---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-26-014188"
form_type: "8-K"
ticker: "COHU"
cik: "0000021535"
company_name: "COHU INC"
filed_at: "2026-04-30T23:59:59+00:00"
generated_at: "2026-05-15T01:14:28.611240+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-26-014188
- form_type: 8-K
- ticker: COHU
- cik: 0000021535
- company_name: COHU INC
- filed_at: 2026-04-30T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/0001437749-26-014188-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/cohu20260428_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-014188
- JSON: https://secwatch.observer/filing/0001437749-26-014188.json
- Plain text: https://secwatch.observer/filing/0001437749-26-014188.txt

## Key facts
- Earnings Releases
  COHU INC reported financial results for first fiscal quarter ended March 28, 2026.
  - Period: first fiscal quarter ended March 28, 2026
  - Result: reported results
  source text: On April 30, 2026, the Company issued a press release regarding its financial results for the first fiscal quarter ended March 28, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/0001437749-26-014188-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.