CGNXCOGNEX CORP
Industrial Instruments For Measurement, Display, And Control
- Revenue
- $994M
- 8.7% YoY
- Operating margin
- 16.3%
- 30% YoY
- EBITDA
- $183M
- 34% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear215% of net incomeCash flow under 80% of net income
- Dilutive SBCClear5% of revenueOver 10% of revenue
- Payouts exceed cash flowClear84% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.0B | $1.0B | $838M | $915M | $994M | 8.7% |
| Operating income | $315M | $246M | $131M | $115M | $163M | 41% |
| Net income | $280M | $216M | $113M | $106M | $114M | 7.8% |
| Operating cash flow | $314M | $243M | $113M | $149M | $246M | 65% |
| Capex | $15M | $20M | $23M | $15M | $9M | 42% |
| Stock-based comp | $44M | $55M | $55M | $52M | $49M | 7.5% |
| Buybacks | $162M | $204M | $80M | $67M | $151M | 125% |
| Dividends | $43M | $46M | $49M | $52M | $55M | 4.4% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 4
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.