โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $3.91 (Est. $3.74) โ
โข Revenue: $2.48B (Est. $2.24B) โ
โข Adj. Operating Margin: 41.6%.
โข Adj. Net Income: $752.5M vs. $548.9M YoY.
โข GAAP EPS: $2.84 vs. $1.50 YoY.
โข Revenue Growth: +42% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 FY2026 Revenue: $2.53Bโ$2.58B (Est. $2.32B) โ
โข Q4 FY2026 Adj. EPS: $4.10โ$4.16 (Est. $4.10) โ
โข FY2026 Revenue: $9.69Bโ$9.74B (Est. $8.95B) โ
โข FY2026 Adj. EPS: $15.04โ$15.10 (Est. $15.62) โ
โข FY2026 Adj. Operating Margin: ~41.5%.
โข FY2026 Free Cash Flow: ~$2.6B.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue surged 42% YoY to $2.48B, with broad-based strength led by Design Automation and a strong contribution from Ansys.
โข Adj. EPS increased to $3.91 from $3.39 YoY and exceeded the high end of prior guidance.
โข Management raised full-year revenue, operating margin, EPS and cash flow expectations on continued AI-driven demand strength.
โข FY2026 revenue guidance includes approximately $2.98B of expected Ansys revenue.
โข Synopsys expects double-digit growth in EDA as AI continues to increase complexity and demand for silicon IP and engineering solutions.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
"AI is driving unprecedented complexity and increasing demand for the silicon IP and engineering solutions necessary to deliver next-generation AI compute, infrastructure and physical AI systems."