{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-025053","form_type":"8-K","ticker":"COHU","cik":"0000021535","company_name":"COHU INC","filed_at":"2026-07-30T20:07:00+00:00","discovered_at":"2026-07-30T20:08:00.255382+00:00","generated_at":"2026-07-30T20:08:26.540663+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Cohu Q2 net sales up 38% YoY to $149M; non-GAAP EPS $0.26; raises AI revenue outlook","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-025053","json":"https://secwatch.observer/filing/0001437749-26-025053.json","markdown":"https://secwatch.observer/filing/0001437749-26-025053.md","text":"https://secwatch.observer/filing/0001437749-26-025053.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/21535/000143774926025053/0001437749-26-025053-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/21535/000143774926025053/cohu20260728_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-30T20:08:26.540663+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}