Every material Form 8-K Cognex filed with the SEC in 2026, 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
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 →