Latest Earnings Results: Q2 '26
Estimated EPS
$0.14
Reported EPS
$0.26
Surprise
+86.45%
Estimated Rev
$144.2M
Reported Rev
$149M
Surprise
+3.33%
• Reported GAAP EPS of $0.00 • Reported revenue of $149M up 38.37% YoY • Cohu expects third quarter 2026 sales to be in a range of $170 million +/- $7 million, while also raising its annual AI-driven compute opportunity pipeline to approximately $850 million.
Bullish Takeaway
Cohu achieved 38% year-over-year revenue growth driven by broad-based market improvements, while accelerating AI compute momentum led the company to raise its FY26 high-performance computing revenue estimate to $110 million.
Bearish Takeaway
Cohu reported GAAP net losses for the quarter and six-month period, while facing structural risks including high customer concentration, rapid innovation cycles, and increased interest expenses compared to prior periods.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.25 | -- | -- | N/A |
Q2 '26 | $0.14 | $0.26 | 86.45% | BEAT |
Q1 '26 | $0.03 | $0.01 | -68.70% | MISSED |
Q4 '25 | $0.06 | -$0.15 | -341.94% | MISSED |
Q3 '25 | -$0.20 | -$0.06 | 69.70% | BEAT |
