NASDAQ$COHU

Cohu Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported resilient revenue through industry cycles due to significant recurring business and delivered gross margin expansion with stronger than anticipated profitability.

Cohu reported Q3 2022 net sales of $206.7 million and GAAP income of $24.9 million, or $0.51 per share. Non-GAAP income for the quarter was $36.1 million, or $0.74 per share.

  • Third quarter revenue was $206.7 million.
  • Gross margin was 47.4%, with a non-GAAP gross margin of 47.5%.
  • Recurring business delivered resilient revenue through industry cycles.
  • The board authorized a $70 million increase in the ongoing share repurchase program.

Headline financials

Total Revenue

$207M

Previous: $225M-8.2%
EPS (adj)

$0.74

Previous: $0.70+5.7%
Recurring Revenue Growth YoY

42.0%

No prior period
Capital Expenditures

-$10.7M

Previous: -$8.92M-19.9%
Free Cash Flow

$14.2M

Previous: $14.8M-4.2%
Net Income

$24.9M

Previous: $23.7M+4.8%
Operating Income

$33.7M

Previous: $33.7M-0.0%
Gross Profit

-$109M

Previous: -$136M+20.3%
Cash & Equivalents

$232M

Previous: $289M-19.5%
Total Assets

$1.2B

Previous: $1.27B-5.9%
Stock-Based Comp

$3.74M

Previous: $3.71M+0.7%

Revenue & EPS history

Cohu · Revenue · Quarterly

$207M

Q3 2022-8.2%vs Q3 2021
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Cohu expects fourth quarter 2022 sales to be between $180 million and $198 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

-0.9%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-0.2%

Avg return

30 days after

38%

25 / 65 earnings

Positive

+26.3%

Q3 2020

Best reaction

-17.9%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.8%+4.8%+11.4%
Q4 2025-6.7%-9.1%-16.9%
Q3 2025+0.6%+0.1%+1.1%
Q1 2025+3.6%-1.4%+6.2%
Q4 2024-1.6%-0.4%-20.7%
Q3 2024+5.4%+6.2%+1.7%
Q2 2024-9.7%-17.9%-13.2%
Q1 2024+0.0%+0.2%+8.9%
Q4 2023-3.4%-6.9%-6.3%
Q3 2023+3.4%+2.9%+6.7%
Q2 2023-7.2%-5.6%-11.9%
Q1 2023+1.3%-2.1%+13.1%
Q4 2022-3.6%-6.7%+1.5%
Q3 2022+10.5%+8.7%+15.6%
Q2 2022-1.5%+0.3%-0.6%
Q1 2022+4.2%+8.8%+19.9%
Q4 2021-9.8%-4.2%-17.1%
Q3 2021+4.5%+13.6%+10.0%
Q2 2021-5.0%-4.8%-5.3%
Q1 2021-14.5%-21.2%-20.4%
Q4 2020+7.1%+5.0%-10.8%
Q3 2020+26.3%+33.5%+63.1%
Q2 2020+1.0%-1.0%-3.3%
Q1 2020-2.7%+0.3%+11.9%
Q4 2019-3.6%-6.1%-41.6%
Q3 2019+11.8%+13.0%+3.5%
Q2 2019-13.0%-12.3%-17.8%
Q1 2019+24.6%+14.8%+2.2%
Q4 2018-6.4%-12.9%-15.3%
Q3 2018-17.9%-14.3%-15.4%
Q2 2018+5.2%+9.8%+5.6%
Q1 2018-2.6%+1.2%+9.3%
Q4 2017-12.4%-12.2%+2.7%
Q3 2017-0.8%+0.1%-10.7%
Q2 2017-2.8%-8.7%-11.2%
Q1 2017-4.8%+1.1%-7.5%
Q4 2016+17.6%+19.8%+32.4%
Q3 2016+2.7%+3.0%+18.6%
Q2 2016-7.4%-9.4%-5.5%
Q1 2016-1.1%
Q4 2015+0.6%
Q3 2015+11.5%
Q2 2015-17.3%
Q1 2015+5.3%
Q4 2014-3.6%
Q3 2014-6.4%
Q2 2014+5.0%
Q1 2014+3.7%
Q4 2013-0.2%
Q3 2013-13.3%
Q2 2013-1.3%
Q1 2013-3.0%
Q4 2012-4.7%
Q3 2012-3.8%
Q2 2012+0.0%
Q1 2011+0.2%
Q1 2012+3.0%
Q4 2009-7.7%
Q4 2011-7.7%
Q3 2011+5.3%
Q3 2010+5.3%
Q2 2010-4.9%
Q2 2011-4.9%
Q4 2010-4.9%
Q1 2010-5.0%

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