{"schema_version":"secwatch.filing_event.v1","accession":"0001157523-22-001522","form_type":"8-K","ticker":"CGNX","cik":"0000851205","company_name":"COGNEX CORP","filed_at":"2022-11-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:53.720354+00:00","generated_at":"2026-06-22T10:46:14.224966+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cognex Q3 revenue $210M, down 26% YoY; EPS $0.19 ($0.21 non-GAAP); Q4 guidance $235-255M","bullets":["Revenue $209.6M, down 26% YoY and 24% sequentially; net income $34.0M ($0.19 diluted EPS), down 57% YoY.","Non-GAAP diluted EPS $0.21; gross margin improved to 73% from 70% YoY on favorable mix.","Fire disruption caused $2.9M pre-tax charge in Q3; insurance proceeds $27.6M received in Q4 (after quarter end).","Q4 2022 revenue guidance $235M-$255M (roughly flat YoY at midpoint); gross margin expected low-70% due to component premiums.","Board declared $0.07 quarterly dividend, payable Dec 2 to shareholders of record Nov 18."],"urls":{"canonical":"https://secwatch.observer/filing/0001157523-22-001522","json":"https://secwatch.observer/filing/0001157523-22-001522.json","markdown":"https://secwatch.observer/filing/0001157523-22-001522.md","text":"https://secwatch.observer/filing/0001157523-22-001522.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/851205/000115752322001522/0001157523-22-001522-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/851205/000115752322001522/a52960645.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T10:46:14.224966+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":[{"claim_id":"1af162f23487420cc3823d14ce4f435b87fbd006","claim":"COGNEX CORP reported Q4-22 results: revenue $235 million and $255 million.","evidence_excerpt":"Cognex expects revenue for Q4-22 will be between $235 million and $255 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752322001522/0001157523-22-001522-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4-22"},{"label":"Revenue","value":"$235 million and $255 million"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"9edf952b33a404817c072cc017f653ed30a601fb","claim":"COGNEX CORP reported Q3-22 results: revenue $209,622, net income $33,980, EPS $0.19.","evidence_excerpt":"in thousands, except per share amounts) Revenue Net Income Net Income per Diluted Share Non-GAAP Net Income per Diluted Share* Quarterly Comparisons Current quarter: Q3-22 $209,622 $33,980 $0.19 $0.21 Prior year’s quarter: Q3-21 $284,848 $78,900 $0.44 $0.40 Change: Q3-21 to Q3-22 (26)% (57)% (57)% (48)% Prior quarter: Q2-22 $274,628 $58,901 $0.34 $0.41","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752322001522/0001157523-22-001522-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q3-22"},{"label":"Revenue","value":"$209,622"},{"label":"Net income","value":"$33,980"},{"label":"EPS","value":"$0.19"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"ec24253ca5a2c0743d9167b323f330aa1f1fe2d9","claim":"COGNEX CORP reported Q3-21 results: revenue $284,848, net income $78,900, EPS $0.44.","evidence_excerpt":"Income Net Income per Diluted Share Non-GAAP Net Income per Diluted Share* Quarterly Comparisons Current quarter: Q3-22 $209,622 $33,980 $0.19 $0.21 Prior year’s quarter: Q3-21 $284,848 $78,900 $0.44 $0.40 Change: Q3-21 to Q3-22 (26)% (57)% (57)% (48)% Prior quarter: Q2-22 $274,628 $58,901 $0.34 $0.41 Change: Q2-22 to Q3-22 (24)% (42)% (44)% (49)% Year-to-Date","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752322001522/0001157523-22-001522-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q3-21"},{"label":"Revenue","value":"$284,848"},{"label":"Net income","value":"$78,900"},{"label":"EPS","value":"$0.44"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}