Cohu, Inc. Files 8-K on Financials

Ticker: COHU · Form: 8-K · Filed: Oct 29, 2025 · CIK: 21535

Sentiment: neutral

Topics: financial-condition, results-of-operations, filing

TL;DR

Cohu filed an 8-K on Oct 29, 2025, covering financial results and operations.

AI Summary

On October 29, 2025, Cohu, Inc. filed an 8-K report detailing results of operations and financial condition. The filing includes financial statements and exhibits, with the report being as of October 29, 2025.

Why It Matters

This filing provides investors with updated financial information and operational results for Cohu, Inc., crucial for assessing the company's performance and future prospects.

Risk Assessment

Risk Level: low — This is a routine financial filing and does not contain any new material events or risks.

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing?

The primary purpose of this 8-K filing is to report on Cohu, Inc.'s results of operations and financial condition, and to include financial statements and exhibits.

What is the date of the earliest event reported in this filing?

The date of the earliest event reported in this filing is October 29, 2025.

In which state is Cohu, Inc. incorporated?

Cohu, Inc. is incorporated in Delaware.

What is the principal executive office address for Cohu, Inc.?

The principal executive office address for Cohu, Inc. is 12367 Crosthwaite Circle, Poway, California 92064.

What is the I.R.S. Employer Identification Number for Cohu, Inc.?

The I.R.S. Employer Identification Number for Cohu, Inc. is 95-1934119.

Filing Stats: 1,460 words · 6 min read · ~5 pages · Grade level 17.4 · Accepted 2025-10-29 16:05:53

Key Financial Figures

Filing Documents

02 Results of Operations and Financial Condition

Item 2.02 Results of Operations and Financial Condition. On October 29, 2025, the Company issued a press release regarding its financial results for the third fiscal quarter ended September 27, 2025. The Company's press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. The information in this Item 2.02 of this Current Report on Form 8-K and the Exhibit attached hereto shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 (the "Exchange Act") or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, regardless of any general incorporation language in such filing. Use of Non-GAAP Financial Information: Included within this current report non-GAAP financial measures, including non-GAAP Gross Margin/Profit, Income (loss) and Income (loss) (adjusted earnings) per share, Operating income (loss), Operating Expense, effective tax rate, net cash per share and Adjusted EBITDA that supplement the Company's Condensed Consolidated Statements of Operations prepared under generally accepted accounting principles (GAAP). These non-GAAP financial measures adjust the Company's actual results prepared under GAAP to exclude charges and the related income tax effect for: share-based compensation, the amortization of purchased intangible assets, restructuring costs, manufacturing transition and severance costs, impairments, duplicate facility costs, acquisition-related costs and associated professional fees, depreciation of purchase accounting adjustments to property, plant and equipment, fair value adjustment to contingent consideration, pension curtailment gain, amortization of cloud-based software implementation costs (Adjusted EBITDA only) and loss on extinguishment of debt (Adjusted EBITDA only). Reconciliations of GAAP to non-GAAP amounts for the periods presented

Forward Looking Statements

Forward Looking Statements: Certain statements contained in this current report and accompanying materials may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including statements regarding effects of growth in revenue in certain vertical markets and corresponding financial impacts; new market entries, product introductions or customer adoptions and corresponding performance metrics or financial impacts; product market projected growth and market sizes and related revenue opportunities; expectations related to our FY2025 outlook, including quarterly projections; and any other statements that are predictive in nature and depend upon or refer to future events or conditions; and/or include words such as "may," "will," "should," "would," "expect," "anticipate," "plan," "likely," "believe," "estimate," "project," "intend;" and/or other similar expressions among others. Statements that are not historical facts are forward-looking statements. Forward-looking statements are based on current beliefs and assumptions that are subject to risks and uncertainties and are not guarantees of future performance. Any third-party industry analyst forecasts quoted are for reference only and Cohu does not adopt or affirm any such forecasts. Actual results and future business conditions could differ materially from those contained in any forward-looking statement as a result of various factors, including, without limitation: new product investments and product enhancements which may not be commercially successful; the semiconductor industry is seasonal, cyclical, volatile and unpredictable; recent erosion in mobile, automotive and industrial market sales; our ability to manage and deliver high quality products and services; failure of sole source contract manufacturer or our ability to manage third-party raw material, component and/or service providers; ongoing inflationary pressures on material and operational c

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. The Exhibit listed below is being furnished with this Current Report on Form 8-K. (d) Exhibits Exhibit No. - 99.1 Third Quarter 2025 Earnings Release, dated October 29, 2025, of Cohu, Inc. Exhibit No. - 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Cohu, Inc. October 29, 2025 By: /s/ Jeffrey D. Jones Name: Jeffrey D. Jones Title: Senior VP Finance & Chief Financial Officer Exhibit Index Exhibit No. Description 99.1 104 Third Quarter 2025 Earnings Release, dated October 29, 2025, of Cohu, Inc. Cover Page Interactive Data File (embedded within the Inline XBRL document)

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