← Research LibraryThe BriefFY2025 10-K · headline figures audited against SEC data
Revenue grew 12.7% to $453.0M, but the net loss widened to ($74.3M) and Cohu took on $287.5M of convertible debt.
The read at a glance✓ Audited against SEC data
- Growth — Revenue +12.7% to $453.0M, led by mobile and AI computing demandOK
- Profitability — Operating loss ($69.8M); operating margin -15.4%, up 244 bpsWatch
- Cash — Free cash flow $10.7M, from ($7.9M) a year earlierNote
- Balance sheet — Long-term debt $305.1M, from $8.8M, after the 2031 convertible notesWatch
- Accounting — Grey-zone Altman-Z; no manipulation flag; earnings quality safeNote
- Customers — Ten largest customers were 60% of 2025 revenueWatch
Business
Cohu makes the machines and parts that test and inspect semiconductor chips before they ship: test handlers, testers, inspection systems and the contactors and probe cards that touch each chip. The contactors wear out and are replaced often, which gives Cohu a recurring revenue stream alongside its cyclical equipment sales.
Where the revenue comes from
Fiscal 2025, as COHU INC reports it. History and quarterly detail are in the app.
- Non-systems$272.3M
- Systems$180.6M
Leadership changes
From COHU INC's own filings, the day they're filed.
- Karen M. Rapp · director · appointmenteff. 2024-05-06
Latest filings
- 10-Q · Quarterly report2026-07-31
- 8-K · Company announcement2026-07-30
- 8-K · Company announcement2026-05-15
- 10-Q · Quarterly report2026-05-01
- 8-K · Company announcement2026-04-30
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about COHU INC, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
14-day free trial, no credit card. For research purposes only; not investment advice.