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.
CGNX submitted Form 144 notices reporting proposed sales of Common Stock and disclosed recent dispositions by Robert J. Willett. The filing lists proposed sales tied to option-related transactions dated 05/07/2026 and three reported dispositions in the prior three months.
Reported past sales: $10,300,974.15 for 177,052 shares on 02/12/2026, $127,808.48 for 2,148 shares on 02/13/2026, and $3,312,316.58 for 53,726 shares on 05/06/2026. The filing also lists proposed sale quantities of 101,256, 120,946, 121,672, 59,630, and 19,974 shares dated 05/07/2026.
Cognex Corporation delivered a much stronger first quarter of 2026, with revenue of $268.4 million, up 24% from a year earlier. Growth was broad-based across Americas, Europe, Greater China, and other Asia, helped by consumer electronics, semiconductor, logistics, and packaging demand.
Gross margin improved to 71% from 67%, lifting operating income to $59.9 million, or 22% of revenue. Net income more than doubled to $51.7 million, or $0.31 per diluted share. Cognex generated $45.1 million of operating cash flow, repurchased $99.0 million of stock, completed a small Japan business divestiture, and ended the quarter with $621.9 million in cash and investments and no long‑term debt.
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.
CGNX: A Form 144 disclosure reports proposed and completed sales of Common Stock by holders, including a proposed sale tied to an option and completed sales by Robert J. Willett. The excerpt lists a proposed transaction dated 05/06/2026 (option granted 02/20/2024) and completed sales on 02/12/2026 and 02/13/2026.
The completed transactions show 177,052 shares sold on 02/12/2026 for $10,300,974.15 and 2,148 shares sold on 02/13/2026 for $127,808.48. Shares outstanding are listed as 165,707,920 as of 05/06/2026.
COGNEX CORP executive Mark Fennell, Chief Legal Officer & Secretary, has filed an initial ownership report showing his equity position in the company. He directly holds 4,863 shares of common stock, along with several blocks of restricted stock units and non-qualified stock options tied to Cognex common shares.
COGNEX CORP vice president Darren Marc Long filed a Form 3 showing his current equity stake in the company. He directly holds 5,569 shares of common stock, plus multiple restricted stock units and non-qualified stock options over Cognex common stock with various exercise prices and expiration dates.
Cognex Corp vice president Michael Bowdoin filed an initial ownership report showing he directly holds 11,139 shares of common stock. He also reports multiple restricted stock units that can convert into common shares, and several non-qualified stock options with exercise prices ranging from $33.04 to $90.50 per share and expirations extending through 2036.
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 Corp reported that Vanguard Capital Management disclosed beneficial ownership of 8,705,689 shares of Common Stock, representing 5.21% of the class. The filing states Vanguard has sole dispositive power over 8,705,689 shares and sole voting power for 1,275,533 shares. The filing is a Schedule 13G disclosure signed on 04/29/2026 and describes holdings held on behalf of Vanguard-managed funds and accounts.
Cognex Corp reports a Schedule 13G showing Vanguard Portfolio Management beneficially owns 10,390,950 shares of Common Stock. The filing states this equals 6.22% of the class and attributes dispositive power to Vanguard Portfolio Management LLC and affiliated business divisions. The filing lists 20,303 shares of sole voting power and affirms holdings are managed on behalf of multiple clients.