---
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"
generated_at: "2026-11-04T21:33:04.848953+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Cognex Q3 revenue record $313M (+13% YoY), adjusted EPS $0.53 (+61%); raises FY26 guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000851205-26-000079
- JSON: https://secwatch.observer/filing/0000851205-26-000079.json
- Plain text: https://secwatch.observer/filing/0000851205-26-000079.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.