Cohu, Inc.

NasdaqGS:COHU Stock Report

Market Cap: US$1.1b

Cohu Management

Management criteria checks 3/4

Cohu's CEO is Luis Müller, appointed in Dec 2014, has a tenure of 11.08 years. total yearly compensation is $4.83M, comprised of 14.8% salary and 85.2% bonuses, including company stock and options. directly owns 0.92% of the company’s shares, worth $10.02M. The average tenure of the management team and the board of directors is 4.1 years and 11.1 years respectively.

Key information

Luis Müller

Chief executive officer

US$4.8m

Total compensation

CEO salary percentage14.80%
CEO tenure11.1yrs
CEO ownership0.9%
Management average tenure4.1yrs
Board average tenure11.1yrs

Recent management updates

Recent updates

Is Cohu (NASDAQ:COHU) Using Debt In A Risky Way?

Dec 15
Is Cohu (NASDAQ:COHU) Using Debt In A Risky Way?

Cohu: Not Passing My Test Upon Inspection

Sep 25

Improved Revenues Required Before Cohu, Inc. (NASDAQ:COHU) Shares Find Their Feet

Sep 19
Improved Revenues Required Before Cohu, Inc. (NASDAQ:COHU) Shares Find Their Feet

Is Cohu (NASDAQ:COHU) Using Too Much Debt?

Aug 13
Is Cohu (NASDAQ:COHU) Using Too Much Debt?

Cohu, Inc.'s (NASDAQ:COHU) Shares Bounce 28% But Its Business Still Trails The Industry

May 17
Cohu, Inc.'s (NASDAQ:COHU) Shares Bounce 28% But Its Business Still Trails The Industry

Is Cohu (NASDAQ:COHU) Weighed On By Its Debt Load?

May 13
Is Cohu (NASDAQ:COHU) Weighed On By Its Debt Load?
User avatar

Data Center, EDGE AI And Semiconductor Solutions Will Create Opportunities

Strategic expansion into data center, EDGE AI, memory, and silicon carbide markets could drive substantial future revenue growth and diversification.

Cohu, Inc. (NASDAQ:COHU) Not Doing Enough For Some Investors As Its Shares Slump 26%

Mar 11
Cohu, Inc. (NASDAQ:COHU) Not Doing Enough For Some Investors As Its Shares Slump 26%

Cohu (NASDAQ:COHU) Has Debt But No Earnings; Should You Worry?

Feb 09
Cohu (NASDAQ:COHU) Has Debt But No Earnings; Should You Worry?

Cohu: Restraint Still Necessary Even With An Improved Outlook

Nov 08

Is Cohu (NASDAQ:COHU) Using Debt Sensibly?

Oct 29
Is Cohu (NASDAQ:COHU) Using Debt Sensibly?

Cohu, Inc.'s (NASDAQ:COHU) Business And Shares Still Trailing The Industry

Sep 28
Cohu, Inc.'s (NASDAQ:COHU) Business And Shares Still Trailing The Industry

Cohu: The Timing Of The Next Upturn Remains Unclear

Aug 15

There Is A Reason Cohu, Inc.'s (NASDAQ:COHU) Price Is Undemanding

Jun 29
There Is A Reason Cohu, Inc.'s (NASDAQ:COHU) Price Is Undemanding

These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well

May 23
These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well

Cohu: Waiting For Some Green Shoots

May 19

What Does Cohu, Inc.'s (NASDAQ:COHU) Share Price Indicate?

Apr 16
What Does Cohu, Inc.'s (NASDAQ:COHU) Share Price Indicate?

Does This Valuation Of Cohu, Inc. (NASDAQ:COHU) Imply Investors Are Overpaying?

Apr 02
Does This Valuation Of Cohu, Inc. (NASDAQ:COHU) Imply Investors Are Overpaying?

Cohu, Inc.'s (NASDAQ:COHU) Business Is Yet to Catch Up With Its Share Price

Mar 04
Cohu, Inc.'s (NASDAQ:COHU) Business Is Yet to Catch Up With Its Share Price

Cohu Q4: The Bottom Could Be Near

Feb 27

Does Cohu (NASDAQ:COHU) Have A Healthy Balance Sheet?

Feb 19
Does Cohu (NASDAQ:COHU) Have A Healthy Balance Sheet?

Cohu (NASDAQ:COHU) Is Reinvesting At Lower Rates Of Return

Feb 05
Cohu (NASDAQ:COHU) Is Reinvesting At Lower Rates Of Return

Is Cohu, Inc. (NASDAQ:COHU) Potentially Undervalued?

Dec 25
Is Cohu, Inc. (NASDAQ:COHU) Potentially Undervalued?

Are Investors Undervaluing Cohu, Inc. (NASDAQ:COHU) By 28%?

Dec 12
Are Investors Undervaluing Cohu, Inc. (NASDAQ:COHU) By 28%?

Need To Know: The Consensus Just Cut Its Cohu, Inc. (NASDAQ:COHU) Estimates For 2024

Nov 10
Need To Know: The Consensus Just Cut Its Cohu, Inc. (NASDAQ:COHU) Estimates For 2024

These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well

Oct 26
These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well

Some Investors May Be Worried About Cohu's (NASDAQ:COHU) Returns On Capital

Aug 21
Some Investors May Be Worried About Cohu's (NASDAQ:COHU) Returns On Capital

Is Now An Opportune Moment To Examine Cohu, Inc. (NASDAQ:COHU)?

Aug 07
Is Now An Opportune Moment To Examine Cohu, Inc. (NASDAQ:COHU)?

Cohu (NASDAQ:COHU) Seems To Use Debt Quite Sensibly

Jul 25
Cohu (NASDAQ:COHU) Seems To Use Debt Quite Sensibly

Cohu, Inc.'s (NASDAQ:COHU) Intrinsic Value Is Potentially 38% Above Its Share Price

Jul 06
Cohu, Inc.'s (NASDAQ:COHU) Intrinsic Value Is Potentially 38% Above Its Share Price

What Is Cohu, Inc.'s (NASDAQ:COHU) Share Price Doing?

Apr 26
What Is Cohu, Inc.'s (NASDAQ:COHU) Share Price Doing?

These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Safely

Apr 06
These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Safely

Is Cohu, Inc. (NASDAQ:COHU) Worth US$37.7 Based On Its Intrinsic Value?

Mar 17
Is Cohu, Inc. (NASDAQ:COHU) Worth US$37.7 Based On Its Intrinsic Value?

When Should You Buy Cohu, Inc. (NASDAQ:COHU)?

Jan 08
When Should You Buy Cohu, Inc. (NASDAQ:COHU)?

Is Cohu (NASDAQ:COHU) A Risky Investment?

Dec 21
Is Cohu (NASDAQ:COHU) A Risky Investment?

Cohu, Inc. (NASDAQ:COHU) Shares Could Be 30% Below Their Intrinsic Value Estimate

Dec 06
Cohu, Inc. (NASDAQ:COHU) Shares Could Be 30% Below Their Intrinsic Value Estimate

CEO Compensation Analysis

How has Luis Müller's remuneration changed compared to Cohu's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 27 2025n/an/a

-US$73m

Jun 28 2025n/an/a

-US$87m

Mar 29 2025n/an/a

-US$86m

Dec 28 2024US$5mUS$715k

-US$70m

Sep 28 2024n/an/a

-US$50m

Jun 29 2024n/an/a

-US$29m

Mar 30 2024n/an/a

-US$2m

Dec 30 2023US$7mUS$709k

US$28m

Sep 30 2023n/an/a

US$52m

Jul 01 2023n/an/a

US$73m

Apr 01 2023n/an/a

US$91m

Dec 31 2022US$5mUS$667k

US$97m

Sep 24 2022n/an/a

US$96m

Jun 25 2022n/an/a

US$95m

Mar 26 2022n/an/a

US$161m

Dec 25 2021US$5mUS$619k

US$167m

Sep 25 2021n/an/a

US$161m

Jun 26 2021n/an/a

US$131m

Mar 27 2021n/an/a

US$31m

Dec 26 2020US$3mUS$544k

-US$14m

Sep 26 2020n/an/a

-US$45m

Jun 27 2020n/an/a

-US$49m

Mar 28 2020n/an/a

-US$64m

Dec 28 2019US$3mUS$584k

-US$69m

Compensation vs Market: Luis's total compensation ($USD4.83M) is above average for companies of similar size in the US market ($USD3.48M).

Compensation vs Earnings: Luis's compensation has been consistent with company performance over the past year.


CEO

Luis Müller (55 yo)

11.1yrs
Tenure
US$4,831,084
Compensation

Dr. Luis Antonio Müller, Ph D., is Independent Director of Ralliant Corporation since June 28, 2025. Dr. Müller has been an Independent Director of Celestica Inc. since August 31, 2021.He has been the Chi...


Leadership Team

NamePositionTenureCompensationOwnership
Luis Müller
President11.1yrsUS$4.83m0.92%
$ 10.0m
Jeffrey Jones
CFO & Executive Officer18.2yrsUS$1.83m0.41%
$ 4.5m
Christopher Bohrson
Chief Customer Officer & Executive Officer7.3yrsUS$1.47m0.13%
$ 1.4m
Emily Lough
VP & General Counsel1yrno datano data
Anna Aguirre
Chief Human Resources Officer1yrno datano data
Klaus Ilgenfritz
Chief Product Officer & Executive Officer1yrno data0.029%
$ 316.1k
4.1yrs
Average Tenure
62yo
Average Age

Experienced Management: COHU's management team is considered experienced (4.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Luis Müller
President11.1yrsUS$4.83m0.92%
$ 10.0m
William Bendush
Independent Director14.1yrsUS$251.85k0.069%
$ 751.1k
James Donahue
Non-Executive Chairman26.3yrsUS$302.13k0.83%
$ 9.0m
Steven Bilodeau
Lead Independent Director16.2yrsUS$263.35k0.063%
$ 688.8k
Andrew Caggia
Independent Director11.4yrsUS$236.27k0.033%
$ 358.2k
Yon Jorden
Independent Director4.7yrsUS$236.85k0.046%
$ 497.7k
Andreas Mattes
Independent Director3.2yrsUS$229.35k0.024%
$ 257.7k
Nina Richardson
Independent Director6.3yrsUS$229.35k0.035%
$ 379.7k
Karen Rapp
Independent Director1.7yrsUS$218.51k0.011%
$ 114.4k
11.1yrs
Average Tenure
67yo
Average Age

Experienced Board: COHU's board of directors are seasoned and experienced ( 11.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/02 08:24
End of Day Share Price 2025/12/31 00:00
Earnings2025/09/27
Annual Earnings2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cohu, Inc. is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig EllisB. Riley Securities, Inc.
Richard RyanColliers Securities
Christian SchwabCraig-Hallum Capital Group LLC