earnings
confidence high
sentiment positive
materiality 0.75
Cognex Q4 revenue $252M (+10% YoY), adj EPS $0.27 (+35%); full-year rev $994M (+9%)
COGNEX CORP
2025-FY EPS reported
$0.68
revenue$994,359,000
- Q4 revenue $252M (+10% YoY); adjusted diluted EPS $0.27 (+35%), sixth consecutive quarter of double-digit EPS growth.
- Full-year revenue $994M (+9% YoY); adjusted EPS $1.02 (+38%), Adj. EBITDA margin 21.5% (+440 bps).
- Q4 Adj. EBITDA margin 22.7%, up 420 bps YoY; sixth consecutive quarter of margin expansion.
- Board authorized new $500M share repurchase; quarterly dividend $0.085 payable March 12, 2026.
- Q1 2026 guidance: revenue $235-$255M, adj EPS $0.22-$0.26 (midpoint +50% YoY).