Every material Form 8-K Cohu 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.
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.
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
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.
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
Cohu reported first quarter 2026 net sales of $125.1 million, up from $96.8 million a year earlier, and a GAAP net loss of $12.1 million, or $0.26 per share, compared with a $30.8 million loss a year earlier. The company raised its FY26 high-performance computing revenue outlook to approximately $80-100 million and guided second quarter 2026 sales to $144 million, plus or minus $7 million.
Q1 2026 net sales $125.1 million vs. $96.8 million in Q1 2025; Q4 2025 was $122.2 million
GAAP net loss $12.1 million ($0.26 per share) vs. $30.8 million ($0.66 per share) in Q1 2025; non-GAAP net income $0.6 million ($0.01 per share)
FY26 high-performance computing revenue outlook raised to approximately $80-100 million
Q2 2026 sales expected at $144 million +/- $7 million; cash and investments $488.7 million at quarter end
Cohu reported fourth-quarter 2025 revenue of $122.2 million, up 30% from a year earlier but down from $126.2 million in the third quarter. The GAAP net loss was $22.5 million, or $0.48 per share, compared with a loss of $21.4 million, or $0.46 per share, a year earlier. The company expects first-quarter 2026 sales of $122 million, plus or minus $7 million.
Full-year 2025 revenue was $453.0 million, up 13% from $401.8 million in 2024.
Full-year 2025 GAAP net loss was $74.3 million, or $1.59 per share, versus $69.8 million, or $1.49 per share, in 2024.
Non-GAAP net loss for Q4 2025 was $7.2 million, or $0.15 per share; Cohu did not repurchase shares in Q4 2025.
First-quarter 2026 sales guidance is $122 million, plus or minus $7 million.
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 Cohu filing is on SEC EDGAR ↗. 8-K briefs of other companies →