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Cohu (COHU) investor relations material
Cohu Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 net sales reached $107.7 million, up from $96.8 million in Q1 2025 and $104.7 million in Q2 2024, with orders up 26% sequentially, led by mobile and AI-based computing.
Test cell utilization improved by 3 points quarter-over-quarter to 75%, supporting demand flexibility and manufacturing transition to Asia.
Secured a $28 million design-win order for Eclipse handler in mobile and automotive, shipping through Q4 2025, and a first system order in India for silicon carbide test.
Completed the acquisition of Tignis, Inc. for $36.6 million, expanding AI analytics capabilities.
Launched new products including Eclipse handler, PD3x instrument, and advanced test solutions for OLED and precision analog.
Financial highlights
Q2 2025 net sales: $107.7 million (up 2.8% year-over-year); recurring revenue comprised 63% of total.
Q2 2025 gross margin: 43.7% GAAP, 44.4% non-GAAP; adjusted EBITDA margin: 3.6%.
Q2 2025 GAAP net loss: $16.9 million; non-GAAP net income: $0.7 million ($0.02 per share).
Cash and investments at quarter-end: $209.4 million, up $8.6 million, with $16 million in operating cash flow.
R&D expense for Q2 2025: $23.2 million (21.5% of sales); SG&A expense: $29.9 million (27.7% of sales).
Outlook and guidance
Q3 2025 sales expected at $125 million +/- $7 million, a 16% sequential increase, with gross margin projected at 44%.
Q3 operating expenses expected at $50 million, including $2 million for R&D prototype materials.
Q3 tax provision to include a one-time $15 million true-up due to new R&D capitalization rules.
Management expects $2 million in quarterly cost savings from restructuring by year-end 2025.
Q4 expected to see a mid-single-digit seasonal revenue pullback; 2026 outlook optimistic with continued market recovery.
Explain the increase in cash, Q/Q.
Detail the expected Q3 sales drivers.
What is driving recurring revenue?
Ultra-S contactor revenue opportunity details
Customer outlook for 2026 market recovery
Eclipse Gen 2.5 for high-end compute uptake
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Frequently asked questions
Cohu, Inc. provides semiconductor test equipment and services. The company's test and inspection services consist of test fixtures and probe card assemblies, microelectromechanical systems-based test handler products, MEMS component handling systems and post probe/leveling systems, MEMS burn-in/test system products, as well as wafer-level MEMS component test products. Cohu, Inc. was incorporated in 1947 and is headquartered in Poway, California.
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