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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Cadence Design Systems (CDNS) is 9/10.
Cadence delivered 19% revenue growth with non-GAAP EPS of $1.96 and a record backlog of $8 billion. The agentic AI platform was driving EDA transformation, IP business posted its third year of strong growth, and hardware emulation had its best quarter ever. FY2026 guidance was raised organically by $65 million in revenue plus $160 million from the Hexagon acquisition, with non-GAAP EPS nudged up $0.08 organically.
Scored from Cadence Design Systems’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.36B | +26.9% | $1.24 | +4.2% | 33.7% | 25.1% | $404M |
| FY2025 Q1 | $1.24B | +23.1% | $1.00 | +9.9% | 29.1% | 22.0% | $464M |
| FY2025 Q2 | $1.28B | +20.2% | $0.59 | -29.8% | 29.0% |
| 12.5% |
| $334M |
| FY2025 Q3 | $1.34B | +10.1% | $1.05 | +20.7% | 33.8% | 21.4% | $277M |
| FY2025 Q4 | $1.44B | +6.2% | $1.42 | +14.5% | 32.3% | 27.0% | $512M |
| FY2026 Q1 | $1.47B | +18.7% | $1.23 | +23.0% | 29.3% | 22.8% | $307M |
| FY2026 Q2 | $1.58B | +24.2% | $1.33 | +125.4% | 28.4% | 23.2% | $582M |