earnings
confidence high
sentiment positive
materiality 0.70
Cognex Q2 revenue $249M (+4% YoY); adj. EPS $0.25 (+12%); guides Q3 revenue $245-265M
COGNEX CORP
2025-Q2 EPS reported
$0.38
revenue$465,129,000
- Q2 revenue $249M, +4% YoY; adjusted EPS $0.25 (+12%) and net income $0.24/diluted share.
- Adjusted EBITDA margin 20.7% (up 80bps), first quarter above 20% since Q2 2023; operating margin 17.4%.
- Cash and investments $553M, no debt; FCF $40M, up 74% YoY.
- Q3 guidance: revenue $245-265M (midpoint +9% YoY); adj. EBITDA margin 19.5-22.5%; adj. EPS $0.24-0.29.
- Dividend: quarterly $0.08/share declared, payable Aug 28 to holders of record Aug 14.
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