Cognex Corporation — Third Quarter 2026 Earnings Summary

Cognex Corporation reported record third-quarter 2026 revenue of $313 million, representing a 13% year-over-year increase driven by broad-based growth across major end markets. The company achieved an operating margin of 32.2% and an Adjusted EBITDA margin of 35.5%, marking the ninth consecutive quarter of margin expansion. Cognex announced a definitive agreement to acquire RealSense, Inc., a leader in depth-sensing cameras, with the all-cash transaction expected to close in the fourth quarter of 2026. Additionally, the company raised its full-year 2026 revenue guidance to a range of $1,143 million to $1,163 million and declared a quarterly cash dividend of $0.09 per share.