secwatch.observer — SEC 8-K summary
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Issuer:     COGNEX CORP (CGNX)
CIK:        0000851205
Form:       8-K
Filed at:   2025-10-29T23:59:59+00:00
Accession:  0000851205-25-000061
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cognex Q3 revenue $277M (+18%), adj EPS $0.33 (+69%); Q4 guides $230-245M; dividend raised to $0.085
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/851205/000085120525000061/0000851205-25-000061-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/851205/000085120525000061/cgnx-20251029.htm
  HTML page:      https://secwatch.observer/filing/0000851205-25-000061

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer