secwatch.observer — SEC 8-K summary
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Issuer:     COGNEX CORP (CGNX)
CIK:        0000851205
Form:       8-K
Filed at:   2026-08-05T20:32:16+00:00
Accession:  0000851205-26-000061
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cognex reports record Q2 revenue $291M, up 17% YoY; issues strong FY2026 guidance
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000061/0000851205-26-000061-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000061/cgnx-20260805.htm
  HTML page:      https://secwatch.observer/filing/0000851205-26-000061

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