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

PDF Solutions Q3 revenue rises 20% to $68.3 million; reaffirms 2026 growth target

Positive Impact 3 of 5 earnings

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.

Key points

  • 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

The filing

CompanyPDF Solutions (PDFS)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:24 PM ET
Accession number0001437749-26-035288

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

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