Every 8-K that Cohu Inc (COHU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow COHU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COHU filings page.
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. reported results of its 2026 Annual Meeting, where stockholders approved an amendment to increase authorized common shares from 90,000,000 to 150,000,000 and the company filed an Amended and Restated Certificate of Incorporation reflecting this change. The Board also adopted Amended and Restated Bylaws adding an exclusive forum provision that generally directs certain corporate disputes to the Delaware Court of Chancery and federal courts for Securities Act claims.
Stockholders elected three Class 1 directors to serve until the 2029 Annual Meeting, approved advisory compensation for named executive officers, adopted the 2026 Equity Incentive Plan and an amended 1997 Employee Stock Purchase Plan, and ratified Ernst & Young LLP as independent registered public accounting firm for fiscal year 2025.
Cohu, Inc. reported fiscal first quarter 2026 net sales of $125.1 million, up from $122.2 million in Q4 2025 and $96.8 million a year earlier. The company posted a GAAP net loss of $12.1 million, or $0.26 per share, but delivered non-GAAP net income of $0.6 million, or $0.01 per share.
GAAP gross margin was 46.3%, with non-GAAP gross margin at 46.5%. Total cash and investments were $488.7 million at quarter end, and no shares were repurchased. Management highlighted AI and high-performance computing demand, raised its FY26 high-performance computing revenue outlook to about $80–100 million, and increased its AI-driven compute addressable market estimate to roughly $750 million. Cohu expects Q2 2026 sales of $144 million plus or minus $7 million.
Cohu, Inc. reported fourth quarter 2025 net sales of $122.2 million and a GAAP net loss of $22.5 million, or $0.48 per share, compared with $94.1 million of sales a year earlier. For full year 2025, net sales were $453.0 million with a GAAP net loss of $74.3 million, or $1.59 per share, versus $401.8 million of sales and a $69.8 million loss in 2024.
On a non-GAAP basis, Cohu reported a fourth quarter 2025 net loss of $7.2 million, or $0.15 per share, and a full‑year 2025 net loss of $10.1 million, or $0.22 per share. Adjusted EBITDA improved to $17.4 million for 2025 from $7.1 million in 2024.
Cash and investments at year‑end 2025 totaled $484.0 million, helped by the issuance of $287.5 million of 1.50% Convertible Senior Notes due 2031 that generated approximately $246.7 million of net proceeds. Management highlighted about 30% year‑over‑year fourth quarter revenue growth and stronger recurring revenue, and expects first quarter 2026 sales of $122 million ± $7 million.
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. 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.