What is PDF Solutions's market cap?

PDF Solutions (PDFS) has a market capitalization of $2.0B and trades on NASDAQ.

What is PDF Solutions's revenue and profitability?

PDF Solutions generated $231.4M in trailing twelve-month revenue with net income of $7.2M, representing a net margin of 3.1%. Gross margin stands at 72.1%, with free cash flow of -$24.9M. These figures are based on the Q1 2026 filing.

Who are PDF Solutions's competitors?

PDF Solutions's key competitors include KLA Corporation, Applied Materials, Onto Innovation, and others. These companies compete in similar markets and product categories.

Who does PDF Solutions partner with?

PDF Solutions's notable partners include KLA Corporation, Synopsys, Cadence Design Systems, and others.

What subsidiaries does PDF Solutions have?

PDF Solutions's subsidiaries include Cimetrix.

Where is PDF Solutions headquartered?

PDF Solutions is headquartered in United States of America and employs approximately 493 people. It has been publicly traded since 2001.

PDF Solutions

PDFS

PDF Solutions provides a comprehensive data-driven platform designed to optimize yield, quality, and operational efficiency across the semiconductor and electronics ecosystems.

Market cap

$2B+120%

Revenue$231.4M+24.4%

Net income$7.2M+407%

Free cash flow-$24.9M-764%

EPS (diluted)$0.18+500%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

May 7, 2026

Revenue$60.1MBeat by $420.1K EPS$0.31Beat by $0.08

Read the full report

Next report

Aug 6, 2026 (In 1 week)

Revenue estimate$61.0M

EPS estimate$0.26

Financials

Q1 2026

Income statement

See full

Revenue$60.1M+25.9%

Gross profit$43.2M+24.0%

Operating income$6.3M+278%

Net income$4.8M+258%

EPS (diluted)$0.12+250%

Balance sheet

See full

Cash & equivalents$31.2M-28.8%

Total debt$72.0M-1.9%

Total equity$280.5M+12.6%

Total assets$430.6M+10.4%

Cash flow

See full

Operating cash flow$1.7M-80.6%

CapEx$10.5M+29.2%

Free cash flow-$8.8M-1,745%

Valuation & ratios

Valuation

See full

Market cap$2B+120%

Enterprise value$2.04B+107%

P/E278.2×-827×

P/S8.6×+3.8×

Profitability

See full

Gross margin72.1%+0.9pp

Operating margin6.8%+6.5pp

Net margin3.1%+2.3pp

Returns & leverage

See full

Return on equity2.7%+2.1pp

Debt / equity0.3×0.0×

Current ratio2.3×+0.2×

Segments

By product

See full

Platform$50.9M—

Volumebased$9.2M—

Competitors

By market cap

Applied Materials$410.39B+169%

KLA Corporation$265.64B+118%

Cadence Design Systems$93.4B+2.5%

SS&C Technologies$18.1B-14.0%

Onto Innovation$13.0B+162%

ePlus$2.3B+29.5%

PDF Solutions$2.0B+110%

Research Solutions$73.6M-17.6%

By revenue growth

PDF Solutions+24.4%

ePlus+22.1%

Cadence Design Systems+14.7%

KLA Corporation+11.7%

SS&C Technologies+8.6%

Applied Materials+3.3%

Onto Innovation+0.5%

Research Solutions-0.2%

By net margin

KLA Corporation35.57%+2.2pp

Applied Materials29.31%+5.3pp

Cadence Design Systems23.61%+3.7pp

Onto Innovation13.23%-4.9pp

SS&C Technologies13.16%-0.2pp

Research Solutions9.28%+17.3pp

ePlus5.43%+0.2pp

PDF Solutions3.1%+2.3pp

Profile

PDF Solutions provides a comprehensive data-driven platform designed to optimize yield, quality, and operational efficiency across the semiconductor and electronics ecosystems. By integrating hardware, software, and intellectual property, the company creates a shared data backbone that enables advanced analytics, machine learning, and AI-driven decision-making from initial design through high-volume manufacturing and test.

Competitive position

A leading provider of integrated data analytics infrastructure that bridges the gap between semiconductor design and manufacturing through proprietary test structures and AI-driven insights.

GeographiesUnited States, Canada, China, France, Germany, Italy, Japan, South Korea, Taiwan

Customer segmentsSemiconductor Manufacturers, Electronics Manufacturing Suppliers (EMS), Original Device Manufacturers (ODMs), Fabless Chip Designers

Business modelSubscription SaaS, Perpetual Licensing, Hardware-as-a-Service, Professional Services, Royalty/Gainshare

SuppliersCloud infrastructure providers, Third-party hardware component suppliers, Independent software developers

CustomersSemiconductor foundries, Integrated device manufacturers, Consumer electronics brands, Automotive electronics suppliers

CountryUnited States of America

Listed2001

Employees493.0

CEOJohn K. Kibarian

SectorTechnology

IndustrySoftware - Application

Websitepdf.com

FilingsSEC EDGAR

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Questions, answered.

What is PDF Solutions's market cap?: PDF Solutions (PDFS) has a market capitalization of $2.0B and trades on NASDAQ.
What is PDF Solutions's revenue and profitability?: PDF Solutions generated $231.4M in trailing twelve-month revenue with net income of $7.2M, representing a net margin of 3.1%. Gross margin stands at 72.1%, with free cash flow of -$24.9M. These figures are based on the Q1 2026 filing.
Who are PDF Solutions's competitors?: PDF Solutions's key competitors include KLA Corporation, Applied Materials, Onto Innovation, and others. These companies compete in similar markets and product categories.
Who does PDF Solutions partner with?: PDF Solutions's notable partners include KLA Corporation, Synopsys, Cadence Design Systems, and others.
What subsidiaries does PDF Solutions have?: PDF Solutions's subsidiaries include Cimetrix.
Where is PDF Solutions headquartered?: PDF Solutions is headquartered in United States of America and employs approximately 493 people. It has been publicly traded since 2001.