AI brief of an SEC Form 8-K · PDF Solutions (PDFS)

PDF Solutions Q2 revenue rises 19% to $61.5 million; GAAP EPS $0.10

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyPDF Solutions (PDFS)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:24 PM ET
Accession number0001437749-26-026292

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.