Symbols

COHU

Cohu·NASDAQ

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COHU fundamentals

COHU Q4 2025 Earnings

Cohu (COHU) released its earnings on Feb 12, 2026: revenue was 122.23M (YoY +29.86%), beat estimates; EPS was -0.15 (YoY 0.00%), missed estimates.

Revenue / YoY

122.23M

+29.86%

EPS / YoY

-0.15

0.00%

Report date

Feb 12, 2026

COHU Earnings Call Summary for Q4,2025

Revenue Growth: Q4 revenue up 30% YoY to $123M, driven by 47% QoQ systems growth and 34% QoQ recurring bookings.
Strategic Wins: Secured $15-20M HBM inspection orders and AI handler wins, with Eclipse shipments ramping in Q2.
Gross Margin Recovery: Q1 gross margin to normalize at 45% (vs. 40.8% in Q4), with potential for 48% at $160M revenue run rate.
Financial Strength: $287.5M convertible notes issuance strengthens balance sheet, supporting R&D in AI and HBM.
Market Signals: Recurring revenue growth for 4 straight quarters; test utilization rates improving across compute (78%), automotive (75%), and mobile (72%).

Earnings

EPS

Revenue

Revenue & Expenses

COHU has released its 2025 Q4 earnings report, with revenue of 122.23M, reflecting a YoY change of 29.86%, and net profit of -22.49M, showing a YoY change of -5.29%. The Sankey diagram below clearly presents COHU's revenue sources and cost distribution.

Key Indicators

Cohu (COHU) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Cohu (COHU)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Cohu (COHU)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Cohu (COHU)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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