earnings
confidence high
sentiment positive
materiality 0.80
Cognex Q3 revenue $277M (+18%), adj EPS $0.33 (+69%); Q4 guides $230-245M; dividend raised to $0.085
COGNEX CORP
2025-Q3 EPS reported
$0.48
revenue$742,021,000
- Q3 revenue $277M (+18% YoY, +13% ex-CP); gross margin 67.6%; operating margin 20.9% (up 750 bps).
- Adjusted EPS $0.33 vs $0.20 YoY (+69%); adjusted EBITDA margin 24.9% (highest since Q2 2023).
- Q4 2025 guidance: revenue $230-245M (flat at midpoint); adjusted EPS $0.19-0.24 (up 7.5% at midpoint).
- Free cash flow $86M (+66%); returned $37M to shareholders via buybacks/dividends.
- Board declared Q4 dividend $0.085/share (6% increase), payable Nov 28 to holders of record Nov 13.