The earnings call highlighted a strong performance in terms of new orders, increased utilization, and product launches. However, concerns about a potential seasonal slowdown and tax provision adjustments were noted.

Company Guidance -

Q3 2025

During the Cohu Q2 2025 earnings call, the company provided guidance for Q3 2025, projecting a 16% increase in revenue quarter-over-quarter, reaching approximately $125 million, plus or minus $7 million. This increase is driven by recent system orders, primarily for mobile and automotive test markets. The revenue mix for Q3 is expected to be 47% from systems and 53% from recurring revenue. Gross margin is anticipated to be around 44%. Operating expenses are projected at $50 million, including $2 million for R&D materials. With recent enactment changes, a one-time tax provision true-up will occur in Q3, expected to be approximately $15 million. The effective tax rate for Q4 is estimated between 30% and 35%. The basic share count for Q3 is expected to be around 46.8 million shares. Overall, Cohu remains optimistic about its growth prospects, focusing on capturing new customer opportunities and investing in new products.

Increased Test Cell Utilization

Test cell utilization increased by 3 points quarter-over-quarter to 75%, indicating a potential recovery cycle in the industry.

Significant Customer Order

Secured a $28 million design win order for the Eclipse handler from an existing customer for mobile and automotive end markets.

Geographical Expansion

First system order from a customer in India for silicon carbide test, opening a new geographical opportunity.

Revenue and Margin Performance

Revenue for Q2 was $107.7 million with a non-GAAP gross margin of 44.4%.

New Product Launch

Introduction of the new Eclipse handler model, a configurable platform targeting share expansion at test subcontractors.

Advanced Test Solutions for Display Technology

Launched the PD3x instrument, enhancing capabilities for OLED displays and emerging AR devices.

Software Business Growth

Software booked $360,000 in Q2 with annual recurring revenue opportunity of $530,000; continued investment in AI-driven process control.

Cohu (COHU) 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 >

COHU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-0.20 / -	-0.08	―	―	―
Jul 31, 2025	2025 (Q2)	-0.01 / 0.02	-0.01	300.00% (+0.03)
May 01, 2025	2025 (Q1)	-0.17 / -0.02	0.01	-300.00% (-0.03)
Feb 13, 2025	2024 (Q4)	-0.11 / -0.15	0.23	-165.22% (-0.38)
Oct 31, 2024	2024 (Q3)	-0.06 / -0.08	0.35	-122.86% (-0.43)
Jul 31, 2024	2024 (Q2)	-0.02 / -0.01	0.48	-102.08% (-0.49)
May 02, 2024	2024 (Q1)	-0.01 / 0.01	0.56	-98.21% (-0.55)
Feb 15, 2024	2023 (Q4)	0.23 / 0.23	0.7	-67.14% (-0.47)
Nov 02, 2023	2023 (Q3)	0.32 / 0.35	0.74	-52.70% (-0.39)
Aug 03, 2023	2023 (Q2)	0.44 / 0.48	0.81	-40.74% (-0.33)

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

COHU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$17.86	$19.13	+7.11%
May 01, 2025	$16.07	$16.69	+3.86%
Feb 13, 2025	$21.47	$21.12	-1.63%
Oct 31, 2024	$24.92	$27.35	+9.75%

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 Cohu (COHU) report earnings?

Cohu (COHU) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Cohu (COHU) earnings time?

Cohu (COHU) earnings time is at Oct 30, 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 COHU EPS forecast?

COHU EPS forecast for the fiscal quarter 2025 (Q3) is -0.2.

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