Cognex reports record Q3 2026 revenue, raises full‑year outlook and announces RealSense acquisition
Cognex Corp posted record third‑quarter 2026 revenue of $313 million, up 13% year‑over‑year on a reported basis and 19% excluding a one‑time commercial partnership benefit. Adjusted diluted earnings per share were $0.53, while GAAP EPS was $0.50. The company announced an all‑cash acquisition of RealSense, expected to close in Q4 2026, and raised its full‑year adjusted EPS guidance to $1.68‑$1.72. It also issued a $0.09 quarterly dividend and provided Q4 revenue guidance of $270‑$290 million.
Why it matters
The higher revenue and margin expansion improve Cognex’s profitability outlook, and the raised EPS guidance signals stronger earnings potential for shareholders. The RealSense acquisition expands Cognex’s product portfolio into depth‑sensing and robotic perception, potentially opening new growth markets.
Key facts
- 1Record Q3 2026 revenue of $313 million, up 13% year‑over‑year on a reported basis. prnewswire.com
- 2Excluding the one‑time commercial partnership benefit, revenue grew 19% year‑over‑year. prnewswire.com
- 3Adjusted diluted EPS of $0.53, up 61% year‑over‑year (adjusted basis). prnewswire.com
- 4GAAP diluted EPS of $0.50 (GAAP basis). prnewswire.com
- 5Adjusted EBITDA margin of 35.5%, up 1,060 basis points year‑over‑year on a reported basis. prnewswire.com
- 6Adjusted EBITDA margin up 1,340 basis points year‑over‑year when excluding the commercial partnership benefit. prnewswire.com
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.