Cognex Corporation

Filing receipts

“The increase was primarily due to more favorable end-market mix and increased cost efficiencies from higher sales volume, slightly offset by the impact of tariffs.”

“The increase was due to broad-based demand across our major end markets, including revenue growth across our consumer electronics customer base, higher revenue from semiconductor and packaging customers, and continued growth with large logistics customers.”

“Three-months Ended April 5, 2026 March 30, 2025 $ Change % Change (unaudited) Americas $ 121,301 $ 99,374 $ 21,927 22 % Percentage of total revenue 45 % 46 % Europe $ 63,815 $ 46,790 $ 17,025 36 % Percentage of total revenue 24 % 22 % Greater China $ 37,759 $ 26,946 $ 10,813 40 % Percentage of total revenue 14 % 12 % Other Asia $ 45,562 $ 42,926 $ 2,636 6 % Percentage of total revenue 17 % 20 % Total revenue $ 268,437 $ 216,036 $ 52,401 24 % Changes in revenue from a geographic perspective were as follows: 23 • Revenue from customers based in the Americas increased by 22% for the three-month period in 2026 as compared to the same period in 2025 due to stronger performance across our major e...”