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Cohu, Inc. (COHU) Q4 2025 Earnings Call Transcript

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Q4: 2026-02-12 Earnings Summary

EPS of -$0.15 misses by $0.21

 | Revenue of $122.23M (29.86% Y/Y) beats by $137.60K

Cohu, Inc. (COHU) Q4 2025 Earnings Call February 12, 2026 4:30 PM EST

Company Participants

Jeffrey Jones – CFO & Executive Officer
Luis Müller – President, CEO & Director

Conference Call Participants

Craig Ellis – B. Riley Securities, Inc., Research Division
David Duley – Steelhead Securities LLC
Robert Mertens – TD Cowen, Research Division
Brian Chin – Stifel, Nicolaus & Company, Incorporated, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Cohu’s Fourth Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to your speaker today, Jeff Jones, Chief Financial Officer. Please go ahead.

Jeffrey Jones
CFO & Executive Officer

Good afternoon, and welcome to our conference call discussing Cohu’s fourth quarter 2025 financial results and our outlook for the first quarter of 2026. I’m joined today by Luis Muller, Cohu’s President and CEO.

If you need a copy of our earnings release, it can be found on our website at cohu.com or by contacting Cohu Investor Relations. A slide presentation accompanying today’s call is also available in the Investor Relations section of the website. Replays of this call will be accessible via the same page after the conclusion of the call.

During this call, we will be making forward-looking statements that reflect management’s current expectations concerning Cohu’s future business. These statements are based on the information available to us at this time, but they are subject to rapid and sometimes abrupt changes. We encourage everyone to review the forward-looking statements section of our slide presentation and the earnings release as well as Cohu’s filings with the SEC, including the most recently filed Form 10-K and Form 10-Q. Our comments are current as of today, February 12, 2026, and Cohu does not assume any obligation to update these statements

Read the full article here

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