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Cognex CGNX Standard products and services — Revenue

Other product segments

Standard products and services (1)
$880.02M+10.6%
Applicationof Customer Specific Solutions
$114.34M-4.1%
Application-specific customer solutions
$44.16M+33.6%
License Fees Revenue
$10.37M

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Other financials

Income statement

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Revenue$291.3M+16.9%
Gross profit$205.8M+22.6%
Operating income$85.5M+96.9%
Net income$72.8M+79.6%
EPS (diluted)$0.43+79.2%

Balance sheet

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Cash & equivalents$302.5M+68.7%
Total debt$72.5M-12.9%
Total equity$1.6B+8.2%
Total assets$2.2B+8.7%

Cash flow

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Operating cash flow$69.2M+62.2%
CapEx$1.5M-30.2%
Free cash flow$67.6M+67.3%

Valuation

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Market cap$11.77B+71.4%
Enterprise value$11.54B+70.4%
P/E67.3×+11.1×
P/S10.8×+3.4×

Profitability

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Gross margin68.9%+1.2pp
Operating margin21.9%+7.7pp
Net margin16.1%+2.9pp
FCF margin24.6%+5.3pp

Returns & leverage

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Return on equity11.1%+3.0pp
Debt / equity0.0×
Current ratio3.9×+0.6×

Where this comes from

Reported directly by Cognex in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Cognex’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 6:34 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000851205-26-000065
Line itemThree-months Ended / July 5, 2026Three-months Ended / June 29, 2025Six-months Ended / July 5, 2026Six-months Ended / June 29, 2025
Standard products and services247,100216,035504,635420,545
Application-specific customer solutions44,16333,05855,06544,584
291,263249,093559,700465,129

Item 1. Financial Statements (interim periods unaudited)

FAQ

What is Cognex's standard products and services — revenue?
Cognex (CGNX) reported standard products and services — revenue of $247.1M in Q2 2026.
How has Cognex's standard products and services — revenue changed year-over-year?
Cognex's standard products and services — revenue increased by 14.4% year-over-year, from $216.04M to $247.1M.
What does standard products and services — revenue mean?
This metric represents the total revenue generated from the sale of standardized machine vision hardware, sensors, and software packages. It reflects the company's ability to drive volume through off-the-shelf automation solutions rather than bespoke, project-based engineering services. This revenue stream is a primary indicator of market adoption for core industrial automation products.

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