PDFS Q2 FY2026 earnings: EPS beat by 0.7%, revenue beat by 0.6%
PDF Solutions reported Q2 FY2026. EPS came in at $0.27 against a $0.27 consensus, beat by 0.7%. Revenue was $61.5M versus $61.2M expected, beat by 0.6%. Gross margin was 68.9%, down 290 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $0.27 | $0.27 | beat by 0.7% |
| Revenue | $61.5M | $61.2M | beat by 0.6% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $61.5M | +2.3% | +18.9% |
| Gross profit | $42.4M | -1.8% | +15.1% |
| Operating income | $5.1M | -19.8% | +353.4% |
| Net income | $4.3M | -10.9% | +272.7% |
| Diluted EPS | $0.10 | -16.7% | +242.5% |
| Gross margin: 68.9%. |
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The trend
Revenue is up 18.9% from the same quarter last year. Gross margin sits at 68.9%, 420 bps off its 8-quarter high.
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How it stacks up
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