Earning Analysis
Welcome to our in-depth analysis of Cadence Design Systems Inc(CDNS) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Cadence Design Systems Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-27 | After Hours | 1.80 | 1.93 | +7.22 | 1.32B | 1.34B | +1.16 | -2.87 | -3.62 |
| FY2025Q2 | 2025-07-28 | After Hours | 1.56 | 1.65 | +5.77 | 1.25B | 1.28B | +2.04 | +9.74 | +6.95 |
| FY2025Q1 | 2025-04-28 | After Hours | 1.49 | 1.57 | +5.37 | 1.24B | 1.24B | +0.13 | +5.77 | +7.84 |
| FY2024Q4 | 2025-02-18 | After Hours | 1.82 | 1.88 | +3.30 | 1.35B | 1.36B | +0.69 | -8.78 | -17.15 |
| FY2024Q3 | 2024-10-28 | After Hours | 1.44 | 1.64 | +13.89 | 1.18B | 1.22B | +2.92 | +12.53 | +14.47 |
| FY2024Q2 | 2024-07-22 | - | 0.95 | 0.96 | +1.05 | 1.04B | 1.06B | +1.69 | +2.55 | -7.56 |
| FY2024Q1 | 2024-04-22 | - | 0.86 | 0.85 | -1.16 | 1.02B | 1.01B | -0.90 | +1.70 | +0.77 |
| FY2023Q4 | 2024-02-12 | - | 1.09 | 1.06 | -2.75 | 1.06B | 1.07B | +0.71 | -1.72 | -6.94 |
| FY2023Q3 | 2023-10-23 | - | 0.95 | 1.01 | +6.32 | 1.00B | 1.02B | +1.82 | +0.54 | -3.26 |
| FY2023Q2 | 2023-07-24 | - | 0.93 | 0.94 | +1.08 | 977.34M | 976.58M | -0.08 | -0.65 | -3.55 |
CDNS Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Cadence Design Systems Inc reported performance for FY2025Q3, announced on 2025-10-27. The company achieved an EPS of 1.93, compared to analyst estimates of 1.80 by 7.22% . Revenue for the quarter reached 1.34B compared to expectations of 1.32B by 1.16% .
The stock price reacted with a -2.87% one-day change and a -3.62% five-day change following the earnings release. These movements reflect market reaction in Cadence Design Systems Inc growth trajectory and strategic initiatives.
CDNS Earnings Forecast
Looking ahead, Cadence Design Systems Inc(CDNS) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.42B and an EPS of 1.91.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.71%, while EPS estimates have been Revise Upward by 1.67%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 1.36% . These revisions correlate with a -3.91% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Cadence Design Systems Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between CDNS's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.71%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+1.67%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+1.36%
In Past 3 Month
Stock Price
Go Down
-3.91%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:5.29B
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EPS Estimate-Annual FY 2025:7.04
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Stock Price337.30
CDNS Revenue and EPS Performance: A Historical Perspective
Cadence Design Systems Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-27,After Hours):
EPS: 1.93 (Actual) vs.1.80 (Estimate) (7.22%)
Revenue: 1.34B (Actual) vs. 1.32B (Estimate) (1.16%)
Price Reaction: -2.87%(1-Day), -3.62%(5-Day)
FY2025Q2 (2025-07-28,After Hours):
EPS: 1.65 (Actual) vs.1.56 (Estimate) (5.77%)
Revenue: 1.28B (Actual) vs. 1.25B (Estimate) (2.04%)
Price Reaction: 9.74%(1-Day), 6.95%(5-Day)
FY2025Q1 (2025-04-28,After Hours):
EPS: 1.57 (Actual) vs.1.49 (Estimate) (5.37%)
Revenue: 1.24B (Actual) vs. 1.24B (Estimate) (0.13%)
Price Reaction: 5.77%(1-Day), 7.84%(5-Day)
Earnings Reaction
The chart below shows how CDNS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CDNS sees a +0.74% change in stock price 10 days leading up to the earnings, and a -0.90% change 10 days following the report. On the earnings day itself, the stock moves by +0.34%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -2.87% on the day following the earnings release and then changed by -6.39% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Cadence Design Systems Inc (CDNS) Q3 2025 Earnings Call Summary
Positive
2025-10-27
The earnings call summary presents a positive outlook with projected revenue and EPS growth for 2025, strong operating margins, and a commitment to share repurchases. The Q&A section highlights sustained growth driven by AI and HPC, strong demand in China, and positive impacts from partnerships like NVIDIA-Intel. While there are some geopolitical risks and cautious guidance for 2026, the overall sentiment remains optimistic, supported by robust financial metrics and strategic initiatives in AI and hardware. The lack of market cap information limits precise impact prediction, but overall, a positive stock movement is expected.
Cadence Design Systems Inc (CDNS) Q2 2025 Earnings Call Summary
Positive
2025-07-28
The earnings call highlights strong financial performance, with 35% YoY growth in system design revenue and a 29% increase in non-GAAP EPS. Despite minor concerns about China, the company shows robust demand across AI and HPC sectors, and a record backlog is expected by year-end. The Q&A session reveals positive sentiment from analysts, with strategic partnerships and AI advancements driving growth. The overall tone is optimistic, suggesting a positive stock price movement in the short term.
Cadence Design Systems Inc (CDNS) Q1 2025 Earnings Call Summary
Positive
2025-04-29
The earnings call summary shows strong financial performance with 23% YoY revenue growth and increased margins. The company is leveraging AI and forming strategic partnerships, which are positive indicators. Share repurchase plans further boost investor confidence. Despite some regulatory and supply chain risks, management's optimistic guidance and proactive strategy outweigh concerns. The Q&A revealed strong design activity in China and no tariff impacts, indicating resilience. Overall, the positive financial metrics and strategic developments suggest a likely positive stock price movement.
Cadence Design Systems Inc (CDNS) Q1 2025 Earnings Call Summary
Positive
2025-04-28
The earnings call summary reflects strong financial performance with significant year-over-year growth in revenue and EPS. The company's strategic focus on AI integration and partnerships with major tech companies enhances its market position. While macroeconomic uncertainties and regulatory risks exist, the robust financial health, strong cash flow, and aggressive share repurchase plans provide a positive outlook. The cautious approach towards China and potential supply chain challenges are noted, but overall, the company's guidance and strategic initiatives suggest a positive sentiment, likely leading to a stock price increase of 2% to 8% over the next two weeks.
Cadence Design Systems Inc (CDNS) Q1 2025 Earnings Call Summary
Positive
2025-04-28
The earnings call highlights strong financial performance with 23% revenue growth, robust EPS, and efficient operations. The company is actively integrating AI and strengthening partnerships, which are positive indicators. Despite macroeconomic uncertainties, the guidance remains strong, and significant share repurchases are planned, enhancing shareholder value. While there are concerns about China and competitive pressures, these are mitigated by a diversified supply chain and strategic focus on AI. The Q&A section did not reveal any significant negative sentiment from analysts, further supporting a positive outlook for the stock.
Cadence Design Systems Inc (CDNS) Q4 2024 Earnings Call Summary
Positive
2025-02-19
The earnings call summary indicates strong financial performance with a 13.5% revenue growth and improved margins. Cadence's strategic partnerships and AI-driven product demand are positive catalysts. The Q&A section reveals some concerns about China, but overall guidance is optimistic, with expected strong demand and share repurchases. Despite some uncertainties, the positive financial outlook and strategic initiatives suggest a positive stock price movement.
Cadence Design Systems, Inc. (CDNS) Q3 2024 Earnings Call Summary
Positive
2024-10-29
The earnings call highlights strong financial performance with a 19% YoY revenue growth and robust non-GAAP operating margins. Positive sentiment is reinforced by strategic partnerships with NVIDIA, Samsung, and TSMC, and a successful acquisition. Despite regulatory and competitive pressures, optimistic guidance and a strong Q4 pipeline suggest potential growth. The $150 million share repurchase plan is a positive signal to investors. The Q&A section provides confidence in sustained growth, especially with AI integration. Despite some uncertainties, the overall sentiment is positive, indicating a likely stock price increase of 2% to 8%.
Cadence Design Systems, Inc. (CDNS) Q2 2024 Earnings Call Summary
Positive
2024-07-23
The earnings call highlights strong financial performance with record backlog, significant revenue growth, and improved margins. The strategic initiatives like AI integration and new product launches are well-received, with positive analyst sentiment. Despite some uncertainties in regional revenue and supply chain pressures, the guidance is optimistic, and shareholder returns through repurchases are planned. The Q&A session reinforces confidence in growth, especially with AI's expanding role, outweighing risks. Overall, the strategic direction and financial health suggest a positive stock price movement.
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FAQ
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