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Cohu (COHU)
NASDAQ:COHU
US Market
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Cohu (COHU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.08
Last Year’s EPS
-0.15
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in recurring revenue and strategic initiatives like the convertible notes offering, alongside the successful deployment of advanced inspection systems and handlers. However, the call also acknowledged challenges such as a seasonal slowdown and a decrease in cash reserves.
Company Guidance
During Cohu's third quarter 2025 earnings call, the company provided guidance for the fourth quarter, highlighting a projected revenue of approximately $122 million, plus or minus $7 million, which signifies a 3.5% decrease from the third quarter's $126.2 million. The gross margin for Q4 is expected to improve to around 45%, attributed to an increase in recurring revenue which is forecasted to represent about 60% of total revenue. Operating expenses are anticipated to be approximately $50 million, and the tax provision is projected to be around $4 million. Additionally, Cohu expects the diluted share count to be about 47.1 million shares for the fourth quarter. The company noted the potential impact of a seasonal slowdown in systems revenue, partially offset by continued market recovery and growth in recurring revenue.
Recurring Revenue Growth
Recurring revenue continued to grow for the third consecutive quarter, driven by strength in interface solutions and test handler spares.
Convertible Notes Offering
Cohu announced an offering of convertible notes on favorable terms, raising gross proceeds of $287.5 million at attractive rates.
Revenue Growth in Neon HBM Systems
Repeat orders for Neon HBM inspection tools increased this year's revenue forecast for these systems to between $10 million and $11 million.
Eclipse Handler for AI Processors
The Eclipse handler was selected for production test of next-generation AI processor devices by a leading U.S.-based semiconductor manufacturer.
Consolidated Revenue and Margins
Consolidated revenue reached $126 million with a non-GAAP gross margin of 44.1%.
Limited Exposure to China
Revenue from customers based in China accounts for only a low single-digit percentage of total consolidated results.

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

COHU Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
0.08 / -
-0.15
Oct 29, 2025
2025 (Q3)
-0.20 / -0.06
-0.0825.00% (+0.02)
Jul 31, 2025
2025 (Q2)
-0.01 / 0.02
-0.01300.00% (+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)
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
Oct 29, 2025
$24.01
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%
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 Feb 12, 2026, After Close (Confirmed).
    What is Cohu (COHU) earnings time?
    Cohu (COHU) earnings time is at Feb 12, 2026, 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 (Q4) is 0.08.
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