CGNX is the ticker symbol for COGNEX CORP, a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks CGNX with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is CGNX a good stock to buy?

13F Pro's AI ranking engine scores CGNX at 69.3/100, ranked #264 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for CGNX is available at https://13fpro.ai/company/CGNX. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source CGNX data?

All COGNEX CORP fundamentals and ownership data come directly from SEC EDGAR. COGNEX CORP files with the SEC under CIK 851205. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

COGNEX CORP CGNX

NasdaqMid CapTechnology

13F Pro quality score

Rank #264 of 2,925TOP 10%

Why it scores 69 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$291.26M

Quarter to Jul 5

Net income

$72.76M

Quarter to Jul 5

Free cash flow

$67.62M

Quarter to Jul 5

Operating margin

29.4%

Quarter to Jul 5

Top Institutional Holders

as of Q2 2026

$12.63B total

BlackRock, Inc.

$1.16B-1.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$731.43M-2.6%

Invesco Ltd.

$594.32M+174.8%

VANGUARD CAPITAL MANAGEMENT LLC

$543.83M+1.1%

PRICE T ROWE ASSOCIATES INC /MD/

$453.03M+32.0%

Pictet Asset Management Holding SA

$422.01M-12.6%

NORDEA INVESTMENT MANAGEMENT AB

$407.35M-5.2%

STATE STREET CORP

$392.46M+3.0%

GEODE CAPITAL MANAGEMENT, LLC

$356.28M+4.7%

DISCIPLINED GROWTH INVESTORS INC /MN

$299.80M-4.2%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$215.79M+46.6%

Point72 Asset Management, L.P.

$183.37M+18.7%

DIMENSIONAL FUND ADVISORS LP

$172.19M-1.3%

LAZARD ASSET MANAGEMENT LLC

$166.41M+56.2%

Jupiter Topco LLC

$161.43M--

Sumitomo Mitsui Trust Holdings, Inc.

$160.44M+57.1%

Chevy Chase Trust Holdings, LLC

$148.23M+11.0%

AMERICAN CENTURY COMPANIES INC

$147.71M+38.5%

MORGAN STANLEY

$142.66M+41.3%

Artisan Partners Limited Partnership

$139.89M+11.7%

NORGES BANK

$139.45M--

Bank of New York Mellon Corp

$129.35M-4.5%

FULLER & THALER ASSET MANAGEMENT, INC.

$126.56M+5.5%

Quantinno Capital Management LP

$119.60M+19.9%

NORTHERN TRUST CORP

$114.91M-2.5%

See all 653 institutional holders →

What's Driving CGNX's Business? Latest 10-Q Breakdown

28/28 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended July 5, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue surged 17% YoY to $291.3M driven by broad-based strength across end markets, with operating income more than doubling to 29% of revenue.

Biggest Revenue Drivers

Standard products and services$247.1M+14% YoY

Core machine vision products and services

Application-specific customer solutions$44.2M+34% YoY

Custom solutions for specialized applications

Biggest Revenue Drivers

Total revenue: $291.3M+17% YoY

Standard products and services$247.1M+14% YoY

Core machine vision products and services

Application-specific customer solutions$44.2M+34% YoY

Custom solutions for specialized applications

Greater China$66.1M+47% YoY

Strong demand from consumer electronics and semiconductor end markets

Americas$117.0M+27% YoY

Stronger performance across most major end markets and favorable customer procurement shifts

Largest Expense Items

Cost of revenue$85.5M+5% YoY

Cost of revenue as percentage of revenue decreased to 29% from 33% due to favorable end-market mix and higher sales volume improving fixed-cost absorption

Selling, general, and administrative$87.9M-4% YoY

Cost management activities and lower stock-based compensation expense, partially offset by unfavorable foreign exchange impact

Research, development, and engineering$32.4M-2% YoY

Savings from continued cost management activities, partially offset by unfavorable foreign exchange rates

Margins: Gross margin expanded 400 basis points to 71% for Q2 2026 versus Q2 2025, driven by more favorable end-market mix and improved fixed-cost absorption from higher sales volume. Operating income more than doubled as a percentage of revenue to 29% from 17%, reflecting significant operating leverage.

Watch Items from the Filing

Greater China revenue surged 47% YoY to $66.1M, now representing 23% of total quarterly revenue, concentrated in consumer electronics and semiconductor end markets.
Europe revenue declined 12% for Q2 2026 vs Q2 2025 (down 15% ex-FX), driven by consumer electronics customer procurement shift to Americas and ongoing automotive softness.
Company divested Japan-focused trading business on April 1, 2026, recording $1.5M pre-tax loss; business represented ~2% of 2025 revenue but no impact on segment reporting.
Stock repurchase authorization nearly exhausted: $9.8M remaining on original $500M program as of July 5, 2026; new $500M program authorized February 11, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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COGNEX CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$994.4M	$114.4M	16.4%
FY 2024	10-K	$914.5M	$106.2M	12.6%
FY 2023	10-K	$837.5M	$113.2M	15.6%
FY 2022	10-K	$1.0B	$215.5M	24.5%
FY 2021	10-K	$1.0B	$279.9M	30.4%
FY 2020	10-K	$811.0M	$176.2M	21.0%

About COGNEX CORP (CGNX): stock profile, AI score and financials

COGNEX CORP (CGNX) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores CGNX at 69.3/100 on a composite quality score built from its SEC filings, placing it at rank #264 of 2,925 stocks — the top 10% of the AI-ranked universe. CGNX scores in the top quartile across institutional flow (89.5), balance sheet strength (81.6), free cash flow (78.9). Shareholder dilution risk is elevated at 24.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), COGNEX CORP reports quarterly revenue of $291.3M, net income of $72.8M, an operating margin of 29.4%. Top institutional holders of CGNX by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Invesco Ltd., based on the most recent SEC filings. CGNX trades on the Nasdaq exchange and files with the SEC under CIK 851205. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CGNX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COGNEX CORP directly from SEC EDGAR.

Financials through the period ended Jul 5, 2026SEC EDGAR: CIK 851205 →

COGNEX CORP CGNX

Top Institutional Holders

What's Driving CGNX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

CGNX key financials by period

CGNX insiders

Congress trading in CGNX

About COGNEX CORP (CGNX): stock profile, AI score and financials

COGNEX CORP CGNX

Top Institutional Holders

What's Driving CGNX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

CGNX key financials by period

Companies similar to CGNX

CGNX insiders

Congress trading in CGNX

About COGNEX CORP (CGNX): stock profile, AI score and financials