditures on property, plant, and equipment in the first half of 2026.

Source

SEC EDGARJul 31, 2026

Quarterly report (Form 10-Q)

Teradyne 10-Q

Filing excerpt

Investing activities during the six months ended June 28, 2026, included $155.4 million used for the purchases of property, plant, and equipment...

sec.gov/Archives/edgar/data/97210/000119312526327715/ter-20260628.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capacity constraint

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/28
Filed
Jul 31, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$155M (Purchases of property, plant, and equipment in H1 2026.)
Percent
35.8% (Year-over-year increase in H1 spending on property, plant, and equipment ($114.4M in H1 2025).)

Details

CIK
97210
Accession number
0001193125-26-327715
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Scaling solutions needed
Signal category
Operations

Extraction

Confidence
Medium
Relevance
85%
Sentiment
Neutral
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
capacityConstraint

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/523a329d-9bff-4250-a967-84fe436329f5 returns this record as JSON. POST /v1/companies/enrich returns every signal for teradyne.com.

{
  "signal_id": "523a329d-9bff-4250-a967-84fe436329f5",
  "signal_type": "sec-10q",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-08-04T07:04:46.632+00:00",
  "company": {
    "name": "Teradyne",
    "domain": "teradyne.com"
  },
  "data": {
    "detail": "With Semiconductor Test revenue soaring 115.8%, the company has significantly increased its capital expenditures on property, plant, and equipment in the first half of 2026. This suggests an urgent need to expand production and testing capacity to avoid bottlenecks and support growth.",
    "metrics": {
      "pct": 0.358,
      "timeframe": "current_year",
      "pct_context": "Year-over-year increase in H1 spending on property, plant, and equipment ($114.4M in H1 2025).",
      "dollar_context": "Purchases of property, plant, and equipment in H1 2026.",
      "dollar_millions": 155.4
    },
    "summary": "Teradyne boosts CapEx 36% to $155.4M to meet surging AI-driven demand.",
    "excerpts": "Investing activities during the six months ended June 28, 2026, included $155.4 million used for the purchases of property, plant, and equipment...",
    "relevance": 0.85,
    "sentiment": "neutral",
    "confidence": "medium",
    "source_url": "https://www.sec.gov/Archives/edgar/data/97210/000119312526327715/ter-20260628.htm",
    "filing_date": "2026-07-31",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/28",
    "sales_relevance": "Scaling solutions needed",
    "signal_category": "operations"
  }
}

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