Cognex (CGNX) Q2 FY26 earnings call

Cognex delivered a strong second quarter, achieving record revenue and significant margin expansion, driven by focused execution on its profitable growth strategy and an improving industrial cycle. The company is benefiting from accelerating adoption of automation and AI-enabled machine vision, with new product launches and customer diversification efforts contributing to robust performance. Management raised its full-year outlook, reflecting increased confidence in demand and continued operating leverage.