§ Companies / CDNS / Earnings

CDNS earnings

Cadence Design Systems — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report July 27, 2026 consensus EPS 2.05

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
Apr 27, 2026	1.96	1.91	+2.6%
Feb 17, 2026	1.99	1.91	+4.2%
Oct 27, 2025	1.93	1.79	+7.8%
Jul 28, 2025	1.65	1.56	+5.8%

§ Research / every print, covered

Cadence Design Systems Reports Strong Q1 FY2026: Revenue and EPS Beat Estimates

AI Infrastructure Desk · RegardingSemi Engine · Apr 27, 2026

Cadence Design Systems reported a solid Q1 FY2026, with both revenue and EPS exceeding street estimates. Revenue came in at $1.474 billion, a 1.2% surprise, while EPS of $1.96 beat estimates by 2.6%. The company's guidance for Q2 and FY2026 reflects continued optimism and strong execution.

read the full report →

§ Latest call — key points

Sees Q2 non-GAAP earnings per share $2.02 to $2.08.
Sees Q2 revenue $1.555 billion to $1.595 billion.
Sees Q2 GAAP earnings per share $1.07 to $1.13.
Sees Q2 GAAP operating margin 28.5% to 29.5%.
Sees Q2 non-GAAP operating margin 44.5% to 45.5%.
Sees 2026 revenue $6.125 billion to $6.225 billion.
Sees 2026 non-GAAP earnings per share $7.85 to $7.95.
Sees 2026 GAAP earnings per share $4.39 to $4.49.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated

2026 Q2 — Apr 27, 2026 2026 Q1 — Feb 17, 2026 2025 Q4 — Oct 27, 2025 2025 Q3 — Jul 28, 2025 2025 Q2 — Apr 28, 2025 2025 Q1 — Feb 18, 2025 2024 Q4 — Oct 28, 2024 2024 Q3 — Jul 22, 2024

§ Go deeper on CDNS

Everything on CDNS → Who owns it (13F) → Insider tape → All research →