Filing Flows › PDF Solutions (PDFS) › Q3 2026
PDF Solutions (PDFS) Q3 2026 earnings results (third quarter 2026)
10-Q filed Nov 5, 2026
PDF Solutions (PDFS) reported revenue of $68.3M for the third quarter 2026 (Q3 2026), +20% from a year earlier and +11% from the quarter before. Operating margin was 12.1%, net earnings $6.8M (10.0% of revenue).
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 follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $68.3M | +11% | +20% |
| Operating profit | $8.3M | +64% | +72% |
| Net earnings | $6.8M | +60% | +429% |
| Operating cash flow | $13.8M | -16% | +319% |
What changed
Revenue was $68.3M in Q3 2026, up 20% year over year and up 11% from the previous quarter. Platform was the largest line at 85% of revenue. Platform added $10.3M year over year (up 22%), 92% of the total change.
Operating profit was $8.3M, a 12.1% margin (up 3.7 points year over year). Of the extra revenue versus Q3 2025, 31% reached operating profit, above the 8% margin then. The fastest-growing cost line was Research & development (+26%). Net earnings were $6.8M, up 429% year over year. The effective tax rate was 18.1%.
Operating cash flow was $13.8M (up 319% year over year), 201% of net earnings. Non-cash charges added back $2.2M of depreciation and amortization and $8.5M of share-based compensation. Working capital and other items used $3.8M. Capital expenditures of $14.9M exceeded it, leaving free cash flow of −$1.1M.
Questions
What was PDF Solutions' revenue in the third quarter 2026?
PDF Solutions (PDFS) reported revenue of $68.3M for the third quarter 2026 (Q3 2026), +20% from a year earlier and +11% from the quarter before.
Was PDF Solutions profitable in the third quarter 2026?
Operating profit was $8.3M (12.1% of revenue) and net earnings $6.8M.
Source: PDF Solutions 10-Q on SEC EDGAR.