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

Cohu Q3 sales rise 37% to $173.0 million; raises high-performance computing revenue outlook

Positive Impact 4 of 5 earnings

Cohu reported third-quarter 2026 net sales of $173.0 million, up 37% from a year earlier, and GAAP net income of $12.1 million, or $0.22 per diluted share, compared with a loss of $4.1 million a year earlier. The company raised its fiscal 2026 high-performance computing revenue outlook to about $120 million and guided fourth-quarter sales to $178 million, plus or minus $7 million.

Key points

  • Q3 2026 net sales $173.0 million, up 37% year over year from $126.2 million; bookings up 126%
  • GAAP net income $12.1 million, or $0.22 per diluted share; non-GAAP net income $23.3 million, or $0.43 per share
  • Fiscal 2026 high-performance computing revenue outlook raised to about $120 million
  • Q4 2026 sales guided to $178 million plus or minus $7 million, up 46% year over year; no share repurchases in Q3

The filing

CompanyCohu (COHU)
Form8-K, current report
Filed with the SECOct 28, 2026, 4:07 PM ET
Accession number0001437749-26-033788

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:18 PM ET, from this filing only.

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.