Every 8-K that Cadence Design System Inc (CDNS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CDNS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CDNS filings page.
Cadence Design Systems reported strong second‑quarter 2026 results, with revenue of $1.584 billion compared to $1.275 billion a year earlier. GAAP operating margin was 28.4% and non‑GAAP operating margin 45.5%. GAAP diluted EPS was $1.33 and non‑GAAP diluted EPS $2.11. Quarter‑end backlog reached a record $8.1 billion, with $4.2 billion expected to be recognized as revenue over the next 12 months. Operating cash flow for the quarter was $635 million.
Management highlighted broad-based strength across core EDA, IP and system design and analysis, and launched the AuraStack AI Super Agent platform. For fiscal 2026, Cadence now expects revenue between $6.26 billion and $6.34 billion, GAAP operating margin of 27.75%–28.75% and non‑GAAP EPS of $8.05–$8.15, with operating cash flow of about $2.0 billion. Third‑quarter 2026 guidance calls for revenue of $1.595–$1.625 billion and non‑GAAP EPS of $2.01–$2.07, and the company plans approximately $200 million of share repurchases in Q3 and to return roughly half of full‑year free cash flow via buybacks.
Cadence Design Systems, Inc. stockholders approved an amendment to the company’s Omnibus Equity Incentive Plan at the 2026 Annual Meeting. The amendment increases the shares of common stock authorized for issuance under the plan by 5,000,000 shares and removes the fixed expiration date so the plan continues until terminated by the board or all available shares are issued. Stockholders also elected eleven directors to serve until the 2027 Annual Meeting, approved the amended equity plan, passed an advisory resolution on named executive officer compensation, and ratified PricewaterhouseCoopers LLP as Cadence’s independent registered public accounting firm for the fiscal year ending December 31, 2026.
Cadence Design Systems, Inc. filed an amendment to a current report to update the board committee assignment of a recently appointed director. The Board had previously appointed Dr. Luc Van den hove as a director effective January 1, 2026, but had not yet determined his committee role.
This amendment discloses that on May 7, 2026, the Board designated Dr. Van den hove as a member of the Compensation Committee, effective that same date. All other information from the original report remains unchanged.
Cadence Design Systems reported strong Q1 2026 results and raised its full-year outlook. Revenue reached $1.474 billion, up from $1.242 billion in Q1 2025, with GAAP operating margin at 29.3% and non-GAAP operating margin at 44.7%. GAAP diluted EPS was $1.23 and non-GAAP diluted EPS was $1.96, both above prior-year levels.
Quarter-end backlog hit a record $8.0 billion, with $4.0 billion expected to convert to revenue over the next 12 months. For 2026, Cadence now guides revenue to $6.125–$6.225 billion, implying about 16–18% growth, and expects non-GAAP EPS of $7.85–$7.95. Management highlighted accelerating AI demand and the launch of its AgentStack and AI “Super Agent” platform as key drivers.
Cadence Design Systems, Inc. completed the previously announced acquisition of Hexagon Smart Solutions AB’s design and engineering business. As part of the closing, Cadence issued 3,224,473 shares of its common stock as stock consideration to the seller.
The shares were issued in a private transaction relying on exemptions from registration under Section 4(a)(2) of the Securities Act of 1933 and/or Regulation S, meaning they were not registered for public sale at the time of issuance.
Cadence Design Systems reported strong fourth quarter and full-year 2025 results, plus upbeat guidance for 2026. 2025 revenue reached $5.297 billion, up from $4.641 billion, while non-GAAP operating margin expanded to 44.6% and non-GAAP diluted EPS rose to $7.14 from $5.97.
Fourth-quarter 2025 revenue was $1.440 billion with non-GAAP operating margin of 45.8% and non-GAAP EPS of $1.99. Year-end backlog climbed to a record $7.8 billion, with $3.8 billion expected to convert to revenue over the next 12 months.
For 2026, Cadence targets revenue of $5.9–$6.0 billion, non-GAAP operating margin of 44.75–45.75%, and non-GAAP EPS of $8.05–$8.15. The company expects about $2.0 billion of operating cash flow and plans to use roughly half of free cash flow for share repurchases.
Cadence Design Systems, Inc. reported that its board of directors has appointed Dr. Luc Van den hove as a director effective January 1, 2026. Upon joining the board, he is expected to receive an equity award under the 1995 Directors Stock Incentive Plan with a grant date fair value of $82,849, rounded to the nearest whole share and subject to approval by the Compensation Committee. This award will fully vest on the earlier of May 8, 2026 or the date of Cadence’s 2026 annual meeting of stockholders, aligning his incentives with other non-employee directors. His cash compensation will generally match that of other non-employee board members, and he will enter into Cadence’s standard indemnification agreement. Dr. Van den hove brings deep semiconductor and research experience from imec, where he has served as president and chief executive officer and will become chair of its board, and he also serves as a director of Proximus plc.
Cadence Design Systems (CDNS) furnished an update on operations by announcing financial results for the quarter ended September 30, 2025. The company issued a press release and separate CFO commentary, both attached as exhibits.
The materials are provided under Item 2.02 and are incorporated by reference, but are not deemed “filed” under the Exchange Act. Exhibits include the press release (Ex. 99.01) and CFO commentary on the quarter (Ex. 99.02).
Cadence Design Systems agreed to acquire Hexagon Smart Solutions AB’s design and engineering business for an enterprise value of approximately €2.70 billion. About €1.89 billion will be paid in cash funded by cash on hand and existing debt facilities, with roughly €810 million in newly issued Cadence common stock.
The stock portion will be issued privately under securities law exemptions, and Cadence will file an S-3 registration statement after closing to allow the seller to resell those shares. Closing is subject to antitrust and foreign investment approvals and is expected in the first quarter of 2026.
If required regulatory approvals are not obtained by September 4, 2026, potentially extendable to March 4, 2027, or certain blocking orders are issued, Cadence may owe a reverse termination fee of up to €175 million.
Cadence Design Systems, Inc. (Nasdaq: CDNS) filed a Form 8-K to disclose that the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) has rescinded the export-license requirements imposed on May 23 2025 for the company’s electronic design automation (EDA) software and technology classified under ECCNs 3D991 and 3E991. The prior rules required a license for any export, re-export, or in-country transfer involving China or Chinese “military end users.” Effective July 2 2025, those restrictions no longer apply.
Cadence is restoring access to the affected EDA products for customers that were previously blocked. Management warns that the process could face challenges if customers have shifted to alternative solutions or if new controls emerge. The filing contains customary forward-looking-statement language outlining risks such as further regulatory changes, U.S.–China trade tensions, competitive pressures, and macroeconomic conditions.
- Form type: 8-K, Item 8.01 (Other Events)
- Event date: July 2 2025 (notification); report signed July 3 2025
- Key impact: Eliminates immediate export-control overhang, potentially re-opening a significant revenue stream from China-based customers
- Next step: Technical and contractual work to re-enable software access in compliance with updated regulations
No financial results or earnings metrics were provided in this filing.