earnings
confidence high
sentiment positive
materiality 0.80
Cognex Q1 revenue $268M (+24% YoY); adjusted EPS $0.34 (+113%); guides Q2 above consensus
COGNEX CORP
2026-Q1 EPS reported
$0.31
revenue$268,437,000
- Revenue $268M (+24% YoY); net income $52M ($0.31 diluted EPS); adjusted EPS $0.34 (+113% YoY).
- Operating margin 22.3% (+1,020 bps YoY); Adjusted EBITDA margin 26.9% (+1,010 bps YoY).
- Q2 2026 guidance: revenue $280-300M, adjusted EPS $0.40-0.44, adjusted EBITDA margin 28-31%.
- Dividend declared $0.085/share, payable June 4, 2026, to shareholders of record May 21, 2026.
- Returned $113M to shareholders via $99M share repurchases and $14M dividends in Q1.