secwatch.observer — SEC 8-K summary
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Issuer:     COGNEX CORP (CGNX)
CIK:        0000851205
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0000851205-26-000037
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cognex Q1 revenue $268M (+24% YoY); adjusted EPS $0.34 (+113%); guides Q2 above consensus
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000037/0000851205-26-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000037/cgnx-20260506.htm
  HTML page:      https://secwatch.observer/filing/0000851205-26-000037

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