Spoken Alpha
CGNX
COGNEX CORP
Overview
Cognex designs and manufactures machine vision systems, software, and barcode readers that automate manufacturing and distribution tasks for customers in logistics, packaging, consumer electronics, automotive, and semiconductor industries.
COGNEX CORP is a Technology company operating in Scientific & Technical Instruments with a $10.67B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 28, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0717 Q&A exchanges
- Q4 FY2025Earnings2026-02-1231 Q&A exchanges
- Q3 FY2025Earnings2025-10-3018 Q&A exchanges
- Q2 FY2025Earnings2025-07-3120 Q&A exchanges
- Q1 FY2025Earnings2025-05-0126 Q&A exchanges
- Q4 FY2024Earnings2025-02-1328 Q&A exchanges
- Q3 FY2024Earnings2024-10-3114 Q&A exchanges
- Q2 FY2024Earnings2024-08-0136 Q&A exchanges
- Q1 FY2024Earnings2024-05-0218 Q&A exchanges
- Q4 FY2023Earnings2024-02-1526 Q&A exchanges
- Q3 FY2023Earnings2023-10-3116 Q&A exchanges
- Q2 FY2023Earnings2023-08-0329 Q&A exchanges
- Q1 FY2023Earnings2023-05-0433 Q&A exchanges
- Q4 FY2022Earnings2023-02-1640 Q&A exchanges
- Q3 FY2022Earnings2022-11-0341 Q&A exchanges
- Q2 FY2022Earnings2022-08-0235 Q&A exchanges
- Q1 FY2022Earnings2022-05-0518 Q&A exchanges
- Q4 FY2021Earnings2022-02-1731 Q&A exchanges
- Q3 FY2021Earnings2021-11-0411 Q&A exchanges
- Q2 FY2021Earnings2021-08-0527 Q&A exchanges
- Q1 FY2021Earnings2021-05-0614 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-28EPS— vs $0.42—Rev— vs ——EODHD
- Q1 FY20262026-04-28EPS$0.34 vs $0.25+36.0%Rev$268.4M vs ——EODHD
- Q4 FY20252026-02-10EPS$0.27 vs $0.22+22.7%Rev$252.3M vs ——EODHD
- Q3 FY20252025-10-28EPS$0.33 vs $0.29+13.8%Rev$276.9M vs ——EODHD
- Q2 FY20252025-07-29EPS$0.24 vs $0.23+4.3%Rev$249.1M vs ——EODHD
- Q1 FY20252025-04-29EPS$0.16 vs $0.13+23.1%Rev$216.0M vs ——EODHD
- Q4 FY20242025-02-11EPS$0.20 vs $0.16+25.0%Rev$229.7M vs ——EODHD
- Q3 FY20242024-10-29EPS$0.20 vs $0.19+5.3%Rev$234.7M vs ——EODHD
- Q2 FY20242024-07-30EPS$0.23 vs $0.21+9.5%Rev$239.3M vs ——EODHD
- Q1 FY20242024-05-01EPS$0.11 vs $0.08+37.5%Rev$210.8M vs ——EODHD
- Q4 FY20232024-02-14EPS$0.11 vs $0.09+22.2%Rev$196.7M vs ——EODHD
- Q3 FY20232023-10-30EPS$0.16 vs $0.14+14.3%Rev$197.2M vs ——EODHD
- Q2 FY20232023-08-02EPS$0.32 vs $0.26+23.1%Rev$242.5M vs ——EODHD
- Q1 FY20232023-05-03EPS$0.13 vs $0.09+44.4%Rev$201.1M vs ——EODHD
- Q4 FY20222023-02-15EPS$0.27 vs $0.31-12.9%Rev$239.4M vs ——EODHD
- Q3 FY20222022-11-02EPS$0.21 vs $0.14+50.0%Rev$209.6M vs ——EODHD
- Q2 FY20222022-08-01EPS$0.41 vs $0.42-2.4%Rev$274.6M vs ——EODHD
- Q1 FY20222022-05-04EPS$0.42 vs $0.39+7.7%Rev$282.4M vs ——EODHD
- Q4 FY20212022-02-16EPS$0.30 vs $0.22+36.4%Rev$244.1M vs ——EODHD
- Q3 FY20212021-11-03EPS$0.40 vs $0.45-11.1%Rev$284.8M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-28 | — | $0.42 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $0.34 | $0.25 | +36.0% | $268.4M | — | — | EODHD |
| Q4 FY2025 | 2026-02-10 | $0.27 | $0.22 | +22.7% | $252.3M | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $0.33 | $0.29 | +13.8% | $276.9M | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $0.24 | $0.23 | +4.3% | $249.1M | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.16 | $0.13 | +23.1% | $216.0M | — | — | EODHD |
| Q4 FY2024 | 2025-02-11 | $0.20 | $0.16 | +25.0% | $229.7M | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $0.20 | $0.19 | +5.3% | $234.7M | — | — | EODHD |
| Q2 FY2024 | 2024-07-30 | $0.23 | $0.21 | +9.5% | $239.3M | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $0.11 | $0.08 | +37.5% | $210.8M | — | — | EODHD |
| Q4 FY2023 | 2024-02-14 | $0.11 | $0.09 | +22.2% | $196.7M | — | — | EODHD |
| Q3 FY2023 | 2023-10-30 | $0.16 | $0.14 | +14.3% | $197.2M | — | — | EODHD |
| Q2 FY2023 | 2023-08-02 | $0.32 | $0.26 | +23.1% | $242.5M | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $0.13 | $0.09 | +44.4% | $201.1M | — | — | EODHD |
| Q4 FY2022 | 2023-02-15 | $0.27 | $0.31 | -12.9% | $239.4M | — | — | EODHD |
| Q3 FY2022 | 2022-11-02 | $0.21 | $0.14 | +50.0% | $209.6M | — | — | EODHD |
| Q2 FY2022 | 2022-08-01 | $0.41 | $0.42 | -2.4% | $274.6M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $0.42 | $0.39 | +7.7% | $282.4M | — | — | EODHD |
| Q4 FY2021 | 2022-02-16 | $0.30 | $0.22 | +36.4% | $244.1M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.40 | $0.45 | -11.1% | $284.8M | — | — | EODHD |
Source: EODHD. CGNX reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CGNX's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 90% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.50 | $4.15 | +32.5% | +1.3% | +0.5% |
| Q4 FY2026 | $6.15 | $4.38 | +40.5% | -1.7% | -3.9% |
| Q3 FY2026 | $5.66 | $4.24 | +33.6% | +1.9% | +2.0% |
| Q2 FY2026 | $5.72 | $4.33 | +32.1% | +0.8% | +0.9% |
| Q1 FY2025 | $5.69 | $4.46 | +27.5% | +5.5% | +3.2% |
| Q4 FY2025 | $5.59 | $4.37 | +27.9% | +4.4% | +7.2% |
| Q3 FY2025 | $6.13 | $4.43 | +38.3% | +2.2% | +3.9% |
| Q2 FY2025 | $5.50 | $4.31 | +27.7% | +4.9% | +5.4% |
| Q1 FY2024 | $5.49 | $4.32 | +27.0% | +1.7% | -0.7% |
| Q4 FY2024 | $5.88 | $4.34 | +35.5% | +1.8% | +2.4% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Matthew MoschnerCEO10 mo5 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Dennis FehrCFO4 mo8 callsCurrentSample
CFO since 2026 • 2/2 beats (100%) • guidance suspended Q2 FY2026
- Mark FennellChief Legal Officer &Secretary2 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Joerg KuechenChief Technology Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Carl GerstEVP, Global Sales and Products4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Sheila Marie DipalmaEVP, Employee Services9 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
Peers
Other companies in Technology
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CGNX.
$ curl https://api.spokenalpha.com/v1/companies/CGNXFAQ
Frequently asked about CGNX
Where can I find COGNEX CORP's (CGNX) earnings call transcripts?
Spoken Alpha indexes CGNX's earnings call transcripts at https://spokenalpha.com/companies/CGNX. Each call links to attributed speakers and parsed analyst Q&A. COGNEX CORP's own investor relations page is at https://investor.cognex.com/home/default.aspx.
When was COGNEX CORP's most recent earnings call?
COGNEX CORP (CGNX) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is CGNX in?
COGNEX CORP (CGNX) operates in the Technology sector (Scientific & Technical Instruments industry).