NASDAQ$CDNS
Cadence Design Systems Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Cadence reported Q4 2025 revenue of $1.44B and GAAP diluted EPS of $1.42.
Fourth-quarter revenue grew 6% to $1.44 billion. GAAP net income was $388 million ($1.42 diluted EPS) and non-GAAP diluted EPS was $1.99. Full-year revenue rose 14% to $5.30 billion with backlog of $7.8 billion.
- Q4 revenue $1.44B (+6% YoY).
- Non-GAAP diluted EPS $1.99.
- FY25 revenue $5.30B (+14%).
- FY26 revenue guide $7.85B–$7.95B.
Headline financials
Revenue & EPS history
Cadence · Revenue · Quarterly
$1.44B
Revenue by segment
Cadence · $1.02B total across 2 segments · Q3 2023
- Product & Maintenance$966M+14.2%94.4%
- Services$57.3M+0.9%5.6%
Forward guidance
The release discusses Cadence Design Systems's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Cadence Design Systems cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+1.0%
Avg return
Earnings day
+1.2%
Avg return
5 days after
+3.1%
Avg return
30 days after
58%
38 / 66 earnings
Positive
+16.8%
Q3 2018
Best reaction
-10.7%
Q3 2013
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.9% | +1.3% | +10.8% | |
| Q4 2025 | +3.1% | -1.3% | +0.2% | |
| Q3 2025 | -2.9% | -3.6% | -12.8% | |
| Q2 2025 | +0.3% | -1.0% | -1.6% | |
| Q1 2025 | +5.8% | +7.8% | -0.4% | |
| Q4 2024 | -8.8% | -15.8% | -12.7% | |
| Q3 2024 | +10.6% | +9.6% | +18.4% | |
| Q2 2024 | +1.1% | -7.6% | +1.6% | |
| Q1 2024 | +0.5% | +0.8% | +4.5% | |
| Q4 2023 | -5.6% | -6.9% | -1.8% | |
| Q3 2023 | -0.5% | -3.3% | +13.3% | |
| Q2 2023 | -1.9% | -3.5% | -3.8% | |
| Q1 2023 | -4.3% | -1.7% | -4.4% | |
| Q4 2022 | +8.3% | +5.8% | +10.4% | |
| Q3 2022 | -4.4% | -4.3% | +5.8% | |
| Q2 2022 | +1.8% | +11.0% | +9.1% | |
| Q1 2022 | +2.3% | +1.9% | -2.0% | |
| Q4 2021 | +4.4% | +13.3% | +20.1% | |
| Q3 2021 | +3.7% | +3.8% | +10.0% | |
| Q2 2021 | -1.6% | +1.4% | +8.9% | |
| Q1 2021 | -6.6% | -7.3% | -10.7% | |
| Q4 2020 | -5.1% | +1.0% | -9.1% | |
| Q3 2020 | -2.7% | -3.1% | -4.0% | |
| Q2 2020 | +3.3% | +2.4% | +8.3% | |
| Q1 2020 | -5.2% | +2.4% | +12.0% | |
| Q4 2019 | +4.7% | +4.0% | -17.5% | |
| Q3 2019 | -4.1% | -0.8% | +3.2% | |
| Q2 2019 | +1.9% | +4.1% | -4.4% | |
| Q1 2019 | +5.3% | +7.7% | +2.1% | |
| Q4 2018 | +4.7% | +7.6% | +20.0% | |
| Q3 2018 | +16.8% | +13.5% | +7.4% | |
| Q2 2018 | +0.8% | +0.2% | +1.4% | |
| Q1 2018 | +8.3% | +7.9% | +14.3% | |
| Q4 2017 | -4.0% | -10.7% | -10.7% | |
| Q3 2017 | +2.0% | +2.2% | +8.0% | |
| Q2 2017 | +4.7% | +5.8% | +6.7% | |
| Q1 2017 | -2.9% | -0.9% | +4.2% | |
| Q4 2016 | +11.1% | +12.9% | +19.5% | |
| Q3 2016 | -0.8% | -1.3% | +3.0% | |
| Q2 2016 | -6.9% | -7.7% | -3.3% | |
| Q1 2016 | -0.9% | — | — | |
| Q4 2015 | +6.1% | — | — | |
| Q3 2015 | +1.7% | — | — | |
| Q2 2015 | +8.5% | — | — | |
| Q1 2015 | +2.3% | — | — | |
| Q4 2014 | -5.6% | — | — | |
| Q3 2014 | +0.5% | — | — | |
| Q2 2014 | -1.2% | — | — | |
| Q1 2014 | -0.4% | — | — | |
| Q4 2013 | +2.1% | — | — | |
| Q3 2013 | -10.7% | — | — | |
| Q2 2013 | -4.5% | — | — | |
| Q1 2013 | +8.3% | — | — | |
| Q4 2012 | -0.8% | — | — | |
| Q3 2012 | +2.5% | — | — | |
| Q2 2012 | +7.0% | — | — | |
| Q1 2012 | +5.3% | — | — | |
| Q4 2011 | -0.7% | — | — | |
| Q3 2011 | -0.7% | — | — | |
| Q2 2011 | +6.9% | — | — | |
| Q4 2009 | +2.1% | — | — | |
| Q1 2011 | +1.1% | — | — | |
| Q3 2010 | +0.1% | — | — | |
| Q2 2010 | +0.3% | — | — | |
| Q4 2010 | +0.3% | — | — | |
| Q1 2010 | -0.1% | — | — |
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