Zacks Investment Research·Oct 30, 2026
FORM vs. COHU: Which Semiconductor Testing Stock is a Better Buy?FormFactor is a better buy compared with Cohu due to higher profitability, established AI revenues and cash generation ability.
Revenue rebounded from $94.1M in 2024Q4 to $173.0M in 2026Q3 and gross margin recovered to 45.5%, suggesting end-market demand is stabilizing after the prior inventory digestion cycle.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $0.43+24.5% vs $0.35 | $173M+1.6% vs $170M |
Q3 2026 Jul 30, 2026 | $0.26+86.4% vs $0.14 | $149M+3.3% vs $144M |
Q2 2026 Apr 30, 2026 | $0.01-66.7% vs $0.03 | $125M+2.4% vs $122M |
Q1 2026 Feb 12, 2026 | -$0.15-314.3% vs $0.07 | $122M+0.1% vs $122M |
FormFactor is a better buy compared with Cohu due to higher profitability, established AI revenues and cash generation ability.
Cohu, Inc. (COHU) Q3 2026 Earnings Call Transcript
Cohu NASDAQ: COHU reported third-quarter 2026 revenue of $173 million, up 37% from a year earlier, as adoption of its high-performance computing thermal-test products accelerated and recurring revenue strengthened. The company said bookings rose 126% year over year, led by a 318% increase in systems bookings and 36% growth in recurring bookings.
Cohu (COHU) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to a loss of $0.06 per share a year ago.
Benchmark COHU against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Cohu, Inc. (COHU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.49 | $1.82B | -92.66 | 12.74% | -3.97% | -2.9% | — | |
| $81.12 | $6.32B | 37.12 | 2.8% | 17.72% | 15.83% | — | |
| $99.24 | $3.05B | 29.52 | -17.57% | 11.75% | 9.82% | — | |
| $30.97 | $1.08B | 336.26 | 11.61% | 0.32% | 0.46% | — | |
| $173.28 | $8.62B | 64.92 | 1.82% | 11.84% | 6.5% | — | |
| $64.01 | $3.35B | 29.55 | -7.38% | 12.18% | 13.55% | 1.59% |
Cohu, Inc. (COHU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Cohu, Inc. (COHU) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 30, 2026·SEC
May 15, 2026·SEC
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Cohu, Inc. (COHU) stock FAQ — growth, dividends, profitability & financials explained
Cohu, Inc. (COHU) reported $569.3M in revenue over the trailing twelve months. Revenue was $453.0M in fiscal year 2025. That is 184% more than the $159.4M of fiscal year 1996.
Cohu, Inc. (COHU) grew revenue by 34.0% over the trailing twelve months, compared with the twelve months before.
No. Cohu, Inc. (COHU) reported a net loss of $22.6M over the trailing twelve months.
Cohu, Inc. (COHU) had a return on equity (ROE) of -2.9% over the trailing twelve months. A negative ROE means the company lost money over the period.
Cohu, Inc. (COHU) generated $55.9M in free cash flow over the trailing twelve months.
