PDF Solutions Q3 profit, revenue beat estimates; reaffirms FY26 growth target
PDFS•PDF Solutions reported Q3 revenue of $68.33 million and adjusted EPS of $0.40, beating analyst estimates of $67.47 million and $0.33, respectively. The company reaffirmed its target of 20% annual revenue growth in 2026.
1. Quarterly results
PDF Solutions’ Q3 revenue rose 20% year over year to $68.33 million, above the $67.47 million analyst estimate. Adjusted EPS was $0.40, beating the $0.33 estimate, while net income was $6.84 million.
2. Revenue and margins
Platform revenue increased to $58.3 million from $48.0 million a year earlier. Non-GAAP operating margin expanded to 28% from 23%, and GAAP operating margin rose to 12% from 8%.
3. Growth target
The company reaffirmed its target of 20% annual revenue growth for 2026. It also introduced Exensio Aurora, an analytics architecture designed for large-scale semiconductor manufacturing data and AI deployment.
