Cohu, Inc. (COHU)

From the record

Cohu, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Cohu, Inc.'s 10 filed years say what it did: revenue went from $282 million in fiscal 2016 to $453 million in fiscal 2025, up 5.4% a year; it rose in 6 of 9 years; the deepest fall was 55% from fiscal 2021 to fiscal 2024; net income was positive in 5 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-27, Cohu, Inc.'s diluted share count shrank about 1.4% a year, and dividends and buybacks returned about 44% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 22 sales (15 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-16 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-27, Cohu, Inc. lost about 9 cents for every dollar of shareholders' money. Leverage: it owed about 37 cents per dollar of assets, and net share issuance: its share count shrank 0.4% over the year (the filed statements).

From the record

Cohu, Inc.'s standing among 10 graded names in its industry family: revenue of $453 million in fiscal 2025 ranks in the top 45% by size; a net margin of -16.4% ranks in the bottom 15%; revenue growth of -17.8% a year over the last 3 filed years ranks in the bottom 5% (its annual reports).

From the record

Cohu, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Muller, Luis A (President & CEO, as filed), filing under that title since 2014-12-30, 11.9 years (top 31% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 11 years (top 6%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 5%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Cohu, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $227 million against debt of $285 million leaves -4.7% of its assets as net cash, bottom 35% of its family; cash from operations less capital spending is 2.4% of revenue (bottom 35%); research spending of 20.4% of revenue (top 31%) (its annual report).

From the record

Cohu, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -17.8% a year over the last three filed years against 5.4% over all 10, slowing (bottom 5% of its family); the newest year grew 12.8% (top 25%); research spending grew -0.1% a year (bottom 6%); capital spending grew 12.4% a year (top 45%) (its annual reports). Cohu, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Cohu, Inc.'s newest year against its own record: revenue of $453 million in fiscal 2025 came in 60.5% above the $282 million its prior three years' pace pointed to (top 5% of its family); net income of $74 million against a prior three-year average of $18 million (bottom 5%); a net margin of -16.4% against -0.3% before (bottom 25%) (its annual reports).