Cognex Corporation filings document regulatory disclosures for an operating company focused on industrial machine vision products and automation technology. Its Form 8-K reports cover furnished operating results, quarterly cash dividends, share repurchase authorization, board and officer matters, annual meeting voting results, and changes in the company’s independent registered public accounting firm.
Proxy materials describe director elections, governance matters, executive compensation, shareholder voting procedures, and board committee oversight. The filing record also includes exhibit-based disclosures tied to financial-results releases and capital-return actions involving Cognex common stock.
Cognex Corporation (CGNX) reported third-quarter 2026 revenue of $313.387 million, up 13% from $276.892 million a year earlier. Net income was $84.820 million versus $17.664 million, and diluted earnings per share were $0.50 versus $0.10. Gross margin was 71%, compared with 68%, while operating income was $100.822 million versus $57.765 million.
For the first nine months, revenue was $873.087 million, up 18%, and operating cash flow was $220.661 million versus $170.612 million. Cash and investments totaled $845.984 million as of October 4, 2026. Cognex has a definitive agreement to acquire all outstanding shares of RealSense for $500 million in cash; closing is expected in the fourth quarter of 2026, subject to customary closing conditions and the spinout of RealSense’s Facial Authentication product line. The board declared a $0.09-per-share dividend, payable December 3, 2026, to holders of record November 19.
Cognex Corporation (CGNX) reported third-quarter 2026 revenue of $313 million, up 13% year over year; excluding the one-time Commercial Partnership benefit in Q3 2025, revenue increased 19%. Net income was $85 million, versus $18 million, and diluted earnings were $0.50 per share, versus $0.10. Adjusted EBITDA reached $111 million, up 61%, with a 35.5% margin versus 24.9%.
Operating income was $101 million, up 74%, and operating margin was 32.2%, compared with 20.9%. Adjusted diluted EPS was $0.53, up 61% year over year. Cash from operating activities was $106 million, up 22%.
As of October 4, 2026, cash and investments were $846 million and Cognex had no debt. For Q4 2026, Cognex guided to revenue of $270–$290 million, adjusted EBITDA margin of 29%–32%, and adjusted diluted EPS of $0.37–$0.41. Full-year 2026 guidance was raised to revenue of $1.143–$1.163 billion, adjusted EBITDA margin of 31%–32%, and adjusted diluted EPS of $1.68–$1.72. Cognex announced a definitive agreement to acquire RealSense in an all-cash transaction expected to close during Q4 2026.
Cognex Corporation (CGNX) agreed to acquire RealSense, a depth‑sensing camera and robotic perception company, for $500 million in an all‑cash deal funded entirely from Cognex’s existing cash and investments. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions.
RealSense is projected to generate $80–$90 million of revenue in 2026, more than 50% above 2025, and operates in a robotic perception market estimated at $600 million today and projected to reach about $1.6 billion by 2030. Cognex plans additional employee incentives, including $45–$55 million of RSUs vesting over three years and up to $69 million in cash retention payments, to help retain key RealSense talent.
COGNEX CORP CEO & President Matthew Moschner reported option-related trades in COGNEX CORP common stock on August 11, 2026. He exercised 16,600 stock options and sold 24,962 shares of common stock in open-market transactions. The option exercises and related sales were effected under a pre-arranged Rule 10b5-1 trading plan. Moschner continues to hold substantial unexercised stock options and restricted stock units expiring between 2031 and 2036.
A shareholder of Cognex Corporation is preparing to sell shares of the company’s common stock under a Rule 144 notice. The plan covers 16,600 shares to be issued and sold in connection with an exercise of stock options, dated 08/11/2026, and 8,362 shares related to restricted stock units dated 02/20/2025. Sales are indicated as cash transactions on NASDAQ through Morgan Stanley Smith Barney LLC Executive Financial Services.
COGNEX CORP Vice President Darren Marc Long reported equity compensation activity involving restricted stock units and related common stock. On August 7, 2026, 2,500 restricted stock units were exercised into 2,500 shares of common stock at a conversion price of $0.00 per share. In connection with this vesting, 734 common shares were delivered or withheld at $66.89 per share to satisfy tax withholding obligations, while the remaining shares from the vesting event were retained.
The filing also lists ongoing direct holdings of multiple non-qualified stock options on Cognex common stock, with exercise prices ranging from $33.04 to $64.43 per share and expirations between 2032 and 2036, covering underlying share amounts such as 34,271 and 31,095. Additional unvested restricted stock units remain outstanding with scheduled vesting through 2029.
COGNEX CORP CEO and President Matthew Moschner reported equity compensation activity on August 7, 2026. 4,999 restricted stock units were exercised into the same number of common shares, with 2,218 shares withheld at $66.89 per share to satisfy tax withholding obligations. He continues to hold multiple non-qualified stock option grants and restricted stock units covering substantial additional shares of Cognex common stock.
Cognex delivered significantly stronger results in Q2 2026, with revenue of $291,263,000, up 17% year over year, and gross margin improving to 71% from 67%. Operating income rose to $85,517,000 (29% of revenue), and net income reached $72,756,000, or $0.43 per diluted share.
For the first half of 2026, revenue grew 20% to $559,700,000 and net income was $124,460,000, supported by broad-based demand, especially in Greater China and the Americas, while Europe was softer. Cognex held $755,013,000 in cash and investments with no long‑term debt, generated $114,246,000 of operating cash flow, repurchased 2,501,000 shares for $105,231,000, and paid dividends totaling $28,454,000 in six months.
Cognex Corporation reported a strong second quarter for the period ended July 5, 2026. Revenue reached a record $291 million, up 17% year over year (16% in constant currency), with operating income of $86 million and an operating margin of 29.4%. Adjusted EBITDA was $94 million, for a margin of 32.2%, while net income was $73 million and diluted EPS was $0.43; adjusted diluted EPS was $0.45, up 80% year over year.
Gross margin improved to 70.6%, and operating expenses declined 3% versus the prior year quarter, supporting the eighth consecutive quarter of margin expansion. Cognex ended the quarter with $755 million in cash and investments and no debt, generated $69 million in operating cash flow and $68 million in free cash flow, and paid $14 million in dividends.
The company issued guidance for third-quarter 2026 revenue of $300–$320 million and full-year 2026 revenue of $1.13–$1.15 billion, with higher adjusted EBITDA margins and adjusted EPS versus 2025. Cognex also declared a quarterly dividend of $0.085 per share and highlighted the general availability of its OneVision™ AI-powered machine vision platform.
CGNX files a Form 144 reporting proposed sales of common stock by an affiliate. The filing lists 172,667 shares to be sold on 06/30/2026 in connection with a stock option exercise for cash. The filing also discloses three sales by Robert J. Willett totaling listed share amounts within the prior three months.