A company still losing money with growing sales. Institutions are adding.
Going well
Sales up 38% in the latest quarter vs a year ago
Sales up 13% last year
Buying back shares: share count down 4.3% in 3 years
Watch out for
Losing money
Money moves
Insiders sold $1.6M in the last 30 days, all through pre-planned sales
Institutions added 8.1% to their holdings in the quarter ending June 2026 (194 bought, 129 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$48.82+1.8% that day
Company value
$2.3B
Share price times all shares
Price vs sales
4.4x
No profit over the last year, so this compares value with sales instead
Cash vs value
10%
Cash as a share of company value
Debt vs value
13%
Debt as a share of company value
From COHU's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26
$149.0M+38% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $522.6M, up 33% from the 12 months before. Over 5 years, sales shrank about 6.6% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of COHU. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$1.9B
Profit in 5 years$194M
Price these guesses point to$64.65+32% vs $48.82 todayAbout +5.8% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales would have to grow about 23% a year for 5 years just to match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
3/6Mixed
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-9.0%
PassDebt under half of equityNot relying on borrowed money.0.39x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-16.4%
MissProfitable every yearSteady profits, not one good year.5 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$10.7M
PassShare count not growingNot diluting owners. Falling means buybacks.-4.3% in 3 years
Revenue
$453.0M
+12.7% vs prior year
5-year growth
-6.6%/yr
revenue, per year
Total debt
$305.1M
0.39x equity
Current ratio
6.88x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 27, 2026
Reported Jul 30
Revenue
$149.0M
+38.4% YoY
EPS
$0.00
vs -$0.36
Op. margin
0.2%
+16.2 pts
Free cash flow
$8.1M
Share count
+1.4%
vs a year ago
Insider rating
Last 90 days
44Mixed
Pre-planned sales of $3.4M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
This week
0
Normal week
1.8
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+8.1%
Institutions added 8.1% to their holdings. 194 bought, 129 sold. 5 quarters of net buying in a row.
Shares held by institutions54.8M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-0.2%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
0.4x · $296.2M debt
Shares outstandingLatest reported
47M
Why low risk
Losing money
Earnings reports
Last 12
Next reportIn 0 days (est.)Estimated from the same quarter last year
Results filedJul 30
Results filedApr 30
Results filedFeb 12
Results filedOct 29, 2025
Results filedJul 31, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days