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Cadence Design Systems (CDNS) Q3 2026 Earnings: Guidance Raised

Q3 2026 (quarter ended Sep 30, 2026): revenue, EPS and full-year guidance from the SEC filing

Published Nov 5, 2026

TL;DR

  • Cadence Design Systems raised its full-year guidance; revenue +22.0% vs a year earlier.

Cadence Design Systems's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-26. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.

At a glance

ItemValue
Revenue (GAAP)$1,633 million (+22.0% vs a year earlier)
Diluted EPS (GAAP)$1.05
Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs)$2.11
Full-year guidanceRaised

Guidance

Cadence raised 2026 revenue outlook to $6.387–6.417 billion (~21% growth) and non-GAAP EPS to $8.37–8.43; Q4 revenue guided $1.695–1.725 billion.

Why this label: 'Raising' outlook; CFO table: revenue $6.387-$6.417B vs $6.260-$6.340B, non-GAAP EPS $8.37-$8.43 vs $8.05-$8.15, GAAP EPS also up.

MetricPeriodNewPrior (as stated in the release)
revenueFY2026$6.387–$6.417 billion$6.260–$6.340 billion
non-GAAP diluted EPSFY2026$8.37–$8.43$8.05–$8.15
GAAP diluted EPSFY2026$4.84–$4.90$4.76–$4.86
non-GAAP operating marginFY202644.2%–45.2%43.75%–44.75%

Next-quarter outlook:

MetricPeriodRange
revenueQ4 2026$1.695–$1.725 billion
non-GAAP diluted EPSQ4 2026$2.19–$2.25

From the release

Revenue: "Total revenue · 1,633,311 · 1,338,838"

Earnings per share: "GAAP diluted net income per share of $1.05, compared to $1.05 in Q3 2025 • Non-GAAP diluted net income per share of $2.11, compared to $1.93 in Q3 2025"

revenue: "Total Revenue ($ Millions) · $ · 5,297 · $6,260 - $6,340 · $6,387 - $6,417"

non-GAAP diluted EPS: "Non-GAAP EPS · $ · 7.14 · $8.05 - $8.15 · $8.37 - $8.43"

GAAP diluted EPS: "GAAP EPS · $ · 4.06 · $4.76 - $4.86 · $4.84 - $4.90"

Quotes are copied from the filing; in table rows, cell borders are shown as “·”.

Key fact: Raised 2026 revenue growth outlook to 21%; record backlog of $8.2 billion.

Source

Cadence Design Systems earnings release (SEC filing), accession 0000813672-26-000116, filed 2026-10-26.

Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.

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