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

Cognex Q1 revenue rises 24% to $268 million; operating income up 131%

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyCognex (CGNX)
Form8-K, current report
Filed with the SECMay 6, 2026, 4:32 PM ET
Accession number0000851205-26-000037

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 May 06, 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.