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Cohu, Inc. (COHU) Q1 2026 Earnings Name Transcript



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Q1: 2026-04-30 Earnings Summary

EPS of $0.01 misses by $0.02

| Revenue of $125.12M (29.26% Y/Y) beats by $2.98M

Cohu, Inc. (COHU) Q1 2026 Earnings Call April 30, 2026 4:30 PM EDT

Company Participants

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

Conference Call Participants

Brian Chin – Stifel, Nicolaus & Company, Incorporated, Research Division
David Duley – Steelhead Securities LLC
Craig Ellis – B. Riley Securities, Inc., Research Division
Robert Mertens – TD Cowen, Research Division
Christian Schwab – Craig-Hallum Capital Group LLC, Research Division
Denis Pyatchanin
Vedvati Shrotre – Evercore ISI Institutional Equities, Research Division

Presentation

Operator

Good day and thank you for standing by. Welcome to Cohu’s First Quarter 2026 Financial Results Conference Call. (Operator Instructions) Please be advised that today’s conference is being recorded. I’d now like to hand the conference over to Jeff Jones, Chief Financial Officer. Please go ahead.

Jeffrey Jones
CFO & Executive Officer

Good afternoon, and welcome to our conference call discussing Cohu’s first quarter 2026 financial results and our outlook for the second quarter of 2026. I’m joined today by Luis Müller, Cohu’s President and CEO; and Matt Hutton, Cohu’s VP of Strategy and Investor Relations. 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 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



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