secwatch.observer — SEC 8-K summary
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Issuer:     COGNEX CORP (CGNX)
CIK:        0000851205
Form:       8-K
Filed at:   2026-11-04T21:32:27+00:00
Accession:  0000851205-26-000079
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000079/0000851205-26-000079-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/851205/000085120526000079/cgnx-20261104.htm
  HTML page:      https://secwatch.observer/filing/0000851205-26-000079

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