Citable filing context
CDNS's research view summarizes recent SEC filing context, starting with earnings from Jul 27, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 27, 2026 | earnings | Cadence reported Q2 2026 revenue of $1.584 billion and raised its full-year 2026 revenue growth outlook to 19%. |
| May 12, 2026 | other | Cadence stockholders approved increasing shares for the Omnibus Equity Incentive Plan by 5,000,000. |
| May 12, 2026 | management_change | Cadence assigned Dr. Luc Van den hove to the Board's Compensation Committee. |
| Jul 27, 2026 | Guidance: gaap_diluted_eps | 4.76 to 4.86 |
| Jul 27, 2026 | Guidance: gaap_operating_margin | 27.75 to 28.75 |
| Jul 27, 2026 | Guidance: non_gaap_diluted_eps | 8.05 to 8.15 |
| Jul 29, 2026 | mda_quarterly | Cadence Design Systems reported strong financial performance for the first half of 2026, with total revenue increasing 21% to $3.06 billion compared to the prior-year period. Growth was driven by sustained demand for the company’s Core EDA software, Semiconductor IP, and System Design and Analysis (SD&A) solutions as customers continue to invest in complex chip and electronic system designs. The company’s Intelligent System Design strategy remains a primary focus, bolstered by the February 2026 acquisition of the design and engineering business of Hexagon Smart Solutions AB, which expands the SD&A portfolio following the 2024 BETA CAE acquisition. Operating margins improved to 29% for the six-month period, benefiting from the absence of prior-year contingent liability charges, though this was partially offset by higher amortization of acquired intangibles and increased R&D and sales headcount. Geographically, China saw significant revenue growth, partially due to the normalization of export conditions following 2025 trade restrictions. While Cadence monitors geopolitical conflicts and evolving U.S. trade policies, management expects current liquidity—supported by $1.4 billion in cash and a $1.25 billion revolving credit facility—to be sufficient for ongoing operations, strategic acquisitions, and share repurchases. The company projects a 26% effective tax rate for fiscal 2026. |
| May 1, 2026 | mda_quarterly | Cadence Design Systems reported a 19% increase in total revenue to $1,474.2 million for Q1 2026, primarily driven by 21% growth in product and maintenance revenue from its software and hardware offerings. This growth reflects continued customer investment in complex designs across its Core EDA, Semiconductor IP, and System Design and Analysis (SD&A) product categories. All geographic regions contributed to revenue increases, with China, Japan, Other Asia, and EMEA showing strong double-digit growth. Operating expenses rose 15%, mainly due to increased research and development investments and acquisition-related costs, including the recent acquisition of Hexagon Smart Solutions AB's D&E business, which expanded the SD&A portfolio. Despite these investments, the operating margin remained stable at 29%. Cash and cash equivalents significantly decreased to $1,406.7 million from $3,001.3 million, largely due to substantial payments for business combinations, which also led to a sharp increase in cash used for investing activities. The company drew $425 million from its $1.25 billion revolving credit facility and has $1.2 billion remaining for share repurchases. CDNS continues to monitor macroeconomic factors and trade controls, such as China export restrictions, though these have not materially impacted results to date. |
Source: SEC EDGAR filing text and events; period Jul 27, 2026; filed Jul 27, 2026.
CDNS company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.