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

Cognex Q4 revenue up 10%, adjusted EPS up 35%; board adds $500 million buyback

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyCognex (CGNX)
Form8-K, current report
Filed with the SECFeb 11, 2026, 4:31 PM ET
Accession number0000851205-26-000009

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 February 11, 2026.

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.