Welcome to our dedicated page for COGNEX SEC filings (Ticker: CGNX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 shareholder files notice to sell restricted stock. A holder of Cognex common shares filed a Form 144 indicating an intention to sell 177,052 common shares through Fidelity Brokerage Services on NASDAQ, with an aggregate market value of $10,300,974.15 and 165,707,920 shares outstanding.
The shares relate to options granted on February 21, 2017 and February 20, 2024, which were acquired and paid in cash on February 12, 2026. Form 144 is a required notice before certain affiliates or large holders sell restricted or control securities.
Cognex Corporation files its 10-K describing how it uses machine vision and AI to automate manufacturing and logistics across logistics, packaging, consumer electronics, and automotive, which together were about 85% of 2025 revenue. Roughly 67% of sales came from customers outside the United States.
The company emphasizes AI‑driven products, a major salesforce transformation to double its customer base within five years, and selective acquisitions such as Moritex (enterprise value about $270 million). Research, development, and engineering spending was approximately $139 million, or 14% of revenue, in 2025.
Cognex returned cash through dividends and buybacks, paying $54.6 million of dividends in 2025 and repurchasing 4.234 million shares for $151.2 million, with $115.0 million remaining under its 2022 program and a new $500 million authorization. It ended 2025 with about $642 million in cash and investments and no long‑term debt.
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 director Anthony Sun reported an indirect option exercise through Sun Management Associates, LLC. On January 8, 2026, the LLC exercised a non-qualified stock option for 26,000 shares of Cognex common stock at an exercise price of $16.72 per share, increasing its indirect common stock holdings to 52,608 shares. Separately from the LLC holdings, Sun is shown with 323,848 shares of common stock held directly, along with direct holdings of restricted stock units covering 8,324 and 2,913 shares. Following the exercise, the specific option grant for 26,000 shares is reduced to zero, while the LLC continues to hold additional non-qualified stock options for 26,000, 23,000, 26,000, and 13,000 shares at higher exercise prices. The filing notes that Sun is a member of the LLC and disclaims beneficial ownership of the LLC-held securities except to the extent of his pecuniary interest.
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 stronger operations in Q3 2025, with revenue of $276,892,000, up 18% year over year, and gross margin steady at 68%. Operating income rose to $57,765,000 (21% of revenue) as expenses were essentially flat, reflecting cost controls and higher incentive accruals tied to performance.
Net income fell to $17,664,000, or $0.10 per diluted share, primarily due to a discrete tax expense of approximately $33,265,000 from newly enacted U.S. tax legislation (OBBBA), which lifted the effective tax rate to 72%. Excluding discrete items, the company cited an effective tax rate of 18% for the quarter.
Geographically, revenue grew in the Americas (+27%) and Europe (+30%), with Greater China up 10% and Other Asia down 4%. Results included about $13 million of one-time license and inventory transfer revenue from a new medical lab automation partnership. Year to date, operating cash flow was $170,612,000; cash and investments totaled $600,344,000. The company repurchased 3,594,000 shares for $126,233,000, leaving $140,020,000 authorized, and declared a subsequent dividend of $0.085 per share.
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.
Cognex (CGNX) director Robert Willett reported an option exercise and same‑day sale. On 10/21/2025, he exercised 6,704 non-qualified stock options at an exercise price of $38.39 per share and sold 6,704 common shares at an average price of $49.5062. The transactions were effected pursuant to a Rule 10b5‑1 trading plan.
Following these transactions, the filing shows 0 shares held directly and 15,804 shares held indirectly by a trust. The report also lists multiple outstanding option grants and a restricted stock unit award, reflecting ongoing equity incentives with stated vesting and expiration dates.
Sheila Marie DiPalma, Executive Vice President, Employee Services at Cognex Corporation (CGNX), reported open-market dispositions under a Rule 10b5-1 trading plan. On 09/05/2025 she sold 2,002 shares at $45.00, reducing her direct common stock holding to 8,582 shares. On 09/08/2025 she sold 2,000 shares at $45.03, reducing holdings to 6,582 shares. The filing lists substantial outstanding option and restricted stock unit positions exercisable into common stock, totaling tens of thousands of shares across multiple option grants and RSU awards.
Laura A. MacDonald, Vice President and Principal Accounting Officer of Cognex Corporation (CGNX), reported transactions on Form 4 showing an open-market sale and her remaining holdings. On 09/05/2025 she sold 2,666 shares of Cognex common stock at $45 per share pursuant to a Rule 10b5-1 trading plan. After that sale she directly owned 4,593 shares. She also reports 20 shares held by her child, which she disclaims beneficial ownership of except for pecuniary interest.
The filing lists detailed equity compensation holdings: multiple outstanding non-qualified stock options totaling 238,695 underlying shares and restricted stock units totaling 33,914 shares (by schedule), with various exercise prices and expiration dates.