{"schema_version":"secwatch.filing_event.v1","accession":"0001157523-23-001236","form_type":"8-K","ticker":"CGNX","cik":"0000851205","company_name":"COGNEX CORP","filed_at":"2023-08-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.788975+00:00","generated_at":"2026-06-12T10:26:57.034409+00:00","sec_items":["2.02","5.03","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cognex Q2 revenue down 12% to $242.5M; Q3 guidance below Q2 at $180-200M","bullets":["Revenue $242.5M, -12% YoY; net income $57.5M ($0.33 EPS) vs $58.9M ($0.34) in Q2-22.","Non-GAAP EPS $0.32, down 22% from $0.41 in prior year.","Q3-23 revenue guidance $180-200M, gross margin expected low-70% range; CFO cites further softening.","Board declares $0.07/share quarterly dividend, payable Sept 1, 2023 to holders of record Aug 18.","Balance sheet: $832M cash, no debt; $57M operating cash flow YTD; $49M stock repurchased."],"urls":{"canonical":"https://secwatch.observer/filing/0001157523-23-001236","json":"https://secwatch.observer/filing/0001157523-23-001236.json","markdown":"https://secwatch.observer/filing/0001157523-23-001236.md","text":"https://secwatch.observer/filing/0001157523-23-001236.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001236/0001157523-23-001236-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001236/a53505543.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T10:26:57.034409+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":"7d0bfd26a5c923470c13bec8720d596ef30dab83","claim":"COGNEX CORP reported Q2-23 results: revenue 242,512, net income 57,474, EPS 0.33.","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: Q2-23 $242,512 $57,474 $0.33 $0.32 Prior year’s quarter: Q2-22 $274,628 $58,901 $0.34 $0.41 Change: Q2-23 to Q2-22 (12)% (2)% (3)% (22)% Year-to-Date Comparisons Six months ended July 2, 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001236/0001157523-23-001236-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q2-23"},{"label":"Revenue","value":"242,512"},{"label":"Net income","value":"57,474"},{"label":"EPS","value":"0.33"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"bb4aa39eec444092a46f1bb0ca89b9209e60d41f","claim":"COGNEX CORP reported Q3-23 results: revenue 180,000,000 - 200,000,000. Guidance lowered.","evidence_excerpt":"Cognex expects Q3-23 revenue to be between $180 million and $200 million. This range represents a decrease on a sequential basis primarily driven by further softening of manufacturing investment.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001236/0001157523-23-001236-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q3-23"},{"label":"Revenue","value":"180,000,000 - 200,000,000"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"90fd243d573d0e09814e84d0635f8f75db08dba0","claim":"COGNEX CORP: Amended Amended and Restated By-Laws to address Rule 14a-19, proxy card color, informational/procedural requirements for shareholder proposals and nominations, special meeting request rules, board powers, exclusive forum provisions, and other ministerial updates (effective 2023-08-02).","evidence_excerpt":"On August 2, 2023, in connection with certain recent changes to Securities and Exchange Commission rules and a periodic review of corporate governance matters, the Board of Directors (the “Board”) of the “Company approved amendments to the Company’s Amended and Restated By-Laws (as amended, the “A&R By-Laws”), effective immediately.","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001236/0001157523-23-001236-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"bylaw amendment"},{"label":"Effective","value":"2023-08-02"}],"fact_type":"governance_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}