$CGNX (COGNEX) — 8-K: CGNX Q3 FY26: Adj EPS $0.53 Beats Street by $0.01 (+2.0%) on Record $313M Revenue

Adjusted EPS of $0.53 beat consensus of $0.52 by $0.01 (+2.0%), up 61% YoY. Revenue hit a record $313M, +13.2% YoY (+19% ex the prior-year Commercial Partnership benefit), with Q4 FY26 adjusted EPS guided to $0.37-$0.41 and FY2026 raised to $1.68-$1.72. The beat was driven by broad-based strength across most major end markets, favorable mix, higher volume, and faster-than-expected pricing execution, which more than offset memory cost headwinds and drove Adjusted EBITDA margin expansion of 1,060 bps YoY to 35.5%.

Adjusted EPS of $0.53 beat consensus of $0.52 by $0.01 (+2.0%), up 61% YoY. Revenue hit a record $313M, +13.2% YoY (+19% ex the prior-year Commercial Partnership benefit), with Q4 FY26 adjusted EPS gu