secwatch.observer — SEC 8-K summary
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Issuer:     COGNEX CORP (CGNX)
CIK:        0000851205
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0000851205-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cognex Q4 revenue $252M (+10% YoY), adj EPS $0.27 (+35%); full-year rev $994M (+9%)
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000009/0000851205-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000009/cgnx-20260211.htm
  HTML page:      https://secwatch.observer/filing/0000851205-26-000009

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