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Cohu Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0100 |
| EPS Surprise | -66.67% |
| Revenue estimate | 122.142M |
| Revenue actual | 125.119M |
| Revenue Surprise | 2.44% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.0700 |
| EPS actual | -$0.150 |
| EPS Surprise | -314.29% |
| Revenue estimate | 122.1M |
| Revenue actual | 122.23M |
| Revenue Surprise | 0.106% |
| Release date | Oct 29, 2025 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.0600 |
| EPS Surprise | 68.42% |
| Revenue estimate | 122.092M |
| Revenue actual | 126.249M |
| Revenue Surprise | 3.40% |
| Release date | Jul 31, 2025 |
| EPS estimate | -$0.0200 |
| EPS actual | $0.0200 |
| EPS Surprise | 200.00% |
| Revenue estimate | 114.482M |
| Revenue actual | 107.68M |
| Revenue Surprise | -5.94% |
Last 4 Quarters for Cohu
Below you can see how COHU performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $17.86 |
| EPS estimate | -$0.0200 |
| EPS actual | $0.0200 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $19.05 |
| Jul 28, 2025 | $19.50 |
| Jul 29, 2025 | $19.27 |
| Jul 30, 2025 | $18.98 |
| Jul 31, 2025 | $17.86 |
| Aug 01, 2025 | $19.13 |
| Aug 04, 2025 | $18.87 |
| Aug 05, 2025 | $18.47 |
| Aug 06, 2025 | $18.85 |
| 4 days before | -6.25% |
| 4 days after | 5.54% |
| On release day | 7.11% |
| Change in period | -1.05% |
| Release date | Oct 29, 2025 |
| Price on release | $24.01 |
| EPS estimate | -$0.190 |
| EPS actual | -$0.0600 |
| EPS surprise | 68.42% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $22.48 |
| Oct 24, 2025 | $22.85 |
| Oct 27, 2025 | $23.51 |
| Oct 28, 2025 | $23.48 |
| Oct 29, 2025 | $24.01 |
| Oct 30, 2025 | $24.06 |
| Oct 31, 2025 | $23.79 |
| Nov 03, 2025 | $24.21 |
| Nov 04, 2025 | $22.67 |
| 4 days before | 6.81% |
| 4 days after | -5.58% |
| On release day | 0.208% |
| Change in period | 0.85% |
| Release date | Feb 12, 2026 |
| Price on release | $32.80 |
| EPS estimate | $0.0700 |
| EPS actual | -$0.150 |
| EPS surprise | -314.29% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $30.85 |
| Feb 09, 2026 | $31.67 |
| Feb 10, 2026 | $32.53 |
| Feb 11, 2026 | $34.16 |
| Feb 12, 2026 | $32.80 |
| Feb 13, 2026 | $30.60 |
| Feb 17, 2026 | $30.27 |
| Feb 18, 2026 | $29.81 |
| Feb 19, 2026 | $30.31 |
| 4 days before | 6.32% |
| 4 days after | -7.59% |
| On release day | -6.71% |
| Change in period | -1.75% |
| Release date | Apr 30, 2026 |
| Price on release | $47.35 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0100 |
| EPS surprise | -66.67% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $46.93 |
| Apr 27, 2026 | $46.19 |
| Apr 28, 2026 | $44.15 |
| Apr 29, 2026 | $44.71 |
| Apr 30, 2026 | $47.35 |
| May 01, 2026 | $45.59 |
| May 04, 2026 | $46.69 |
| May 05, 2026 | $48.45 |
| May 06, 2026 | $49.62 |
| 4 days before | 0.89% |
| 4 days after | 4.79% |
| On release day | -3.72% |
| Change in period | 5.73% |
Cohu Earnings Call Transcript Summary of Q1 2026
Q1 2026 was a strong quarter for Cohu with revenue of $125.1 million, gross margin of 46.5%, and orders and bookings driven by AI/high-performance compute (HPC), inspection (HBM), and rising device complexity. Orders grew robustly (handler orders +54% Y/Y; inspection/orders +64% Y/Y; semiconductor test orders +163% Y/Y) and utilization improved to ~78%. Management now sees a targeted computing-segment opportunity pipeline of about $750 million (primarily Eclipse handlers and HBM inspection) and raised its 2026 HPC revenue outlook to $80–100 million. Q2 revenue is guided to ~$144 million (+15% sequential, +34% Y/Y) and full-year 2026 revenue growth is expected at 20–25% with mid-40s gross margins for the year. Recurring revenue (consumables, service, software) represented ~60% of Q1 revenue and software/analytics is an emerging high-margin recurring driver (current ARR ~$1.2M, attachment rate still low at ~1.3% of systems). Management is investing to scale Eclipse supply/production and R&D, increasing OpEx (Q1 OpEx ~$55M; Q2 OpEx guidance ~ $53M and expected to remain in low $50M range), and expects Q3 to be similar to Q2 with some Q4 seasonality. Cash and investments were $489M; total debt $305M (includes convertible debt).
