Emily R. Lough
Mr. Kampfer’s legal and corporate secretary duties will be assumed by Ms. Emily R. Lough, presently Vice President, Assistant General Counsel and Assistant Secretary.
Highest-materiality recent filing
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.
Cohu Q4 revenue $122.2M (+30% YoY); GAAP loss $0.48/share; guides Q1 $122M
Revenue $122.2M in Q4 (+30% YoY); full-year revenue $453M (+13% YoY).
Cohu Q3 net sales $126.2M, GAAP loss $0.09/sh; non-GAAP loss $0.06/sh; guides Q4 ~$122M
Q3 net sales $126.2M (+18% QoQ, +32% YoY); 55% recurring revenue.
Cohu closes $287.5M convertible notes offering at 1.50% due 2031
Issued $287.5M principal of 1.50% convertible senior notes due Jan 15, 2031; initial purchasers' option exercised in full.
Cohu announces $200M convertible senior notes offering due 2031
Offering $200M aggregate principal amount of Convertible Senior Notes due 2031; initial purchasers have option for additional $30M.
Cohu Q2 net sales $107.7M, GAAP loss $0.36; non-GAAP profit $0.02; Q3 guidance $125M
Q2 net sales $107.7M, up 3% YoY from $104.7M; GAAP net loss $16.9M ($0.36/shr) vs loss $15.8M ($0.34/shr) in Q2 FY2024.
Cohu Q1 revenue $96.8M, GAAP loss $0.66/sh; guides Q2 $106M±$7M
Revenue $96.8M vs $107.6M in Q1 FY2024; GAAP net loss $30.8M ($0.66 per share).
Cohu launches restructuring; consolidates Swiss/German ops, expects $6.1-7.2M charges
Expects pretax charges of $6.1M-$7.2M for severance/termination benefits, cash-paid in fiscal 2025.
Cohu reports Q4 2024 revenue $94.1M, GAAP loss $0.46/sh; acquires Tignis
Q4 revenue $94.1M (down 31% YoY); GAAP EPS loss $0.46; non-GAAP EPS loss $0.15.
Cohu Q3 revenue $95.3M (down 37% YoY); GAAP EPS -$0.39 vs +$0.08 prior year
Net sales $95.3M, down from $150.8M in Q3 FY2023; GAAP loss $18.1M ($0.39/share) vs prior-year income $3.9M ($0.08/share).
Cohu Q2 FY2024 revenue $104.7M, GAAP loss $15.8M; guides Q3 sales ~$95M
Q2 net sales $104.7M vs $168.9M YoY; GAAP net loss $15.8M ($0.34 loss per share) vs income $10.6M ($0.22) YoY.
Cohu Q1 revenue $107.6M, GAAP loss $0.31/share; guides Q2 sales ~$105M
Q1 net sales $107.6M (down 40% YoY from $179.4M); GAAP net loss $14.6M ($0.31 loss per share).
Cohu Q4 2023 revenue $137M, GAAP loss $0.04/shr; pays off $29.4M Term Loan B; Q1 guide $107M
Paid off remaining $29.4M Term Loan B on Feb 9, 2024, terminating the $350M Credit Agreement.
Cohu Q4 revenue ~$137M in-line; guides Q1 down ~20% amid continued soft demand
Preliminary Q4 2023 revenue of ~$137M, in-line with prior guidance.
Cohu Q3 revenue $150.8M, GAAP EPS $0.08; Q4 guidance $136M +/-$6M
Revenue $150.8M, down 27% YoY from $206.7M; GAAP net income $3.9M ($0.08/sh).
Cohu Q2 revenue $168.9M, EPS $0.22 GAAP/$0.48 non-GAAP; guides Q3 sales ~$150M
Q2 net sales $168.9M vs $217.2M a year ago; GAAP net income $10.6M ($0.22/share).
Cohu Q1 sales $179.4M; GAAP EPS $0.33, non-GAAP $0.56; guides Q2 $161-173M
Q1 net sales $179.4M, down 6% sequentially and 9% YoY; GAAP net income $15.7M ($0.33/share), down from $21.6M ($0.45) in Q4.
Cohu discloses $12.3M in SVB deposits (3.8% of total cash) after SVB closure
Deposit balance at Silicon Valley Bank is ~$12.3 million, or 3.8% of total cash and investments.
Cohu Q4 net sales $191.1M, GAAP EPS $0.45; Q1 2023 sales guided $173-187M
Q4 GAAP net income $21.6M ($0.45/diluted share); non-GAAP net income $33.5M ($0.70/share).
Cohu Q3 revenue $206.7M, GAAP EPS $0.51; guides Q4 sales $180-198M
Q3 revenue $206.7M, down from $225.1M YoY and $217.2M QoQ.
Cohu Q2 revenue $217.2M, down 11% YoY; Q3 guidance $198-212M
Revenue $217.2M, up 9.8% QoQ but down 11.3% YoY from $244.8M.
Cohu raises Q2 revenue guidance to $216-218M, above midpoint of $213M; backlog $342M
Q2 revenue expected $216-218M, above prior guidance midpoint of $213M; recurring revenue ~39%.
Cohu Q1 revenue $197.8M beats; non-GAAP EPS $0.66; Q2 guide $205-221M
Q1 revenue $197.8M (up 3.1% QoQ); GAAP EPS $0.44; non-GAAP EPS $0.66.
Cohu reports record FY2021 revenue $887M, non-GAAP EPS $3.20; raises mid-term targets
Q4 net sales $191.9M; GAAP EPS $0.42; non-GAAP EPS $0.72.
Cohu raises mid-term target to $1B revenue and non-GAAP EPS of $4.00
Fiscal 2021 forecast for record revenue and profitability.
Cohu Q3 revenue $225.1M, +49% YoY; GAAP EPS $0.48; board approves $70M buyback
Net sales $225.1M, up 49% from $150.6M in Q3 2020; GAAP income $23.7M ($0.48 EPS).
Cohu Q2 revenue $244.8M (+70% YoY); GAAP EPS $1.92 incl. PCB test gain; guides Q3 $220-235M
Net sales $244.8M, up 70% YoY; GAAP income $95.1M ($1.92/sh) includes $75.8M gain from PCB Test sale.
Mr. Kampfer’s legal and corporate secretary duties will be assumed by Ms. Emily R. Lough, presently Vice President, Assistant General Counsel and Assistant Secretary.
On June 25, 2024, Cohu, Inc. (the “Company) and Thomas D. Kampfer, Senior Vice President Corporate Development, General Counsel and Secretary of the Company agreed that Mr. Kampfer would transition to a part-time role with the Company effective July 15, 2024.
On May 6, 2024, the Board, upon recommendation from its Nominating and Governance Committee, appointed Karen M. Rapp as a Class 1 director of Cohu, Inc. ("Cohu" or the "Company) effective May 6, 2024
On October 25, 2022, the Board of Directors (the “Board”) of Cohu, Inc. (“Cohu”) appointed Andreas (“Andy”) W. Mattes to join the Board as a Class 3 director whose term will expire at Cohu’s 2025 annual meeting of stockholders.
Max materiality 0.85 · Median 0.70 · Most common event earnings