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COHU INC (COHU)

AI-Powered SEC Filing Analysis

Quarterly Report Filed: 2026-05-01

Key Insights

  • The filing date of May 1, 2026 with a quarter end of March 28, 2026 indicates this is Q1 2026 results for Cohu Inc, a semiconductor test and inspection equipment company serving the critical semiconductor industry.
  • The company maintains active hedging programs across multiple foreign currencies (Swiss Franc, Euro, Japanese Yen, South Korean Won) and derivative instruments (capped call transactions, foreign exchange forwards), indicating significant international operations and treasury risk management.
  • Presence of equity incentive programs including performance shares, restricted stock units, and employee stock options under the 2005 Equity Incentive Plan suggests ongoing talent retention focus in a competitive semiconductor equipment market.
  • The filing shows detailed fair value measurement disclosures with Level 1, 2, and 3 inputs across various investment categories (US Treasuries, corporate debt, asset-backed securities, money market funds), indicating a diversified and actively managed investment portfolio.
Sentiment: Neutral Significance: 4/10
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Current Report Filed: 2026-04-30

Key Insights

  • Cohu reported Q1 FY2026 financial results on April 30, 2026, indicating the company is actively communicating operational performance to investors through standard earnings disclosures.
  • The company uses extensive non-GAAP adjustments (share-based compensation, intangible amortization, restructuring costs, impairments) suggesting potentially significant one-time charges or operational adjustments that investors should scrutinize when comparing to GAAP results.
  • Extensive forward-looking statement disclaimers and detailed risk factors listed (semiconductor industry cyclicality, supply chain disruptions, customer concentration, AI risks, geopolitical instability) indicate material operational uncertainties that could impact future performance.
  • The filing provides no specific revenue guidance, earnings data, or material business developments in the 8-K itself—the substantive results are contained only in the referenced press release exhibit, limiting transparency in this SEC filing.
Sentiment: Neutral Significance: 3/10
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Insider Trading Filed: 2026-04-17

Key Insights

  • Christopher Bohrson, the Sr VP & Chief Customer Officer of COHU, sold 1,000 restricted stock units (RSUs) at $38 per share, reducing his direct beneficial ownership to 175,202 shares.
  • The sale of RSUs was made pursuant to a 10b5-1 trading plan, indicating a pre-planned transaction and not an opportunistic sale.
  • Bohrson's substantial direct ownership of 175,202 shares, even after the sale, suggests his continued alignment with the company's long-term interests.
Sentiment: Neutral Significance: 4/10
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Insider Trading Filed: 2026-03-17

Key Insights

  • Insider Luis A. Muller, the President and CEO, has exercised 66,006 Performance Stock Units, indicating his continued commitment to the company's long-term success.
  • Muller has also disposed of 13,271 shares through an automatic withholding transaction to cover tax obligations, a common practice for equity-based compensation.
  • The reported transactions suggest Muller's alignment with shareholders, as he maintains a significant direct ownership stake of over 1 million shares in the company.
Sentiment: Positive Significance: 6/10
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Insider Trading Filed: 2026-03-17

Key Insights

  • COHU's Sr VP & Chief Customer Officer, Christopher Bohrson, has disposed of 3,131 shares through an automatic withholding transaction to cover tax obligations, reducing his direct beneficial ownership to 193,703 shares.
  • Bohrson has also had 16,501 performance stock units forfeited as specified performance goals were not fully achieved, reducing his total equity holdings.
  • Bohrson has adopted a 10b5-1 trading plan and sold 1,000 shares at $28.57, further reducing his direct ownership to 176,202 shares.
Sentiment: Neutral Significance: 4/10
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Insider Trading Filed: 2026-03-17

Key Insights

  • The reporting person, Klaus Ilgenfritz, who is the Sr. VP & Chief Product Officer, sold 1,098 shares of COHU common stock to cover tax obligations on vested restricted stock units (RSUs).
  • The reporting person forfeited 7,425 performance stock units (PSUs) due to failure to achieve specified performance goals.
  • The reporting person continues to hold 91,791 RSUs that will be converted to COHU common stock upon vesting, assuming continued service and achievement of performance goals.
Sentiment: Neutral Significance: 4/10
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Insider Trading Filed: 2026-03-17

Key Insights

  • Insider Jeffrey D. Jones, Sr. VP Finance & CFO, sold 4,447 shares of Cohu Inc. (COHU) stock to cover tax obligations on the vesting of 21,782 performance stock units.
  • The number of performance stock units that Jones holds has decreased from 356,792 to 153,202 shares, indicating that some of the performance goals were not fully achieved.
  • Jones' direct ownership of Cohu Inc. (COHU) stock has decreased from 378,574 to 378,574 shares after the transaction.
Sentiment: Neutral Significance: 5/10
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Insider Trading Filed: 2026-02-23

Key Insights

  • Steven J. Bilodeau, a director of COHU INC, sold 11,105 shares of common stock on February 20, 2026 at an average price of $31.26 per share.
  • Bilodeau still beneficially owns 58,951 shares of COHU, including 10,257 Restricted Stock Units (RSUs) and 27,403 Deferred Stock Units (DSUs).
  • The sale represents a relatively small percentage of Bilodeau's total beneficial ownership, suggesting he may still be bullish on the company's prospects.
Sentiment: Neutral Significance: 4/10
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Insider Trading Filed: 2026-02-23

Key Insights

  • The reporting person, Christopher Bohrson, sold 1,000 shares of COHU common stock at $30.23 per share, reducing his direct beneficial ownership to 167,237 shares.
  • Bohrson holds 107,318 RSUs (excluding shares withheld for taxes) that will convert to common stock upon vesting, indicating he maintains a significant equity position in the company.
  • The sale appears to be part of a pre-planned 10b5-1 trading plan, suggesting the transaction was not driven by near-term considerations.
Sentiment: Neutral Significance: 4/10
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Annual Report Filed: 2026-02-17

Key Insights

  • COHU's revenue has been steadily increasing over the past few years, indicating growing demand for their semiconductor test and inspection products.
  • The company's operating expenses have been well-managed, resulting in improved profitability and margins.
  • COHU provided positive guidance for the upcoming fiscal year, suggesting they expect continued growth in their core semiconductor business.
Sentiment: Positive Significance: 7/10
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Current Report Filed: 2026-02-12

Key Insights

  • Cohu, Inc. reported its financial results for the fourth fiscal quarter and full year ended December 27, 2025, which included both GAAP and non-GAAP financial measures.
  • The company used non-GAAP financial measures to exclude charges and the related income tax effect for various items, such as share-based compensation, amortization of purchased intangible assets, and acquisition-related costs.
  • Cohu provided forward-looking statements and cautioned that it is unable to provide a GAAP to non-GAAP reconciliation of any forward-looking figures due to their inherent uncertainty.
Sentiment: Neutral Significance: 6/10
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Insider Trading Filed: 2025-12-30

Key Insights

  • Andrew M. Caggia, a director of COHU INC, acquired 723 restricted stock units on 12/26/2025, indicating continued confidence in the company's future performance.
  • Caggia now holds a total of 75,564 shares, including 10,257 restricted stock units and 49,911 deferred stock units, suggesting a significant stake in the company.
  • The acquisition of shares by a director is generally viewed positively by investors, as it aligns the director's interests with those of the shareholders.
Sentiment: Positive Significance: 6/10
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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.