secwatch.observer — SEC 8-K summary
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Issuer:     COHU INC (COHU)
CIK:        0000021535
Form:       8-K
Filed at:   2026-07-30T20:07:00+00:00
Accession:  0001437749-26-025053
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/21535/000143774926025053/0001437749-26-025053-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/21535/000143774926025053/cohu20260728_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-025053

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer