$CGNX (COGNEX) — 8-K: Cognex to acquire RealSense for $500 million, adding 3D robotic perception

Cognex will acquire RealSense for approximately $500 million, financed entirely from existing cash and investments. RealSense is expected to generate revenue of $80 million to $90 million in 2026, representing more than 50% growth over the prior year. The acquisition expands Cognex's served market opportunity by adding exposure to a robotic perception market estimated at $600 million today and expected to grow more than 25% annually to approximately $1.6 billion by 2030. The transaction is expected to close in the fourth quarter of 2026, subject to customary closing conditions.

Cognex will acquire RealSense for approximately $500 million, financed entirely from existing cash and investments. RealSense is expected to generate revenue of $80 million to $90 million in 2026, rep