---
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"
generated_at: "2026-07-30T20:08:26.540663+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-025053
- JSON: https://secwatch.observer/filing/0001437749-26-025053.json
- Plain text: https://secwatch.observer/filing/0001437749-26-025053.txt

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