Every 8-K that Cognex Corp (CGNX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CGNX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CGNX filings page.
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.
Cognex Corporation reported a strong first quarter of 2026, combining double‑digit growth with higher profitability and cash returns to shareholders. Revenue rose 24% year over year to $268.4 million, driven by broad-based strength across major end markets, and gross margin improved to 71.1%.
Operating income more than doubled to $59.9 million, lifting operating margin to 22.3%. Net income was $51.7 million, with diluted EPS of $0.31, while adjusted diluted EPS grew 113% to $0.34. The company generated $42.3 million of free cash flow and ended the quarter with $622 million in cash and investments and no debt.
Cognex returned $113 million to shareholders through $99 million of share repurchases and $14 million in dividends, and its board declared a quarterly cash dividend of $0.085 per share, payable June 4, 2026. Management also issued Q2 2026 guidance calling for revenue of $280–$300 million and adjusted diluted EPS of $0.40–$0.44.
Cognex Corporation reported governance updates from its 2026 annual meeting and a change in officer status. The board determined that Joerg Kuechen will no longer be treated as an “executive officer” under Exchange Act rules, and he will remain with the company as Head of Mergers and Acquisitions.
At the meeting, shareholders representing 153,890,280 of 167,013,856 shares outstanding as of the record date approved all proposals recommended by the board. Three directors—Matthew Moschner, Angelos Papadimitriou and Christopher Donato—were elected to terms ending in 2029. Shareholders also approved an amendment to the 2023 Stock Option and Incentive Plan, ratified KPMG LLP as independent registered public accounting firm for fiscal 2026, and gave advisory approval to executive compensation as described in the proxy statement.
Cognex Corporation filed an amended report to update details on its change of independent auditor. The Audit Committee selected KPMG LLP as auditor for the fiscal year ending December 31, 2026, replacing Grant Thornton LLP after Grant Thornton completed its audit of the 2025 financial statements on February 13, 2026.
Grant Thornton’s reports on Cognex’s consolidated financial statements for the years ended December 31, 2025 and 2024 contained no adverse opinions, disclaimers, or qualifications. The company reports no disagreements or reportable events with Grant Thornton and states it did not consult KPMG on specific accounting issues or audit opinions during 2024, 2025, or through February 13, 2026.
Cognex Corporation announced that its Board of Directors has appointed Dr. Sami Atiya and Mr. Chris Donato as directors, effective March 2, 2026. Dr. Atiya’s term will run to the 2028 annual meeting, while Mr. Donato’s term will run to the 2026 annual meeting.
Dr. Atiya is expected to join the Nominating, Governance and Sustainability Committee, and Mr. Donato is expected to join the Compensation Committee. Each will receive a $50,000 annual cash retainer, plus $5,000 for Dr. Atiya’s committee role and $8,000 for Mr. Donato’s committee role, along with initial RSU grants valued at about $275,000 that vest after one year.
In connection with these appointments, former CEO Robert Willett and Dr. Dianne Parrotte will retire from the Board on March 2, 2026, continuing an ongoing refresh of Cognex’s board with independent directors who bring automation, AI, and enterprise sales expertise.
Cognex Corporation reported a strong finish to 2025 and increased capital returns to shareholders. For the fourth quarter, revenue rose to $252 million, up 10% year over year, with operating margin at 14.0% and adjusted EBITDA margin at 22.7%. Adjusted diluted EPS grew 35% to $0.27.
For full-year 2025, revenue reached $994 million, up 9%, while adjusted diluted EPS increased 38% to $1.02. Adjusted EBITDA margin improved to 21.5%, or 20.7% excluding a one-time Commercial Partnership benefit. Cognex ended the year with $642 million in cash and investments and no debt, generated free cash flow of $237 million, and returned $206 million to shareholders.
The board declared a quarterly dividend of $0.085 per share, payable on March 12, 2026, and authorized an additional $500 million share repurchase capacity, supplementing the $115 million remaining as of December 31, 2025. First‑quarter 2026 guidance calls for revenue of $235–$255 million and adjusted diluted EPS of $0.22–$0.26, both above prior-year levels.
Cognex Corporation reported that its Audit Committee selected KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, subject to completion of KPMG’s standard client acceptance procedures and execution of an engagement letter. Grant Thornton LLP remains engaged for the year ending December 31, 2025. Grant Thornton’s reports for 2023 and 2024 contained no adverse opinions or disclaimers, and the Company disclosed no disagreements or reportable events through October 29, 2025. A Grant Thornton letter confirming these statements is filed as Exhibit 16.1.
Cognex Corporation reported two updates. The company furnished a news release with financial results for the quarter ended September 28, 2025 as Exhibit 99.1. In addition, the Board of Directors declared a quarterly cash dividend of $0.085 per share, payable on November 28, 2025 to shareholders of record at the close of business on November 13, 2025.
The earnings release was provided as an exhibit and designated as furnished, not filed, under the Exchange Act. Cognex’s common stock trades on NASDAQ under the symbol CGNX.