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Pdf Solutions (PDFS)
NASDAQ:PDFS
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.21Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: record revenues, strong recurring revenue growth, expanding margins that exceeded prior targets, successful product launches and strategic acquisitions (secureWISE, Exensio enhancements, Exensio Studio AI), and a healthy backlog of $254M. Key challenges include increased leverage from the secureWISE acquisition (approx. $130M), modest cash on hand (~$42M) relative to debt (~$68M), lumpiness in upfront/CapEx revenue, and variability in Volume-based streams tied to customer production. Management reiterated a 20% revenue growth target for 2026 and longer term and signaled confidence in continued margin expansion, suggesting management believes positives outweigh near-term balance sheet and variability risks.Company Guidance
Record Total Revenues and Strong YoY Growth
Q4 total revenue of $62.4M versus $50.1M a year prior (+25% YoY). Full year 2025 total revenue of $219.0M versus $179.5M in 2024 (+22% YoY). Company achieved record quarterly and annual revenue.
Platform and Volume Revenue Strength
Q4 Platform revenue $52.5M (+20% YoY) and Q4 Volume-based revenue $9.9M (+58% YoY). FY Platform revenue $181.0M (+15% YoY) and FY Volume revenue $38.0M (+70% YoY).
Recurring Revenue Expansion
Q4 recurring revenue $61.1M (+62% YoY). Full year recurring revenue $205.1M (+41% YoY), driven by Characterization Vehicle systems and secureWISE contributions.
Margins and EPS Above Targets
Q4 gross margin 77% and FY gross margin 76% (exceeding prior long‑term target of 75%). Q4 operating margin 24%, FY operating margin 21%. Reported FY EPS $0.94, up 12% versus $0.84 a year ago; Q4 EPS $0.30.
Product and Technology Milestones
Completed acquisition of secureWISE (largest acquisition), licensed Tiber AI Studio to create Exensio Studio AI, launched Exensio Scalable Analytics, and advanced Exensio data/AI operations work — demonstrating reinvention of analytics and orchestration capabilities.
Commercial Wins and Deployments
Signed multiple large (8‑figure) contracts across Sapience Manufacturing Hub, secureWISE and Exensio Enterprise; shipped four DirectScan systems and two eProbe machines in H2 2025; ended year with $254M backlog.
Operational Cash Generation and Investment
Generated positive operating cash flow of approximately $24M in 2025 while investing ~$33M in CapEx (DirectScan/eProbe machines) and funding strategic acquisition activity.
Reaffirmed Long-Term Targets and 2026 Outlook
Management reiterated a 20% long-term revenue CAGR target and expects 2026 revenue growth consistent with a 20% annual rate; margin targets were updated at Analyst Day to 77% gross and 27% operating.
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 |
|---|---|---|---|
Feb 12, 2026 | $32.11 | ― | ― |
Nov 06, 2025 | $27.49 | $26.45 | -3.78% |
Aug 07, 2025 | $22.30 | $22.18 | -0.54% |
May 08, 2025 | $19.60 | $18.41 | -6.07% |
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 May 07, 2026, TBA (Confirmed).
What is Pdf Solutions (PDFS) earnings time?
Pdf Solutions (PDFS) earnings time is at May 07, 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 (Q1) is 0.23.