PDF Solutions, Inc. (PDFS)

PDF Solutions’ revenue rose 18.9% to about $61.5 million in the second fiscal quarter of 2026, with results coming in line with consensus when it reported on August 6, 2026. Revenue of $61.5 million was in line with the $61.2 million estimate (+0.6%), and adjusted EPS of $0.270 was in line with the $0.268 estimate (+0.7%), up from $0.190 a year ago. Growth showed notable geographic concentration, as the largest reported geography reached roughly $34.0 million (up ~71% YoY), while two smaller geographies declined to about $8.7 million (down ~28%) and roughly $6.6 million (down ~30%). Profitability remained high, with gross margin near 69% and operating margin around 8%, translating into operating income of roughly $5.1 million. Net income climbed 272.7% to about $4.3 million, up from roughly $1.1 million a year ago, while operating cash flow came in at about $16.4 million. Consensus for the next period calls for EPS of $0.330 on revenue of $67.5 million.