COHU · Cohu Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Cohu delivered Q2 sales of $149 million, up 38% year-over-year, beating guidance with non-GAAP EPS of $0.26, and raised its full-year 2026 revenue growth outlook to ~35%, driven by HPC strength that led to a raised FY26 HPC revenue estimate of $100–$110 million and an expanded compute opportunity pipeline now estimated at ~$850 million annually.
- + Raised full-year 2026 revenue growth outlook to approximately 35%
- + Raised FY26 HPC revenue estimate to $100–$110 million on expanding AI compute pipeline now ~$850 million annually
- + Gross margin of 45.5% came in above guidance on favorable product mix
- + Computing orders up 150% year-over-year and industrial orders up 87% year-over-year as utilization improved to ~80%
- − Higher input costs and longer lead times for certain semiconductors/specialty components pressuring margin and supply
- − Automotive segment orders down 24% year-over-year and recovery delayed into late Q1/Q2 2027
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Semiconductor Equipment & Materials — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
COHU
this stock
Cohu Inc
|
$3.23B | +192.8% | +12.7% | — | 18.2% |
|
ASML
Asml Holding NV
|
$703.84B | +69.3% | — | — | 0.4% |
|
LRCX
Lam Research Corp
|
$394.43B | +91.9% | +51.7% | 54.7 | 2.1% |
|
AMAT
Applied Materials Inc /De
|
$386.29B | +99.0% | -12.6% | 42.0 | 1.8% |
|
KLAC
Kla Corp
|
$245.53B | — | +11.7% | 51.3 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| COHU | +5.7% | +54.3% | +92.5% | +47.8% | +192.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +6.4% | +54.2% | +80.3% | +48.4% | +181.0% |
Capital returns
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.