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Cognex CGNX Stock-Based Comp

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Segments

By segment

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Segment, General, And Engineering Expense$7.23M-13.0%
Research, Development and Engineering Expenses$3.39M-1.6%

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:StockOptionPlanExpense.

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 itemSix-months Ended / July 5, 2026Six-months Ended / June 29, 2025
Cash flows from operating activities:
Net income$124,460$64,114
Adjustments to reconcile net income to net cash provided by (used in) operating activities:
Stock-based compensation expense23,14522,233
Depreciation of property, plant, and equipment9,29410,627
Amortization of intangible assets4,8215,306
Excess and obsolete inventory charges1,121710
Loss on sale of business, net of transaction costs1,539

Item 1. Financial Statements (interim periods unaudited)

FAQ

What is Cognex's stock-based comp?
Cognex (CGNX) reported stock-based comp of $11.21M in Q2 2026.
How has Cognex's stock-based comp changed year-over-year?
Cognex's stock-based comp decreased by 8.8% year-over-year, from $12.29M to $11.21M.
What is the long-term trend for Cognex's stock-based comp?
Over 4 years (2021 to 2025), Cognex's stock-based comp has grown at a 2.6% compound annual growth rate (CAGR), from $43.77M to $48.52M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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