Welcome to our dedicated page for Cohu SEC filings (Ticker: COHU), 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.
Tracking how a semiconductor equipment firm like Cohu shifts revenue between digital handlers, MEMS testers, and thermal subsystems can take hours—its 10-K alone runs well over 200 pages and the footnotes on backlog by automotive customers are easy to miss. If you have ever wondered, “Where can I locate the Cohu quarterly earnings report 10-Q filing or spot recent Cohu insider trading Form 4 transactions before the market reacts?” you are not alone.
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Cohu, Inc. reported Q3 2025 results with net sales of $126.2 million, up from $95.3 million a year ago, and a net loss of $4.1 million versus $18.1 million. Year to date, net sales were $330.7 million compared with $307.7 million, and the net loss was $51.8 million versus $48.5 million.
Gross operating items included amortization of purchased intangibles of $10.2 million in the quarter and restructuring charges of $0.5 million. The company recorded pension curtailment gains of $0.8 million in Q3 and $2.3 million year to date tied to its 2025 restructuring. Cash and cash equivalents were $149.9 million, with total debt of $17.8 million, including $8.9 million outstanding on a revolving credit facility at a 4.04% rate.
Cohu completed the acquisition of Tignis, Inc. for $34.9 million in cash (net), finalized in Q3, with total purchase consideration of $36.6 million including contingent elements. Goodwill rose to $282.3 million, and operating cash flow for the first nine months was $(8.1) million. As of October 21, 2025, 46,692,617 common shares were outstanding.
Cohu, Inc. furnished an 8-K announcing financial results for the third fiscal quarter ended September 27, 2025. The company attached its Third Quarter 2025 earnings press release as Exhibit 99.1, dated October 29, 2025.
The materials under Item 2.02 are furnished, not filed, and include non-GAAP metrics such as gross margin/profit, operating income (loss), operating expense, adjusted earnings per share, effective tax rate, net cash per share, and Adjusted EBITDA, with GAAP reconciliations provided in accompanying schedules. The release contains forward-looking statements subject to risks outlined in Cohu’s most recent Form 10-K, Form 10-Q, and other SEC filings.
Dimensional Fund Advisors LP reports beneficial ownership of
Andrew M. Caggia, a director of Cohu, Inc. (COHU), received equity awards reported on Form 4 dated 09/26/2025. The filing shows an acquisition (Code A) of 833 restricted stock units at no cash price and reports 74,841 shares beneficially owned following the transaction. The explanatory notes state the grant includes phantom stock in the form of Deferred Stock Units (DSUs) issued for director fees, each DSU equaling one share and settled in common stock upon termination of service or at specified future dates. The filing also discloses the composition of holdings includes 10,257 RSUs and 49,188 DSUs, with RSUs representing contingent rights to one share upon vesting.
Cohu, Inc. issued $287.5 million aggregate principal amount of 1.50% Convertible Senior Notes due 2031, including $27.5 million issued pursuant to the initial purchasers' full exercise of their option. Net proceeds were approximately $278.9 million, of which about $28.4 million paid the cost of capped call transactions. Interest accrues at 1.50% and is payable semiannually beginning January 15, 2026. The initial conversion rate is 36.7975 shares per $1,000 principal (approximate conversion price $27.1758), a ~32.50% premium to the $20.51 reference price. Up to 14,017,552 shares may be issuable upon conversion, subject to adjustment. Notes mature January 15, 2031, are senior unsecured obligations, have limited convertibility before October 15, 2030, and include customary redemption, repurchase on a Fundamental Change and Events of Default provisions.
Cohu, Inc. announced on September 23, 2025 its intention to offer $200,000,000 aggregate principal amount of Convertible Senior Notes due 2031 in a private Rule 144A offering, with an initial purchaser option to buy up to an additional $30,000,000 of notes through October 3, 2025. The company also expects to enter into privately negotiated capped call transactions to cover the shares underlying the notes, intended to reduce potential dilution upon conversion or offset certain cash payments, subject to a cap.
The filing notes that option counterparties may enter hedging and secondary-market transactions in Cohu common stock or derivatives around the pricing and thereafter, which could affect the market price of the stock or the notes and could influence conversion outcomes. The document contains forward-looking statements about timing, pricing, completion and effects of the offering and capped calls and references Cohu's SEC filings for further risk disclosures.
What this filing says: Victory Capital Management reports it beneficially owns 4,158,817 shares of Cohu Inc common stock, equal to 8.94% of the outstanding shares.
Why it matters: That stake is large enough to be material for investors but the filer classifies itself as an investment adviser (IA) and certifies the shares are held in the ordinary course of business and not to change or influence control of Cohu. The filing also shows Victory Capital has sole voting power for 4,131,717 shares and sole dispositive power for 4,158,817 shares.
Cohu, Inc. (COHU) – Form 4 insider transaction
On 27 June 2025, director Andrew M. Caggia reported the receipt of 947 Deferred Stock Units (DSUs), recorded as "Restricted Stock Units" in Table I. The award was made at $0 cost as part of routine director fee compensation. Each DSU represents the right to receive one share of Cohu common stock once the director leaves the board or at pre-specified future dates.
Following the grant, Caggia’s aggregate beneficial ownership increased to 74,008 shares, comprising 48,355 DSUs and 10,257 Restricted Stock Units (RSUs) plus previously held stock. Ownership is reported as direct.
No sales or dispositions were reported, and Table II shows no activity in options or other derivative securities. The filing does not reference any 10b5-1 plan, indicating the award was a standard equity compensation grant rather than an automatically executed trade.
While the additional 947 units are modest relative to Cohu’s ~48 million share count, continued accumulation by an independent director can be viewed by investors as a signal of board alignment with shareholder interests. However, the transaction is largely administrative and unlikely to have a material impact on valuation or liquidity.
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