secwatch.observer — SEC 8-K summary
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Issuer:     COHU INC (COHU)
CIK:        0000021535
Form:       8-K
Filed at:   2025-10-29T23:59:59+00:00
Accession:  0001437749-25-032182
Event type: earnings
Sentiment:  neutral
Materiality: 0.60
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cohu Q3 net sales $126.2M, GAAP loss $0.09/sh; non-GAAP loss $0.06/sh; guides Q4 ~$122M
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- Q3 net sales $126.2M (+18% QoQ, +32% YoY); 55% recurring revenue.
- GAAP net loss $4.1M ($0.09/sh) improved from Q2 loss $16.9M ($0.36) and year-ago loss $18.1M ($0.39).
- Non-GAAP net loss $2.8M ($0.06/sh) vs Q2 non-GAAP income $0.7M ($0.02); 9-month non-GAAP loss $2.9M.
- Gross margin 43.8%; non-GAAP 44.1%; cash $198.2M; no share repurchases in Q3.
- Q4 FY2025 revenue guidance $122M +/- $7M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/21535/000143774925032182/0001437749-25-032182-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/21535/000143774925032182/cohu20251028_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-25-032182

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer