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.
Cohu, Inc. filings document the company’s semiconductor test and inspection equipment business, operating results and capital-structure activity. Form 8-K reports include quarterly and annual financial results, related press-release exhibits, and reconciliations of GAAP results to non-GAAP measures such as adjusted earnings, operating income, gross margin and Adjusted EBITDA.
Other disclosures cover governance and compensation matters in definitive proxy statements, including equity awards and executive compensation tables. Cohu’s material-event filings also document financing activity, including its 1.50% Convertible Senior Notes due 2031, related indenture terms, conversion mechanics and capped call transactions tied to the company’s common stock.
Cohu, Inc. filed a notice relating to a planned sale of its common stock listed on NASDAQ. The securities information section lists 15,252 shares of common stock with an aggregate market value of $789,129.43, to be handled through Morgan Stanley Smith Barney LLC Executive Financial Services in New York.
The shares to be sold consist of 10,000 shares classified as Exercised Shares originally acquired on 05/10/2021 for cash and 5,252 shares of Restricted Stock originally acquired on 05/10/2018. The filing also includes a section for securities sold during the past three months and standard remarks and signature, without additional quantified disclosures.
Vanguard Capital Management, together with certain affiliates, reports beneficial ownership of Cohu Inc common stock on a Schedule 13G. The group holds 2,365,526 shares, representing 5.01% of the outstanding common stock as of June 30, 2026.
Vanguard has sole voting power over 358,189 shares and sole dispositive power over all 2,365,526 shares, with no shared voting or dispositive power. The position includes securities held by various Vanguard funds and managed accounts for which Vanguard entities exercise voting and/or dispositive authority. No other single underlying investor has an interest in more than 5% of Cohu’s common stock through these holdings.
Cohu, Inc. generated net sales of $149.0 million in the quarter ended June 27, 2026, up from $107.7 million a year earlier, and improved from a $17.2 million operating loss to a modest $0.3 million operating profit. Net loss narrowed to $0.2 million (159 thousand), with loss per share of $0.00 versus $0.36.
For the first six months of 2026, net sales were $274.1 million compared with $204.5 million in 2025, and net loss improved to $12.2 million from $47.7 million. Operating activities provided $20.8 million of cash. At June 27, 2026, cash and cash equivalents were $219.6 million, short-term investments $278.6 million, total debt $304.4 million, and stockholders’ equity $774.6 million, with 47,338,433 common shares outstanding as of July 21, 2026.
Cohu, Inc. reported fiscal 2026 second-quarter net sales of $149.0 million, revenue increasing 38% year-over-year, with a near-breakeven GAAP net loss of $0.2 million or $0.00 per share. For the first six months of 2026, net sales were $274.1 million and GAAP net loss was $12.2 million or $0.26 per share.
On a non-GAAP basis, Cohu generated Q2 2026 net income of $14.1 million, or $0.26 per share, and $14.6 million, or $0.29 per share, for the first half. Adjusted EBITDA was 12.3% of net sales in Q2 2026. Total cash and investments were $498.2 million at quarter-end, and no common shares were repurchased. Management cited broad-based end-market improvement, estimated test cell utilization of approximately 80%, and accelerating AI compute demand for its Eclipse test handler with T-Core active thermal control. The company raised its FY26 high-performance computing revenue estimate to $100–$110 million and expects third-quarter 2026 sales of $170 million +/- $7 million.
Cohu Inc. senior VP finance and CFO Jeffrey D. Jones reported an internal restructuring of his equity holdings. On 2026-07-15, 190,590 shares of common stock were moved into the revocable Jones Trust Dated April 3, 2023, with no open-market buy or sell. He now holds 190,590 shares indirectly via the trust and 153,202 restricted stock units directly.
Christopher Bohrson, Sr VP & Chief Customer Officer of Cohu, Inc., executed an open-market sale of 1,000 shares of common stock on 2026-07-15 at $57.92 per share. The transaction was carried out under a referenced Rule 10b5-1(c) trading plan adopted on 11/21/2025. Following the sale, he directly holds 170,702 shares of Cohu common stock, which include 109,565 RSUs that will convert one-for-one into common shares upon future vesting, subject to continued service, achievement of specified performance goals, and excluding shares expected to be withheld for taxes.
COHU shareholder Chris G Bohrson has filed a notice to sell up to 1,000 shares of COHU common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated value of $57,920.00. The shares are listed as restricted stock originally acquired from the issuer on March 19, 2023.
The notice also lists prior COHU common stock sales during the past three months: 1,500 shares for $76,920.00 on May 11, 2026; 1,000 shares for $46,920.00 on May 15, 2026; and 1,000 shares for $63,880.00 on June 15, 2026.
CAGGIA ANDREW M reported acquisition or exercise transactions in this Form 4 filing.
Cohu, Inc. director Andrew M. Caggia received a grant of 294 Deferred Stock Units (DSUs) as payment of director fees. Each DSU represents one share of common stock to be issued after his board service ends or on specified future dates. Following this award, he now holds 80,030 share-equivalent units, including 3,578 Restricted Stock Units (RSUs) that vest with continued board service and 61,056 DSUs that will be settled in common stock at termination of service or at future specified dates.
Cohu Inc. senior vice president and chief customer officer Christopher Bohrson reported an open-market sale of 1,000 shares of common stock at $63.88 per share. The transaction was executed under a Rule 10b5-1(c) trading plan adopted on November 21, 2025.
Following this sale, he holds 171,702 shares, which the disclosure notes includes 109,565 restricted stock units that are scheduled to convert into common stock on a one-for-one basis upon future vesting and achievement of specified performance goals, assuming continued service.