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COGNEX CORP 2026: Revenue $291.26M, EPS $0.43— 10-Q Summary

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COGNEX CORP reported results for the quarter ended 2026 with revenue of $291.26M and diluted EPS of $0.43, driven by broad-based demand and favorable foreign-exchange effects; net income was $72.76M, up sharply versus the prior-year quarter.

Financial Highlights

MetricCurrent quarterPrior year quarterYoY change
Revenue¹$291.26M$249.09M16.9%
Net income²$72.76M$40.51M79.6%
Diluted EPS³$0.43$0.2479.2%

¹ Reported as “Revenue”. ² Reported as “Net income”. ³ Reported as “Diluted earnings per share”.

Business Highlights

  • Revenue growth was broad-based, rising 17% quarter-on-quarter (3-month) and 20% year-to-date, aided by favorable foreign-exchange movements.
  • Geographic strength was led by Greater China (up 47% quarter) and the Americas (up 27% quarter); Europe softened amid a shift in consumer-electronics procurement.
  • End-market momentum was notable in consumer electronics, semiconductors, logistics and packaging; the automotive market remained soft.
  • Gross margin expanded to 71% while operating expenses declined 3% quarter-on-quarter due to cost controls and lower stock-based compensation.
  • Corporate actions during the period included the divestiture of the Japan trading business, ongoing share repurchases, and maintenance of strong cash and investment liquidity.

Original SEC Filing: COGNEX CORP [ CGNX ] - 10-Q - Aug. 06, 2026

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