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NASDAQ · Technology

Pdf Solutions Inc (PDFS)

Pdf Solutions Inc brought in $252.4M of revenue over the twelve months to September 30, 2026, up 22.1% from a year earlier. Net income was $15.9M, a net margin of 6.3%. In fiscal 2025 capital spending exceeded operating cash flow by $8.6M. At September 30, 2026 it held $107.1M in cash against $65.3M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.

Free, no password. An email when PDFS files with the SEC.

Price
$40.63
+8.03% on the day · November 9, 2026
52-week range $23.55 to $71.69
Market cap
$1.7B
Revenue (last 12 months)
$252.4M
+22.1% year on year
Net margin
6.3%

Key facts about Pdf Solutions Inc

Net worth
Pdf Solutions Inc has a market value (market cap) of $1.7B at the latest share price, and shareholders' equity of $383M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $219M (+22.0% year on year), with a net loss of $640K. Over the 12 months to September 30, 2026: revenue $252.4M, net income $15.9M.
Cash flow
In fiscal 2025 operations brought in $24.1M of cash; after $32.6M of capital spending, free cash flow was -$8.6M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Pdf Solutions Inc's next report is expected around February 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What Pdf Solutions Inc does

Pdf Solutions Inc is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker PDFS.

Revenue and profit by year

Revenue
FY18: $85.8M $85.8M FY18FY19: $85.6M $85.6M FY19FY20: $88M $88M FY20FY21: $111.1M $111.1M FY21FY22: $148.5M $148.5M FY22FY23: $165.8M $165.8M FY23FY24: $179.5M $179.5M FY24FY25: $219M $219M FY25
Net income
FY18: -$7.7M -$7.7M FY18FY19: -$5.4M -$5.4M FY19FY20: -$40.4M -$40.4M FY20FY21: -$21.5M -$21.5M FY21FY22: -$3.4M -$3.4M FY22FY23: $3.1M $3.1M FY23FY24: $4.1M $4.1M FY24FY25: -$640K -$640K FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$219M$5.8M-$640K-$0.02-$8.6M
2024$179.5M$935K$4.1M$0.10-$7.5M
2023$165.8M-$151K$3.1M$0.08$3.4M
2022$148.5Mn/a-$3.4M-$0.09$23.9M
2021$111.1Mn/a-$21.5M-$0.58$571K
2020$88Mn/a-$40.4M-$1.17$15.8M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 11, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 12, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where PDFS ranks in Technology

Revenue$219M
#399 of 751 in Technology · Bottom 47%
Revenue growth+22.0%
#160 of 604 in Technology · Top 26%
Net margin-0.3%
#345 of 611 in Technology · Bottom 44%
Free cash flow margin-3.9%
#444 of 568 in Technology · Bottom 22%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Latest SEC filings

What Pdf Solutions Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 5, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 20% to $68.3M versus the same quarter last year; diluted EPS $0.16 versus $0.03.
  2. November 5, 2026
  3. October 9, 2026
  4. August 6, 2026
  5. August 6, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 19% to $61.5M versus the same quarter last year; diluted EPS $0.10 versus $0.03.
  6. August 6, 2026
  7. June 18, 2026
  8. May 29, 2026
  9. May 27, 2026
  10. May 15, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 19, 2026. Insider transactions on SEC

Insider trades

What the people running Pdf Solutions Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $150.7K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$150.7K
last 90 days
Net sold
3,394
$150.7K
DateInsiderWhatSharesPriceValueFiling
August 31, 2026 Strojwas AndrzejChief Technology Officer Sold 3,394 $44.41 $150.7K Form 4
August 12, 2026 Zhang ShuoDirector Sold 1,501 $51.47 $77.3K Form 4
July 1, 2026 Raza AdnanEVP, Finance and CFO Shares withheld for tax 6,010 $66.88 $401.9K Form 4
July 1, 2026 Raza AdnanEVP, Finance and CFO Received as pay 23,450 - - Form 4
July 1, 2026 Erba NancyDirector Received as pay 2,689 - - Form 4
July 1, 2026 Li Ye JaneDirector Received as pay 2,689 - - Form 4
July 1, 2026 Bronson Joseph RDirector Received as pay 2,689 - - Form 4
July 1, 2026 Chan Chi-FoonDirector Received as pay 2,689 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns PDFS

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Kibarian John Kachig13G, passive 6.5% 2,562,474 February 17, 2026
Wasatch Advisors LP13G, passive 6.3% 2,646,572 October 9, 2026
Needham Investment Management L.L.C.13G, passive with 2 related filers 5.1% 2,022,700 May 14, 2026

Latest filings below 5%: The Vanguard Group 0% (March 27, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 282 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.5,550,335$392.9M+684,158
Needham Investment Management LLC2,065,000$146.2M+42,300
Vanguard Capital Management LLC1,664,256$117.8M+276,134
Vanguard Portfolio Management LLC1,457,748$103.2M+57,026
State Street Corp1,386,498$98.2M+194,090
Wasatch Advisors LP1,380,739$97.7M+873,002
Barrow Hanley Mewhinney & Strauss LLC1,319,627$93.4M+179,080
Ranger Investment Management, L.P.1,149,647$81.4M-129,983
Snyder Capital Management L P1,033,997$73.2M-26,481
Jupiter Topco LLC927,781$65.7Mnew
Geode Capital Management, LLC917,962$65M+115,739
Emerald Advisers, LLC884,294$62.6M+23,475
Jpmorgan Chase & Co927,267$61.1M+912,599
Dimensional Fund Advisors LP841,186$59.5M-4,507
Jennison Associates LLC716,075$50.7Mnew
Atreides Management, LP658,536$46.6Mnew
Loomis Sayles & Co L P643,268$45.5M-183,841
Ophir Asset Management Pty Ltd607,343$43M-530,006
Point72 Asset Management, L.P.598,902$42.4Mnew
Emerald Mutual Fund Advisers Trust566,429$40.1M-28,181

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

9 insiders reported holding 1,881,005 shares in total, about $76.4M at the last price.

HolderSharesAs of
Michaels KimonEVP of Products and Solutions, Director 1,542,0721,542,072 held indirectly December 9, 2025
Strojwas AndrzejChief Technology Officer 90,965 August 31, 2026
Raza AdnanEVP, Finance and CFO 80,697 July 1, 2026
Bronson Joseph RDirector 40,956 July 1, 2026
Gustafson Michael BDirector 40,192 July 1, 2026
Li Ye JaneDirector 26,632 July 1, 2026
Chan Chi-FoonDirector 24,168 July 1, 2026
Zhang ShuoDirector 23,380 August 12, 2026
Erba NancyDirector 11,943 July 1, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about PDFS

What does Pdf Solutions Inc do?

Pdf Solutions Inc is a company in the Technology sector, listed on NASDAQ as PDFS. Its shares trade on NASDAQ under the ticker PDFS.

What is Pdf Solutions Inc's net worth?

Pdf Solutions Inc has a market value (market cap) of $1.7B at the latest share price, and shareholders' equity of $383M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Pdf Solutions Inc profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $15.9M on revenue of $252.4M, a net margin of 6.3%.

How much revenue does Pdf Solutions Inc make?

Over the twelve months to September 30, 2026 Pdf Solutions Inc reported revenue of $252.4M. That is 22.1% more than a year earlier.

When did Pdf Solutions Inc last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.

When is Pdf Solutions Inc's next earnings report?

Pdf Solutions Inc's next report is expected around February 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Pdf Solutions Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.