SE‑Cluster

Search

Search markets, companies, evidence, and pages

TickerTER
SectorSemiconductors
Mkt cap$56.3B
EV / EBITDA50.8×
PostureHigh Velocity
Composite70/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 97210

Teradyne, Inc.

TERHIGH VELOCITYFILING INTENSITY

Teradyne, Inc. reads as an High Velocity (composite 70/100); Consistent Strategic Buyer deploying $144M across 2 disclosed transactions, up 1093% vs the prior cycle · primary market Semis & Hardware.

Lens

Disclosed M&A capital (2023–2025)

$144M

+999%

vs $12M in 2020–2022

Disclosed transactions

2

new

1/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$3.8B
EBITDA$1.1B
Enterprise value$56.2B
EV / Revenue14.8×
EV / EBITDA50.8×
P/EN/A
Cash$242M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

35/100

Companies actively deploying disclosed capital into M&A

  • $1.3B disclosed buyer spend

Buyer Cadence

22/100

Buyer-side companies with recent filing activity

  • Filed within 40d
  • 212 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 5 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 5 activism filings

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

  • 5 activism filings
  • Latest activism 18y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 5 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 212 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $56.2B
  • 10-Q 40d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $170M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20252$144M$72MN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/A$12MN/AN/A
2020N/A$100KN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    25%
  • Geographic Expansion
    25%
  • Platform
    25%
  • Technology Acquisition
    25%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • geographic_expansion
  • platform
  • technology_acquisition
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

Acquisitions may also result in one-time charges (such as acquisition-related expenses, write-offs or restructuring charges) or in the future, impairment of goodwill or acquired intangible assets that adversely affect our operating results.

10-KFY2019

We may continue to acquire additional businesses, form strategic alliances or create joint ventures with third parties that we believe will complement or augment our existing businesses.

10-KFY2019

There has been a trend toward customer consolidation in the semiconductor industry through business combinations, including mergers, asset acquisitions and strategic partnerships.

10-KFY2023

We may not be able to realize the expected synergies and cost savings from the integration with our existing operations of other businesses or technologies that we may acquire.

10-KFY2018

Customer consolidation could affect our operating results.

10-KFY2023
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Semis & Hardware

Market spend (2023–2025)
$118.8B
Market spend (2020–2022)
$89.3B
Recent vs prior
+33%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

50.8×EV / EBITDA

TER trades at a +31.3-turn premium to the Semis & Hardware peer median of 19.5×.

EV / Revenue
14.8×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
19.5×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
Teradyne, Inc.TER
50.8×14.8×N/A$3.8B$144M
30.8×8.0×3.8×$3.2B$6B
21.7×6.6×-0.1×$25.9B$6.9B
19.5×4.5×2.8×$4.7B$1.8B
18.1×5.4×-0.4×$44.5B$997M
14.5×3.5×-0.2×$18.5B$3.1B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Semis & Hardware. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)332026-02-19
  • 10-Q (quarterly)982026-05-01
  • 8-K (event)2122026-04-29
  • Proxy / DEF 14A542026-03-27
  • Activism (13D / DFAN / PREC)52008-11-20

Signals on file

  • elevated

    Activism on file

    2008-11-20

    5 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Teradyne, Inc.: Issuer Brief | SE-Cluster