Cohu Q2 net sales up 38% YoY to $149M; non-GAAP EPS $0.26; raises AI revenue outlook

COHU INC

Q2 net sales $149.0M, up 38% YoY; GAAP loss $0.2M ($0.00 EPS); non-GAAP income $14.1M ($0.26 EPS).
Estimated test cell utilization improved to ~80% at end of June; AI compute pipeline raised to ~$850M.
FY26 high-performance computing revenue estimate raised to $100M-$110M, driven by Eclipse handler with T-Core.
Q3 FY2026 sales guidance of $170M +/- $7M.

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