Filing Flows › PDF Solutions (PDFS) › Q3 2026 › vs Q2 2026
PDF Solutions (PDFS) Q3 2026 vs Q2 2026 (quarter over quarter)
PDF Solutions's revenue rose $6.8M (+11%) from $61.5M in Q2 2026 to $68.3M in Q3 2026. The biggest changes: Platform +$9.2M (+19%); Volume-Based −$2.4M (-19%). Operating margin 12.1% against 8.2% (+3.9 pts).
PDF Solutions, Q3 2026: revenue $68.3M (+20% year over year), operating margin 12.1%, net earnings $6.8M, operating cash flow $13.8M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Operating margin | 12.1% | 8.2% | +3.9 pts |
| Net margin | 10.0% | 6.9% | +3.1 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Platform | $58.3M | $49.1M | $9.2M | +19% |
| Volume-Based | $10.0M | $12.4M | −$2.4M | -19% |
| Revenue | $68.3M | $61.5M | $6.8M | +11% |
| Operating profit | $8.3M | $5.1M | $3.2M | +64% |
| Costs & expenses | $60.0M | $56.5M | $3.6M | +6% |
| Pre-tax earnings | $8.4M | $4.6M | $3.7M | +81% |
| Cost of revenue | $18.6M | $19.1M | −$514K | -3% |
| Research & development | $19.4M | $17.3M | $2.1M | +12% |
| SG&A | $21.0M | $19.0M | $2.0M | +10% |
| Other operating costs | $1.0M | $1.1M | −$18K | -2% |
| Net earnings | $6.8M | $4.3M | $2.6M | +60% |
| Income tax | $1.5M | $353K | $1.2M | +328% |
| Depreciation & amortization | $2.2M | $2.1M | $79K | +4% |
| Share-based compensation | $8.5M | $6.0M | $2.5M | +41% |
| Working capital & other | $3.8M | −$4.0M | $7.8M | — |
| Operating cash flow | $13.8M | $16.4M | −$2.6M | -16% |
| Capital expenditures | $14.9M | $14.1M | $824K | +6% |
| Negative free cash flow (OCF − capex) | $1.1M | −$2.3M | $3.5M | — |
Questions
How much did PDF Solutions's revenue grow quarter over quarter in Q3 2026?
PDF Solutions's revenue rose $6.8M (+11%) from $61.5M in Q2 2026 to $68.3M in Q3 2026.
What drove PDF Solutions's revenue change in Q3 2026?
Platform +$9.2M (+19%); Volume-Based −$2.4M (-19%).