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[8-K] COHU INC Reports Material Event

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8-K
Rhea-AI Filing Summary

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.

Cohu, Inc. ha fornito un 8-K che annuncia i risultati finanziari per il terzo trimestre fiscale chiuso il 27 settembre 2025. L'azienda ha allegato il proprio comunicato stampa sui profitti del Terzo Trimestre 2025 come Exhibit 99.1, datato 29 ottobre 2025.

I materiali ai sensi della voce 2.02 sono forniti, non depositati, e includono metriche non-GAAP quali margine lordo/profitto, reddito operativo (guadagno/perdita operativa), spese operative, utile per azione rettificato, aliquota fiscale effettiva, cassa netta per azione e Adjusted EBITDA, con riconciliazioni GAAP fornite nei prospetti allegati. Il comunicato contiene dichiarazioni previsionali soggette ai rischi descritti nel modulo più recente Form 10-K, Form 10-Q e in altri filing SEC.

Cohu, Inc. proporcionó un 8-K que anuncia los resultados financieros para el tercer trimestre fiscal concluido el 27 de septiembre de 2025. La compañía adjuntó su comunicado de prensa de ganancias del Tercer Trimestre de 2025 como Exhibit 99.1, con fecha del 29 de octubre de 2025.

Los materiales bajo el ítem 2.02 se presentan, no presentados, e incluyen métricas no GAAP como margen/bruto de ganancia, ingreso operativo (pérdida), gasto operativo, utilidad por acción ajustada, tasa impositiva efectiva, efectivo neto por acción y Adjusted EBITDA, con conciliaciones GAAP proporcionadas en los cronogramas adjuntos. El comunicado contiene declaraciones prospectivas sujetas a riesgos descritos en el Formulario 10-K, Formulario 10-Q y otros archivos de la SEC de Cohu.

Cohu, Inc.은 2025년 9월 27일에 종료된 제3회계연도 분기의 재무실적을 공표하는 8-K를 제출했습니다. 회사는 2025년 제3분기 실적 보도자료를 Exhibit 99.1로 첨부했으며 날짜는 2025년 10월 29일입니다.

항목 2.02에 따른 자료는 제출되었고, 기재되지 않음으로 간주되며, 매출총이익/이익, 영업이익(손실), 영업비용, 주당 조정 이익, 유효 법인세율, 주당 순현금, 및 Adjusted EBITDA와 같은 비GAAP 지표를 포함하고, GAAP 조정은 동반되는 일정에 제공됩니다. 보도자료에는 Cohu의 최신 Form 10-K, Form 10-Q 및 기타 SEC 제출 문서에 명시된 위험에 따라 달라질 수 있는 전망 진술이 포함되어 있습니다.

Cohu, Inc. a fourni un formulaire 8-K annonçant les résultats financiers du troisième trimestre fiscal terminé le 27 septembre 2025. L'entreprise joint son communiqué de résultats du troisième trimestre 2025 comme Exhibit 99.1, daté du 29 octobre 2025.

Les documents relatifs à l'élément 2.02 sont fournis, non déposés, et comprennent des métriques non-GAAP telles que la marge brute/du gain, le résultat opérationnel (bénéfice/perte), les frais d'exploitation, le bénéfice par action ajusté, le taux d'imposition effectif, la trésorerie nette par action et l'EBITDA ajusté, avec les rapprochements GAAP fournis dans les annexes. Le communiqué contient des déclarations prospectives soumises à des risques décrits dans le formulaire Form 10-K, Form 10-Q de Cohu et d'autres dépôts SEC.

Cohu, Inc. hat eine 8-K vorgelegt, in der die Finanzergebnisse für das dritte Geschäftsjahrquartal, das am 27. September 2025 endete, angekündigt werden. Das Unternehmen fügte seine Gewinnmitteilung für das dritte Quartal 2025 als Exhibit 99.1 bei, datiert vom 29. Oktober 2025.

Die Unterlagen unter Punkt 2.02 werden vorgelegt, nicht eingereicht, und beinhalten Non-GAAP-Metriken wie Bruttomarge/Bruttoertrag, operatives Einkommen (Verlust), Betriebsausgaben, angepasstes Ergebnis je Aktie, effektiver Steuersatz, Nettogeldbestand pro Aktie und Adjusted EBITDA, wobei GAAP-Nachweise in den beigefügten Zeitplänen bereitgestellt werden. Die Veröffentlichung enthält zukunftsgerichtete Aussagen, die Risiken unterliegen, die in dem neuesten Form 10-K, Form 10-Q von Cohu und anderen SEC-Einreichungen beschrieben sind.

Cohu, Inc. قدمت نموذج 8-K يعلن عن النتائج المالية للربع الثالث من السنة المالية المنتهية في 27 سبتمبر 2025. قامت الشركة بإرفاق بيان أرباح الربع الثالث من 2025 كم Exhibit 99.1، المؤرخ في 29 أكتوبر 2025.

المواد تحت البند 2.02 مُقدمة، غير مُودعة، وتشمل مقاييس غير GAAP مثل الهامش الإجمالي/الربح، الدخل التشغيلي (الربح/الخسارة)، المصروفات التشغيلية، العائد/الأرباح الموزعة المعدلة للسهم، معدل الضريبة الفعّال، النقد الصافي لكل سهم، وEBITDA المعدل، مع مقارنات GAAP مقدمة في الجداول المرفقة. يتضمن الإصدار تصريحات بشأن توقعات مستقبلية الخاضعة للمخاطر الموضحة في أحدث نموذجين 10-K و10-Q وغيرها من ملفات SEC الخاصة بـ Cohu.

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Cohu, Inc. ha fornito un 8-K che annuncia i risultati finanziari per il terzo trimestre fiscale chiuso il 27 settembre 2025. L'azienda ha allegato il proprio comunicato stampa sui profitti del Terzo Trimestre 2025 come Exhibit 99.1, datato 29 ottobre 2025.

I materiali ai sensi della voce 2.02 sono forniti, non depositati, e includono metriche non-GAAP quali margine lordo/profitto, reddito operativo (guadagno/perdita operativa), spese operative, utile per azione rettificato, aliquota fiscale effettiva, cassa netta per azione e Adjusted EBITDA, con riconciliazioni GAAP fornite nei prospetti allegati. Il comunicato contiene dichiarazioni previsionali soggette ai rischi descritti nel modulo più recente Form 10-K, Form 10-Q e in altri filing SEC.

Cohu, Inc. proporcionó un 8-K que anuncia los resultados financieros para el tercer trimestre fiscal concluido el 27 de septiembre de 2025. La compañía adjuntó su comunicado de prensa de ganancias del Tercer Trimestre de 2025 como Exhibit 99.1, con fecha del 29 de octubre de 2025.

Los materiales bajo el ítem 2.02 se presentan, no presentados, e incluyen métricas no GAAP como margen/bruto de ganancia, ingreso operativo (pérdida), gasto operativo, utilidad por acción ajustada, tasa impositiva efectiva, efectivo neto por acción y Adjusted EBITDA, con conciliaciones GAAP proporcionadas en los cronogramas adjuntos. El comunicado contiene declaraciones prospectivas sujetas a riesgos descritos en el Formulario 10-K, Formulario 10-Q y otros archivos de la SEC de Cohu.

Cohu, Inc.은 2025년 9월 27일에 종료된 제3회계연도 분기의 재무실적을 공표하는 8-K를 제출했습니다. 회사는 2025년 제3분기 실적 보도자료를 Exhibit 99.1로 첨부했으며 날짜는 2025년 10월 29일입니다.

항목 2.02에 따른 자료는 제출되었고, 기재되지 않음으로 간주되며, 매출총이익/이익, 영업이익(손실), 영업비용, 주당 조정 이익, 유효 법인세율, 주당 순현금, 및 Adjusted EBITDA와 같은 비GAAP 지표를 포함하고, GAAP 조정은 동반되는 일정에 제공됩니다. 보도자료에는 Cohu의 최신 Form 10-K, Form 10-Q 및 기타 SEC 제출 문서에 명시된 위험에 따라 달라질 수 있는 전망 진술이 포함되어 있습니다.

Cohu, Inc. a fourni un formulaire 8-K annonçant les résultats financiers du troisième trimestre fiscal terminé le 27 septembre 2025. L'entreprise joint son communiqué de résultats du troisième trimestre 2025 comme Exhibit 99.1, daté du 29 octobre 2025.

Les documents relatifs à l'élément 2.02 sont fournis, non déposés, et comprennent des métriques non-GAAP telles que la marge brute/du gain, le résultat opérationnel (bénéfice/perte), les frais d'exploitation, le bénéfice par action ajusté, le taux d'imposition effectif, la trésorerie nette par action et l'EBITDA ajusté, avec les rapprochements GAAP fournis dans les annexes. Le communiqué contient des déclarations prospectives soumises à des risques décrits dans le formulaire Form 10-K, Form 10-Q de Cohu et d'autres dépôts SEC.

Cohu, Inc. hat eine 8-K vorgelegt, in der die Finanzergebnisse für das dritte Geschäftsjahrquartal, das am 27. September 2025 endete, angekündigt werden. Das Unternehmen fügte seine Gewinnmitteilung für das dritte Quartal 2025 als Exhibit 99.1 bei, datiert vom 29. Oktober 2025.

Die Unterlagen unter Punkt 2.02 werden vorgelegt, nicht eingereicht, und beinhalten Non-GAAP-Metriken wie Bruttomarge/Bruttoertrag, operatives Einkommen (Verlust), Betriebsausgaben, angepasstes Ergebnis je Aktie, effektiver Steuersatz, Nettogeldbestand pro Aktie und Adjusted EBITDA, wobei GAAP-Nachweise in den beigefügten Zeitplänen bereitgestellt werden. Die Veröffentlichung enthält zukunftsgerichtete Aussagen, die Risiken unterliegen, die in dem neuesten Form 10-K, Form 10-Q von Cohu und anderen SEC-Einreichungen beschrieben sind.

Cohu, Inc. قدمت نموذج 8-K يعلن عن النتائج المالية للربع الثالث من السنة المالية المنتهية في 27 سبتمبر 2025. قامت الشركة بإرفاق بيان أرباح الربع الثالث من 2025 كم Exhibit 99.1، المؤرخ في 29 أكتوبر 2025.

المواد تحت البند 2.02 مُقدمة، غير مُودعة، وتشمل مقاييس غير GAAP مثل الهامش الإجمالي/الربح، الدخل التشغيلي (الربح/الخسارة)، المصروفات التشغيلية، العائد/الأرباح الموزعة المعدلة للسهم، معدل الضريبة الفعّال، النقد الصافي لكل سهم، وEBITDA المعدل، مع مقارنات GAAP مقدمة في الجداول المرفقة. يتضمن الإصدار تصريحات بشأن توقعات مستقبلية الخاضعة للمخاطر الموضحة في أحدث نموذجين 10-K و10-Q وغيرها من ملفات SEC الخاصة بـ Cohu.

Cohu, Inc. 发布了一份 8-K,宣布截至 2025 年 9 月 27 日的第三财季财务业绩。公司将其 2025 年第三季度收益新闻稿作为 Exhibit 99.1 附件,日期为 2025 年 10 月 29 日。

第 2.02 项下的材料为 furnished, not filed,并包含非 GAAP 指标,如毛利/利润、经营利润(亏损)、经营费用、调整后每股收益、有效税率、每股净现金,以及 Adjusted EBITDA,GAAP 调整在随附的日程表中提供。该新闻稿包含前瞻性声明,存在在 Cohu 最新的 Form 10-K、Form 10-Q 及其他 SEC 文件中所述的风险。

false 0000021535 0000021535 2025-10-29 2025-10-29
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
FORM 8-K
 
CURRENT REPORT
 
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
 
Date of Report (Date of Earliest Event Reported):
 
October 29, 2025
 
Cohu, Inc.
 

 
(Exact name of registrant as specified in its charter)
 
 
 
Delaware
001-04298
95-1934119
_____________________
(State or other jurisdiction
_____________
(Commission
______________
(I.R.S. Employer
of incorporation)
File Number)
Identification No.)
  
 
 
12367 Crosthwaite Circle, Poway, California
 
92064
_________________________________
(Address of principal executive offices)
 
___________
(Zip Code)
 
 
 
Registrant’s telephone number, including area code:
 
858-848-8100
 
Not Applicable

Former name or former address, if changed since last report
 
Securities registered pursuant to Section 12(b) of the Act:
 
Title of Each Class
Trading Symbol(s)
Name of exchange on which registered
Common Stock, $1.00 par value
COHU
The NASDAQ Stock Market LLC
 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
 
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.
 
Emerging growth company
 
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
 
 

 
 
Item 2.02 Results of Operations and Financial Condition.
 
On October 29, 2025, the Company issued a press release regarding its financial results for the third fiscal quarter ended September 27, 2025. The Company’s press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein.
 
The information in this Item 2.02 of this Current Report on Form 8-K and the Exhibit attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, regardless of any general incorporation language in such filing.
 
Use of Non-GAAP Financial Information:
 
Included within this current report non-GAAP financial measures, including non-GAAP Gross Margin/Profit, Income (loss) and Income (loss) (adjusted earnings) per share, Operating income (loss), Operating Expense, effective tax rate, net cash per share and Adjusted EBITDA that supplement the Company’s Condensed Consolidated Statements of Operations prepared under generally accepted accounting principles (GAAP). These non-GAAP financial measures adjust the Company’s actual results prepared under GAAP to exclude charges and the related income tax effect for: share-based compensation, the amortization of purchased intangible assets, restructuring costs, manufacturing transition and severance costs, impairments, duplicate facility costs, acquisition-related costs and associated professional fees, depreciation of purchase accounting adjustments to property, plant and equipment, fair value adjustment to contingent consideration, pension curtailment gain, amortization of cloud-based software implementation costs (Adjusted EBITDA only) and loss on extinguishment of debt (Adjusted EBITDA only). Reconciliations of GAAP to non-GAAP amounts for the periods presented herein are provided in schedules accompanying this release and should be considered together with the Condensed Consolidated Statements of Operations. With respect to any forward-looking non-GAAP figures, we are unable to provide without unreasonable efforts, at this time, a GAAP to non-GAAP reconciliation of any forward-looking figures due to their inherent uncertainty.
 
These non-GAAP measures are not meant as a substitute for GAAP, but are included solely for informational and comparative purposes. The Company’s management believes that this information can assist investors in evaluating the Company’s operational trends, financial performance, and cash generating capacity. Management uses non-GAAP measures for a variety of reasons, including to make operational decisions, to determine executive compensation in part, to forecast future operational results, and for comparison to our annual operating plan. However, the non-GAAP financial measures should not be regarded as a replacement for (or superior to) corresponding, similarly captioned, GAAP measures.
 
Forward Looking Statements:
 
Certain statements contained in this current report and accompanying materials may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding effects of growth in revenue in certain vertical markets and corresponding financial impacts; new market entries, product introductions or customer adoptions and corresponding performance metrics or financial impacts; product market projected growth and market sizes and related revenue opportunities; expectations related to our FY2025 outlook, including quarterly projections; and any other statements that are predictive in nature and depend upon or refer to future events or conditions; and/or include words such as “may,” “will,” “should,” “would,” “expect,” “anticipate,” “plan,” “likely,” “believe,” “estimate,” “project,” “intend;” and/or other similar expressions among others. Statements that are not historical facts are forward-looking statements. Forward-looking statements are based on current beliefs and assumptions that are subject to risks and uncertainties and are not guarantees of future performance. Any third-party industry analyst forecasts quoted are for reference only and Cohu does not adopt or affirm any such forecasts.
 
 

 
Actual results and future business conditions could differ materially from those contained in any forward-looking statement as a result of various factors, including, without limitation: new product investments and product enhancements which may not be commercially successful; the semiconductor industry is seasonal, cyclical, volatile and unpredictable; recent erosion in mobile, automotive and industrial market sales; our ability to manage and deliver high quality products and services; failure of sole source contract manufacturer or our ability to manage third-party raw material, component and/or service providers; ongoing inflationary pressures on material and operational costs coupled with rising interest rates; economic recession; the semiconductor industry is intensely competitive, subject to rapid technological changes, and experiences consolidation of key customers for semiconductor test equipment; a limited number of customers account for a substantial percentage of net sales; significant exports to foreign countries with economic and political instability and competition from a number of Asia-based manufacturers; our relationships with customers may deteriorate; loss of key personnel; risks of using artificial intelligence within Cohu’s product developments and business; reliance on foreign locations and geopolitical instability in such locations critical to Cohu and its customers; natural disasters, war and climate-related changes, including related economic impacts; levels of debt; access to sufficient capital on reasonable or favorable terms; foreign operations and related currency fluctuations; required or desired accounting charges and the cost or effectiveness of accounting controls; instability of financial institutions where we maintain cash deposits and potential loss of uninsured cash deposits; significant goodwill and other intangibles as percentage of our total assets; increasingly restrictive trade and export regulations impacting our ability to sell products, specifically within China; risks associated with acquisitions, investments and divestitures such as integration and synergies; constraints related to corporate governance structures; share repurchases and related impacts; financial or operating results that are below forecast or credit rating changes impacting our stock price or financing ability; law/regulatory changes and including environmental or tax law changes; significant volatility in our stock price; the risk of cybersecurity breaches; enforcing or defending intellectual property claims or other litigation.
 
These and other risks and uncertainties are discussed more fully in Cohu’s filings with the SEC, including our most recent Form 10-K and Form 10-Q, and the other filings made by Cohu with the SEC from time to time, which are available via the SEC’s website at www.sec.gov. Except as required by applicable law, Cohu does not undertake any obligation to revise or update any forward-looking statement, or to make any other forward-looking statements, whether as a result of new information, future events or otherwise.
 
Item 9.01 Financial Statements and Exhibits.
 
The Exhibit listed below is being furnished with this Current Report on Form 8-K.
 
(d) Exhibits
 
Exhibit No. - 99.1
 
Third Quarter 2025 Earnings Release, dated October 29, 2025, of Cohu, Inc.
 
Exhibit No. - 104
 
Cover Page Interactive Data File (embedded within the Inline XBRL document)
 
 

 
 
SIGNATURES
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
 
 
 
 
 
 
 
 Cohu, Inc.
 
 
 
 
 
October 29, 2025
 
 By:
 
/s/ Jeffrey D. Jones
 
 
 
 
 
 
 
 
 
 Name: Jeffrey D. Jones
 
 
 
 
 Title: Senior VP Finance & Chief Financial Officer
 
 

 
 
Exhibit Index
 
 
 
 
Exhibit No.
 
Description
 
 
 
99.1
 
104
 
Third Quarter 2025 Earnings Release, dated October 29, 2025, of Cohu, Inc.
 
Cover Page Interactive Data File (embedded within the Inline XBRL document)
 
 

FAQ

What did Cohu (COHU) announce in this 8-K?

Cohu furnished its Third Quarter 2025 financial results under Item 2.02, attaching the earnings press release as Exhibit 99.1.

Which period does the announcement cover for Cohu (COHU)?

The results cover the third fiscal quarter ended September 27, 2025.

When was the Cohu (COHU) press release issued?

The press release was dated October 29, 2025.

Are Cohu’s Q3 2025 materials furnished or filed?

They are furnished, not filed, and not subject to Section 18 liabilities or incorporation by reference.

What non-GAAP measures does Cohu (COHU) include?

Non-GAAP gross margin/profit, operating income (loss), operating expense, adjusted EPS, effective tax rate, net cash per share, and Adjusted EBITDA.

Where are GAAP to non-GAAP reconciliations provided?

In schedules accompanying the earnings release attached as Exhibit 99.1.

Does the release contain forward-looking statements?

Yes. It includes forward-looking statements with risks discussed in Cohu’s Form 10-K, Form 10-Q, and other SEC filings.
Cohu Inc

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Semiconductor Equipment & Materials
Instruments for Meas & Testing of Electricity & Elec Signals
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