Every material Form 8-K PDF Solutions filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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
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.
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
PDF Solutions reported record fourth-quarter revenue of $62.4 million, up 25% from a year earlier, and record full-year revenue of $219.0 million, up 22%. GAAP results swung to a loss in both periods, while non-GAAP diluted earnings per share rose, and management expects 2026 revenue to grow in line with its 20% long-term target.
Q4 2025 total revenues were $62.4 million, up from $50.1 million in Q4 2024; full-year revenues were $219.0 million, up from $179.5 million.
Q4 2025 GAAP net loss was $48 thousand, or $(0.00) per diluted share, compared with net income of $0.5 million in Q4 2024.
Full-year 2025 GAAP net loss was $0.6 million, or $(0.02) per diluted share, compared with net income of $4.1 million in 2024.
Q4 2025 non-GAAP diluted EPS was $0.30, up from $0.25 in Q4 2024; full-year non-GAAP diluted EPS was $0.94, up from $0.84.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every PDF Solutions filing is on SEC EDGAR ↗. 8-K briefs of other companies →