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Cognex CGNX Change in Deferred Revenue

Change in Deferred Revenue at other companies

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-$11M-169%
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$25M-10.7%
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GE HealthCare TechnologiesGEHC
$35M+151%

Other financials

Income statement

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Revenue$268.4M+24.3%
Gross profit$190.9M+32.3%
Operating income$59.9M+129%
Net income$51.7M+119%
EPS (diluted)$0.31+121%

Balance sheet

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Cash & equivalents$237.3M+65.1%
Total debt$74.0M+0.4%
Total equity$1.5B+2.3%
Total assets$2.0B+3.8%

Cash flow

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Operating cash flow$45.1M+11.3%
CapEx$2.8M+10.2%
Free cash flow$42.3M+11.4%

Valuation

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Market cap$11B+61.9%
Enterprise value$10.84B+60.9%
P/E77.2×+19.5×
P/S10.5×+3.1×

Profitability

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Gross margin68%-0.3pp
Operating margin18.8%+5.0pp
Net margin13.6%+0.8pp
FCF margin23%+5.4pp

Returns & leverage

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Return on equity9.7%+1.7pp
Debt / equity0.1×0.0×
Current ratio3.6×+0.5×

Where this comes from

Reported directly by Cognex in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Cognex’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Cognex's change in deferred revenue?
Cognex (CGNX) reported change in deferred revenue of $593K in Q1 2026.
How has Cognex's change in deferred revenue changed year-over-year?
Cognex's change in deferred revenue increased by 93.2% year-over-year, from $307K to $593K.
What is the long-term trend for Cognex's change in deferred revenue?
Over 3 years (2021 to 2024), Cognex's change in deferred revenue has grown at a -24.7% compound annual growth rate (CAGR), from $14.53M to -$6.22M.
What does change in deferred revenue mean?
The net change in cash received from customers for work not yet completed.
How do you interpret change in deferred revenue?
An increase is generally positive as it represents cash collected upfront for future performance obligations.
How does change in deferred revenue compare across companies?
Crucial for software and subscription-based businesses; indicates strong forward-looking demand.