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 Corp VP and PAO Laura A. MacDonald reported option exercises and share sales on 02/12/2026. She exercised 12,500 non-qualified stock options at $38.39 per share, receiving an equal number of common shares.
MacDonald then made open-market sales totaling 14,881 common shares: 2,381 shares at $56.56 and 12,500 shares at $57.2707, pursuant to Rule 10b5-1 trading plans. After these transactions, she directly owned 2,212 common shares, plus various option and restricted stock unit awards, and 20 shares were held indirectly by her child with beneficial ownership disclaimed except for any pecuniary interest.
Cognex Corporation insider plans a new stock sale. A person for whose account the securities are to be sold filed to sell 2,148 shares of Cognex common stock on NASDAQ through Fidelity Brokerage Services, with an aggregate market value of $127,808.48.
The shares were acquired on 02/13/2026 via an option granted on 02/20/2024, paid in cash. Over the prior three months, Robert J. Willett sold 177,052 Cognex common shares for gross proceeds of $10,300,974.15, indicating substantial recent selling activity.
An affiliate of Cognex (CGNX) filed a notice of proposed resale of Cognex common stock under Rule 144. The notice covers planned sales of 2,381 shares and 12,500 shares through Robert W. Baird & Co., with aggregate market values of $134,670.00 and $715,884.00 on the NASDAQ. Cognex had 165,707,920 shares outstanding at the time referenced. The securities to be sold were acquired primarily through RSU releases in 2024 and 2025 and the cash exercise of a stock option originally granted in 2017.
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.