Pdf Solutions (PDFS)
NASDAQ:PDFS
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Earnings Data
Report Date
Aug 06, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.28Last Year’s EPS
0.19Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a clearly positive operational trajectory: strong top-line growth (total revenue +26%, platform +36%), improving profitability (operating margin 25%, net income +56% YoY), expanded backlog (+9%) and promising product momentum (eProbe shipments, secureWISE expansion, AI-enabled Exensio beta). Headwinds are manageable and largely execution/timing and volume-variability related: a 12% decline in volume-based revenue, increased CapEx reducing cash near-term, modest QoQ gross margin dip, and some customer concentration risk. Management provided constructive guidance and liquidity actions (expanded revolver), and reiterated targets for 20% revenue growth and margin progression, suggesting the positives materially outweigh the negatives.Company Guidance
Strong Revenue Growth
Total revenue of $60.1M in Q1 2026, up 26% year-over-year, with management reconfirming full-year revenue growth consistent with their 20% long-term target.
Platform Revenue Surge
Platform revenue of $50.9M, up 36% year-over-year, driven by strength in leading-edge solutions, Exensio software and a full quarter of secureWISE revenues.
Backlog Expansion
Quarter-end backlog of $246M, up 9% versus the same quarter last year, providing multi-quarter revenue visibility.
Significant Profitability Improvement
Operating profit of approximately $15M in Q1, 75% higher than the $8.6M in the same quarter a year ago; net income of $12.6M (+56% YoY) and EPS of $0.31 (+48% YoY).
Progress Toward Long-Term Margin Targets
Operating margin at 25% (up from 18% year-over-year and 24% prior quarter) and gross margin at 76%, showing progress toward long-term targets of 27% operating margin and 77% gross margin.
eProbe Product Traction and Capacity Build
Shipped 1 eProbe in Q1 with plans to ship 6 machines this year (management expects ~5 to be revenue-generating); strong pipeline with ~1/3 of planned units going to net-new customers and intent to expand shipments beyond 2026.
secureWISE Adoption and Market Expansion
Celebrated first anniversary of secureWISE acquisition; expanded customer base beyond equipment makers to include fabs, OSATs and fabless customers with notable endorsements (e.g., Intel standardizing on secureWISE) and high customer enthusiasm.
AI-Enabled Product Development
Development of AI-enabled Exensio analytics on track with anticipated beta release in Q3 2026 and reported high customer interest, positioning the company to capture increased AI-driven demand across R&D and manufacturing.
Bolstered Liquidity Options
Expanded revolving credit facility after quarter close, leaving $30M of unused revolver capacity available to support growth and operational needs.
PDFS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PDFS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $47.70 | $51.63 | +8.24% |
Feb 12, 2026 | $32.11 | $33.69 | +4.92% |
Nov 06, 2025 | $27.49 | $26.45 | -3.78% |
Aug 07, 2025 | $22.30 | $22.18 | -0.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Pdf Solutions (PDFS) report earnings?
Pdf Solutions (PDFS) is schdueled to report earning on Aug 06, 2026, TBA (Confirmed).
What is Pdf Solutions (PDFS) earnings time?
Pdf Solutions (PDFS) earnings time is at Aug 06, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PDFS EPS forecast?
PDFS EPS forecast for the fiscal quarter 2026 (Q2) is 0.28.