COHU INC (COHU) FY2025 10-K Annual Report
COHU INC (COHU) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 17, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
COHU INC FY2025 10-K Analysis
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
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
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
COHU INC FY2025 Key Financial MetricsXBRL
Revenue
$453M
▲ +12.7% YoY
Net Income
-$74M
▼ -6.4% YoY
Operating Margin
-15.4%
▲ +243bp YoY
Net Margin
-16.4%
▲ +98bp YoY
ROE
-9.5%
▼ -131bp YoY
Total Assets
$1.2B
▲ +24.4% YoY
EPS (Diluted)
$-1.59
▼ -6.7% YoY
Operating Cash Flow
$32M
▲ +1040.8% YoY
Source: XBRL data from COHU INC FY2025 10-K filing on SEC EDGAR. All figures in USD.
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