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Cohu, Inc. ( Cohu , we , our , us and the Company ) was founded in 1947 and is a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity. Cohu s differentiated and broad product portfolio enables optimized yield and productivity, accelerating customers manufacturing time-to-market.
The business is unprofitable at the operating level (-15.40% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue up 12.7% YoY with margins expanding 2.4pp.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$481M
▲ +12.7% YoY
Net Income (TTM)
-$56M
▼ -6.4% YoY
Op. Margin
-11.14%
▲ +2.4pp YoY
ROIC
-4.25%
▲ +0.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$40M
▲ +236.6% YoY
Op. Cash Flow (TTM)
$52M
▲ +1040.8% YoY
Net Debt
-$159M
Net Cash Position
Cash & Equiv.
$489M
5Y CAGR: -6.6%
5Y CAGR: -19.2%
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