View ValuationCohu 将来の成長Future 基準チェック /46Cohuは、107.4%と17.2%でそれぞれ年率107.4%で利益と収益が成長すると予測される一方、EPSはgrowで105.7%年率。主要情報107.4%収益成長率105.71%EPS成長率Semiconductor 収益成長30.4%収益成長率17.2%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日01 May 2026今後の成長に関する最新情報お知らせ • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.お知らせ • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.お知らせ • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.お知らせ • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.お知らせ • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.お知らせ • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.すべての更新を表示Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Karen Rapp was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.お知らせ • Apr 17Cohu, Inc. to Report Q1, 2026 Results on Apr 30, 2026Cohu, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026お知らせ • Apr 02Cohu Announces $30 Million Follow-On Orders for Eclipse Platform with Active Thermal Control for High-Performance Computing Processor TestingCohu, Inc. announced that two customers have placed follow-on orders totaling $30 million for the Eclipse platform configured with active thermal control for testing of next generation high-performance computing (HPC) processors. The orders, which are expected to be delivered over the next couple of quarters, expand Cohu’s presence in the fast-growing HPC market and reflect rising demand for scalable, high performance test solutions as processor complexity, power density and thermal constraints continue to increase. Within these follow-on orders, one customer is subscribing to Cohu’s PAICe Prescriptive software analytics – worth a potential of $330 thousand in annual subscription fees – to help drive higher overall equipment efficiency (OEE) in production at its outsourced semiconductor assembly and test (OSAT) partner. PAICe Prescriptive continuously analyzes equipment signals and behavior patterns to predict issues before they impact production and provides guided repair recommendations to reduce troubleshooting time, improve productivity and lower mean time to repair (MTTR).お知らせ • Mar 24Cohu, Inc., Annual General Meeting, May 15, 2026Cohu, Inc., Annual General Meeting, May 15, 2026.お知らせ • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.お知らせ • Feb 05Cohu, Inc. to Report Q4, 2025 Results on Feb 12, 2026Cohu, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026お知らせ • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.お知らせ • Oct 17Cohu, Inc. to Report Q3, 2025 Results on Oct 29, 2025Cohu, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 29, 2025お知らせ • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.お知らせ • Jul 18Cohu, Inc. to Report Q2, 2025 Results on Jul 31, 2025Cohu, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2025お知らせ • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.お知らせ • Apr 18Cohu, Inc. to Report Q1, 2025 Results on May 01, 2025Cohu, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 01, 2025お知らせ • Apr 04Cohu, Inc., Annual General Meeting, May 16, 2025Cohu, Inc., Annual General Meeting, May 16, 2025.お知らせ • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.お知らせ • Feb 11Cohu, Inc. to Report Q4, 2024 Results on Feb 13, 2025Cohu, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 13, 2025お知らせ • Jan 09Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor to Cohu, Inc. Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc. on January 7, 2025.お知らせ • Dec 17Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025.Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.39 loss per share (vs US$0.082 profit in 3Q 2023)Third quarter 2024 results: US$0.39 loss per share (down from US$0.082 profit in 3Q 2023). Revenue: US$95.3m (down 37% from 3Q 2023). Net loss: US$18.1m (down US$22.0m from profit in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Oct 18Cohu, Inc. to Report Q3, 2024 Results on Oct 31, 2024Cohu, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2024Reported Earnings • Aug 02Second quarter 2024 earnings released: US$0.34 loss per share (vs US$0.22 profit in 2Q 2023)Second quarter 2024 results: US$0.34 loss per share (down from US$0.22 profit in 2Q 2023). Revenue: US$104.7m (down 38% from 2Q 2023). Net loss: US$15.8m (down 249% from profit in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.お知らせ • Jul 17Cohu, Inc. to Report Q2, 2024 Results on Jul 31, 2024Cohu, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024Recent Insider Transactions • May 15Lead Independent Director recently sold €215k worth of stockOn the 10th of May, Steven Bilodeau sold around 8k shares on-market at roughly €27.00 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €744k more than they bought in the last 12 months.Reported Earnings • May 03First quarter 2024 earnings released: US$0.31 loss per share (vs US$0.33 profit in 1Q 2023)First quarter 2024 results: US$0.31 loss per share (down from US$0.33 profit in 1Q 2023). Revenue: US$107.6m (down 40% from 1Q 2023). Net loss: US$14.6m (down 193% from profit in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Apr 26Now 20% overvaluedOver the last 90 days, the stock has fallen 8.9% to €28.60. The fair value is estimated to be €23.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.お知らせ • Apr 23Cohu, Inc., Annual General Meeting, Jun 05, 2024Cohu, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 Pacific Standard Time. Agenda: To consider election of three; Class 2 directors, for a term of three years each; to consider advisory vote to approve our Named Executive Officer compensation, or Say-on-Pay; to approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of Officers; to consider ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for fiscal year 2024; and to consider transaction of other business as may properly come before the annual meeting.お知らせ • Apr 20Cohu, Inc. to Report Q1, 2024 Results on May 02, 2024Cohu, Inc. announced that they will report Q1, 2024 results at 1:00 PM, Pacific Standard Time on May 02, 2024Buy Or Sell Opportunity • Apr 10Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €30.20. The fair value is estimated to be €24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.Buy Or Sell Opportunity • Mar 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.1% to €29.00. The fair value is estimated to be €23.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.Buy Or Sell Opportunity • Feb 24Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €29.80. The fair value is estimated to be €24.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (4.4% net profit margin).Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.59 (vs US$2.01 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$2.01 in FY 2022). Revenue: US$636.3m (down 22% from FY 2022). Net income: US$28.2m (down 71% from FY 2022). Profit margin: 4.4% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (7.5% net profit margin). Profit margins are more than 30% lower than last year (7.5% net profit margin).お知らせ • Jan 29Cohu, Inc. Provides Revenue Guidance for the Fourth Quarter 2023 and First Quarter 2024Cohu, Inc. provided revenue guidance for the fourth quarter 2023 and first quarter 2024. For the fourth quarter 2023, company expects revenue in-line with guidance at approximately $137 million.For the first quarter 2024, company expects revenue to be approximately 20% lower than fourth quarter 2023.お知らせ • Nov 03Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2023Cohu, Inc. provided sales guidance for the fourth quarter of 2023. The company expects third quarter 2023 sales to be in a range of $136 million +/- $6 million.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.082 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.082 (down from US$0.52 in 3Q 2022). Revenue: US$150.8m (down 27% from 3Q 2022). Net income: US$3.92m (down 84% from 3Q 2022). Profit margin: 2.6% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 20Cohu, Inc. to Report Q3, 2023 Results on Nov 02, 2023Cohu, Inc. announced that they will report Q3, 2023 results at 4:00 PM, Eastern Standard Time on Nov 02, 2023New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€923k sold).お知らせ • Aug 04Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2023Cohu, Inc. provided sales guidance for the third quarter of 2023. The company expects third quarter 2023 sales to be approximately $150 million.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.59 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (down from US$0.59 in 2Q 2022). Revenue: US$168.9m (down 22% from 2Q 2022). Net income: US$10.6m (down 63% from 2Q 2022). Profit margin: 6.3% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23Cohu, Inc. to Report Q2, 2023 Results on Aug 03, 2023Cohu, Inc. announced that they will report Q2, 2023 results at 8:00 AM, US Eastern Standard Time on Aug 03, 2023Recent Insider Transactions • Jun 20Senior VP of Finance & CFO recently sold €369k worth of stockOn the 14th of June, Jeffrey Jones sold around 10k shares on-market at roughly €36.86 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €727k.Recent Insider Transactions • May 11Independent Director recently sold €122k worth of stockOn the 8th of May, William Bendush sold around 4k shares on-market at roughly €30.51 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.お知らせ • May 06Cohu, Inc. Provides Sales Guidance for the Second Quarter 2023Cohu, Inc. provides sales guidance for the second quarter 2023. The company expects second quarter 2023 sales to be between $161 million and $173 million.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.44 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (down from US$0.44 in 1Q 2022). Revenue: US$179.4m (down 9.3% from 1Q 2022). Net income: US$15.7m (down 27% from 1Q 2022). Profit margin: 8.7% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$2.01 (vs US$3.53 in FY 2021)Full year 2022 results: EPS: US$2.01 (down from US$3.53 in FY 2021). Revenue: US$812.8m (down 8.4% from FY 2021). Net income: US$96.8m (down 42% from FY 2021). Profit margin: 12% (down from 19% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03Cohu, Inc. to Report Q4, 2022 Results on Feb 16, 2023Cohu, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023お知らせ • Jan 31Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC.Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC on January 30, 2023. MCT becomes part of Cohu’s test handler group, adding strip, film-frame and laser marking to Cohu’s product portfolio.Cohu, Inc. (NasdaqGS:COHU) completed the acqsuitiion of MCT Worldwide, LLC on January 30, 2023.Recent Insider Transactions • Nov 16Senior VP of Finance & CFO recently sold €358k worth of stockOn the 11th of November, Jeffrey Jones sold around 10k shares on-market at roughly €35.82 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €663k. This was Jeffrey's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 03Insider recently sold €52k worth of stockOn the 1st of November, Ian Lawee sold around 2k shares on-market at roughly €33.44 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €182k. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.お知らせ • Nov 01Cohu, Inc. Appoints Andreas W. Mattes to its Board of Directors and Compensation CommitteeCohu, Inc. announced that Andreas (Andy) W. Mattes has been appointed to the Cohu Board of Directors as Class 3 director, effective November 1, 2022. Mr. Mattes will also serve on the Compensation Committee. Mr. Mattes brings to Cohu’s Board of Directors extensive experience as a global technology CEO and business executive with more than 30 years of management experience. He most recently served as President and CEO of Coherent, Inc., where he operationally transformed the company and led its $6.6 billion acquisition by II-VI Incorporated in July 2022. Prior to Coherent, Mr. Mattes was a Senior Advisor at McKinsey & Company, where he focused on advising international businesses on high-impact transformations, agile change and positioning companies for growth. Prior to that, he served as President and CEO of Diebold Nixdorf, Incorporated. Previously, he spent more than five years in executive leadership positions at Hewlett Packard, including leading worldwide sales for the technology solutions group and running the Americas enterprise services business. He spent the first 20 years of his career at Siemens AG culminating in his role as CEO of Siemens Communications Inc., USA. Mr. Mattes also serves on the board of Velodyne Lidar, Inc.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.49 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.49 in 3Q 2021). Revenue: US$206.7m (down 8.2% from 3Q 2021). Net income: US$24.9m (up 4.8% from 3Q 2021). Profit margin: 12% (up from 11% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 14Cohu, Inc. to Report Q3, 2022 Results on Oct 27, 2022Cohu, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022Recent Insider Transactions • Aug 06VP of Corporate Development recently sold €182k worth of stockOn the 4th of August, Thomas Kampfer sold around 6k shares on-market at roughly €30.30 per share. In the last 3 months, they made an even bigger sale worth €281k. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.59 (vs US$1.96 in 2Q 2021)Second quarter 2022 results: EPS: US$0.59 (down from US$1.96 in 2Q 2021). Revenue: US$217.2m (down 11% from 2Q 2021). Net income: US$28.8m (down 70% from 2Q 2021). Profit margin: 13% (down from 39% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is expected to shrink by 1.9% compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2022Cohu, Inc. provided sales guidance for the third quarter of 2022. For the quarter, the company expects sales to be between $198 million and $212 million.お知らせ • Jul 19Cohu, Inc. to Report Q2, 2022 Results on Jul 28, 2022Cohu, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 28, 2022お知らせ • Jul 12Cohu, Inc. Provides Revenue Guidance for the Second Quarter of 2022Cohu, Inc. provided revenue guidance for the second quarter of 2022. For the period, the company expected revenue of $216 million to $218 million, higher than the guidance range mid-point of $213 million; second quarter recurring revenue is expected to be approximately 39%.Recent Insider Transactions • Jun 02VP of Corporate Development recently sold €281k worth of stockOn the 27th of May, Thomas Kampfer sold around 10k shares on-market at roughly €28.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Recent Insider Transactions • May 06Lead Independent Director recently sold €129k worth of stockOn the 3rd of May, Steven Bilodeau sold around 5k shares on-market at roughly €25.77 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.44 (vs US$0.63 in 1Q 2021)First quarter 2022 results: EPS: US$0.44 (down from US$0.63 in 1Q 2021). Revenue: US$197.8m (down 12% from 1Q 2021). Net income: US$21.6m (down 22% from 1Q 2021). Profit margin: 11% (down from 12% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.4% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 19Cohu, Inc. to Report Q1, 2022 Results on Apr 28, 2022Cohu, Inc. announced that they will report Q1, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2022Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to €28.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years.お知らせ • Feb 11Cohu, Inc. Provides Sales Guidance for the First Quarter of 2022Cohu, Inc. provided sales guidance for the first quarter of 2022. For the quarter, the company expects first quarter 2022 sales to be between $188 million and $202 million.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3,529 (up from US$0.33 loss in FY 2020). Revenue: US$887.2m (up 40% from FY 2020). Net income: US$167.3m (up US$181.2m from FY 2020). Profit margin: 19% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.9% compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 172% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03Cohu, Inc. to Report Q4, 2021 Results on Feb 10, 2022Cohu, Inc. announced that they will report Q4, 2021 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2022Recent Insider Transactions • Nov 05Independent Director recently sold €151k worth of stockOn the 2nd of November, Andrew Caggia sold around 5k shares on-market at roughly €30.22 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.49 (vs US$0.16 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$225.1m (up 49% from 3Q 2020). Net income: US$23.7m (up US$30.4m from 3Q 2020). Profit margin: 11% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 33% over the past three years.Recent Insider Transactions • Aug 28Insider recently sold €107k worth of stockOn the 26th of August, Christopher Bohrson sold around 4k shares on-market at roughly €26.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €148k. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.Recent Insider Transactions • Aug 14Director recently bought €79k worth of stockOn the 12th of August, Yon Jorden bought around 3k shares on-market at roughly €26.33 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.1m more in shares than they bought in the last 12 months.Reported Earnings • Aug 02Second quarter 2021 earnings released: EPS US$1.96 (vs US$0.11 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$244.8m (up 70% from 2Q 2020). Net income: US$95.1m (up US$99.8m from 2Q 2020). Profit margin: 39% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Aug 01Independent Director recently sold €148k worth of stockOn the 29th of July, Andrew Caggia sold around 5k shares on-market at roughly €29.56 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.お知らせ • Jun 28+ 1 more updateCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth IndexCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth Indexお知らせ • Jun 25Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU).Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. As of May 13, 2021 The Purchase Agreement has been unanimously approved by the Board of Directors of Cohu. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility. As of June 24, 2021, Cohu received cash proceeds of $125.4 million (SEK 1,043.1 million), subject to further potential post-closing adjustments related to a final determination of closing accounts. Cohu intends to use the net proceeds, after estimated transaction costs and taxes, to repay approximately $100 million (SEK 831.8 million) of the outstanding principal on its term loan facility. Nils Krause and Jan Meents of DLA Piper in Germany, James Chang of of DLA Piper in China, Larry Nishnick of DLA Piper in the US, Emma Norburg and Anna Berntorp of DLA Piper Swedish capital markets team acted as legal advisors for Cohu. Achim Glade of Glade Michel Wirtz acted as legal advisor to Mycronic AB. Stifel Financial Corp. acted as financial advisor to Cohu, Inc. Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) on June 24, 2021.Recent Insider Transactions • May 14Independent Director recently sold €142k worth of stockOn the 12th of May, Andrew Caggia sold around 5k shares on-market at roughly €29.21 per share. In the last 3 months, they made an even bigger sale worth €190k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.お知らせ • May 11Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion.Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1.1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility.Reported Earnings • May 02First quarter 2021 earnings released: EPS US$0.63 (vs US$0.42 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$225.5m (up 62% from 1Q 2020). Net income: US$27.6m (up US$44.9m from 1Q 2020). Profit margin: 12% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Apr 30Cohu, Inc. Provides Sales Guidance for the Second Quarter of Fiscal Year 2021Cohu, Inc. provided sales guidance for the second quarter of fiscal year 2021. For the quarter, the company expects sales to be between $234 million and $250 million, up 7% quarter over quarter at the mid-point of guidance.お知らせ • Mar 05Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million.Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,950,000 Price\Range: $41 Discount Per Security: $1.7425Reported Earnings • Mar 03Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 39%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Recent Insider Transactions • Feb 23Independent Director recently sold €190k worth of stockOn the 18th of February, Andrew Caggia sold around 5k shares on-market at roughly €39.10 per share. In the last 3 months, there was an even bigger sale from another insider worth €864k. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months.Reported Earnings • Feb 12Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 37%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Is New 90 Day High Low • Feb 12New 90-day high: €41.20The company is up 82% from its price of €22.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.98 per share.お知らせ • Feb 03Cohu, Inc. to Report Q4, 2020 Results on Feb 11, 2021Cohu, Inc. announced that they will report Q4, 2020 results at 8:00 AM, US Eastern Standard Time on Feb 11, 2021Is New 90 Day High Low • Jan 26New 90-day high: €40.40The company is up 168% from its price of €15.10 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.78 per share.お知らせ • Jan 08Cohu Introduces cRacer mmWave Interface Platform for Semiconductor TestCohu, Inc. announced the introduction of its cRacer RF interface platform for next generation mmWave device test. The cRacer contactor and probe head platform targets RF semiconductor test in the mobility contactor market, which is projected to grow from $200 million to approximately $275 million by 2023 with deployment of mmWave frequencies in smartphones and other mobile products. Cohu’s cRacer allows traditional spring probe contactors to reach greater than 54 GHz frequencies without compromising mechanical integrity or lifespan of the probes. When combined with Cohu’s PAx tester and RedDragon RF module, cRacer enables customers to achieve industry leading signal performance, accelerating time to production yield with a low cost-of-test architecture.Is New 90 Day High Low • Jan 06New 90-day high: €34.20The company is up 119% from its price of €15.60 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.51 per share.Is New 90 Day High Low • Dec 15New 90-day high: €31.60The company is up 121% from its price of €14.30 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.74 per share.Recent Insider Transactions • Dec 05President recently sold €542k worth of stockOn the 1st of December, Luis Müller sold around 22k shares on-market at roughly €24.64 per share. In the last 3 months, there was an even bigger sale from another insider worth €821k. This was Luis' only on-market trade for the last 12 months.Reported Earnings • Nov 07Third quarter 2020 earnings released: US$0.16 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: US$150.6m (up 5.0% from 3Q 2019). Net loss: US$6.65m (loss narrowed 37% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 79% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 25%, compared to a 18% growth forecast for the Semiconductor industry in Germany.Recent Insider Transactions • Nov 07Insider recently sold €821k worth of stockOn the 3rd of November, Pascal Rondé sold around 42k shares on-market at roughly €19.60 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 02New 90-day high: €18.40The company is up 14% from its price of €16.20 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.95 per share.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$44.9m, with losses narrowing by 59% from the prior year. Total revenue was US$575.7m over the last 12 months, down 5.8% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at US$150.6m. Revenue is forecast to grow 25% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.業績と収益の成長予測DB:CU3 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202876253N/A63212/31/2027677149337712/31/2026559-2316-673/28/2026481-564052N/A12/27/2025453-741132N/A9/27/2025425-73-30-10N/A6/28/2025394-87322N/A3/29/2025391-86-127N/A12/28/2024402-70-83N/A9/28/2024445-50-47N/A6/29/2024500-29619N/A3/30/2024565-25771N/A12/30/20236362885101N/A9/30/202369052110126N/A7/1/202374673120137N/A4/1/202379491110127N/A12/31/20228139798113N/A9/24/20228149699113N/A6/25/20228329596108N/A3/26/20228591618294N/A12/25/20218871678698N/A9/25/20218981617892N/A6/26/20218231315672N/A3/27/2021723311838N/A12/26/2020636-143150N/A9/26/2020576-452442N/A6/27/2020569-491835N/A3/28/2020574-641430N/A12/28/2019583-69N/A17N/A9/28/2019612-110N/A9N/A6/29/2019555-94N/A24N/A3/30/2019504-63N/A48N/A12/29/2018452-32N/A34N/A9/29/201836531N/A45N/A6/30/201837335N/A48N/A3/31/201836734N/A38N/A12/30/201735333N/A40N/A9/30/201733929N/A30N/A6/24/201731520N/A16N/A3/25/201729712N/A19N/A12/31/20162823N/A25N/A9/24/20162753N/A15N/A6/25/20162734N/A24N/A3/26/20162726N/A16N/A12/26/20152706N/A21N/A9/26/20152979N/A39N/A6/27/201532117N/A24N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CU3は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: CU3今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: CU3今後 3 年以内に収益を上げることが予想されます。収益対市場: CU3の収益 ( 17.2% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: CU3の収益 ( 17.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CU3の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 11:57終値2026/05/22 00:00収益2026/03/28年間収益2025/12/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Cohu, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Craig EllisB. Riley Securities, Inc.Richard RyanColliers SecuritiesChristian SchwabCraig-Hallum Capital Group LLC8 その他のアナリストを表示
お知らせ • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.
お知らせ • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.
お知らせ • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.
お知らせ • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.
お知らせ • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.
お知らせ • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Karen Rapp was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 03Cohu, Inc. Provides Earnings Guidance for the Second Quarter 2026Cohu, Inc. provided earnings guidance for the second quarter 2026. Company expects second quarter 2026 sales to be in a range of $144 million +/- $7 million.
お知らせ • Apr 17Cohu, Inc. to Report Q1, 2026 Results on Apr 30, 2026Cohu, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026
お知らせ • Apr 02Cohu Announces $30 Million Follow-On Orders for Eclipse Platform with Active Thermal Control for High-Performance Computing Processor TestingCohu, Inc. announced that two customers have placed follow-on orders totaling $30 million for the Eclipse platform configured with active thermal control for testing of next generation high-performance computing (HPC) processors. The orders, which are expected to be delivered over the next couple of quarters, expand Cohu’s presence in the fast-growing HPC market and reflect rising demand for scalable, high performance test solutions as processor complexity, power density and thermal constraints continue to increase. Within these follow-on orders, one customer is subscribing to Cohu’s PAICe Prescriptive software analytics – worth a potential of $330 thousand in annual subscription fees – to help drive higher overall equipment efficiency (OEE) in production at its outsourced semiconductor assembly and test (OSAT) partner. PAICe Prescriptive continuously analyzes equipment signals and behavior patterns to predict issues before they impact production and provides guided repair recommendations to reduce troubleshooting time, improve productivity and lower mean time to repair (MTTR).
お知らせ • Mar 24Cohu, Inc., Annual General Meeting, May 15, 2026Cohu, Inc., Annual General Meeting, May 15, 2026.
お知らせ • Feb 13Cohu, Inc. Provides Earnings Guidance for the First Quarter 2026Cohu, Inc. provided earnings guidance for the first quarter 2026. For the year, the company expects first quarter 2026 sales to be in a range of $122 million +/- $7 million.
お知らせ • Feb 05Cohu, Inc. to Report Q4, 2025 Results on Feb 12, 2026Cohu, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Oct 30Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2025Cohu, Inc. provided sales guidance for the fourth quarter of 2025. The company expects fourth quarter 2025 sales to be in a range of $122 million +/- $7 million.
お知らせ • Oct 17Cohu, Inc. to Report Q3, 2025 Results on Oct 29, 2025Cohu, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 29, 2025
お知らせ • Aug 01Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2025Cohu, Inc. provided sales guidance for the third quarter of 2025. For the period, the company expects sales to be in a range of $125 million +/- $7 million.
お知らせ • Jul 18Cohu, Inc. to Report Q2, 2025 Results on Jul 31, 2025Cohu, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2025
お知らせ • May 02Cohu, Inc. Provides Sales Guidance for the Second Quarter of 2025Cohu, Inc. provided sales guidance for the second quarter of 2025. For the period, the company expected sales to be in a range of $106 million +/- $7 million.
お知らせ • Apr 18Cohu, Inc. to Report Q1, 2025 Results on May 01, 2025Cohu, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 01, 2025
お知らせ • Apr 04Cohu, Inc., Annual General Meeting, May 16, 2025Cohu, Inc., Annual General Meeting, May 16, 2025.
お知らせ • Feb 15Cohu, Inc. Provides Earnings Guidance for the First Quarter 2025Cohu, Inc. provided earnings guidance for the first quarter 2025. For the quarter, the company expects sales to be in a range of $97 million +/- $7 million.
お知らせ • Feb 11Cohu, Inc. to Report Q4, 2024 Results on Feb 13, 2025Cohu, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 13, 2025
お知らせ • Jan 09Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor to Cohu, Inc. Cohu, Inc. (NasdaqGS:COHU) completed the acquisition of Tignis, Inc. on January 7, 2025.
お知らせ • Dec 17Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc.Cohu, Inc. (NasdaqGS:COHU) entered into a definitive agreement to acquire Tignis, Inc. on December 16, 2024. The acquisition will be funded with cash on hand. The transaction is expected to close in January 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.39 loss per share (vs US$0.082 profit in 3Q 2023)Third quarter 2024 results: US$0.39 loss per share (down from US$0.082 profit in 3Q 2023). Revenue: US$95.3m (down 37% from 3Q 2023). Net loss: US$18.1m (down US$22.0m from profit in 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 18Cohu, Inc. to Report Q3, 2024 Results on Oct 31, 2024Cohu, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 31, 2024
Reported Earnings • Aug 02Second quarter 2024 earnings released: US$0.34 loss per share (vs US$0.22 profit in 2Q 2023)Second quarter 2024 results: US$0.34 loss per share (down from US$0.22 profit in 2Q 2023). Revenue: US$104.7m (down 38% from 2Q 2023). Net loss: US$15.8m (down 249% from profit in 2Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 17Cohu, Inc. to Report Q2, 2024 Results on Jul 31, 2024Cohu, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024
Recent Insider Transactions • May 15Lead Independent Director recently sold €215k worth of stockOn the 10th of May, Steven Bilodeau sold around 8k shares on-market at roughly €27.00 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €744k more than they bought in the last 12 months.
Reported Earnings • May 03First quarter 2024 earnings released: US$0.31 loss per share (vs US$0.33 profit in 1Q 2023)First quarter 2024 results: US$0.31 loss per share (down from US$0.33 profit in 1Q 2023). Revenue: US$107.6m (down 40% from 1Q 2023). Net loss: US$14.6m (down 193% from profit in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Apr 26Now 20% overvaluedOver the last 90 days, the stock has fallen 8.9% to €28.60. The fair value is estimated to be €23.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
お知らせ • Apr 23Cohu, Inc., Annual General Meeting, Jun 05, 2024Cohu, Inc., Annual General Meeting, Jun 05, 2024, at 13:00 Pacific Standard Time. Agenda: To consider election of three; Class 2 directors, for a term of three years each; to consider advisory vote to approve our Named Executive Officer compensation, or Say-on-Pay; to approve an amendment to our Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of Officers; to consider ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for fiscal year 2024; and to consider transaction of other business as may properly come before the annual meeting.
お知らせ • Apr 20Cohu, Inc. to Report Q1, 2024 Results on May 02, 2024Cohu, Inc. announced that they will report Q1, 2024 results at 1:00 PM, Pacific Standard Time on May 02, 2024
Buy Or Sell Opportunity • Apr 10Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €30.20. The fair value is estimated to be €24.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
Buy Or Sell Opportunity • Mar 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.1% to €29.00. The fair value is estimated to be €23.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
Buy Or Sell Opportunity • Feb 24Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €29.80. The fair value is estimated to be €24.44, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to decline by 4.0% in the next 2 years.
New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (4.4% net profit margin).
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$0.59 (vs US$2.01 in FY 2022)Full year 2023 results: EPS: US$0.59 (down from US$2.01 in FY 2022). Revenue: US$636.3m (down 22% from FY 2022). Net income: US$28.2m (down 71% from FY 2022). Profit margin: 4.4% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 22% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 22% per year for the foreseeable future. Minor Risks Profit margins are more than 30% lower than last year (7.5% net profit margin). Profit margins are more than 30% lower than last year (7.5% net profit margin).
お知らせ • Jan 29Cohu, Inc. Provides Revenue Guidance for the Fourth Quarter 2023 and First Quarter 2024Cohu, Inc. provided revenue guidance for the fourth quarter 2023 and first quarter 2024. For the fourth quarter 2023, company expects revenue in-line with guidance at approximately $137 million.For the first quarter 2024, company expects revenue to be approximately 20% lower than fourth quarter 2023.
お知らせ • Nov 03Cohu, Inc. Provides Sales Guidance for the Fourth Quarter of 2023Cohu, Inc. provided sales guidance for the fourth quarter of 2023. The company expects third quarter 2023 sales to be in a range of $136 million +/- $6 million.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.082 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.082 (down from US$0.52 in 3Q 2022). Revenue: US$150.8m (down 27% from 3Q 2022). Net income: US$3.92m (down 84% from 3Q 2022). Profit margin: 2.6% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 20Cohu, Inc. to Report Q3, 2023 Results on Nov 02, 2023Cohu, Inc. announced that they will report Q3, 2023 results at 4:00 PM, Eastern Standard Time on Nov 02, 2023
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€923k sold).
お知らせ • Aug 04Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2023Cohu, Inc. provided sales guidance for the third quarter of 2023. The company expects third quarter 2023 sales to be approximately $150 million.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.59 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (down from US$0.59 in 2Q 2022). Revenue: US$168.9m (down 22% from 2Q 2022). Net income: US$10.6m (down 63% from 2Q 2022). Profit margin: 6.3% (down from 13% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23Cohu, Inc. to Report Q2, 2023 Results on Aug 03, 2023Cohu, Inc. announced that they will report Q2, 2023 results at 8:00 AM, US Eastern Standard Time on Aug 03, 2023
Recent Insider Transactions • Jun 20Senior VP of Finance & CFO recently sold €369k worth of stockOn the 14th of June, Jeffrey Jones sold around 10k shares on-market at roughly €36.86 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jeffrey has been a net seller over the last 12 months, reducing personal holdings by €727k.
Recent Insider Transactions • May 11Independent Director recently sold €122k worth of stockOn the 8th of May, William Bendush sold around 4k shares on-market at roughly €30.51 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
お知らせ • May 06Cohu, Inc. Provides Sales Guidance for the Second Quarter 2023Cohu, Inc. provides sales guidance for the second quarter 2023. The company expects second quarter 2023 sales to be between $161 million and $173 million.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.33 (vs US$0.44 in 1Q 2022)First quarter 2023 results: EPS: US$0.33 (down from US$0.44 in 1Q 2022). Revenue: US$179.4m (down 9.3% from 1Q 2022). Net income: US$15.7m (down 27% from 1Q 2022). Profit margin: 8.7% (down from 11% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$2.01 (vs US$3.53 in FY 2021)Full year 2022 results: EPS: US$2.01 (down from US$3.53 in FY 2021). Revenue: US$812.8m (down 8.4% from FY 2021). Net income: US$96.8m (down 42% from FY 2021). Profit margin: 12% (down from 19% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03Cohu, Inc. to Report Q4, 2022 Results on Feb 16, 2023Cohu, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 16, 2023
お知らせ • Jan 31Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC.Cohu, Inc. (NasdaqGS:COHU) acquired MCT Worldwide, LLC on January 30, 2023. MCT becomes part of Cohu’s test handler group, adding strip, film-frame and laser marking to Cohu’s product portfolio.Cohu, Inc. (NasdaqGS:COHU) completed the acqsuitiion of MCT Worldwide, LLC on January 30, 2023.
Recent Insider Transactions • Nov 16Senior VP of Finance & CFO recently sold €358k worth of stockOn the 11th of November, Jeffrey Jones sold around 10k shares on-market at roughly €35.82 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €663k. This was Jeffrey's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 03Insider recently sold €52k worth of stockOn the 1st of November, Ian Lawee sold around 2k shares on-market at roughly €33.44 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €182k. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
お知らせ • Nov 01Cohu, Inc. Appoints Andreas W. Mattes to its Board of Directors and Compensation CommitteeCohu, Inc. announced that Andreas (Andy) W. Mattes has been appointed to the Cohu Board of Directors as Class 3 director, effective November 1, 2022. Mr. Mattes will also serve on the Compensation Committee. Mr. Mattes brings to Cohu’s Board of Directors extensive experience as a global technology CEO and business executive with more than 30 years of management experience. He most recently served as President and CEO of Coherent, Inc., where he operationally transformed the company and led its $6.6 billion acquisition by II-VI Incorporated in July 2022. Prior to Coherent, Mr. Mattes was a Senior Advisor at McKinsey & Company, where he focused on advising international businesses on high-impact transformations, agile change and positioning companies for growth. Prior to that, he served as President and CEO of Diebold Nixdorf, Incorporated. Previously, he spent more than five years in executive leadership positions at Hewlett Packard, including leading worldwide sales for the technology solutions group and running the Americas enterprise services business. He spent the first 20 years of his career at Siemens AG culminating in his role as CEO of Siemens Communications Inc., USA. Mr. Mattes also serves on the board of Velodyne Lidar, Inc.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.49 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.49 in 3Q 2021). Revenue: US$206.7m (down 8.2% from 3Q 2021). Net income: US$24.9m (up 4.8% from 3Q 2021). Profit margin: 12% (up from 11% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 14Cohu, Inc. to Report Q3, 2022 Results on Oct 27, 2022Cohu, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 27, 2022
Recent Insider Transactions • Aug 06VP of Corporate Development recently sold €182k worth of stockOn the 4th of August, Thomas Kampfer sold around 6k shares on-market at roughly €30.30 per share. In the last 3 months, they made an even bigger sale worth €281k. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.59 (vs US$1.96 in 2Q 2021)Second quarter 2022 results: EPS: US$0.59 (down from US$1.96 in 2Q 2021). Revenue: US$217.2m (down 11% from 2Q 2021). Net income: US$28.8m (down 70% from 2Q 2021). Profit margin: 13% (down from 39% in 2Q 2021). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is expected to shrink by 1.9% compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Cohu, Inc. Provides Sales Guidance for the Third Quarter of 2022Cohu, Inc. provided sales guidance for the third quarter of 2022. For the quarter, the company expects sales to be between $198 million and $212 million.
お知らせ • Jul 19Cohu, Inc. to Report Q2, 2022 Results on Jul 28, 2022Cohu, Inc. announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 28, 2022
お知らせ • Jul 12Cohu, Inc. Provides Revenue Guidance for the Second Quarter of 2022Cohu, Inc. provided revenue guidance for the second quarter of 2022. For the period, the company expected revenue of $216 million to $218 million, higher than the guidance range mid-point of $213 million; second quarter recurring revenue is expected to be approximately 39%.
Recent Insider Transactions • Jun 02VP of Corporate Development recently sold €281k worth of stockOn the 27th of May, Thomas Kampfer sold around 10k shares on-market at roughly €28.10 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Recent Insider Transactions • May 06Lead Independent Director recently sold €129k worth of stockOn the 3rd of May, Steven Bilodeau sold around 5k shares on-market at roughly €25.77 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.0m more than they bought in the last 12 months.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.44 (vs US$0.63 in 1Q 2021)First quarter 2022 results: EPS: US$0.44 (down from US$0.63 in 1Q 2021). Revenue: US$197.8m (down 12% from 1Q 2021). Net income: US$21.6m (down 22% from 1Q 2021). Profit margin: 11% (down from 12% in 1Q 2021). Over the next year, revenue is expected to shrink by 1.4% compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 19Cohu, Inc. to Report Q1, 2022 Results on Apr 28, 2022Cohu, Inc. announced that they will report Q1, 2022 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2022
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to €28.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years.
お知らせ • Feb 11Cohu, Inc. Provides Sales Guidance for the First Quarter of 2022Cohu, Inc. provided sales guidance for the first quarter of 2022. For the quarter, the company expects first quarter 2022 sales to be between $188 million and $202 million.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$3,529 (up from US$0.33 loss in FY 2020). Revenue: US$887.2m (up 40% from FY 2020). Net income: US$167.3m (up US$181.2m from FY 2020). Profit margin: 19% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 2.9% compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 172% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03Cohu, Inc. to Report Q4, 2021 Results on Feb 10, 2022Cohu, Inc. announced that they will report Q4, 2021 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2022
Recent Insider Transactions • Nov 05Independent Director recently sold €151k worth of stockOn the 2nd of November, Andrew Caggia sold around 5k shares on-market at roughly €30.22 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$0.49 (vs US$0.16 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$225.1m (up 49% from 3Q 2020). Net income: US$23.7m (up US$30.4m from 3Q 2020). Profit margin: 11% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to €31.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 37x in the Semiconductor industry in Germany. Total returns to shareholders of 33% over the past three years.
Recent Insider Transactions • Aug 28Insider recently sold €107k worth of stockOn the 26th of August, Christopher Bohrson sold around 4k shares on-market at roughly €26.71 per share. In the last 3 months, there was an even bigger sale from another insider worth €148k. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 14Director recently bought €79k worth of stockOn the 12th of August, Yon Jorden bought around 3k shares on-market at roughly €26.33 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €3.1m more in shares than they bought in the last 12 months.
Reported Earnings • Aug 02Second quarter 2021 earnings released: EPS US$1.96 (vs US$0.11 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$244.8m (up 70% from 2Q 2020). Net income: US$95.1m (up US$99.8m from 2Q 2020). Profit margin: 39% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Aug 01Independent Director recently sold €148k worth of stockOn the 29th of July, Andrew Caggia sold around 5k shares on-market at roughly €29.56 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
お知らせ • Jun 28+ 1 more updateCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth IndexCohu, Inc.(NasdaqGS:COHU) dropped from Russell Microcap Growth Index
お知らせ • Jun 25Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU).Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. As of May 13, 2021 The Purchase Agreement has been unanimously approved by the Board of Directors of Cohu. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility. As of June 24, 2021, Cohu received cash proceeds of $125.4 million (SEK 1,043.1 million), subject to further potential post-closing adjustments related to a final determination of closing accounts. Cohu intends to use the net proceeds, after estimated transaction costs and taxes, to repay approximately $100 million (SEK 831.8 million) of the outstanding principal on its term loan facility. Nils Krause and Jan Meents of DLA Piper in Germany, James Chang of of DLA Piper in China, Larry Nishnick of DLA Piper in the US, Emma Norburg and Anna Berntorp of DLA Piper Swedish capital markets team acted as legal advisors for Cohu. Achim Glade of Glade Michel Wirtz acted as legal advisor to Mycronic AB. Stifel Financial Corp. acted as financial advisor to Cohu, Inc. Mycronic AB (publ) (OM:MYCR) completed the acquisition of atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) on June 24, 2021.
Recent Insider Transactions • May 14Independent Director recently sold €142k worth of stockOn the 12th of May, Andrew Caggia sold around 5k shares on-market at roughly €29.21 per share. In the last 3 months, they made an even bigger sale worth €190k. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
お知らせ • May 11Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion.Mycronic AB (publ) (OM:MYCR) entered into a definitive agreement to acquire atg Luther & Maelzer GmbH from Cohu, Inc. (NasdaqGS:COHU) for SEK 1.1 billion on May 10, 2021. The purchase consideration amounts to approximately SEK 1.1 billion ($125 million) on a cash and debt-free basis, subject to adjustments and will be financed through a combination of own funds and bank financing. Under the terms of the transaction, Mycronic will acquire atg Luther & Maelzer GmbH and other affiliated entities and assets related to Cohu’s Printed Circuit Board Test Group business. Following the transaction, atg will become part of Mycronic's Global Technologies division. In 2020, atg reported revenue of approximately SEK 420 million. The transaction is subject to customary closing conditions and expected to be completed by the end of June 2021. Cohu intends to use the expected net cash proceeds of approximately SEK 788.1 to SEK 829.5 million ($95 to $100 million), after estimated transaction costs and taxes, to repay outstanding principal on its term loan facility.
Reported Earnings • May 02First quarter 2021 earnings released: EPS US$0.63 (vs US$0.42 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$225.5m (up 62% from 1Q 2020). Net income: US$27.6m (up US$44.9m from 1Q 2020). Profit margin: 12% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Apr 30Cohu, Inc. Provides Sales Guidance for the Second Quarter of Fiscal Year 2021Cohu, Inc. provided sales guidance for the second quarter of fiscal year 2021. For the quarter, the company expects sales to be between $234 million and $250 million, up 7% quarter over quarter at the mid-point of guidance.
お知らせ • Mar 05Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million.Cohu, Inc. has completed a Follow-on Equity Offering in the amount of $202.95 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,950,000 Price\Range: $41 Discount Per Security: $1.7425
Reported Earnings • Mar 03Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 39%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Recent Insider Transactions • Feb 23Independent Director recently sold €190k worth of stockOn the 18th of February, Andrew Caggia sold around 5k shares on-market at roughly €39.10 per share. In the last 3 months, there was an even bigger sale from another insider worth €864k. Insiders have been net sellers, collectively disposing of €3.2m more than they bought in the last 12 months.
Reported Earnings • Feb 12Full year 2020 earnings released: US$0.33 loss per share (vs US$1.68 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$636.0m (up 9.0% from FY 2019). Net loss: US$13.8m (loss narrowed 80% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 37%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Is New 90 Day High Low • Feb 12New 90-day high: €41.20The company is up 82% from its price of €22.60 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.98 per share.
お知らせ • Feb 03Cohu, Inc. to Report Q4, 2020 Results on Feb 11, 2021Cohu, Inc. announced that they will report Q4, 2020 results at 8:00 AM, US Eastern Standard Time on Feb 11, 2021
Is New 90 Day High Low • Jan 26New 90-day high: €40.40The company is up 168% from its price of €15.10 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.78 per share.
お知らせ • Jan 08Cohu Introduces cRacer mmWave Interface Platform for Semiconductor TestCohu, Inc. announced the introduction of its cRacer RF interface platform for next generation mmWave device test. The cRacer contactor and probe head platform targets RF semiconductor test in the mobility contactor market, which is projected to grow from $200 million to approximately $275 million by 2023 with deployment of mmWave frequencies in smartphones and other mobile products. Cohu’s cRacer allows traditional spring probe contactors to reach greater than 54 GHz frequencies without compromising mechanical integrity or lifespan of the probes. When combined with Cohu’s PAx tester and RedDragon RF module, cRacer enables customers to achieve industry leading signal performance, accelerating time to production yield with a low cost-of-test architecture.
Is New 90 Day High Low • Jan 06New 90-day high: €34.20The company is up 119% from its price of €15.60 on 08 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.51 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €31.60The company is up 121% from its price of €14.30 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.74 per share.
Recent Insider Transactions • Dec 05President recently sold €542k worth of stockOn the 1st of December, Luis Müller sold around 22k shares on-market at roughly €24.64 per share. In the last 3 months, there was an even bigger sale from another insider worth €821k. This was Luis' only on-market trade for the last 12 months.
Reported Earnings • Nov 07Third quarter 2020 earnings released: US$0.16 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: US$150.6m (up 5.0% from 3Q 2019). Net loss: US$6.65m (loss narrowed 37% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 79% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 25%, compared to a 18% growth forecast for the Semiconductor industry in Germany.
Recent Insider Transactions • Nov 07Insider recently sold €821k worth of stockOn the 3rd of November, Pascal Rondé sold around 42k shares on-market at roughly €19.60 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.3m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 02New 90-day high: €18.40The company is up 14% from its price of €16.20 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.95 per share.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total losses of US$44.9m, with losses narrowing by 59% from the prior year. Total revenue was US$575.7m over the last 12 months, down 5.8% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.2% at US$150.6m. Revenue is forecast to grow 25% over the next year, compared to a 19% growth forecast for the Semiconductor industry in Germany.