The earnings call reflects a balanced view with strong financial performance in adjusted EBITDA, free cash flow, and growth in key segments like consumer electronics and packaging. However, challenges persist in the Greater China, automotive, and semiconductor markets, impacting revenue and gross margins.

Company Guidance

During the Cognex Second Quarter 2025 Earnings Conference Call, the company provided guidance for Q3 with expected revenue between $245 million and $265 million, reflecting 9% year-over-year growth at the midpoint. The adjusted EBITDA margin is projected to be between 19.5% and 22.5%, indicating approximately 340 basis points of margin expansion compared to last year. Adjusted earnings per share are anticipated to be between $0.24 and $0.29, representing a 35% year-over-year EPS growth at the midpoint. The company also noted that Q4 revenue is expected to follow typical seasonal patterns with a sequential decline in the high-single-digit range, following two strong quarters driven by consumer electronics. Additionally, the recent commercial partnership in medical lab automation is expected to provide a one-time benefit to Q3 revenue, although not included in the guidance. Cognex remains focused on executing its strategic objectives for long-term profitable growth while managing risks related to macroeconomic uncertainties and tariffs.

Record EBITDA Margin

Adjusted EBITDA margin expanded by 80 basis points year-over-year to 20.7%, the highest quarterly margin achieved in the past 2 years.

Strong Free Cash Flow Generation

Free cash flow conversion rate on a trailing 12-month basis strengthened to 130% of adjusted net income.

Organic Revenue Growth

Revenue increased by 4% year-over-year, marking the fourth consecutive quarter of organic growth.

Consumer Electronics and Packaging Growth

Strong growth in consumer electronics and packaging drove broader factory automation strength in Q2.

Positive Feedback for OneVision

The new cloud-based platform, OneVision, received positive feedback from initial adopters, indicating potential future growth.

Cognex (CGNX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CGNX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.28 / -	0.17	―	―	―
Jul 31, 2025	2025 (Q2)	0.24 / 0.25	0.21	19.05% (+0.04)
Apr 30, 2025	2025 (Q1)	0.13 / 0.16	0.07	128.57% (+0.09)
Feb 12, 2025	2024 (Q4)	0.15 / 0.16	0.07	128.57% (+0.09)
Oct 30, 2024	2024 (Q3)	0.18 / 0.17	0.11	54.55% (+0.06)
Jul 31, 2024	2024 (Q2)	0.19 / 0.21	0.33	-36.36% (-0.12)
May 02, 2024	2024 (Q1)	0.08 / 0.07	0.15	-53.33% (-0.08)
Feb 15, 2024	2023 (Q4)	0.08 / 0.07	0.32	-78.13% (-0.25)
Oct 31, 2023	2023 (Q3)	0.15 / 0.11	0.19	-42.11% (-0.08)
Aug 03, 2023	2023 (Q2)	0.27 / 0.33	0.34	-2.94% (-0.01)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CGNX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$40.70	$40.40	-0.74%
Apr 30, 2025	$27.18	$27.70	+1.91%
Feb 12, 2025	$38.99	$33.69	-13.59%
Oct 30, 2024	$40.11	$39.88	-0.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cognex Corp (CGNX) report earnings?

Cognex Corp (CGNX) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Cognex Corp (CGNX) earnings time?

Cognex Corp (CGNX) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CGNX EPS forecast?

CGNX EPS forecast for the fiscal quarter 2025 (Q3) is 0.29.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing