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COHU COHU INC

Trailing twelve months to 2026-06-27 · as filed 2026-07-31, not restated
Technology

Scale

Market cap
$2.5bn
Revenue TTM
$523m
Net income TTM
$-39m
Free cash flow
$35m
Composite score
46.4
Sector rank
#1518

Valuation

P / E
EV / EBITDA
251.2
EV / sales
4.3
FCF yield
1.42%
Earnings yield vs 10-yr
-6.31pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-7.4%
EBITDA margin
1.7%
ROE
-5.0%
ROIC
-6.4%
Revenue growth
32.7%

Insider activity, last 90 days

Net open-market
$-1.69m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

For the three months ending June 27, 2026, net sales increased 19.1% sequentially to $149.0 million. During the second quarter of fiscal 2026, our net sales benefited from increased customer activity associated with AI driven computing applications, and higher demand in the industrial semiconductor market, which helped to offset ongoing weakness in automotive, and consumer focused markets. Fixed consideration primarily includes sales to customers in which the amount of consideration is known as of the end of the reporting period. Such consideration primarily relates to sales made to certain customers with cumulative tier volume discounts offered. …COHU INC, 10-Q, period ended 2026-06-27, filed 2026-07-31

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