You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Cognex expects high-teens full-year growth, a $1.15 billion revenue midpoint versus $994 million in 2025, and plans to acquire RealSense for $500 million, with the deal expected to close in Q4.
Cognex expects revenue of 1.14 to 1.16 billion dollars, adjusted EBITDA margin of 31 to 32%, and adjusted EPS of $1.68 to $1.72, driven by logistics growth and cost reductions. It expects approximately 35 million dollars in annualized net cost reduction and plans an investor day in June 2027.
Cognex agreed to acquire RealSense for $500 million in an all-cash transaction expected to close in the fourth quarter of 2026. Third-quarter 2026 revenue rose 13% to $313,387,000, gross margin reached 71%, and diluted earnings were $0.50 per share.
Cognex Corporation agreed to acquire RealSense, expanding into robotic perception, for approximately $500 million. The transaction is expected to close in the fourth quarter of 2026 and will be financed entirely from existing cash and investments.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Cognex delivered record Q3 revenue, substantially higher adjusted profitability and EPS, strong cash generation, and increased full-year guidance. Key risks include European and automotive weakness, roughly $30 million of 2026 revenue headwinds, lower investment income, expected moderation in Q4 gross margin, and potentially moderating near-term logistics growth.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Gross margin as a percentage of revenue | 71% | the second quarter of 2026 filing | — |
| Net income as a percentage of revenue | 25% | the second quarter of 2026 filing | — |
| Operating income as a percentage of revenue | 29% | the second quarter of 2026 filing | — |
| Adjusted EBITDA non-GAAP | $94M | Q2 2026 | — |
| Adjusted EBITDA margin non-GAAP | 32.2% | Q2 2026 | — |
| Adjusted EPS (Diluted) non-GAAP | $0.45 | Q2 2026 | — |
| Adjusted gross margin non-GAAP | 71.5% | Q2 2026 | — |
| Adjusted operating margin non-GAAP | 30.7% | Q2 2026 | — |
| FCF conversion rate non-GAAP | 93% | Q2 2026 | — |
| Free Cash Flow non-GAAP | $68M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Cash provided by operating activities (GAAP) $69.15M
-$1.53M Capital expenditures
= Free cash flow $67.62M
|
|||
| Trailing twelve-month FCF conversion rate non-GAAP | 153% | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CGNX
this stock
Cognex Corp
|
$8.42B | +39.0% | +8.7% | 34.7 | 3.9% |
|
GRMN
Garmin Ltd
|
$54.54B | +39.5% | +15.1% | 27.2 | 1.6% |
|
KEYS
Keysight Technologies, Inc.
|
$50.68B | +46.5% | +8.0% | 40.8 | 1.3% |
|
COHR
Coherent Corp.
|
$42.97B | +18.2% | +19.2% | 45.2 | 5.1% |
|
TDY
Teledyne Technologies Inc
|
$29.64B | +26.0% | -4.6% | 29.5 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Cognex expects high-teens full-year growth, a $1.15 billion revenue midpoint versus $994 million in 2025, and plans to acquire RealSense for $500 million, with the deal expected to close in Q4.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CGNX | +4.7% | -7.4% | -26.8% | -10.9% | +39.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.1% | -6.2% | -27.3% | -10.8% | +28.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
