Teradyne som testindlæg og interessant porteføljeaktie
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Jeg prøvede at editere indlægget men det kunne ikke gemmes??
Jeg blev opmærksom på Teradyne da de købte Universal Robots i Odense. Det har vist sig ok.
Robotics er blot en mindre del af deres aktiviteter, men testudstyr til elektronik er en af deres hovedaktiviteter.
Andre er er interesseret i denne aktie?
dette er ikke FA, men vil se hvordan debatten virker.
Edit: og man kan editerer indlæg fandt jeg ud af:
https://fast.wistia.net/embed/iframe/2krxurvmkq
her kan man se hvad fremtiden kan bringe hvor de også har købt en anden robotvirksomhed.
Det er værd at kigge lidt rundt på hjemmesiden, men det er bestemt ikke en udbytteaktie, hvis man søger efter dette.
Jeg synes det er en god fremtidsaktie.
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Et godt selskab med stigende overskud..
Aktien befinder sig i en fin stigende trend. Er oppe med 89% i år.
Disclaimer jeg har aktier i Teradyne.
Introducing Teradyne (NASDAQ:TER), The Stock That Zoomed 187% In The Last Five Years
The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
Yahoo Finance (finance.yahoo.com)
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Robotdelen kommer måske til at vokse mere nu.
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robotdelen halter lidt, men ellers må man sige at det er godt gjort i lyset af corona tiden.
Men Teradyne er ikke glad for de Kina restriktioner der er kommet, og det kan have inflydelse for fremtiden. -
Teradyne Inc (TER) Q2 2020 Earnings Call Transcript | The Motley Fool
TER earnings call for the period ending June 28, 2020.
The Motley Fool (www.fool.com)
Transcript til q2 2020 lover en meget godt for Q3+4. Trods corona og Kina restriktionerne. Kina udgør kun 12% af omsætningen.
"From a financial point of view, Teradyne is stronger than ever. We generated $178 million of free cash flow in Q2 and ended the quarter with approximately $1.1 billion in cash and marketable securities and no short-term debt. During the quarter, we established $400 million revolving line of credit for added security against future uncertainty and opportunities. The strength of our balance sheet, business model, and business execution enabled us to put the revolver in place during a very uncertain time. Our long-term debt is a $460 million face value convert, which matures in December of 2023."
Universal Robots gik dog ned med 32%, men udgør stadig kun en lille del af forretningen. (produktionsproblemer som følge af corona).
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Det ser ud til at Universal Robots stadig ikke performer godt - nogen ide hvorfor?
Resten af virksomheden går ellers glimrende.Teradyne Reports Third Quarter 2020 Results
October 20, 2020
Revenue of $819 million in Q3'20 grew 41% from Q3'19
Q3'20 GAAP earnings per share grew 61% and Non-GAAP earnings per share grew 53% from Q3'1 9
Test revenue grew 46% from Q3'19 on Memory, Storage, and System on a Chip (SOC) Test strength
Industrial Automation revenue was up sequentially and flat with Q3'19 on improving global manufacturing
conditions and new products
Q4'20 Revenue gui dance at mid-point represents 8% growth from Q4'19
Q3'20 Q3'19 Q2'20 9 Mos'20 9 Mos'19
Revenue (mil) $819 $582 $839 $2,363 $1,640
GAAP EPS $1.21 $ 0.75 $1.05 $3.23 $1.92
Non-GAAP EPS $1.18 $ 0.77 $1.33 $3.52 $1.97
NORTH READING, Mass., Oct. 20, 2020 (GLOBE NEWSWIRE) -- Teradyne, Inc. (NASDAQ: TER) reported revenue of $819 million for the third
quarter of 2020 of which $592 million was in Semiconductor Test, $118 million in System Test, $41 million in Wireless Test and $69 million in Industrial
Automation. GAAP net income for the third quarter was $222.7 million or $1.21 per diluted share. On a non-GAAP basis, Teradyne's net income in the
third quarter was $205.4 million, or $1.18 per diluted share, which excluded restructuring and other charges, acquired intangible asset amortization,
non-cash convertible debt interest, discrete tax adjustments and included the related tax impact on non-GAAP adjustments.
"We delivered quarterly sales above plan and generated a dollar per share or more in non-GAAP earnings for the third consecutive quarter," said CEO
and President Mark Jagiela. "The results were driven by record memory and storage test shipments along with strong System on a Chip (SOC) test
demand for mobility and compute devices. In Industrial Automation, sales grew 17% from Q2'20 on the combination of improving conditions in the
manufacturing sector and new products.
"Entering Q4, market conditions in our test businesses are stronger than expected and we've positioned our production capacity to respond to
potential short lead time demands as we move through the quarter. For the full year 2020, at the mid-point of our guidance, we expect our
year-over-year sales to grow more than 33% to over $3.0 billion and GAAP earning per share to grow 58% to $4.12 and non-GAAP earnings per share
to grow 57% to $4.50."
Guidance for the fourth quarter of 2020 is revenue of $680 million to $740 million, with GAAP net income of $0.81 to $0.96 per diluted share and
non-GAAP net income of $0.90 to $1.06 per diluted share. Non-GAAP guidance excludes acquired intangible asset amortization, non-cash convertible
debt interest and includes the related tax impact on non-GAAP adjustments.
Webcast
A conference call to discuss the third quarter results, along with management's business outlook, will follow at 8:30 a.m. ET, Wednesday, October 21.
Interested investors should access the webcast at investors.teradyne.com/events-presentations at least five minutes before the call begins.
Presentation materials will be available starting at 8:30 a.m. ET. A replay will be available on Teradyne's Investor Relations site at
investors.teradyne.com.
Non-GAAP Results
In addition to disclosing results that are determined in accordance with GAAP, Teradyne also discloses non-GAAP results of operations that exclude
certain income items and charges. These results are provided as a complement to results provided in accordance with GAAP. Non-GAAP income from
operations and non-GAAP net income exclude acquired intangible assets amortization, non-cash convertible debt interest, pension actuarial gains and
losses, discrete income tax adjustments, fair value inventory step-up, and restructuring and other, and includes the related tax impact on non-GAAP
adjustments. GAAP requires that these items be included in determining income from operations and net income. Non-GAAP income from operations,
non-GAAP net income, non-GAAP income from operations as a percentage of revenue, non-GAAP net income as a percentage of revenue, and
non-GAAP net income per share are non-GAAP performance measures presented to provide meaningful supplemental information regarding
Teradyne's baseline performance before gains, losses or other charges that may not be indicative of Teradyne's current core business or future
outlook. These non-GAAP performance measures are used to make operational decisions, to determine employee compensation, to forecast future
operational results, and for comparison with Teradyne's business plan, historical operating results and the operating results of Teradyne's competitors.
Non-GAAP gross margin excludes fair value inventory step-up. GAAP requires that this item be included in determining gross margin. Non-GAAP
gross margin dollar amount and percentage are non-GAAP performance measures that management believes provide useful supplemental
information for management and the investor. Management uses non-GAAP gross margin as a performance measure for Teradyne's current core
business and future outlook and for comparison with Teradyne's business plan, historical gross margin results and the gross margin results of
Teradyne's competitors. Non-GAAP diluted shares include the impact of Teradyne's call option on its shares. Management believes each of these
non-GAAP performance measures provides useful supplemental information for investors, allowing greater transparency to the information used by
management in its operational decision making and in the review of Teradyne's financial and operational performance, as well as facilitating
meaningful comparisons of Teradyne's results in the current period compared with those in prior and future periods. A reconciliation of each available
GAAP to non-GAAP financial measure discussed in this press release is contained in the attached exhibits and on the Teradyne website at
www.teradyne.com by clicking on "Investor Relations" and then selecting "Financials" and the "GAAP to Non-GAAP Reconciliation" link. The
non-GAAP performance measures discussed in this press release may not be comparable to similarly titled measures used by other companies. The
presentation of non-GAAP measures is not meant to be considered in isolation, as a substitute for, or superior to, financial measures or information
provided in accordance with GAAP. -
Selv om UR kun er en meget lille del af Teradyne, ser de lys på fremtiden.
https://www.jernindustri.dk/article/view/746426/universal_robots_varsler_overskud_i_en_svaer_tid -
Universal bygger nyt hovesæde i Odense, til de nye folk
4 Universal Robots A S jobs in United States
Today's top 4 Universal Robots A S jobs in United States. Leverage your professional network, and get hired. New Universal Robots A S jobs added daily.
(www.linkedin.com)
Danske robotkometer indgår aftale om hovedsæde til en kvart milliard
Tegnestuen 3XN har vundet konkurrencen om at tegne robotvirksomhederne Universal Robots (UR) og Mobile Industrial Robots (MiR) nye fælles domicil Cobot Hub på 20.000 kvm i Odense.
Licitationen (www.licitationen.dk)
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Jeg funderede på om det var tid at sælge Teradyne, men nyhederne har fået mig på andre tanker.
Teradyne and MultiLane Announce Formation of Joint Venture, MultiLane Test Products
NORTH READING, Mass. & BEIRUT--(BUSINESS WIRE)-- Teradyne, Inc. (NASDAQ: TER), a leading provider of automated test equipment and advanced…...
Teradyne, Inc. (investors.teradyne.com)
Teradyne’s AI Test And Robotics Push Fuels Debate On Rich Valuation
Teradyne, NasdaqGS:TER, has formed a joint venture with MultiLane to develop high speed test solutions for AI data centers. The company is also reporting significant growth in its Robotics segment tied to AI use in e commerce and logistics. These moves highlight Teradyne's broader role in AI infrastructure and automation markets. For investors watching AI infrastructure, Teradyne sits at an interesting crossroads, with chip testing on one side and automation on the other. The stock last...
Yahoo Finance (finance.yahoo.com)
helt klar en af min aller bedste aktier.
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