AI brief of an SEC Form 8-K · Cohu (COHU)

Cohu Q2 sales rise 38% to $149.0 million; GAAP loss narrows to $0.2 million

Positive Impact 4 of 5 earnings Written later

Cohu reported second-quarter fiscal 2026 net sales of $149.0 million, up 38% from $107.7 million a year earlier, and a GAAP net loss of $0.2 million, or $0.00 per share, versus a $16.9 million loss a year ago. The company guided third-quarter sales to $170 million plus or minus $7 million and raised its FY26 high-performance computing revenue estimate to $100 million to $110 million.

Key points

  • Q2 net sales $149.0 million, up 38% year over year; GAAP gross margin 45.4%
  • Q2 non-GAAP net income $14.1 million, or $0.26 per share; GAAP net loss $0.2 million
  • Third-quarter 2026 sales expected at $170 million +/- $7 million
  • FY26 high-performance computing revenue estimate raised to $100 million to $110 million

The filing

CompanyCohu (COHU)
Form8-K, current report
Filed with the SECJul 30, 2026, 4:07 PM ET
Accession number0001437749-26-025053

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:55 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 July 30, 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.