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. reported third-quarter fiscal 2026 net sales of $172.956 million for the three months ended September 26, 2026, compared with $126.249 million a year earlier. Operating income was $12.801 million and net income was $12.129 million, versus operating and net losses of $9.716 million and $4.101 million, respectively, in the prior-year quarter. For the first nine months, net sales were $447.077 million and net loss was $98,000, compared with $51.785 million a year earlier.
Operating cash flow for the first nine months was $26.354 million, compared with $8.144 million used in the prior-year period. The $287.5 million aggregate principal amount of 1.50% convertible notes remained outstanding as of September 26, 2026; holders may convert from October 26 through December 7, 2026, after the market-price condition was met.
After quarter-end, Cohu initiated consultation with the German Works Council on a proposed realignment of certain engineering activities. The proposal may result in restructuring charges, with their nature, timing and amount dependent on the consultation outcome.
Cohu asks stockholders to ratify specified prior corporate actions at a virtual special meeting on December 15, 2026. Record-date intervals before the 2024, 2025 and 2026 annual meetings were 54, 56 and 53 days, respectively, exceeding the bylaws’ 50-day limit and creating uncertainty about authorization. The ratifications cover a charter amendment limiting certain officers’ monetary liability; the authorized common-share increase from 90,000,000 to 150,000,000 shares; adoption of the 2026 Equity Incentive Plan; the 1997 Employee Stock Purchase Plan amendment, which added 600,000 shares to reach 4,350,000 shares; and nine separately voted prior director elections.
These votes address the identified record-date defect, not new substantive actions: they do not further increase authorized shares, issue shares, add plan shares beyond the historical actions, change directors’ scheduled term endpoints, or elect a new slate. Each ratification is a separate decision, and the Board recommends FOR Proposals 1–4, each director ratification, and the adjournment proposal. Holders of common stock at the close of business on October 28, 2026, may vote; the meeting is online only.
Cohu, Inc. (COHU) reported fiscal third-quarter 2026 net sales of $173.0 million, up 37% year over year, and GAAP net income of $12.1 million, or $0.22 per diluted share, compared with a $4.1 million loss a year earlier. Non-GAAP net income was $23.3 million, or $0.43 per diluted share. For the first nine months, sales were $447.1 million and GAAP net loss was $0.1 million, versus $330.7 million in sales and a $51.8 million net loss in 2025; non-GAAP income was $37.9 million versus a $2.9 million loss.
Cash and investments were $507.9 million as of September 26, 2026, and Cohu repurchased no common shares during the quarter. Bookings increased 126%, and the high-performance computing opportunity pipeline expanded to approximately $1 billion; Cohu raised its fiscal 2026 high-performance computing revenue outlook to approximately $120 million. For the fourth quarter of 2026, Cohu expects sales to be up 46% year over year and in the range of $178 million +/- $7 million. Cohu said it is focused on expanding manufacturing capacity and working with supply partners to support potential customer production ramps.
Cohu, Inc. Chief Recurring Officer Christopher Bohrson sold 1,000 shares of common stock on October 15, 2026, at $55.31 per share under a Rule 10b5-1 plan adopted November 21, 2025. His reported post-transaction position was 157,702 shares, including 109,565 previously reported RSUs, excluding the impact of shares to be withheld for taxes. The RSUs convert one-for-one upon vesting, assuming continued service through the vesting dates and achievement of specified performance goals.
COHU Inc. officer Chris G. Bohrson reported a proposed sale of 1,000 common shares, with an aggregate market value of $55,310 and an approximate sale date of October 15, 2026. Morgan Stanley Smith Barney LLC is listed as the broker. The notice also records earlier sales by Bohrson on September 15, August 19 and August 17, 2026.
Cohu (COHU) President & CEO Luis A. Muller sold 21,662 common shares at $73.00 per share on October 2, 2026, under a Rule 10b5-1(c) plan adopted on May 28, 2026. After the sale, his reported direct position was 822,927 shares, including 508,101 RSUs previously reported; those units convert one-for-one into common shares upon vesting, subject to continued service and specified performance goals.
COHU, Inc. officer Luis Muller filed notice of a proposed sale of 21,662 common shares through Morgan Stanley Smith Barney LLC, with an approximate aggregate market value of $1,581,326 and an approximate sale date of October 2, 2026. The notice lists 10,172 shares of restricted stock acquired from the issuer on March 17, 2022, and 11,490 acquired on March 14, 2024.
COHU director Andrew M. Caggia acquired 326 Deferred Stock Units (DSUs) on September 25, 2026, as payment of director fees. Each DSU equals one share of Cohu common stock. The reported total following the transaction was 65,104 shares; the footnote says this amount includes 3,578 Restricted Stock Units and 61,382 Deferred Stock Units.
COHU Inc.'s President & CEO Luis A. Muller sold 27,236 shares of common stock on September 25, 2026, at an exact execution price of $65.00 per share under a Rule 10b5-1(c) plan. He reported 844,589 shares following the sale, including 508,101 previously reported RSUs.
COHU, Inc. officer Luis Muller (signature: Luis Antonio Muller) gave notice of a proposed sale of 27,236 common shares at an aggregate market value of $1,770,340.00, with an approximate sale date of September 25, 2026, through Morgan Stanley Smith Barney LLC on NASDAQ. The securities were acquired upon vesting of restricted stock during March 14, 2023 through March 19, 2023.
Luis Muller also reported selling 55,794 common shares on September 21, 2026, for gross proceeds of $3,347,640.00 during the past three months.