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Synopsys Faces First Post‑Ansys Earnings Test After Market Close

The report will test whether the Ansys integration, $325 million in restructuring charges and accounting quirks are weighing on revenue, profits and the company's premium valuation.

Overview

  • Synopsys is set to report fiscal second‑quarter results after the market close on May 27 with Wall Street expecting about $3.15–$3.16 in adjusted EPS and roughly $2.25 billion in revenue.
  • Management says the July 2025 Ansys deal should supply about 30% of full‑year revenue and investors will watch the quarter for signs that combined products such as Multiphysics Fusion are driving sales.
  • The company has taken around $325 million in restructuring charges and cut about 10% of the combined workforce, costs that depress near‑term profits but are described as consolidation expenses.
  • Shares traded in the low‑$500s before the print, leaving Synopsys on a high P/E near 83 and under pressure to meet expectations after a recent pattern of frequently beating EPS estimates.
  • Analysts and investors will focus on how Synopsys' accounting comparability with last year, updates to FY2026 guidance against the $9.6 billion target, and early integration revenue trends should shape near‑term outlooks for customers and the business.