Nov 5, 4:24 PM ET
PDF Solutions reported third-quarter 2026 revenue of $68.3 million, up 20% from a year earlier and up 11% from the second quarter, with GAAP diluted EPS of $0.16 versus $0.03 a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026, but ending backlog fell to $247.2 million from $270.7 million in the second quarter and $292.0 million a year earlier.
- Total revenue $68.3 million in Q3 2026, up 20% from $57.1 million in Q3 2025
- GAAP diluted EPS $0.16 vs. $0.03 in Q3 2025; non-GAAP diluted EPS $0.40 vs. $0.25
- Ending backlog $247.2 million, down from $270.7 million in Q2 2026 and $292.0 million in Q3 2025
- Company reaffirmed its 20% annual revenue growth target for 2026
Read the filing on SEC.gov ↗
Aug 6, 4:24 PM ET
PDF Solutions reported second-quarter 2026 revenue of $61.5 million, up 19% from $51.7 million a year earlier but up only 2% from the first quarter. GAAP net income was $4.3 million, or $0.10 per diluted share, down from $4.8 million, or $0.12, in the first quarter, though up from $1.1 million, or $0.03, a year earlier. The company reaffirmed its 20% annual revenue growth target for 2026.
- Total revenues $61.5 million, up 19% year over year and up from $60.1 million in Q1 2026
- GAAP diluted EPS $0.10 versus $0.12 in Q1 2026 and $0.03 in Q2 2025; non-GAAP diluted EPS $0.27 versus $0.31 in Q1 2026
- Ending backlog $270.7 million, up from $246.4 million in Q1 2026
- May 2026 secondary offering issued 1.9 million shares for net proceeds of $81.8 million
Read the filing on SEC.gov ↗
May 7, 4:23 PM ET
PDF Solutions reported first-quarter 2026 revenue of $60.1 million, up 26% from a year earlier but down from $62.4 million in the fourth quarter of 2025. GAAP net income was $4.8 million, or $0.12 per diluted share, compared with a net loss of $3.0 million a year earlier, and management reaffirmed its prior guidance of 20% annual revenue growth for 2026.
- Q1 2026 total revenue was $60.1 million, up 26% year over year and down 4% from Q4 2025.
- GAAP net income was $4.8 million, or $0.12 per diluted share, versus a net loss of $3.0 million, or $(0.08) per share, in Q1 2025.
- Non-GAAP diluted EPS was $0.31, compared with $0.21 in Q1 2025; ending backlog was $246.4 million.
- Management reaffirmed its 20% annual revenue growth guidance for 2026 and did not change it.
Read the filing on SEC.gov ↗
Apr 24, 5:27 PM ET
On April 23, 2026, PDF Solutions signed a First Amendment to its March 7, 2025 Credit Agreement with Wells Fargo as administrative agent, increasing the revolving credit facility to $75 million. The amendment also ties the annual commitment fee on the facility to the company's total debt to EBITDA ratio, with all other material terms unchanged.
- Revolving credit facility increased to an aggregate principal amount of $75 million
- Commitment fee set at 0.50% if total debt to EBITDA is 2.50 to 1.00 or higher, 0.35% if between 0.50 to 1.00 and below 2.50 to 1.00, and 0.20% if below 0.50 to 1.00
- Previously a flat 0.50% per annum rate applied
- Wells Fargo Bank, National Association serves as administrative agent
Read the filing on SEC.gov ↗
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