COHU at a glance
COHU INC (COHU, SEC CIK 21535) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 27, 2025 (FY2025), COHU INC (COHU) reported revenue of $453.0 million (up 12.7% from FY2024) and a net loss of $74.3 million. Diluted EPS was -$1.59.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding COHU INC (COHU) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Muller Luis A on October 2, 2026 of 21,662 shares at $73.00 per share.
- In the last 90 days, COHU insiders reported 0 open-market purchases ($0) and 9 open-market sales ($8.3M) on Form 4, a net sale of $8.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $453.0M
- +12.7% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$8.3M
- 13F holders
- 31 funds
- $1.9B · +1 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 27, 2025
Business Overview
- Core business: Provider of semiconductor test equipment and services under one operating segment, Semiconductor Test & Inspection
- Introduced strategic investment with $34.8M purchase of Tignis expanding technology portfolio in 2025
- Significant increase in goodwill to $283M, up $48M YoY, with IS reporting unit’s goodwill representing 39% and limited impairment headroom
- Revenue up 12.7% to $453M but net loss widened to $74.3M from $69.8M in prior year
- Notable rise in short-term investments to $257M from $56M in prior year reflecting liquidity management shift
Risk Factors
- Regulatory/legal risk: Compliance with EU AI Act since Aug 1, 2024, and US federal/state AI laws including Trump’s Dec 2025 executive order creating the AI Litigation Task Force
- Geopolitical/macro risk: 90% of revenues from international sales, with major exposure to Asia where geopolitical tensions threaten semiconductor supply chains
- Operational/supply chain risk: Dependence on Jabil in Malaysia for semiconductor test system manufacturing with risk of disruption or delivery delays
- Competitive risk: Ten largest customers accounted for 60% of revenue in 2025, loss or erosion of key customers’ business due to competitor innovations could harm results
- Financial risk: Significant R&D spend of $92.2 million in fiscal 2025 with risk of investments in new platforms failing to generate expected returns
Management Discussion & Analysis
- Cash, cash equivalents and short-term investments $484M, up $222M (84.7%) YoY; working capital $641M, up $192M (42.7%)
- Operating cash flow $31.7M vs $2.8M prior year; investing cash flow used $257M vs providing $21.9M prior year
- Financing cash flow provided $246.3M primarily from $287.5M convertible notes issuance; repurchased $8.6M shares in 2025
- Capital expenditures $21.0M in 2025 vs $10.6M in 2024 supporting operations and development
- Issued $287.5M 1.50% convertible senior notes due 2031; effective interest rate 2.2%; net proceeds $278.9M for general corporate use
- Management expects existing working capital sufficient for next 12 months; no forward revenue or profit guidance disclosed
AI summary of the COHU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Quarterly revenue $149.0M, up 19.1% sequentially; YoY comparison not provided
- Strongest demand from AI and high-performance computing applications
- Industrial test-cell utilization reached low 80% at June-end
- Automotive and consumer markets remained weak, with cautious capacity investments
- Restructuring focused on profitability and disciplined costs while preserving AI-related investment flexibility
Risk Factors
- No material changes from Annual Report and Q1 Quarterly Report risk factors
- Share-repurchase program retains $22.8 million authorization as of June 27, 2026
- Repurchases may reduce cash resources through open-market or privately negotiated transactions
- Executive stock-plan activity includes CEO plan covering 199,520 shares through August 20, 2027
AI summary of the COHU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Non-GAAP results supplement GAAP by excluding share compensation, amortization, restructuring, acquisition, financing, and other costs
- Management uses adjusted metrics for operational decisions, forecasting, annual-plan comparisons, and executive compensation
Item EX-99.1: Item EX-99.1
- Q2 sales $149.0M, up 38% YoY, signaling broad-based semiconductor test-market recovery
- GAAP net loss narrowed to $0.2M from $16.9M; non-GAAP income reached $14.1M, or $0.26/share
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Authorized common shares increased from 90M to 150M, expanding capacity for equity financing, acquisitions, or compensation
- Existing shareholders face potential dilution if additional authorized shares are issued
Item 5.07: Submission of Matters to a Vote of Security Holders
- 90.1% meeting participation, with 42,490,768 of 47,166,278 shares represented
- Three Class 1 directors elected through 2029, preserving board continuity
Item 2.02: Results of Operations and Financial Condition
- Non-GAAP results supplement GAAP by excluding share compensation, amortization, restructuring, impairments, and acquisition-related costs
- Management uses adjusted metrics for operating decisions, forecasting, annual-plan comparisons, and part of executive compensation
AI summaries of COHU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for COHU
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Muller Luis A | Sell | Oct 2, 2026 | 21,662 | $73.00 |
| CAGGIA ANDREW M | A | Sep 25, 2026 | 326 | - |
| Muller Luis A | Sell | Sep 25, 2026 | 27,236 | $65.00 |
| Muller Luis A | Sell | Sep 21, 2026 | 55,794 | $60.00 |
| BOHRSON CHRISTOPHER | Sell | Aug 19, 2026 | 10,000 | $55.82 |
| BOHRSON CHRISTOPHER | Sell | Aug 17, 2026 | 1,000 | $61.90 |
| CAGGIA ANDREW M | Sell | Aug 5, 2026 | 10,000 | $51.74 |
| Richardson Nina | Sell | Aug 5, 2026 | 3,055 | $51.54 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $636.3M | $401.8M | $453.0M |
| Operating Income | - | -$71.7M | -$69.8M |
| Net Income | $28.2M | -$69.8M | -$74.3M |
| Op. Margin | - | -17.8% | -15.4% |
| Net Margin | 4.4% | -17.4% | -16.4% |
| Balance Sheet | |||
| Total Assets | - | $999.4M | $1.2B |
| Equity | $950.2M | $856.9M | $785.5M |
| ROE | 3.0% | -8.1% | -9.5% |
| Per Share | |||
| EPS | $0.59 | $-1.49 | $-1.59 |
| Cash Flow | |||
| Operating CF | - | $2.8M | $31.7M |
| CapEx | - | $10.6M | $21.0M |
Source: XBRL data in COHU INC (COHU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate COHU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.89B |
| Q1 2026 | 30 | $737.1M |
| Q4 2025 | 28 | $510.1M |
| Q3 2025 | 28 | $444.1M |
| Q2 2025 | 27 | $424.2M |
| Q1 2025 | 24 | $211.5M |
| Q4 2024 | 21 | $433.8M |
| Q3 2024 | 19 | $303.9M |
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- JPMorgan Chase & Co+568.1K (+493%)
- Vanguard Portfolio Management LLC+264.8K (+13%)
- Franklin Resources−720.6K (-71%)
- BNY Mellon−578.6K (-67%)
- D.E. Shaw & Co−446.5K (-82%)
- Dimensional Fund Advisors−445.4K (-28%)
- Goldman Sachs Group−299.9K (-28%)
- Marex Group plc+3.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 208 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
COHU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 10-Q | Jul 31, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - |
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COHU SEC filings: frequently asked questions
Are COHU insiders buying or selling?
In the last 90 days, COHU INC (COHU) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $8.3 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold COHU stock?
As of June 30, 2026, the largest COHU INC (COHU) holders among the 13F filers tracked by SignalX were BlackRock ($545.9 million), Vanguard Portfolio Management LLC ($170.2 million), Invesco Ltd ($150.1 million), Vanguard Capital Management LLC ($148.4 million), State Street Corp ($139.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was COHU's revenue in fiscal year 2025?
For the fiscal year ended December 27, 2025 (FY2025), COHU INC (COHU) reported revenue of $453.0 million (up 12.7% from FY2024) and a net loss of $74.3 million. Diluted EPS was -$1.59. The figures come from the XBRL data in the 10-K.
What are the main risks in COHU's latest 10-K?
In the 10-K filed February 17, 2026, COHU INC (COHU) flagged: Regulatory/legal risk: Compliance with EU AI Act since Aug 1, 2024, and US federal/state AI laws including Trump’s Dec 2025 executive order creating the AI Litigation Task Force. Geopolitical/macro risk: 90% of revenues from international sales, with major exposure to Asia where geopolitical tensions threaten semiconductor supply chains. (AI summary of the Risk Factors section.)
What did COHU report in its latest 8-K?
COHU INC (COHU) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Non-GAAP results supplement GAAP by excluding share compensation, amortization, restructuring, acquisition, financing, and other costs.
What are the latest COHU SEC filings?
COHU INC (COHU) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 5, 2026.
What is COHU's SEC CIK number?
COHU INC (COHU)'s SEC Central Index Key (CIK) is 21535. EDGAR lists every COHU filing under that number.
Ask anything about COHU
The research agent reads COHU's filings, financials, insider trades and 13F holders, then answers with sources.