AI brief of an SEC Form 8-K · Cognex (CGNX)

Cognex Q3 revenue rises 18% to $277 million; GAAP diluted EPS falls to $0.10

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyCognex (CGNX)
Form8-K, current report
Filed with the SECOct 29, 2025, 4:32 PM ET
Accession number0000851205-25-000061

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 29, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.