Every material Form 8-K Cognex has filed with the SEC since February 15, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cognex reported record third-quarter 2026 revenue of $313 million, up 13% year over year, with GAAP diluted EPS of $0.50 and adjusted diluted EPS of $0.53, up 61%. The company raised its full-year 2026 guidance and said it has agreed to acquire RealSense, Inc. in an all-cash deal expected to close in the fourth quarter of 2026, and declared a $0.09 quarterly dividend.
Q3 2026 revenue was $313 million, up 13% year over year; excluding a one-time commercial partnership benefit in Q3 2025, growth was 19%.
Full-year 2026 revenue guidance was raised to $1,143 million to $1,163 million from $1,130 million to $1,150 million; adjusted diluted EPS guidance is $1.68 to $1.72.
Agreement to acquire RealSense, Inc. in an all-cash transaction expected to close in the fourth quarter of 2026; the filing does not state the purchase price.
Quarterly dividend of $0.09 per share, up from $0.085, payable December 3, 2026 to shareholders of record on November 19, 2026.
Cognex reported second-quarter 2026 revenue of $291 million, up 17% from a year earlier, and GAAP net income per diluted share of $0.43 versus $0.24. The company also issued third-quarter and full-year 2026 guidance, with full-year revenue of $1,130 million to $1,150 million, and declared a quarterly dividend of $0.085 per share. The strong profit growth and the dividend are the main points for shareholders.
Revenue was $291 million versus $249 million in Q2 2025; GAAP operating margin was 29.4% versus 17.4%.
GAAP diluted EPS was $0.43 versus $0.24; adjusted diluted EPS was $0.45 versus $0.25.
Full-year 2026 guidance: revenue of $1,130 million to $1,150 million and adjusted diluted EPS of $1.64 to $1.68.
Quarterly dividend of $0.085 per share, payable September 3, 2026, to holders of record on August 20, 2026.
Cognex reported first-quarter 2026 revenue of $268 million, up 24% from a year earlier, and operating income of $60 million, up 131%. The company also issued second-quarter 2026 revenue guidance of $280 million to $300 million and declared a quarterly dividend of $0.085 per share, payable June 4, 2026. For shareholders, reported profit and revenue both increased, and the company expects Q2 revenue above the $249 million reported in Q2 2025.
Revenue was $268 million versus $216 million a year earlier, up 24% (21% on a constant-currency basis).
GAAP net income per diluted share was $0.31 versus $0.14; adjusted diluted EPS was $0.34 versus $0.16.
Q2 2026 guidance: revenue of $280 million to $300 million and adjusted diluted EPS of $0.40 to $0.44.
Cognex repurchased $99 million of common stock in Q1; dividend of $0.085 per share has a record date of May 21, 2026.
Cognex's board determined on April 29, 2026 that Joerg Kuechen will no longer be deemed an executive officer under SEC rules, though he continues as Head of Mergers and Acquisitions. The same day, shareholders approved every proposal at the 2026 Annual Meeting, including director elections, an amendment to the 2023 Stock Option and Incentive Plan, and the ratification of KPMG LLP as auditor for fiscal 2026.
Kuechen's status change applies to the SEC's executive officer and Section 16 officer definitions; he remains with the company as Head of Mergers and Acquisitions.
Of 167,013,856 shares outstanding and entitled to vote, 153,890,280 were represented at the April 29, 2026 meeting.
Matthew Moschner, Angelos Papadimitriou and Christopher Donato were elected as directors for terms ending in 2029.
Say-on-pay received 109,615,176 for votes and 29,685,048 against; KPMG ratification received 153,641,083 for votes and 83,521 against.
Cognex Corporation appointed Dr. Sami Atiya and Mr. Chris Donato as directors effective March 2, 2026, and Robert Willett and Dr. Dianne Parrotte retire from the Board on the same date. The filing describes board composition changes and director compensation, with no change to financial results or guidance.
Dr. Sami Atiya, 62, formerly President of ABB's Robotics and Discrete Automation business, and Mr. Chris Donato, 60, President and Chief Revenue Officer of Zendesk since May 2024, join the Board effective March 2, 2026.
Each new director receives a $50,000 annual cash retainer, plus $5,000 (Atiya) or $8,000 (Donato) for committee service, and RSUs with an economic value of approximately $275,000 vesting one year after grant.
Robert Willett, former CEO of Cognex, and Dr. Dianne Parrotte retire from the Board effective March 2, 2026.
Cognex reported fourth-quarter 2025 revenue of $252 million, up 10% from a year earlier, and full-year revenue of $994 million, up 9%. Its board also declared a $0.085 quarterly dividend and authorized an additional $500 million share repurchase, and the company guided first-quarter 2026 revenue to $235 million to $255 million.
Q4 2025 revenue was $252 million vs. $230 million in Q4 2024; diluted GAAP EPS was $0.19 vs. $0.16
Full-year 2025 revenue was $994 million, up 9%; full-year diluted GAAP EPS was $0.68 vs. $0.62
Q1 2026 guidance: revenue of $235 million to $255 million and adjusted diluted EPS of $0.22 to $0.26
Dividend of $0.085 per share payable March 12, 2026 to holders of record on February 26, 2026; new $500 million repurchase authorization added to $115 million remaining
Cognex reported third-quarter 2025 revenue of $277 million, up 18% from a year earlier, but GAAP net income fell 40% to $18 million, or $0.10 per diluted share. The company said revenue included a one-time benefit from a commercial partnership; excluding it, revenue grew 13%. The board also declared a quarterly dividend of $0.085 per share, up from $0.08, and issued fourth-quarter 2025 revenue guidance of $230 million to $245 million.
Q3 revenue was $277 million, up 18% year over year; adjusted diluted EPS was $0.33, up 69% from $0.20.
GAAP net income was $18 million, down from $30 million; GAAP diluted EPS was $0.10 versus $0.17.
Q4 2025 guidance: revenue of $230 million to $245 million, adjusted EPS of $0.19 to $0.24.
Dividend of $0.085 per share is payable November 28, 2025, to holders of record on November 13, 2025.
Cognex reported second-quarter 2025 revenue of $249 million, up 4% from a year earlier, and GAAP diluted earnings of $0.24 per share, up from $0.21. It also issued third-quarter 2025 guidance of $245 million to $265 million in revenue and $0.24 to $0.29 in adjusted diluted EPS, and declared a quarterly dividend of $0.08 per share.
Q2 2025 revenue was $249 million vs. $239 million in Q2 2024; adjusted diluted EPS was $0.25 vs. $0.23.
GAAP gross margin fell to 67.4% from 69.6% a year earlier, which the company attributed mainly to less favorable industry mix and, to a lesser extent, tariffs.
Q3 2025 guidance ranges are $245 million to $265 million in revenue and $0.24 to $0.29 in adjusted diluted EPS, excluding a one-time partnership benefit of $8 million to $14 million in revenue.
Cognex declared a quarterly cash dividend of $0.08 per share, payable August 28, 2025, to holders of record on August 14, 2025.
Cognex reported first-quarter 2025 revenue of $216 million, up 2% from a year earlier, and net income per diluted share of $0.14 versus $0.07. The company also said CEO Robert Willett will retire June 27, 2025, with President and COO Matt Moschner succeeding him and joining the board.
Q1 2025 revenue was $216 million, up 2% from $211 million; up 5% excluding foreign exchange.
Net income per diluted share was $0.14 versus $0.07; adjusted diluted EPS was $0.16 versus $0.11.
Q2 2025 revenue guidance is $235 million to $255 million, compared with $239 million in Q2 2024.
Willett retires as CEO June 27, 2025; Moschner's base salary rises from $500,000 to $600,000.
Cognex named Matthew Moschner, formerly a Senior Vice President, as President and Chief Operating Officer effective immediately, with CEO Robert Willett continuing to lead the company. The board also amended the company's bylaws so the offices of CEO and President may be held by more than one person.
Moschner, 38, joined Cognex in 2017 and will oversee global engineering, products, sales and operations.
Annual base salary of $500,000 and target bonus of $500,000, with the opportunity to earn 0-250% of the bonus amount.
Promotion grant includes a stock option with an economic value of approximately $1,000,000, vesting in two equal installments on the fourth and fifth anniversaries.
Board approved the Second Amended and Restated By-Laws on February 19, 2025, effective immediately.
Cognex reported fourth-quarter 2024 revenue of $230 million, up 17% from a year earlier, and diluted EPS of $0.16 versus $0.07. For full-year 2024, revenue rose 9% to $915 million, but diluted EPS fell 6% to $0.62. The company expects first-quarter 2025 revenue of $200 million to $220 million and declared a quarterly dividend of $0.08 per share.
Q4 2024 revenue $230 million, up 17%; excluding Moritex, revenue rose 12%
Q4 2024 net income per diluted share $0.16 versus $0.07; full-year diluted EPS $0.62 versus $0.65
Q1 2025 revenue guidance $200 million to $220 million; adjusted EBITDA margin 12% to 15%
Quarterly dividend $0.08 per share, payable March 13, 2025, to holders of record February 27, 2025
Cognex reported third-quarter 2024 revenue of $235 million, up 19% from a year earlier and up 7% excluding Moritex, but down 2% from the prior quarter. GAAP diluted EPS was $0.17, up from $0.11, and adjusted diluted EPS was $0.20, up from $0.17. For the fourth quarter, the company expects revenue of $210 million to $230 million, and its board declared a quarterly dividend of $0.08 per share.
Q3-24 revenue $235 million vs $197 million in Q3-23; sequentially down from $239 million in Q2-24
GAAP operating income $32 million, down from $38 million in Q2-24; adjusted EBITDA $41 million, 17.6% of revenue
Q4-24 revenue guidance of $210 million to $230 million; adjusted EBITDA margin expected between 14% and 17%
Quarterly dividend of $0.08 per share, payable November 29, 2024, to holders of record on November 14, 2024
Cognex reported second-quarter 2024 revenue of $239 million, down 1% from a year earlier, with GAAP diluted earnings per share of $0.21 versus $0.33 in Q2 2023. Its Q3 2024 revenue outlook of $225 million to $240 million implies a slight sequential decline, and the board declared a $0.075 quarterly dividend.
Q2 2024 revenue was $239 million, down from $243 million in Q2 2023; operating income fell 41% to $38 million
GAAP diluted EPS was $0.21 versus $0.33 a year earlier; adjusted diluted EPS was $0.23
Q3 2024 revenue is expected between $225 million and $240 million
Quarterly dividend of $0.075 per share is payable August 29, 2024, to holders of record on August 15, 2024
Cognex reported first-quarter 2024 revenue of $211 million, up 5% from a year earlier, but operating income fell 36% to $14 million and net income per diluted share fell to $0.07 from $0.15. The company also named Dennis Fehr chief financial officer effective May 3, 2024, and expects second-quarter revenue of $230 million to $245 million.
Q1 2024 revenue was $211 million, up 5% from Q1 2023; excluding the Moritex acquisition and currency effects, revenue declined 3%.
GAAP net income per diluted share was $0.07 versus $0.15 a year earlier; adjusted EPS was $0.11 versus $0.13.
Q2 2024 revenue is expected to be between $230 million and $245 million.
Dennis Fehr was appointed Senior Vice President of Finance and Chief Financial Officer, effective May 3, 2024, succeeding Laura MacDonald as principal financial officer.
Cognex's board designated Laura MacDonald, Vice President of Finance, as interim principal financial and principal accounting officer, effective March 15, 2024, replacing CFO Paul Todgham, whose resignation was announced January 3, 2024. The company said it is searching for a new Chief Financial Officer. For shareholders, this is a leadership change at the top finance role, with the permanent CFO still to be named.
Laura MacDonald, age 55, becomes interim principal financial officer and principal accounting officer effective March 15, 2024.
Paul Todgham's resignation as Senior Vice President of Finance and CFO is effective March 15, 2024; it was first announced January 3, 2024.
MacDonald will receive restricted stock units with an economic value of approximately $50,000 at grant, vesting 20%, 30% and 50% on the first, second and third anniversaries.
The company is searching for a new Chief Financial Officer; the filing gives no timeline.
Cognex reported fourth-quarter 2023 revenue of $196.7 million, down 18% from the prior-year quarter, and net income of $11.2 million, down 80%. Full-year 2023 revenue was $837.5 million, down 17%, and net income was $113.2 million, down 47%. The company also gave a first-quarter 2024 revenue range of $190 million to $205 million and declared a quarterly dividend of $0.075 per share.
Q4 2023 diluted EPS was $0.07 versus $0.32 in Q4 2022; adjusted diluted EPS was $0.11 versus $0.28
Full-year 2023 diluted EPS was $0.65 versus $1.23 in 2022; adjusted diluted EPS was $0.73 versus $1.33
Q1 2024 revenue guidance is $190 million to $205 million, with Moritex expected to contribute 6-8% of revenue
Quarterly dividend of $0.075 per share is payable March 14, 2024, to holders of record on February 29, 2024
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