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Cadence Design Systems

CDNS · Information Technology

Last earnings Oct 26, 2026

Key results

Revenuequarter

$1.339 billion

Revenue of $1.339 billion, compared to

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

revenue of $1.215 billion in Q3 2024

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

GAAP operating marginquarter

31.8%

GAAP operating margin of 31.8%, compared to 28.8% in Q3 2024

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Non-GAAP operating marginquarter

47.6%

Non-GAAP operating margin of 47.6%, compared to 44.8% in Q3 2024 GAAP diluted net income per share of $1.05, compared to $0.87 in Q3 2024 Non-GAAP diluted net income per share of $1.93

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

2020 (which impacts the 3 year CAGR in 2023) included approximately $45 million revenue impact for the extra week.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

AI analysis

Q3 2025 · reported Oct 27, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$1.339B
EX-99 · Oct 27, 2025
GAAP operating margin · Q3 2025
31.8%
+3.0 pts vs year ago computed from stated figures
EX-99 · Oct 27, 2025
Non-GAAP operating margin · Q3 2025
47.6%
+2.8 pts vs year ago computed from stated figures
EX-99 · Oct 27, 2025

The quarter in charts

Operating margin

Percent of revenue, as stated

0%20%40%28.8%Same quarter last year31.8%Q3 2025

EX-99 · Oct 27, 2025 Margin values as stated in the release.

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Oct 27, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$1.339 billion——
GAAP operating margin31.8%—28.8%
Non-GAAP operating margin47.6%—44.8%

EX-99 · Oct 27, 2025

Guidance · company-stated

Direction: Raised

Revenue$7.0 Billion

“htm PRESS RELEASE Document Exhibit 99.01 Cadence Reports Third Quarter 2025 Financial Results Record Backlog of $7.0 Billion Raising 2025 Revenue Outlook to 14% Growth YoY SAN JOSE, Calif.”

Revenue

“With a record backlog and ongoing broad-based strength of our business, we are raising our full year revenue outlook to 14% growth year-over-year, said Anirudh Devgan, president and chief executive officer.”

Midpoint vs latest-quarter revenue+422.8%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP operating margin31.8%
Non-GAAP operating margin47.6%

Capital allocation

In addition, the timing and amount of Cadence s repurchases of its common stock are subject to business and market conditions, corporate and regulatory requirements, stock price, acquisition opportunities and other factors.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +422.8% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

I am pleased to report that Cadence delivered strong results for the third quarter of 2025, with broad-based momentum across all our businesses, said John Wall, senior vice president and chief financial officer

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm PRESS RELEASE Document Exhibit 99.01 Cadence Reports Third Quarter 2025 Financial Results Record Backlog of $7.0 Billion Raising 2025 Revenue Outlook to 14% Growth YoY SAN JOSE, Calif.”

Revenue: “With a record backlog and ongoing broad-based strength of our business, we are raising our full year revenue outlook to 14% growth year-over-year, said Anirudh Devgan, president and chief executive officer.”

Revenue — Raised (“Raising”)
“htm PRESS RELEASE Document Exhibit 99.01 Cadence Reports Third Quarter 2025 Financial Results Record Backlog of $7.0 Billion Raising 2025 Revenue Outlook to 14% Growth YoY SAN JOSE, Calif.”

Revenue — Raised (“raising”)
“With a record backlog and ongoing broad-based strength of our business, we are raising our full year revenue outlook to 14% growth year-over-year, said Anirudh Devgan, president and chief executive officer.”

Classified from the release's primary full-year outlook statement.

Capital allocation

In addition, the timing and amount of Cadence s repurchases of its common stock are subject to business and market conditions, corporate and regulatory requirements, stock price, acquisition opportunities and other factors.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Strategy & priorities

With deepening strategic relationships across the AI ecosystem, Cadence is uniquely positioned to be the trusted partner to deliver AI-centric transformational solutions.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

The non-GAAP tax rate is subject to change for a variety of reasons, including the rapidly evolving global tax environment, significant changes in the company s geographic earnings mix, or other changes to the company s strategy or business operations.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Our design solutions, based on Cadence s Intelligent System Design strategy, are essential for the world s leading semiconductor and systems companies to build their next-generation products from chips to full electromechanical systems that serve a wide range of markets, including hyperscale computing, mobile communications, automotive, aerospace, industrial, life sciences and robotics.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

This press release contains forward-looking statements, including Cadence s outlook on future operating results, financial condition, strategic objectives, business model and prospects, technology and product developments, strategic relationships, a pending acquisition, backlog, industry trends, market growth, tax rates and other statements using words such as anticipates, believes, expects, intends, plans, will, and words of similar import and the negatives thereof.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Forward Looking Statements This CFO Commentary contains forward-looking statements, including Cadence's outlook on future operating results, financial condition, strategic objectives, business model and prospects, technology and product developments, strategic relationships, a pending acquisition, backlog, industry trends, market growth, tax rates and other statements using words such as anticipates, believes, expects, intends, plans, will, and words of similar import and the negatives thereof.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Risks & headwinds

*** Related to resolution of previously disclosed legal proceedings with the DOJ and BIS.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

** Related to resolution of previously disclosed legal proceedings with the DOJ and BIS.

SEC original ↗Cadence Design Systems — Earnings release (8-K exhibit)EX-99Oct 27, 2025

Competitors

Competitors & peers

Named in the company’s own filings

Synopsys (SNPS)“Key competitors include Synopsys, Inc., Ansys, Inc.”Keysight Technologies (KEYS)“U.S.-based competitors include Keysight Technologies, Inc., Schr dinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc.”Ceva Inc. (CEVA)“U.S.-based competitors include Keysight Technologies, Inc., Schr dinger, Inc., and CEVA, Inc., while international competitors include Altium Limited (acquired by Renesas Electronics Corporation) and Zuken, Inc.”
Documents

Filings

98 documents

Earnings releases

67 documents

Presentations

0 documents

No presentations for Cadence Design Systems are held in this edition of the library.

Transcripts

0 documents

No transcripts for Cadence Design Systems are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Cadence Design Systems by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.