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Cadence Design

CDNS

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LongbridgeAI

Q2 FY2026 EarningsQ2 FY26 results beat consensus on the top line and GAAP profitability: revenue reached $1,584.5M vs. $1,576.1M expected, while Diluted GAAP EPS of $1.33 significantly outperformed the $1.12 mean. Growth was driven by a 96% YoY surge in China revenue and the strategic integration of Hexagon’s D&E business, which lifted System Design and Analysis (SD&A) to 17% of sales. Despite the top-line beat, margins were weighed down by acquisition-related amortization, and the GAAP bottom line was aided by a $71.9M non-operating gain on investments.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Cadence Design(CDNS) the Revenue is 1.584 B (+24.23%), Beat estimate;the EBIT is 721.03 M (+32%), Beat estimate;the EPS is 1.33 (+125.4%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.58B24.23%
1.58B23.57%
+0.01B0.66%
EBITExceed expectations
0.72B32.00%
0.71B29.71%
+0.01B2.29%
EPSExceed expectations
1.33125.42%
1.120989.99%
+0.209135.43%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf