earnings
confidence high
sentiment positive
materiality 0.85
Cognex reports record Q2 revenue $291M, up 17% YoY; issues strong FY2026 guidance
COGNEX CORP
- Record Q2 revenue $291M (+17% YoY); operating margin 29.4% (up 1,200 bps YoY).
- Adjusted EPS $0.45 (+80% YoY); Adjusted EBITDA margin 32.2% (up 1,150 bps).
- Q3 2026 guidance: revenue $300-320M, Adj. EPS $0.50-0.54; FY2026 revenue $1,130-1,150M.
- Dividend declared $0.085/share, payable Sept 3, 2026 to holders of record Aug 20, 2026.
- Cash and investments $755M, no debt; FCF $68M in Q2 (+70% YoY).