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Earnings analysis · 10-Q

PDFS earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

PDF Solutions, Inc. reported Q1 2026 results that exceeded both revenue and earnings expectations, with revenues of $60.1 million up 26% year-over-year, and earnings per share (EPS) of $0.31 significantly above the…

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PDF Solutions, Inc. reported Q1 2026 results that exceeded both revenue and earnings expectations, with revenues of $60.1 million up 26% year-over-year, and earnings per share (EPS) of $0.31 significantly above the expected $0.20. This performance reflects strong growth in their Platform revenue segment and a strategic focus on technological advancements in semiconductor solutions.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $27 Operating expenses $67 Left as operating profit $6

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Where revenue came from

The business segments reported by the company.

Platform 84.7% Volume-based 15.3%

Shares of the segments disclosed in this filing, largest first.

Reported figures

Earnings per share
$0.31

What stood out

  • Revenue Up 26% YoY

    Total revenues reached $60.1 million, an increase of $12.4 million compared to $47.8 million in Q1 2025.

  • EPS Surpasses Expectations

    Reported EPS was $0.31, beating estimates of $0.20 and compared to a loss of $0.08 in Q1 2025.

  • Platform Revenue Growth

    Platform revenue increased by 36%, reaching $50.9 million compared to $37.3 million in Q1 2025.

  • Net Income Positive

    Net income was $4.8 million this quarter, compared to a net loss of $3.0 million in Q1 2025.

  • Improved Operating Margin

    Operating margin improved to 5.5% this quarter from -7.4% in Q1 2025.

  • Working Capital Increased

    Total working capital rose to $100.7 million as of March 31, 2026, up from $92.0 million at year-end 2025.

What to watch

  • Legal Proceedings Costs

    The ongoing legal proceedings could incur substantial costs, impacting future financial performance.

  • Geopolitical Supply Chain Risks

    U.S.-China tensions may pose risks to supply chains and market access, particularly in semiconductor sectors.

  • Dependence on R&D Success

    Further investments in R&D are crucial; any setbacks could impede growth prospects in technology adoption.

Management's outlook

Management reaffirmed a target for 20% annual revenue growth in 2026.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.