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Cognex
Cognex (CGNX) investor relations material
Cognex Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved 8% constant currency revenue growth and 38% adjusted EPS growth in 2025, with strong Q4 and full-year financial performance and momentum across strategic objectives.
Completed a strategic portfolio review, exiting $22M of low/no-growth, low-margin product lines, and began a transformation of the operating model to drive efficiency.
Acquired 9,000 new customer accounts in 2025, tripling the prior year's rate and doubling the customer base, supported by a new website and sales force transformation.
Launched several AI-enabled products, strengthening leadership in industrial machine vision and expanding market share.
Strategic focus on AI-driven product innovation, customer experience, and operational efficiency, including portfolio optimization and cost reductions.
Financial highlights
Q4 2025 revenue grew 10% year-over-year to $252M; full-year revenue was $994M, up 9% year-over-year.
Adjusted EBITDA margin reached 22.7% in Q4 and 21.5% for the year, expanding 420–440 bps year-over-year.
Adjusted EPS grew 35% year-over-year in Q4 to $0.27 and 38% for the year to $1.02; free cash flow up 77% to $237M.
Returned $206M to shareholders in 2025, including $151M in share repurchases; board approved a $500M increase to repurchase authorization.
Q4 operating income was $35M (+14% YoY); full-year: $163M (+41% YoY); Q4 net income: $33M (+15% YoY); full-year: $114M (+8% YoY).
Outlook and guidance
Q1 2026 revenue expected between $235M–$255M, ~13% growth at midpoint; adjusted EBITDA margin 19%–22%; adjusted EPS $0.22–$0.26, ~50% growth at midpoint.
Targeting 25% adjusted EBITDA margin run rate by end of 2026, with at least 20% adjusted EPS growth.
Through-cycle adjusted EBITDA margin range raised to 25%–31%; revenue CAGR remains 13%–14%; free cash flow conversion expected >100%.
What drives 25% Adj EBITDA margin target by 2026?
Elaborate on $22M non-core revenue exit
Clarify $13M excess inventory charge
Cadence of $35-40M cost reduction benefits?
What drives 2026 auto market recovery?
New market opportunities for physical AI?
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Next Cognex earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
Cognex
Next Cognex earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
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Frequently asked questions
Cognex Corporation provides machine vision products that capture and analyze visual information in order to automate the manufacturing process. The Company's products are used to examine products at various points in the manufacturing process and ensure that they are being manufactured correctly, identify individual items for tracking through the distribution process, and prevent lost, stolen or counterfeit products from entering the supply stream. Cognex Corporation was incorporated in 1981 and is headquartered in Natick, Massachusetts.
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