PDF SOLUTIONS INC — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
PDF Solutions reported Q2 2026 revenues of $61.5M (up 19% YoY from $51.7M), with GAAP gross margin 69% and non-GAAP 73%. GAAP diluted EPS $0.10 vs. $0.03 YoY; non-GAAP diluted EPS $0.27 vs. $0.19 YoY. Ending backlog reached $270.7M (vs. $232.6M YoY). CEO reaffirmed 20% full-year 2026 revenue growth target. In May 2026, company completed secondary offering of 1.9M shares generating $81.8M net proceeds.
Why this rating
Strong YoY growth (19%) and backlog expansion material to ~42% of market cap. Secondary dilution modest (~4.6% of shares). Margin pressure and sequential revenue decline offset gains.
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