Every material Form 8-K Synopsys 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.
Synopsys reported third-quarter fiscal 2026 revenue of $2.477 billion, up from $1.740 billion a year earlier, and GAAP earnings of $2.84 per diluted share versus $1.50. The company raised its full-year fiscal 2026 revenue and non-GAAP EPS expectations, citing AI-driven demand, which signals stronger expected results for shareholders.
Q3 revenue was $2.477 billion versus $1.740 billion in Q3 fiscal 2025.
Q3 non-GAAP EPS was $3.91 versus $3.39; GAAP EPS was $2.84 versus $1.50.
Full-year fiscal 2026 revenue midpoint raised to $9.715 billion; non-GAAP EPS midpoint raised to $15.07.
Q4 fiscal 2026 non-GAAP EPS target range is $4.10 to $4.16 on revenue of $2.530 billion to $2.580 billion.
Synopsys said General Counsel and Corporate Secretary Janet Lee will leave that role effective the earlier of December 31, 2026, or the appointment of her successor. She will then move to an advisory role through June 30, 2027, or a later date set by Synopsys, to support a smooth transition.
Janet Lee will no longer serve as General Counsel and Corporate Secretary.
Departure is effective the earlier of December 31, 2026, or the appointment of a successor.
Lee will serve in an advisory role until June 30, 2027, or a later date set by Synopsys.
Synopsys entered a Cooperation Agreement dated May 26, 2026 with Elliott Investment Management and related funds. Under the agreement, Jesse Cohn, a Managing Partner at Elliott, joins the Synopsys board effective June 1, 2026, and the board grows to 11 members. The agreement adds a board seat for an activist investor and sets standstill and voting commitments that limit Elliott's stake.
Agreement dated May 26, 2026; Cohn's term runs to the 2027 annual meeting, effective June 1, 2026
Cohn joins the Corporate Governance and Nominating Committee and is included in the 2027 slate of nominees
Elliott may not exceed 4.9% beneficial ownership or 7.5% aggregate economic exposure during the Cooperation Period
The Cooperation Period lasts until the later of the first anniversary of the agreement or ten days after Cohn leaves the board
Synopsys reported second-quarter fiscal 2026 revenue of $2.276 billion, up from $1.604 billion a year earlier, and raised its full-year revenue and non-GAAP EPS targets. GAAP net income fell to $17.1 million, or $0.09 per diluted share, from $349.2 million a year earlier, and included $115.9 million in restructuring charges.
Q2 revenue $2.276 billion vs $1.604 billion a year earlier; non-GAAP EPS $3.35 vs $3.67.
GAAP net income $17.1 million ($0.09 per diluted share) vs $349.2 million ($2.24) a year earlier.
Full-year fiscal 2026 revenue midpoint raised to $9.665 billion from $9.610 billion; non-GAAP EPS midpoint raised to $14.76.
At its 2026 annual meeting on April 16, 2026, Synopsys stockholders approved an Amended and Restated Equity Incentive Plan that makes non-employee directors eligible for awards. Stockholders also elected all ten director nominees, approved an advisory vote on executive pay, and ratified KPMG LLP as auditor, but did not approve a proposal on stockholder right to act by written consent.
Equity Incentive Plan approved: 143,264,153 for, 4,027,288 against, 181,165 abstain, 16,113,486 broker non-votes
Ten directors elected, including Aart J. de Geus, John G. Schwarz and Mercedes Johnson, each with more votes for than against
Written consent proposal not approved: 59,013,869 for and 88,134,590 against
KPMG LLP ratified as auditor for fiscal year ending October 31, 2026, with 150,960,889 for and 12,242,955 against
Synopsys reported first-quarter fiscal 2026 revenue of $2.409 billion, up from $1.455 billion a year earlier and at the high end of its prior guidance. GAAP net income fell to $65.0 million, or $0.34 per diluted share, from $295.7 million, while non-GAAP EPS rose to $3.77 from $3.03. The board also authorized up to $2.0 billion of stock repurchases, which the company may suspend or terminate at any time.
Revenue of $2.409 billion vs. $1.455 billion a year earlier, at the high end of prior guidance
GAAP net income of $65.0 million ($0.34 per diluted share) vs. $295.7 million ($1.89) a year earlier; restructuring charges were $118.3 million
Non-GAAP EPS of $3.77 vs. $3.03 a year earlier
Board replenished the stock repurchase program with up to $2.0 billion of authorization; full-year revenue target of $9.61 billion at the midpoint reiterated
On February 14, 2026, Synopsys increased its board from eleven to twelve directors and appointed Peter A. Shimer, a former senior executive at Deloitte, as a director and Audit Committee member. The board also decided not to renominate directors Luis Borgen and Dr. Ajei Gopal, who will remain on the board through the 2026 Annual Meeting of Stockholders. The filing contains no financial results or guidance.
Board size increased from eleven to twelve directors; Shimer appointed effective immediately and will serve on the Audit Committee
Shimer receives a $140,000 annual cash retainer, a $350,000 initial restricted stock award vesting over three years, and a prorated interim restricted stock award based on a $200,000 annual award
Luis Borgen and Dr. Ajei Gopal will not be renominated and will serve through the 2026 Annual Meeting of Stockholders
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 Synopsys filing is on SEC EDGAR ↗. 8-K briefs of other companies →