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 cell 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, mentioned 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 mentioned 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 circumstances. The group has additionally undergone management transitions at each UR and MiR, strikes the corporate mentioned are aimed toward sharpening strategic focus and bettering execution throughout each companies.
The overall 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 marketing, and repair organizations of UR and MiR within the first quarter of 2025,” Smith mentioned. “In Q2, this new group delivered 9% quarter on quarter progress, regardless of persistent tough market circumstances, 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 document determination” from a serious firm. Smith didn’t disclose the client’s identify or specify whether or not the deal concerned UR cobots, MiR AMRs, or each. He mentioned this deal is anticipated to be a “important progress driver later in 2026.”
Smith added that “the group” plans to open a producing operation within the U.S. to greatest 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 serious step to boost its technique in China, which has lengthy been the world’s main adopter of commercial robots.
“We imagine the Chinese language market is popping the nook,” Teradyne Robotics famous on the time. “We imagine that phase now values better-performing, high quality ecosystem-based choices, and we’re constructing on that speculation. We’ve huge progress plans.”
The dominance of China’s robotics market shall 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 Expertise & Market Advisory, will ship a chat known as “World Implications of China’s Robotics Push” that can 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 can even discover the structural challenges nonetheless dealing with Chinese language robotics firms, and the way early industrialized international locations may reply to stay aggressive. You may view all the 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,” mentioned Sanjay Mehta, chief monetary officer at Teradyne. “Our second quarter working outcomes had been higher than the primary quarter, and we count on the second half of the 12 months to be higher than the primary half.”
“Regardless of this, as a result of weak finish market, we had decrease volumes yielding a decrease gross margin,” he mentioned. “We count on the weak market to persist and don’t count on Robotics to break-even this 12 months.”
Teradyne isn’t alone in navigating monetary headwinds. Yaskawa, one other main robotics supplier, just lately reported a 2.5% year-over-year income decline, citing the influence of overseas alternate 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 mentioned 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.
