Common Robots launched its quickest cobot ever, the UR15, earlier in 2025. | Supply: The Robotic Report
Teradyne Robotics, which incorporates collaborative robotic arm chief Common Robots (UR) and autonomous cellular robotic (AMR) developer Cell Industrial Robots (MiR), reported $75 million in income for the second quarter of 2025. The determine marks a 9% improve from Q1 2025, however a 17% decline 12 months over 12 months.
UR remained the first moneymaker by bringing in $63 million, or 84% of the group’s income for the quarter. MiR generated $12 million. The year-over-year decline displays ongoing challenges within the world automation market, stated Teradyne CEO Greg Smith in an earnings name. These challenges embody prolonged gross sales cycles and cautious capital spending in key manufacturing sectors.
For the primary quarter of 2025, Teradyne stated its robotics income was $69 million. This was down from $98 million in This fall 2024.
Earlier this 12 months, Teradyne Robotics laid off about 10% of its workforce, citing the necessity to align operations with market situations. The group has additionally undergone management transitions at each UR and MiR, strikes the firm stated are aimed toward sharpening strategic focus and bettering execution throughout each companies.
The whole income for Teradyne’s robotics group in 2024 was $365 million, with UR contributing $293 million and MiR $72 million.
“Recall that we executed a structural reorganization that consolidated the customer-facing gross sales, advertising, and repair organizations of UR and MiR within the first quarter of 2025,” Smith stated. “In Q2, this new group delivered 9% quarter on quarter development, regardless of persistent tough market situations, and we proceed to optimize our opex envelope to reply.”
He famous that as a part of its technique to draw giant clients, Teradyne Robotics “secured a plan of report choice” from a significant firm. Smith didn’t disclose the shopper’s title or specify whether or not the deal concerned UR cobots, MiR AMRs, or each. He stated this deal is predicted to be a “vital development driver later in 2026.”
Smith added that “the workforce” plans to open a producing operation within the U.S. to finest serve clients on this area.
Robotic suppliers look to China market
In December, UR opened a manufacturing facility in China, with new fashions for that market, the UR7e and the UR12e. That is the primary abroad manufacturing facility for Odense, Denmark-based UR and a significant step to reinforce its technique in China, which has lengthy been the world’s main adopter of business robots.
“We consider the Chinese language market is popping the nook,” Teradyne Robotics famous on the time. “We consider that phase now values better-performing, high quality ecosystem-based choices, and we’re constructing on that speculation. We now have massive development plans.”
The dominance of China’s robotics market might be a spotlight of RoboBusiness on Oct. 15 and 16 in Santa Clara, Calif., the premier occasion for robotics builders and produced by The Robotic Report.
Georg Stieler, head of robotics & automation at Stieler Know-how & Market Advisory, will ship a chat known as “International Implications of China’s Robotics Push” that may look at the important thing components behind China’s momentum in robotics and AI, together with market dynamics, present capabilities, and breakthroughs in next-generation techniques.
He will even discover the structural challenges nonetheless going through Chinese language robotics corporations, and the way early industrialized international locations would possibly reply to stay aggressive. You possibly can view the whole RoboBusiness agenda right here.
Teradyne Robotics expects continued headwinds
“Whereas the long-term drivers of AI and onshoring in superior robotics stay intact, near-term macro components proceed to be a headwind,” stated Sanjay Mehta, chief monetary officer at Teradyne. “Our second quarter working outcomes have been higher than the primary quarter, and we anticipate the second half of the 12 months to be higher than the primary half.”
“Regardless of this, because of the weak finish market, we had decrease volumes yielding a decrease gross margin,” he stated. “We anticipate the weak market to persist and don’t anticipate Robotics to break-even this 12 months.”
Teradyne isn’t alone in navigating monetary headwinds. Yaskawa, one other main robotics supplier, not too long ago reported a 2.5% year-over-year income decline, citing the impression of overseas change charges. Regardless of the drop, Yaskawa cited continued world demand for automation, with large-scale automotive tasks in South Korea and stronger basic industrial gross sales in Japan serving to to stabilize efficiency.
FANUC stated gross sales for its Robomachine division dropped 24.2% quarter over quarter, whereas its Robo division dropped 7.1% quarter over quarter. ABB additionally reported softness in its Robotics and Discrete Automation enterprise, pointing to delays in buyer funding selections tied to tariff-related uncertainty.
