{"schema_version":"secwatch.filing_event.v1","accession":"0000851205-26-000079","form_type":"8-K","ticker":"CGNX","cik":"0000851205","company_name":"COGNEX CORP","filed_at":"2026-11-04T21:32:27+00:00","discovered_at":"2026-11-04T21:33:01.888908+00:00","generated_at":"2026-11-04T21:33:04.848953+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Cognex Q3 revenue record $313M (+13% YoY), adjusted EPS $0.53 (+61%); raises FY26 guidance","bullets":["Record revenue $313M vs $277M, +13% YoY (+19% excluding Q3 2025 commercial partnership benefit); GAAP EPS $0.50 vs $0.10; adjusted EPS $0.53, +61%.","Operating margin 32.2% (+1,130 bps YoY); adjusted EBITDA margin 35.5% (+1,060 bps), ninth consecutive quarter of margin expansion; gross margin 70.8%.","Declared quarterly dividend of $0.09/share, up ~6% from prior $0.085; payable Dec 3, 2026 to shareholders of record Nov 19, 2026.","Announced definitive agreement to acquire RealSense, Inc., a depth-sensing camera and robotic perception/physical AI company; all-cash deal expected to close in Q4 2026.","Q4 2026 guidance: revenue $270-290M (+11%) and adjusted EPS $0.37-0.41; FY26 revenue raised to $1,143-1,163M with adjusted EPS $1.68-1.72. Balance sheet: $846M cash, no debt."],"urls":{"canonical":"https://secwatch.observer/filing/0000851205-26-000079","json":"https://secwatch.observer/filing/0000851205-26-000079.json","markdown":"https://secwatch.observer/filing/0000851205-26-000079.md","text":"https://secwatch.observer/filing/0000851205-26-000079.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000079/0000851205-26-000079-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/851205/000085120526000079/cgnx-20261104.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-11-04T21:33:04.848953+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}