Short answer
COHU INC (COHU) filed its Q1 2026 10-Q quarterly report on May 1, 2026 for the quarter ended Mar 28, 2026. Quarterly revenue was $125M (up 29.3% year over year) with net income of −$12M.
Q1 2026 key financials · XBRL
- Revenue
- $125M
- +29.3% YoY
- Net income
- −$12M
- +60.8% YoY
- Operating margin
- -8.9%
- EPS (diluted)
- −$0.26
- +60.6% YoY
Source: XBRL data from the COHU INC (COHU) Q1 2026 10-Q on SEC EDGAR. USD.
COHU INC Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $125.1M, up 2.3% sequentially; year-ago comparison not disclosed
- AI and high-performance computing demand strongest; automotive, industrial, and consumer markets weakest
- Capital spending moderated by elevated interest rates, geopolitical uncertainty, and excess inventories
- Restructuring program targeting profitability while preserving AI-related product-development investment
- Revenue backlog $4.9M tied to performance obligations exceeding one year
Risk Factors
- New geopolitical risk: Iran Conflict could disrupt energy supplies, components, freight, customer orders, and semiconductor capital-equipment demand
- Cybersecurity exposure: Iran-related state-sponsored attacks could disrupt suppliers, logistics providers, or Cohu operations
- Cost and supply-chain risk: Conflict-driven inflation could increase energy, freight, vendor, and manufacturing costs
- Financial flexibility: $22.8 million remained available under the share-repurchase program as of March 28, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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