PDF Solutions® Reports Third Quarter 2026 Financial Results
PDF Solutions reported record Q3 2026 revenue of $68.3 million, up 20% year-over-year, with sequential improvement from $61.5 million in Q2. GAAP net income more than quadrupled YoY to $6.8 million ($0.16 diluted EPS), while non-GAAP EPS was $0.40 versus $0.25 a year ago, and non-GAAP operating margin expanded to 28% from 23%. Management reaffirmed its 20% annual revenue growth target for 2026 and highlighted Exensio Aurora, a new petabyte-scale analytics architecture for agentic AI in semiconductor manufacturing.
Key figures
- Eps
- 0.16
- Revenue
- 68334000
- Guidance
- Reaffirms 20% annual revenue growth target for 2026
- Revenue Yoy
- 20%
- Non gaap eps
- 0.4
- Ending backlog
- 247200000
- Gaap net income
- 6841000
- Gaap gross margin
- 73%
- Non gaap net income
- 17161000
- Gaap operating margin
- 12%
- Non gaap gross margin
- 77%
- Non gaap operating margin
- 28%
AI analysis
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