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Stocks Industrials COHU

NASDAQ · Industrials

Cohu Inc (COHU)

Cohu Inc brought in $569.3M of revenue over the twelve months to September 26, 2026, up 34.0% from a year earlier. It posted a net loss of $22.6M. Operating cash flow minus capital spending left $10.7M of free cash flow in fiscal 2025. At September 26, 2026 it held $272.3M in cash against $302.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 29, 2026.

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Price
$43.33
-0.16% on the day · November 10, 2026
52-week range $21.10 to $75.72
Market cap
$2.1B
Revenue (last 12 months)
$569.3M
+34.0% year on year
Net margin
-4.0%

Key facts about Cohu Inc

Net worth
Cohu Inc has a market value (market cap) of $2.1B at the latest share price, and shareholders' equity of $791M on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $453M (+12.7% year on year), with a net loss of $74.3M. Over the 12 months to September 26, 2026: revenue $569.3M, net loss $22.6M.
Cash flow
In fiscal 2025 operations brought in $31.7M of cash; after $21M of capital spending, free cash flow was $10.7M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 29, 2026 and covers the period to September 26, 2026. Open on SEC EDGAR
Next earnings report
Cohu Inc's next report is expected around February 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What Cohu Inc does

Cohu Inc is registered with the SEC under industry code SIC 3825 (Instruments For Meas & Testing of Electricity & Elec Signals). Its shares trade on NASDAQ under the ticker COHU.

Revenue and profit by year

Revenue
FY18: $451.8M $451.8M FY18FY19: $583.3M $583.3M FY19FY20: $636M $636M FY20FY21: $887.2M $887.2M FY21FY22: $812.8M $812.8M FY22FY23: $636.3M $636.3M FY23FY24: $401.8M $401.8M FY24FY25: $453M $453M FY25
Net income
FY18: -$32.2M -$32.2M FY18FY19: -$69.7M -$69.7M FY19FY20: -$13.8M -$13.8M FY20FY21: $167.3M $167.3M FY21FY22: $96.8M $96.8M FY22FY23: $28.2M $28.2M FY23FY24: -$69.8M -$69.8M FY24FY25: -$74.3M -$74.3M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$453M-$69.8M-$74.3M-$1.59$10.7M
2024$401.8M-$71.7M-$69.8M-$1.49-$7.9M
2023$636.3M$43.3M$28.2M$0.59$85.4M
2022$812.8M$125.6M$96.8M$1.98$98.1M
2021$887.2M$201.5M$167.3M$3.45$85.9M
2020$636M$3.3M-$13.8M-$0.33$31.2M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 11, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 12, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where COHU ranks in Industrials

Revenue$453M
#343 of 603 in Industrials · Bottom 43%
Revenue growth+12.7%
#142 of 520 in Industrials · Top 27%
Net margin-16.4%
#437 of 523 in Industrials · Bottom 16%
Free cash flow margin2.4%
#286 of 489 in Industrials · Bottom 42%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Industrials

Dividends

Fiscal yearPer sharePaid outOf profit
2022n/a$00%
2021n/a$00%
2020$0.06$5Mn/a
2019$0.24$9.8Mn/a
2018$0.24$6.9Mn/a
2017n/a$6.6M20%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Cohu Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 9, 2026
  2. October 29, 2026
    Quarterly report 10-Q · period to September 26, 2026Revenue rose 37% to $173M versus the same quarter last year; diluted EPS $0.22 versus -$0.09.
  3. October 28, 2026
  4. October 28, 2026
  5. August 12, 2026
  6. July 31, 2026
  7. July 31, 2026
    Quarterly report 10-Q · period to June 27, 2026Revenue rose 38% to $149M versus the same quarter last year; diluted EPS $0.00 versus -$0.36.
  8. July 30, 2026
  9. May 29, 2026
  10. May 15, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 16, 2026. Insider transactions on SEC

What is COHU worth? A DCF from its reported cash flow

Insider trades

What the people running Cohu Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $7.4M worth of shares in the last 90 days and bought none on the open market. Most of the selling (92%) was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$7.4M
last 90 days
Net sold
116,692
$7.4M
DateInsiderWhatSharesPriceValueFiling
October 15, 2026 Bohrson ChristopherChief Recurring Officer Soldpre-planned (10b5-1) 1,000 $55.31 $55.3K Form 4
October 2, 2026 Muller Luis APresident & CEO Soldpre-planned (10b5-1) 21,662 $73.00 $1.6M Form 4
September 25, 2026 Muller Luis APresident & CEO Soldpre-planned (10b5-1) 27,236 $65.00 $1.8M Form 4
September 25, 2026 Caggia Andrew MDirector Received as pay 326 - - Form 4
September 21, 2026 Muller Luis APresident & CEO Soldpre-planned (10b5-1) 55,794 $60.00 $3.3M Form 4
August 19, 2026 Bohrson ChristopherSr VP & Chief Customer Officer Sold 10,000 $55.82 $558.2K Form 4
August 17, 2026 Bohrson ChristopherSr VP & Chief Customer Officer Soldpre-planned (10b5-1) 1,000 $61.90 $61.9K Form 4
August 5, 2026 Caggia Andrew MDirector Soldpre-planned (10b5-1) 10,000 $51.74 $517.4K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns COHU

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Capital World Investors13G, passive 5.8% 2,757,413 August 12, 2026
Thrivent Financial For Lutherans13G, passive 5.6% 2,615,235 February 10, 2025
Vanguard Capital Management13G, passive 5.01% 2,365,526 July 31, 2026

Latest filings below 5%: Victory Capital Management, Inc. 4.91% (May 12, 2026); The Vanguard Group 0% (March 26, 2026); Dimensional Fund Advisors LP 4% (January 21, 2026); Franklin Mutual Advisers, LLC 0% (May 9, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 349 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.7,386,449$545.9M+75,163
Capital World Investors2,757,413$203.8Mnew
Vanguard Portfolio Management LLC2,303,291$170.2M+264,814
Invesco Ltd.2,030,920$150.1M+1,781,263
Vanguard Capital Management LLC2,007,337$148.4M+39,662
State Street Corp1,888,948$139.6M+62,612
Geode Capital Management, LLC1,299,373$96.1M+122,247
Systematic Financial Management LP1,174,165$86.8M-227,069
Two Sigma Investments, LP1,142,216$84.4M+47,785
Dimensional Fund Advisors LP1,122,112$82.9M-445,399
First Eagle Investment Management, LLC1,097,066$81.1M+622,998
Capital International Investors1,093,376$80.8Mnew
Manufacturers Life Insurance Company, The1,052,816$77.8M+1,033,082
Morgan Stanley996,487$73.7M+44,383
Victory Capital Management Inc978,370$72.3M-1,328,121
Royce & Associates LP938,030$69.3M-1,089,687
Emerald Advisers, LLC843,627$62.4M+63,528
Ameriprise Financial Inc833,562$61.6M+702,768
Goldman Sachs Group Inc754,000$55.7M-299,870
Charles Schwab Investment Management Inc733,112$54.2M-69,301

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

12 insiders reported holding 5,256,736 shares in total, about $227.8M at the last price.

HolderSharesAs of
Muller Luis APresident & CEO 2,847,750 October 2, 2026
Jones Jeffrey DSr. VP Finance & CFO 1,044,376190,590 held indirectly July 15, 2026
Bohrson ChristopherSr VP & Chief Customer Officer 506,606 October 15, 2026
Ilgenfritz KlausSr. VP & Chief Product Officer 395,856 March 14, 2026
Caggia Andrew MDirector 129,882 September 25, 2026
Bilodeau Steven JDirector 114,801 May 20, 2026
Richardson NinaDirector 81,241 August 5, 2026
Bendush WilliamDirector 38,61535,037 held indirectly May 15, 2026
Jorden YonDirector 35,226 May 15, 2026
Mattes Andreas WDirector 25,814 May 15, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about COHU

What does Cohu Inc do?

Cohu Inc is a company in the Industrials sector, listed on NASDAQ as COHU. Its shares trade on NASDAQ under the ticker COHU.

What is Cohu Inc's net worth?

Cohu Inc has a market value (market cap) of $2.1B at the latest share price, and shareholders' equity of $791M on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Cohu Inc profitable?

No. Over the twelve months to September 26, 2026 it reported a net loss of $22.6M on revenue of $569.3M.

How much revenue does Cohu Inc make?

Over the twelve months to September 26, 2026 Cohu Inc reported revenue of $569.3M. That is 34.0% more than a year earlier.

When did Cohu Inc last report?

Its most recent periodic report is the quarterly report (10-Q) filed on October 29, 2026. It covers the period to September 26, 2026. Its newest filing of any kind is the proxy statement from November 9, 2026.

When is Cohu Inc's next earnings report?

Cohu Inc's next report is expected around February 11, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Cohu Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.