{"schema_version":"secwatch.filing_event.v1","accession":"0001157523-23-001581","form_type":"8-K","ticker":"CGNX","cik":"0000851205","company_name":"COGNEX CORP","filed_at":"2023-10-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.157544+00:00","generated_at":"2026-06-09T05:16:50.525604+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Cognex Q3 revenue down 6% to $197M; EPS $0.11 vs $0.19; acquires Moritex for ~$270M","bullets":["Revenue $197.2M, down 6% YoY; GAAP EPS $0.11 vs $0.19; Non-GAAP EPS $0.16 vs $0.21.","Consumer electronics and semiconductor markets weak; business conditions remain difficult.","Acquisition of Moritex closed Oct 18 for ¥40B (~$270M), expanding served market by ~$1.5B.","Q4 guidance: revenue $175M-$195M, non-GAAP gross margin ~70%, one-time charges ~$15M.","Dividend declared $0.075/share payable Dec 1, 2023, record Nov 17."],"urls":{"canonical":"https://secwatch.observer/filing/0001157523-23-001581","json":"https://secwatch.observer/filing/0001157523-23-001581.json","markdown":"https://secwatch.observer/filing/0001157523-23-001581.md","text":"https://secwatch.observer/filing/0001157523-23-001581.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001581/0001157523-23-001581-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001581/a53709637.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T05:16:50.525604+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":"7b17a38278099de5129e899762bee156645b7d2f","claim":"COGNEX CORP reported Q4 2023 results: revenue $175 million and $195 million. Guidance reaffirmed.","evidence_excerpt":"Cognex expects revenue to be between $175 million and $195 million. This includes an expected $5 million to $7 million for approximately six weeks of revenue from Moritex Corporation. This range is relatively consistent on a sequential basis with Q3-23, reflecting the difficult business environment that Cognex is currently experiencing.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001581/0001157523-23-001581-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Q4 2023"},{"label":"Revenue","value":"$175 million and $195 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"c5c94f75d2a4fc44697cad935aeeb47ac8e4c4d2","claim":"COGNEX CORP reported the third quarter of 2023 results: revenue $197,241, net income $18,916, EPS $0.11.","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: Q3-23 $197,241 $18,916 $0.11 $0.16 Prior year’s quarter: Q3-22 $209,622 $33,980 $0.19 $0.21 Change: Q3-23 to Q3-22 (6)% (44)% (42)% (24)% Year-to-Date Comparisons Nine months ended Oct. 1, 2023","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/851205/000115752323001581/0001157523-23-001581-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the third quarter of 2023"},{"label":"Revenue","value":"$197,241"},{"label":"Net income","value":"$18,916"},{"label":"EPS","value":"$0.11"},{"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"}