StockWatch
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Industrial Machinery/Components
Quarterly ResultAug 5, 2026, 04:38 PM

Cognex Q2 Revenue $291M, EPS $0.43; Declares $0.085 Dividend

AI Summary

Cognex Corporation reported strong second-quarter 2026 financial results, achieving record quarterly revenue of $291 million, a 17% increase year-over-year. The company also saw significant margin expansion, with operating margin at 29.4% and Adjusted EBITDA margin at 32.2%, and net income per diluted share rising 79% to $0.43. Additionally, Cognex's Board of Directors declared a quarterly cash dividend of $0.085 per share and issued optimistic guidance for both the third quarter and full-year 2026, anticipating strong double-digit revenue growth and continued profitability expansion.

Key Highlights

  • Q2 2026 revenue reached a record $291 million, up 17% year-over-year.
  • Net income per diluted share was $0.43, an increase of 79% year-over-year.
  • Operating margin expanded to 29.4%, up 1,200 basis points year-over-year.
  • Adjusted EBITDA margin was 32.2%, an increase of 1,150 basis points year-over-year.
  • Board declared a quarterly cash dividend of $0.085 per share.
  • Q3 2026 revenue guidance is $300 million to $320 million, up 12% at midpoint.
  • Full-year 2026 revenue guidance is $1,130 million to $1,150 million, up 15% at midpoint.
  • Cash and investments totaled $755 million with no debt as of July 5, 2026.