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Cohu (COHU)
NASDAQ:COHU
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.01Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 2.18%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The call indicated positive momentum with increased recurring orders and a favorable Q2 outlook, bolstered by several customer design wins and successful integration of a recent acquisition. However, it also highlighted a Q1 net loss and decreased cash reserves.Company Guidance
During the first quarter of 2025, Cohu reported revenue of approximately $97 million, aligning with guidance, and a non-GAAP gross margin of about 44%. The company implemented a restructuring program aimed at reducing manufacturing and operating expenses, which is expected to benefit future quarters. Test cell utilization decreased slightly to 72% by the end of March. Notably, recurring orders surged by 28% quarter-over-quarter, signaling potential upticks in future utilization. The company secured new opportunities in the automotive sector in China and won selection for its Diamondx tester in Europe. A multi-unit order for HBM inspection systems was also received, highlighting expansion into the memory market. Luis Muller, Cohu's CEO, expressed optimism about business prospects and noted no significant changes in customer buying patterns due to tariffs. Second quarter 2025 revenue is projected to increase by 10% quarter-over-quarter to about $106 million, with a gross margin forecasted at 45%. Operating expenses are expected to decrease slightly as restructuring benefits take effect, aiming for $47 million per quarter when revenue is around $100 million.Increased Recurring Orders
Recurring orders increased by 28% quarter-over-quarter, demonstrating the value of Cohu’s non-capital equipment revenue streams and indicating potential utilization improvements in coming quarters.
Positive Q2 Revenue Outlook
Guidance for Q2 revenue is approximately $106 million, marking a 10% increase quarter-over-quarter, driven by increases in recurring revenue orders and HBM inspection systems.
Customer Design Wins in Q1
Three new opportunities for handlers with a leading package and test subcontractor in China, and a win with Diamondx tester at a European fabless supplier, among others, with in-hand POs totaling $6.5 million and a potential total revenue of $18 million a year.
Successful Integration of Tignis Acquisition
First quarter combining Tignis and Cohu’s DI-Core solutions, with three new demonstration opportunities signed, indicating positive integration and potential for future growth.
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COHU Earnings History
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
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COHU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Jul 31, 2024 | $31.99 | $28.00 | -12.47% |
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.
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FAQ
When does Cohu (COHU) report earnings?
Cohu (COHU) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Cohu (COHU) earnings time?
Cohu (COHU) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is -0.01.
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