NASDAQ$SNPS

Synopsys Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Synopsys reported its financial results for the third quarter of fiscal year 2025, with revenue increasing by 14% year-over-year, driven by strength in Design Automation, despite underperformance in Design IP. The quarter also saw the closing of the Ansys acquisition.

Synopsys delivered a transformational third quarter in fiscal year 2025, achieving $1.740 billion in revenue, a 14% increase year-over-year. GAAP EPS was $1.50 and non-GAAP EPS was $3.39. The company successfully closed the Ansys acquisition, expanding its portfolio, but noted underperformance in its Design IP business. Strength in Design Automation offset this weakness, and the company is taking actions to enhance competitive advantage and drive long-term growth.

  • Revenue for Q3 2025 reached $1.740 billion, marking a 14% increase compared to the same period last year.
  • GAAP diluted EPS was $1.50, while non-GAAP diluted EPS stood at $3.39.
  • The acquisition of Ansys was completed on July 17, 2025, expanding Synopsys' portfolio and market opportunity.
  • The Design Automation segment showed strength, but the Design IP business underperformed expectations, leading to actions to improve competitive advantage.

Headline financials

Total Revenue

$1.74B

Previous: $1.53B+14.0%
EPS

$1.50

Previous: $2.61-42.5%
Capital Expenditures

-$135M

Previous: -$119M-13.6%
Free Cash Flow

$108M

Previous: $725M-85.2%
Net Income

$243M

Previous: $408M-40.6%
Operating Income

$165M

Previous: $360M-54.1%
Gross Profit

$1.36B

Previous: $1.24B+10.0%
Cash & Equivalents

$2.53B

Previous: $1.84B+37.3%
Total Assets

$48.2B

Previous: $11.6B+314.0%

Revenue & EPS history

Synopsys · Revenue · Quarterly

$1.74B

Q3 2025+14%vs Q3 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Synopsys · $1.47B total across 2 segments · Q4 2023

  • Design Automation
    $954M
  • Design IP
    $514M

Forward guidance

Synopsys provided consolidated financial targets for the fourth quarter and full fiscal year 2025, expecting continued profitable growth despite a more conservative view for Q4. The targets reflect a change in fiscal year end and assume no further changes to export control restrictions.

Tailwinds

  • Full-year 2025 revenue is expected to be between $7.03 billion and $7.06 billion, indicating continued growth.
  • Non-GAAP EPS for the full fiscal year 2025 is projected to be between $12.76 and $12.80, showing strong profitability.
  • Operating Cash Flow for the full fiscal year 2025 is estimated to be approximately $1.13 billion.
  • Free Cash Flow for the full fiscal year 2025 is estimated to be approximately $950 million.
  • The company is guiding for another consecutive year of profitable growth.

Headwinds

  • The company is taking a more conservative view for Q4.
  • GAAP EPS for Q4 2025 is projected to be negative, ranging from -$0.27 to -$0.16.
  • The fiscal year 2025 will have eight fewer days in aggregate compared to fiscal year 2024 due to a change in fiscal year definition.
  • The targets assume no further changes to export control restrictions or the current U.S. government 'Entity List' restrictions, which could pose risks.
  • The company's IP business underperformed expectations in Q3, and while actions are being taken, this remains a point of focus.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.4%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-0.2%

Avg return

30 days after

59%

40 / 68 earnings

Positive

+10.6%

Q4 2022

Best reaction

-24.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-1.6%-5.5%-15.3%
Q4 2025-1.8%-2.6%+10.4%
Q3 2025-24.8%-30.6%-27.4%
Q2 2025-1.5%+0.8%+8.7%
Q1 2025-3.3%-5.3%-6.9%
Q4 2024-9.6%-10.8%-13.4%
Q3 2024-1.6%-5.6%-9.0%
Q2 2024+2.6%+2.8%+5.9%
Q1 2024+6.0%+5.1%+8.4%
Q4 2023-0.1%-2.3%-5.3%
Q3 2023-2.9%-0.1%+3.5%
Q2 2023+9.2%+7.1%+17.6%
Q1 2023-4.3%-5.7%-0.9%
Q4 2022+10.6%+2.4%-1.4%
Q3 2022-3.2%-7.1%-18.5%
Q2 2022+6.3%+8.5%+4.7%
Q1 2022-4.2%-6.0%+3.9%
Q4 2021+2.5%+1.3%+8.1%
Q3 2021+8.4%+10.0%+11.6%
Q2 2021+4.1%+5.8%+13.1%
Q1 2021-6.8%-12.4%-21.6%
Q4 2020+1.9%+4.0%+12.7%
Q3 2020+7.5%+6.8%-1.1%
Q2 2020+4.0%+5.6%+13.8%
Q1 2020-4.8%-10.4%-32.5%
Q4 2019-2.5%-2.2%+4.8%
Q3 2019+7.0%+5.1%+4.4%
Q2 2019+1.1%+0.8%+11.3%
Q1 2019-0.4%+1.0%+8.3%
Q4 2018+1.9%-0.4%-6.2%
Q3 2018+7.2%+8.7%+5.6%
Q2 2018-0.8%-1.1%-1.3%
Q1 2018-6.0%-4.8%-8.2%
Q4 2017+0.6%-2.3%-5.1%
Q3 2017-1.9%-0.4%+2.0%
Q2 2017-5.6%-3.8%-1.8%
Q1 2017+7.3%+7.1%+8.0%
Q4 2016-7.1%-6.1%-3.8%
Q3 2016+4.7%+4.8%+3.8%
Q2 2016+2.0%
Q1 2016+2.4%
Q4 2015-7.8%
Q3 2015-6.5%
Q2 2015+1.6%
Q1 2015+4.0%
Q4 2014+3.5%
Q3 2014+6.8%
Q2 2014+1.9%
Q1 2014-2.4%
Q4 2013+2.0%
Q3 2013-0.5%
Q2 2013+0.6%
Q1 2013+3.3%
Q4 2012-0.9%
Q3 2012+4.9%
Q2 2012+6.5%
Q1 2012+0.4%
Q4 2011-0.9%
Q3 2011-3.5%
Q2 2011+1.6%
Q1 2010+1.9%
Q1 2011+3.5%
Q2 2010+0.4%
Q4 2008+0.4%
Q4 2010+0.4%
Q3 2010+1.1%
Q3 2009+1.1%
Q4 2009+1.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro