CGNX
Market read
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Invalidation: The isolated read changes if CGNX's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Dollars based on the closing-date foreign exchange rate) of net customer relationships to the disposal group based on the relative fair value attributable to the disposal group using an income approach, which the Company determined to be the most appropriate…”10-Q · Aug 6, 2026 ↗
“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.”10-Q · May 7, 2026 ↗
“The legislation is expected to result in a full-year cash tax benefit estimated between $12 million and $15 million, primarily driven by the Company's ability to immediately expense research and development costs.”10-K · Feb 12, 2026 ↗
“The decrease in capital expenditures from 2024 was primarily due to the timing of planned business systems projects associated with our sales processes.”10-K · Feb 12, 2026 ↗
Valuation discipline
Price/sales 10.9× · EV/sales 10.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CGNX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.
No thresholded deterioration was identified.
“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...”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“Competitors in our fixed industrial scanning and machine vision business include Cognex, Keyence, and SICK.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
CGNX is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.