Cohu Q1 sales $125.1M, GAAP loss $0.26; raises AI addressable market to ~$750M, FY26 HPC outlook to $80-100M

COHU INC

2026-Q1 EPS reported -$0.26 revenue$125,119,000

Net sales $125.1M vs $96.8M YoY; GAAP net loss $12.1M ($0.26 loss per share) vs loss $30.8M ($0.66) YoY.
Non-GAAP net income $0.6M ($0.01 EPS) vs non-GAAP loss $0.8M ($0.02) YoY.
Raising AI-driven compute addressable market estimate to ~$750M; raising FY26 HPC revenue outlook to ~$80-100M.
Q2 FY2026 sales guidance: $144M +/- $7M.
Total cash and investments $488.7M at end of Q1; no share repurchases in Q1.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

COHU INC reported financial results for first fiscal quarter ended March 28, 2026.

Period: first fiscal quarter ended March 28, 2026
Result: reported results

Exact text from the filing

On April 30, 2026, the Company issued a press release regarding its financial results for the first fiscal quarter ended March 28, 2026.

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Source: SEC EDGAR

accession 0001437749-26-014188

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