Filing Flows › PDF Solutions (PDFS) › Q3 2026 › vs Q3 2025
PDF Solutions (PDFS) Q3 2026 vs Q3 2025 (year over year)
PDF Solutions's revenue rose $11.2M (+20%) from $57.1M in Q3 2025 to $68.3M in Q3 2026. The biggest changes: Platform +$10.3M (+22%); Volume-Based +$889K (+10%). Operating margin 12.1% against 8.5% (+3.7 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 12.1% | 8.5% | +3.7 pts |
| Net margin | 10.0% | 2.3% | +7.7 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Platform | $58.3M | $48.0M | $10.3M | +22% |
| Volume-Based | $10.0M | $9.1M | $889K | +10% |
| Revenue | $68.3M | $57.1M | $11.2M | +20% |
| Operating profit | $8.3M | $4.8M | $3.5M | +72% |
| Pre-tax earnings | $8.4M | $3.5M | $4.9M | +140% |
| Research & development | $19.4M | $15.4M | $4.0M | +26% |
| SG&A | $21.0M | $19.9M | $1.0M | +5% |
| Other operating costs | $1.0M | $1.1M | −$29K | -3% |
| Net earnings | $6.8M | $1.3M | $5.5M | +429% |
| Income tax | $1.5M | $2.2M | −$682K | -31% |
| Depreciation & amortization | $2.2M | $1.1M | $1.1M | +93% |
| Share-based compensation | $8.5M | $6.3M | $2.2M | +35% |
| Working capital & other | $3.8M | $5.4M | −$1.6M | -30% |
| Operating cash flow | $13.8M | $3.3M | $10.5M | +319% |
| Capital expenditures | $14.9M | $6.2M | $8.7M | +140% |
| Negative free cash flow (OCF − capex) | $1.1M | $2.9M | −$1.8M | -61% |
Questions
How much did PDF Solutions's revenue grow year over year in Q3 2026?
PDF Solutions's revenue rose $11.2M (+20%) from $57.1M in Q3 2025 to $68.3M in Q3 2026.
What drove PDF Solutions's revenue change in Q3 2026?
Platform +$10.3M (+22%); Volume-Based +$889K (+10%).