Cohu, Inc. filings document the company’s semiconductor test and inspection equipment business, operating results and capital-structure activity. Form 8-K reports include quarterly and annual financial results, related press-release exhibits, and reconciliations of GAAP results to non-GAAP measures such as adjusted earnings, operating income, gross margin and Adjusted EBITDA.
Other disclosures cover governance and compensation matters in definitive proxy statements, including equity awards and executive compensation tables. Cohu’s material-event filings also document financing activity, including its 1.50% Convertible Senior Notes due 2031, related indenture terms, conversion mechanics and capped call transactions tied to the company’s common stock.
Cohu, Inc. reported results of its 2026 Annual Meeting, where stockholders approved an amendment to increase authorized common shares from 90,000,000 to 150,000,000 and the company filed an Amended and Restated Certificate of Incorporation reflecting this change. The Board also adopted Amended and Restated Bylaws adding an exclusive forum provision that generally directs certain corporate disputes to the Delaware Court of Chancery and federal courts for Securities Act claims.
Stockholders elected three Class 1 directors to serve until the 2029 Annual Meeting, approved advisory compensation for named executive officers, adopted the 2026 Equity Incentive Plan and an amended 1997 Employee Stock Purchase Plan, and ratified Ernst & Young LLP as independent registered public accounting firm for fiscal year 2025.
COHU insider filed a Form 144 reporting proposed dispositions of common stock. The filing lists multiple reported sales by Chris G. Bohrson totaling reported transactions of 1,500 shares on 05/11/2026 and several prior monthly disposals in 2026. The notice identifies restricted shares and lists broker details for the planned sales.
Cohu Inc. director William Bendush, through the Bendush Living Trust, reported an open-market sale of 7,500 shares of common stock at a weighted average price of $49.14 per share. Following the sale, the trust held 24,780 common shares indirectly.
The filing also shows 10,257 Restricted Stock Units (RSUs), which will convert into an equal number of Cohu common shares upon vesting, assuming continued Board service. The sale was carried out under a pre-arranged Rule 10b5-1(c) trading plan.
Cohu Inc. senior vice president and chief customer officer Christopher Bohrson reported an open-market sale of 1,500 shares of common stock on May 11, 2026 at an exact execution price of $51.28 per share.
Following this transaction, he directly holds 173,702 shares, which include 109,565 restricted stock units that are scheduled to convert into common stock on future vesting dates, assuming continued service and achievement of specified performance goals.
Cohu Inc ownership update: Victory Capital Management, Inc. reported beneficial ownership of 2,334,824 shares of Common Stock, representing 4.91% of the class. The filing is an amendment to a Schedule 13G/A and is signed by the filer’s Chief Compliance Officer.
The report states Victory Capital has sole voting power for 2,313,249 shares and sole dispositive power for 2,334,824 shares. The signature block is dated 05/12/2026.
COHU insider transactions filed on Form 144 disclose proposed and recent sales of Common Stock. The filing lists three open-market sales by Chris G. Bohrson: 02/20/2026 sale of 1,000 shares for $30,230.00, 03/16/2026 sale of 1,000 shares for $28,570.00, and 04/15/2026 sale of 1,000 shares for $38,000.00.
The filing also lists restricted stock entries dated 03/12/2025 (450 shares) and 03/14/2023 (1,050 shares). The document provides transaction dates, share counts, and proceeds for the recorded sales.
Cohu, Inc. reported a stronger first quarter of fiscal 2026, with net sales rising to $125.1 million from $96.8 million a year earlier. The company still posted a net loss, but it narrowed to $12.1 million, or $0.26 per share, from $30.8 million, or $0.66 per share.
Operating cash flow swung to an inflow of $10.3 million from an outflow of $10.2 million. As of March 28, 2026, Cohu held $210.9 million in cash and cash equivalents and $277.8 million in short-term investments, against total debt of $304.6 million, including $287.5 million of 1.50% convertible senior notes due 2031.
Cohu, Inc. reported fiscal first quarter 2026 net sales of $125.1 million, up from $122.2 million in Q4 2025 and $96.8 million a year earlier. The company posted a GAAP net loss of $12.1 million, or $0.26 per share, but delivered non-GAAP net income of $0.6 million, or $0.01 per share.
GAAP gross margin was 46.3%, with non-GAAP gross margin at 46.5%. Total cash and investments were $488.7 million at quarter end, and no shares were repurchased. Management highlighted AI and high-performance computing demand, raised its FY26 high-performance computing revenue outlook to about $80–100 million, and increased its AI-driven compute addressable market estimate to roughly $750 million. Cohu expects Q2 2026 sales of $144 million plus or minus $7 million.
Cohu, Inc. senior vice president and chief customer officer Christopher Bohrson sold 1,000 shares of common stock in an open-market transaction at $38.00 per share on April 15, 2026, under a pre-arranged Rule 10b5-1(c) trading plan adopted on November 21, 2025.
After this sale, he directly holds 175,202 shares, which include 109,565 restricted stock units that will convert into common stock upon future vesting dates, assuming continued service and achievement of specified performance goals.