Jun 2026 (Q2 FY26) — Aug 6, 2026
PDF Solutions Q2 FY26 — Strong Bookings and Revenue Growth Driven by AI and SecureWISE
Read the full callPDF Solutions earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 61.5 | +18.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 8.2 | +6.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 4.3 | +272.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $27.47 on 17 Oct 2025 → $41.22. High $70.79 (30 Jun 2026), low $23.97 (18 Nov 2025).
Overview
Call summaries
PDF Solutions Q2 FY26 — Strong Bookings and Revenue Growth Driven by AI and SecureWISE
Read the full callEvery analysed call
Financials
Net profit, year on year: +273% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 46 | 50 | 48 | 52 | 57 | 62 | 60 | 62 |
| Operating profit | 2 | 1 | -4 | 1 | 5 | 3 | 6 | 5 |
| Operating margin | 4.6% | 1.0% | −7.4% | 2.2% | 8.4% | 5.5% | 10.5% | 8.2% |
| Other income | — | — | 1 | 0 | — | — | 1 | 1 |
| Interest | 0 | 0 | 0 | 1 | 1 | 1 | 1 | 1 |
| Profit before tax | 4 | 1 | -3 | 0 | 3 | 3 | 6 | 5 |
| Tax rate | 39.2% | 63.4% | −1.2% | −1514.1% | 62.9% | 101.8% | 17.6% | 7.6% |
| Net profit | 2 | 1 | -3 | 1 | 1 | -0 | 5 | 4 |
| EPS ($ per share) | 0.06 | — | -0.08 | 0.03 | 0.03 | — | 0.12 | 0.10 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -30 | -36 | -76 | -98 | -101 | -98 | -94 | -95 |
| Total liabilities | 26 | 43 | 53 | 54 | 69 | 61 | 69 | 148 |
| Fixed assets | 36 | 41 | 39 | 35 | 40 | 37 | 48 | 82 |
| Investments | — | 0 | 115 | 113 | 20 | 37 | 24 | 0 |
| Total assets | 226 | 240 | 288 | 274 | 279 | 290 | 315 | 419 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 13 | 25 | 22 | 4 | 32 | 15 | 10 | 24 |
| Cash from investing | -13 | -13 | -151 | -5 | 85 | -29 | -6 | -137 |
| Cash from financing | -5 | -10 | 65 | -6 | -24 | -6 | -11 | 65 |
| Net cash flow | — | 2 | -64 | -6 | 92 | -21 | -8 | -48 |
| Capital expenditure | -13 | -11 | -6 | -4 | -8 | -11 | -17 | -33 |
| Free cash flow | 0 | 14 | 16 | 1 | 24 | 3 | -7 | -9 |
15 filings between Dec 9, 2025 and Aug 31, 2026.
Purchases
None
No insider bought shares.
Sales
$228.0K
2 sales by 2 insiders
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Strojwas Andrzej | — | $150.7K | Aug 31, 2026 |
| Zhang Shuo | — | $77.3K | Aug 12, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 31, 2026 | Strojwas Andrzej Chief Technology Officer | Sale | 3,394 | $150.7K |
| Aug 12, 2026 | Zhang Shuo Director | Sale | 1,501 | $77.3K |
| Jul 1, 2026 | Raza Adnan EVP, Finance and CFO | Award | 23,450 | — |
| Jul 1, 2026 | Erba Nancy Director | Award | 2,689 | — |
| Jul 1, 2026 | Li Ye Jane Director | Award | 2,689 | — |
| Jul 1, 2026 | BRONSON JOSEPH R Director | Award | 2,689 | — |
| Jul 1, 2026 | CHAN CHI-FOON Director | Award | 2,689 | — |
| Jul 1, 2026 | GUSTAFSON MICHAEL B Director | Award | 2,689 | — |
| Jul 1, 2026 | Zhang Shuo Director | Award | 2,689 | — |
| Jul 1, 2026 | Strojwas Andrzej Chief Technology Officer | Tax withheld | 1,356 | $90.7K |
| Jul 1, 2026 | Strojwas Andrzej Chief Technology Officer | Award | 5,360 | — |
| Jul 1, 2026 | Raza Adnan EVP, Finance and CFO | Tax withheld | 6,010 | $401.9K |
| Jan 1, 2026 | Strojwas Andrzej Chief Technology Officer | Tax withheld | 2,762 | $78.8K |
| Jan 1, 2026 | Raza Adnan EVP, Finance and CFO | Tax withheld | 5,498 | $156.9K |
| Dec 9, 2025 | MICHAELS KIMON EVP of Products and Solutions | Gift | 5,070 | $0 |
| Aug 1, 2025 | Raza Adnan EVP, Finance and CFO | Award | 35,000 | — |
| Aug 1, 2025 | Strojwas Andrzej Chief Technology Officer | Award | 8,000 | — |
| Jul 1, 2025 | Raza Adnan EVP, Finance and CFO | Tax withheld | 4,921 | $107.6K |
| Jul 1, 2025 | MICHAELS KIMON EVP of Products and Solutions | Tax withheld | 798 | $17.5K |
| Jul 1, 2025 | Strojwas Andrzej Chief Technology Officer | Tax withheld | 2,497 | $54.6K |
| Jul 1, 2025 | Li Ye Jane Director | Award | 7,429 | — |
| Jul 1, 2025 | GUSTAFSON MICHAEL B Director | Award | 7,429 | — |
| Jul 1, 2025 | Erba Nancy Director | Award | 7,429 | — |
| Jul 1, 2025 | CHAN CHI-FOON Director | Award | 7,429 | — |
| Jul 1, 2025 | BRONSON JOSEPH R Director | Award | 7,429 | — |
| Jul 1, 2025 | Zhang Shuo Director | Award | 7,429 | — |
| May 13, 2025 | GUSTAFSON MICHAEL B Director | Purchase | 7,500 | $145.9K |
| Feb 25, 2025 | KIBARIAN JOHN KACHIG PRESIDENT AND CEO | Purchase | 15,644 | $345.9K |
| Feb 24, 2025 | KIBARIAN JOHN KACHIG PRESIDENT AND CEO | Purchase | 34,356 | $783.3K |
| Feb 24, 2025 | GUSTAFSON MICHAEL B Director | Purchase | 4,000 | $92.2K |
| Jan 1, 2025 | Raza Adnan EVP, FINANCE AND CFO | Tax withheld | 5,258 | — |
| Jan 1, 2025 | Strojwas Andrzej CTO | Tax withheld | 2,833 | — |
| Jan 1, 2025 | MICHAELS KIMON EVP OF PRODUCTS AND SOLUTIONS | Tax withheld | 870 | — |
| Dec 17, 2024 | Strojwas Andrzej CTO | Sale | 6,008 | $182.4K |
| Dec 17, 2024 | Strojwas Andrzej CTO | Sale | 245 | $7.6K |
| Dec 16, 2024 | Strojwas Andrzej CTO | Sale | 5,030 | $155.2K |
| Dec 11, 2024 | Erba Nancy Director | Sale | 2,000 | $61.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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