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Cognex (CGNX) earnings

COGNEX CORP· Information Technology

Results to
Jul 2026
Latest analysed call
Jun 2026 (Q2 FY26)
Balance sheet to
Dec 2025

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Cognex earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue291 $ million+16.9% YoYQuarterly, as filedQuarter to Jul 2026Revenue from operations as filed.
Operating margin29.4 %+11.9 pts YoYOperating profit / revenueQuarter to Jul 2026For the quarter; a change is in percentage points.
Net profit72.8 $ million+79.6% YoYQuarterly, as filedQuarter to Jul 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Jul 2026

Guidance

What management said, and what became of it

28 of 29 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.

COGNEX CORP management guidance track record: 48 targets tracked across analysed earnings calls (28 achieved, 1 missed, 19 open).

TargetOriginal wordingSaidLatest callVerdict
Adjusted EBITDA Margin28% to 31%Mar 2026Jun 2026:First, adjusted EBITDA margin was 32.2%, expanding 1,150 basis points year-over-year and marking the eighth consecutive quarter of margin expansion.
Call transcript, Jun 2026 · no direct link		Achieved
Adjusted EBITDA Margin (run rate)25%Dec 2025Jun 2026:Adjusted EBITDA margin is expected to be between 29% and 31% and with the midpoint representing an increase of 850 basis points year-over-year or 930 basis points, excluding the commercial partnership benefit. This is well ahead of our prior target of exiting the year at 25% run rate and reflects disciplined execution of our cost reduction initiatives, along with an improved demand environment.
Call transcript, Jun 2026 · no direct link		Revised Up
Adjusted EBITDA Margin32% to 35%Jun 2026Jun 2026:Adjusted EBITDA margin is expected to be between 32% and 35% with the midpoint representing an increase of 860 basis points year-over-year.
Call transcript, Jun 2026 · no direct link		New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

1 of COGNEX CORP's 48 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 45 more targets are in the full ledger.

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Price

$55.16 +2.17% · +$1.17

Last close Oct 19, 2026 · US · USD

Performance +19.8% 1Y

$40.0$50.0$60.0$70.0Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Aug 26Oct 26Mar 2026 (Q1 FY26) — 7 May 2026Jun 2026 (Q2 FY26) — 6 Aug 2026

1Y: $46.04 on 17 Oct 2025 → $55.16. High $72.42 (30 Jun 2026), low $34.8 (15 Dec 2025).

Previous close
$53.99
52-week range
$34.8 – $72.42
One year
+16.59%

Overview

Symbol
CGNX
Exchange
US
Currency
USD

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