Every material Form 8-K Cognex filed with the SEC in 2025, 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 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cognex filing is on SEC EDGAR ↗. 8-K briefs of other companies →