COGNEX CORP (CGNX) Form 8-K — Nov 4, 2026
Cognex reported record Q3 2026 revenue of $313 million, up 13% year over year (19% excluding a prior-year one-time Commercial Partnership benefit), with operating margin of 32.2% and adjusted EPS of $0.53, up 61%. The company raised full-year 2026 guidance to revenue of $1,143-$1,163 million and adjusted EPS of $1.68-$1.72, and announced a ~6% dividend increase to $0.09 per share payable December 3, 2026.
Key figures
- Eps
- 0.5
- Revenue
- 313000000
- Guidance
- Q4 2026 revenue $270-$290M, Adjusted EBITDA margin 29%-32%, Adjusted diluted EPS $0.37-$0.41; FY2026 revenue raised to $1,143-$1,163M, Adjusted EBITDA margin 31%-32%, Adjusted EPS $1.68-$1.72
- Net Income
- 84820000
- Total Debt
- 0
- Revenue Yoy
- +13% as reported (+19% excluding the Commercial Partnership benefit)
- Total Assets
- 2276467000
- Cash Position
- 846000000
- Gross margin
- 70.8%
- Adjusted ebitda
- 111000000
- Adjusted eps yoy
- +61% (+89% ex Commercial Partnership)
- Operating income
- 101000000
- Operating margin
- 32.2%
- Dividend increase
- ~6% over prior $0.085/share
- Free cash flow q3
- 104000000
- Dividend per share
- 0.09
- Adjusted eps diluted
- 0.53
- Dividend record date
- 2026-11-19
- Operating income yoy
- +74%
- Adjusted gross margin
- 71.3%
- Dividend payable date
- 2026-12-03
- Adjusted ebitda margin
- 35.5%
- Operating cash flow q3
- 106000000
- Q3 2025 revenue prior year
- 277000000
AI analysis
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