Jun 2026 (Q2 FY26) — Jul 30, 2026
Cohu Q2 FY26 — Strong HPC Momentum and Core Business Recovery Drive Revenue Growth
Read the full callCohu (COHU) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Cohu earnings: last reported Thu, 30 Jul 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.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 149 | +38.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 0.2 | +16.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -0.16 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$53.87 +6.02% · +$3.06
Performance +148.0% 1Y
1Y: $21.72 on 17 Oct 2025 → $53.87. High $73.91 (30 Jun 2026), low $21.38 (17 Nov 2025).
- Previous close
- $50.81
- 52-week range
- $21.38 – $73.91
- One year
- +136.48%
Overview
- Symbol
- COHU
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Cohu earnings calls (COHU)
Financials
What the filings say
Net profit, year on year: +99% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 95 | 94 | 97 | 108 | 126 | 122 | 125 | 149 |
| Expenses | 111 | 116 | 124 | 125 | 136 | 138 | 136 | 149 |
| Operating profit | -16 | -22 | -27 | -17 | -10 | -15 | -11 | 0 |
| Operating margin | −16.5% | −23.0% | −28.2% | −16.0% | −7.7% | −12.7% | −8.9% | 0.2% |
| Interest | 0 | 0 | 0 | 0 | 0 | 2 | 2 | 2 |
| Profit before tax | -15 | -19 | -26 | -15 | -8 | -14 | -9 | 2 |
| Tax rate | −21.8% | −10.7% | −18.6% | −13.8% | 47.5% | −63.0% | −33.9% | 108.0% |
| Net profit | -18 | -21 | -31 | -17 | -4 | -22 | -12 | -0 |
| EPS ($ per share) | -0.39 | — | -0.66 | -0.36 | -0.09 | — | -0.26 | 0 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 41 | 41 | 42 | 49 | 49 | 49 | 50 | 50 |
| Reserves | 112 | 43 | 26 | 194 | 290 | 319 | 249 | 174 |
| Total liabilities | 588 | 595 | 578 | 377 | 299 | 200 | 143 | 457 |
| Fixed assets | 74 | 71 | 67 | 64 | 65 | 69 | 75 | 77 |
| Investments | — | — | 21 | 90 | 143 | 90 | 56 | 257 |
| Total assets | 1,134 | 1,078 | 1,090 | 1,259 | 1,227 | 1,150 | 999 | 1,243 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 34 | 17 | 50 | 98 | 113 | 101 | 3 | 32 |
| Cash from investing | — | -17 | -18 | 40 | -68 | -30 | 22 | -257 |
| Cash from financing | 322 | -8 | -38 | 7 | -91 | -68 | -59 | 246 |
| Net cash flow | 31 | -9 | -7 | 141 | -48 | 3 | -39 | 21 |
| Capital expenditure | -5 | -18 | -19 | -12 | -15 | -16 | -11 | -21 |
| Free cash flow | 29 | -1 | 31 | 86 | 98 | 85 | -8 | 11 |
Insider filings
61 filings between Dec 26, 2025 and Oct 15, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$13.03M
22 sales by 8 insiders
68% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 20
- Award — granted as compensation
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 7 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Muller Luis A | — | $8.80M | Oct 2, 2026 |
| BOHRSON CHRISTOPHER | — | $1.02M | Oct 15, 2026 |
| BILODEAU STEVEN J | — | $807.2K | May 20, 2026 |
| CAGGIA ANDREW M | — | $789.1K | Aug 5, 2026 |
| Jones Jeffrey D | — | $608.9K | May 22, 2026 |
| DONAHUE JAMES A | — | $479.7K | May 22, 2026 |
| BENDUSH WILLIAM | — | $368.6K | May 13, 2026 |
| Richardson Nina | — | $157.5K | Aug 5, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | BOHRSON CHRISTOPHER Chief Recurring Officer | Sale 10b5-1 plan | 1,000 | $55.3K |
| Oct 2, 2026 | Muller Luis A President & CEO | Sale 10b5-1 plan | 21,662 | $1.58M |
| Sep 25, 2026 | Muller Luis A President & CEO | Sale 10b5-1 plan | 27,236 | $1.77M |
| Sep 25, 2026 | CAGGIA ANDREW M Director | Award | 326 | $0 |
| Sep 21, 2026 | Muller Luis A President & CEO | Sale 10b5-1 plan | 55,794 | $3.35M |
| Aug 19, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale | 10,000 | $558.2K |
| Aug 17, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale 10b5-1 plan | 1,000 | $61.9K |
| Aug 5, 2026 | CAGGIA ANDREW M Director | Sale 10b5-1 plan | 10,000 | $517.4K |
| Aug 5, 2026 | Richardson Nina Director | Sale 10b5-1 plan | 3,055 | $157.5K |
| Aug 5, 2026 | CAGGIA ANDREW M Director | Sale 10b5-1 plan | 5,252 | $271.7K |
| Jul 15, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Other | 190,590 | $0 |
| Jul 15, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale 10b5-1 plan | 1,000 | $57.9K |
| Jul 15, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Other | 190,590 | $0 |
| Jun 26, 2026 | CAGGIA ANDREW M Director | Award | 294 | $0 |
| Jun 15, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale 10b5-1 plan | 1,000 | $63.9K |
| May 22, 2026 | Muller Luis A President & CEO | Sale | 45,154 | $2.11M |
| May 22, 2026 | DONAHUE JAMES A Director | Sale | 10,257 | $479.7K |
| May 22, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Sale | 13,000 | $608.9K |
| May 20, 2026 | BILODEAU STEVEN J Director | Sale | 10,257 | $460.0K |
| May 15, 2026 | Rapp Karen Marie Director | Award | 3,578 | $0 |
| May 15, 2026 | BENDUSH WILLIAM Director | Award | 3,578 | $0 |
| May 15, 2026 | BENDUSH WILLIAM Director | Other | 10,257 | $0 |
| May 15, 2026 | DONAHUE JAMES A Director | Award | 3,578 | $0 |
| May 15, 2026 | BILODEAU STEVEN J Director | Award | 3,578 | $0 |
| May 15, 2026 | CAGGIA ANDREW M Director | Award | 3,578 | $0 |
| May 15, 2026 | JORDEN YON Director | Award | 3,578 | $0 |
| May 15, 2026 | Richardson Nina Director | Award | 3,578 | $0 |
| May 15, 2026 | Mattes Andreas W Director | Award | 3,578 | $0 |
| May 15, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale 10b5-1 plan | 1,000 | $46.9K |
| May 13, 2026 | BENDUSH WILLIAM Director | Sale 10b5-1 plan | 7,500 | $368.6K |
| May 11, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale | 1,500 | $76.9K |
| Apr 15, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale 10b5-1 plan | 1,000 | $38.0K |
| Mar 27, 2026 | CAGGIA ANDREW M Director | Award | 594 | $0 |
| Mar 16, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Sale 10b5-1 plan | 1,000 | $28.6K |
| Mar 14, 2026 | Muller Luis A President & CEO | Other | 66,006 | $0 |
| Mar 14, 2026 | Muller Luis A President & CEO | Tax withheld | 13,271 | $0 |
| Mar 14, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Tax withheld | 4,447 | $0 |
| Mar 14, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Other 10b5-1 plan | 16,501 | $0 |
| Mar 14, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Other | 21,782 | $0 |
| Mar 14, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Tax withheld 10b5-1 plan | 3,131 | $0 |
| Mar 14, 2026 | Ilgenfritz Klaus Sr. VP & Chief Product Officer | Other | 7,425 | $0 |
| Mar 14, 2026 | Ilgenfritz Klaus Sr. VP & Chief Product Officer | Tax withheld | 1,098 | $0 |
| Mar 12, 2026 | Muller Luis A President & CEO | Tax withheld | 8,851 | $0 |
| Mar 12, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Tax withheld | 2,273 | $0 |
| Mar 12, 2026 | Ilgenfritz Klaus Sr. VP & Chief Product Officer | Tax withheld | 998 | $0 |
| Mar 12, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Tax withheld | 3,000 | $0 |
| Mar 11, 2026 | Jones Jeffrey D Sr. VP Finance & CFO | Tax withheld | 5,576 | $0 |
| Mar 11, 2026 | Ilgenfritz Klaus Sr. VP & Chief Product Officer | Tax withheld | 2,225 | $0 |
| Mar 11, 2026 | BOHRSON CHRISTOPHER Sr VP & Chief Customer Officer | Tax withheld | 4,088 | $0 |
| Mar 11, 2026 | Muller Luis A President & CEO | Tax withheld | 17,376 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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