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Cognex
Cognex (CGNX) investor relations material
Cognex Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary19 Feb, 2026
Market cycle and growth outlook
Machine vision experienced a rare three-year down cycle from 2022–2024, with early signs of recovery in warehouse automation and factory automation by late 2025, extending into 2026.
Initial 2026 growth expectations are mid- to high-single digits, with optimism tempered by the need for more data points to confirm durability.
Growth is driven by both cyclical recovery in end markets and increased penetration, especially in packaging and logistics.
Semiconductor growth is capacity-driven, with timing of acceleration in 2026 still uncertain.
Consumer electronics and logistics are expected to see continued growth, while automotive remains cautious but stable.
Strategic initiatives and innovation
AI-enabled products, such as OneVision, are expanding addressable markets by enabling more complex inspection tasks and on-device learning.
Physical AI and proprietary, highly specific models provide a competitive edge, addressing customer needs for speed, accuracy, and cybersecurity.
Sales force transformation leverages automation, data-driven management, and digital tools to improve efficiency and customer acquisition.
2025 saw 9,000 new customer accounts, with future focus shifting from acquisition to expanding share of wallet.
AI is also being used internally for process optimization and margin expansion.
Financial performance and margin expansion
Achieved 20.7% EBITDA margin in 2025, targeting 25% run rate by end of 2026 through mid-single-digit growth and $35–$40 million in cost reductions.
Margin improvement is driven by OpEx efficiency, sales force optimization, and pricing stability after competitive pressures in China.
Cost reductions are achieved without sacrificing growth, using digitalization and process improvements.
Free cash flow conversion remains strong, and the balance sheet is healthy.
Gauge durability of automation cycle
Defend against 'dumb cameras with AI'
Balance cost actions with growth/R&D
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Next Cognex earnings date
47th Annual Raymond James Institutional Investor Conference2 Mar, 2026
Cognex
Next Cognex earnings date
47th Annual Raymond James Institutional Investor Conference2 Mar, 2026
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Frequently asked questions
Cognex Corporation provides machine vision products that capture and analyze visual information in order to automate the manufacturing process. The Company's products are used to examine products at various points in the manufacturing process and ensure that they are being manufactured correctly, identify individual items for tracking through the distribution process, and prevent lost, stolen or counterfeit products from entering the supply stream. Cognex Corporation was incorporated in 1981 and is headquartered in Natick, Massachusetts.
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