The earnings call reported strong financial performance with significant growth in logistics, packaging, and consumer electronics, but highlighted ongoing challenges in the automotive and semiconductor markets, along with a notable decline in Greater China revenue.

Company Guidance -

Q3 2025

During the Cognex Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter, highlighting expectations for revenue between $245 million and $265 million, which reflects a 9% year-over-year growth at the midpoint. The company also anticipates an adjusted EBITDA margin between 19.5% and 22.5%, representing approximately 340 basis points of margin expansion compared to the same period last year. Additionally, adjusted earnings per share are projected to be between $0.24 and $0.29, with the midpoint indicating a 35% year-over-year EPS growth. These metrics underscore Cognex's focus on profitable growth, driven by strong performance in logistics and broader factory automation businesses.

Record Revenue Growth in Logistics

Revenue in the logistics market continued to grow double digits year-over-year, marking the sixth consecutive quarter of growth in this market driven by ongoing investments by large e-commerce players.

Strong Financial Performance in Q2

Revenue of $249 million increased 4% year-on-year, marking the fourth consecutive quarter of organic growth. Adjusted EBITDA increased 9% year-over-year with a margin expansion of 80 basis points to 20.7%, the highest quarterly margin achieved in the past 2 years.

Promising Growth in Packaging

Revenue in the packaging segment was up mid-single digits year-over-year, driven by contributions from both healthcare and FMCG, with a more positive outlook for the full year.

Positive Consumer Electronics Growth

Q2 revenue in consumer electronics increased year-over-year, with an expectation for similar growth in Q3, improving the full year growth outlook for electronics.

OneVision Platform Introduction

Cognex introduced OneVision, a cloud-based platform for AI-powered vision tools, receiving positive feedback from early adopters like Paldo, a large noodle manufacturer in Korea.

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	$40.77	$40.47	-0.74%
Apr 30, 2025	$27.23	$27.75	+1.91%
Feb 12, 2025	$39.06	$33.75	-13.59%
Oct 30, 2024	$40.18	$39.96	-0.55%

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 0.28.

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