BRIEFINGS · Robotics, autonomous systems and physical AI

Cognex reports record revenue of $291 million and guides 2026 revenue to $1.13 to $1.15 billion

Cognex, a maker of machine vision for factories, reported record revenue of $291 million and guided to $1.13 to $1.15 billion for 2026.

On 5 August 2026 Cognex, a US maker of cameras and software that let machines see, reported record second-quarter revenue of $291 million, up 17% from a year earlier. It issued 2026 guidance of $1.13 billion to $1.15 billion of revenue, compared with $994 million in 2025, and guided third-quarter revenue to between $300 million and $320 million. Cognex also announced general availability of OneVision, an AI-powered platform that customers use to set up vision applications (Cognex SEC filing, 5 August 2026, and call transcript).

Why we file it. A key supplier of machine vision for robots and factories is growing.

How we read it. These are the company's own figures, and guidance can change.

Why it matters to you: robots and factory machines use cameras and AI to see.

What this doesn't prove

Company's own figures: guidance can change.

Next fixture

  • Third-quarter revenue

Sources

Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.

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