Brief: Cognex Q2 Adjusted EPS USD 0.25 Vs. IBES Estimate USD 0.24

Cognex

30/07/2025 21:30

Overview

Cognex Q2 revenue grows 4% yr/yr, beating analyst expectations

Adjusted EPS rises 12% to $0.25, surpassing estimates

Operating expenses decline 3% due to disciplined cost management

Outlook

Cognex expects Q3 revenue between $245 mln and $265 mln

Company sees Q3 adjusted EPS between $0.24 and $0.29

Cognex anticipates Q3 adjusted EBITDA margin of 19.5% to 22.5%

Result Drivers

LOGISTICS AND AUTOMATION - Revenue growth driven by strength in Logistics and Factory Automation, particularly Consumer Electronics and Packaging

COST MANAGEMENT - Operating expenses declined 3% due to disciplined cost management, contributing to margin improvements

ONEVISION PLATFORM - Launch of OneVision cloud platform for AI-powered Machine Vision marks strategic initiative

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$249 mln
$246.10 mln (15 Analysts)
Q2 Adjusted EPS
Beat
$0.25
$0.24 (15 Analysts)
Q2 Operating income
$43 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 7 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

Wall Street's median 12-month price target for Cognex Corp is $37.00, about 7.4% above its July 29 closing price of $34.26

The stock recently traded at 34 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release: ID:nPnj8Wd9a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)