Synopsys (SNPS) Earnings Date & Reports

Key Takeaways

• Synopsys is scheduled to report fiscal 2026 fourth-quarter results on December 2, 2026, after the market close, closing out its fiscal year ending October 31, 2026.
• Management has guided fourth-quarter revenue to a range of $2.53 billion to $2.58 billion and non-GAAP earnings per share of $4.10 to $4.16.
• Analyst consensus sits near $2.6 billion in revenue and roughly $4.18 in non-GAAP earnings per share, near the top of management's guided range.
• The prior quarter beat expectations, with revenue up roughly 42% year over year to $2.477 billion and non-GAAP earnings of $3.91 per share.
• Investors are watching whether electronic design automation (EDA) growth accelerates to double digits and how the Ansys integration continues to perform.

Earnings Context and Why It Matters

Synopsys, Inc. (SNPS) is a leading provider of electronic design automation (EDA) software, the tools used to design and verify advanced computer chips, as well as design intellectual property (IP), or reusable chip building blocks. The fiscal fourth-quarter report matters because it closes a transformative fiscal year in which the company integrated its acquisition of simulation-software maker Ansys and divested its processor IP business. With artificial intelligence driving a surge in custom chip development, Synopsys sits at the center of rising design complexity across data centers, advanced packaging, and high-performance computing. The December report will reveal whether that demand momentum carried through the year-end and how guidance, margins, and cash flow shape investor expectations into fiscal 2027.

Earnings Expectations

For the fiscal 2026 fourth quarter, Synopsys management has guided revenue between $2.53 billion and $2.58 billion, with non-GAAP (non-Generally Accepted Accounting Principles) earnings per share of $4.10 to $4.16, which exclude one-time items such as acquisition-related costs. Wall Street consensus estimates are slightly higher, near $2.6 billion in revenue and roughly $4.18 in non-GAAP earnings per share, placing expectations at the top of the guided range.

The company most recently reported third-quarter results on August 26, 2026, with revenue of $2.477 billion, up about 42% year over year, and non-GAAP earnings of $3.91 per share, beating consensus. Within that quarter, EDA revenue grew 8.5% year over year, and design IP returned to growth at roughly 11%. Management has signaled it expects EDA growth to accelerate to double digits in the fourth quarter, a key metric investors will monitor against the results and forward guidance.

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Market Reaction and Investor Sentiment

Heading into the fiscal fourth-quarter report, sentiment reflects a pattern seen throughout fiscal 2026: strong operating results that have not always translated into immediate share gains. After the August third-quarter report, Synopsys shares slipped in after-hours trading despite the earnings and revenue beat, echoing a similar reaction following the May second-quarter results. Investors have been weighing the company's elevated valuation against the substantial debt taken on for the Ansys acquisition and lingering concerns about China-related export restrictions. For the upcoming report, the market's focus will likely hinge on the pace of EDA acceleration, the durability of design IP growth, and whether management's forward commentary signals continued momentum into fiscal 2027.

Forward Outlook and Key Factors to Monitor

Following the December report, investors will be watching several signals that could shape Synopsys' trajectory into fiscal 2027. The first is EDA growth: management has committed to double-digit expansion in the fourth quarter and full fiscal year, so any confirmation of that acceleration will be closely scrutinized.

The Ansys integration remains a central theme. Synopsys has said cost synergies are running ahead of schedule, and it launched its first combined product, Multiphysics Fusion, though meaningful revenue contribution from that offering is not expected until fiscal 2027. Continued margin expansion and progress paying down the roughly $10 billion in debt tied to the acquisition will also matter.

In design IP, the company is pivoting toward a license-plus-royalty model it calls "Factory 2" for custom silicon, a shift that could alter the segment's revenue profile over time. Finally, broader industry dynamics, including AI-driven chip complexity, advanced packaging, and any changes to U.S. export controls or the Entity List, remain factors to monitor across the semiconductor design ecosystem.

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