Move decomposition
Earnings contribution and valuation offset
The market move is separated into the change in trailing earnings power and the offset from relative valuation.
US Equity · NASDAQ · Earnings Dossier
CGNX earnings intelligence
Cognex CorporationTechnology · Scientific & Technical Instruments · USD reporting basis
Current earnings profile
Delivery and acceptance aligned
Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.
Evidence99/100 · Deep
Next scheduled catalyst
No forward date is currently stored
The historical dossier remains available while the next calendar date is unconfirmed.
0event risk
Inactive
Countdown-calendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement12.9%average absolute next weekly close
Three-year earnings transmission
Delivered earnings power versus market price
Earnings power and market price are broadly aligned; their relationship is currently closing. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.
Market move42.9%2023-08-25 to 2026-08-14
Earnings move49.5%trailing diluted EPS
Unresolved spread6.6 ptsClosing
Current multiple47.2xprice divided by TTM EPS
Relationship pressure18/100Low
Model confidence92/100High
Relationship controls
What qualifies the headline spread
Business quality supportive
Cash generation and operating evidence are broadly supportive.
Model qualification
The direction is sensitive to the comparison horizon.
Beat rate100.0%12 beats in 12 measured quarters
Average surprise+18.4%median 18.3%
Delivery streak1212 consecutive beats
Average response+4.5%12 measured reactions
Result-price confirmation75%same directional sign
Surprise variability10.8 ptspopulation dispersion
Estimate delivery
Actual EPS versus consensus
Actual and estimated EPS are displayed in reported currency on the same quarterly basis.
Price acceptance
Surprise and next weekly close
The response uses the first completed weekly close after the public report against the prior completed weekly close.
Fundamental delivery
Quarterly revenue and net income
Reported financial statements provide scale and earnings quality context around the headline EPS result.
Transmission matrix
Does price confirm delivery?
Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.
Current business context
Growth, quality and valuation
EPS growth43.2%year on year
Revenue growth17.1%year on year
Average surprise19.9%latest four quarters
SUE1.51standardised surprise
Net margin16.1%trailing basis
Cash conversion1.63xcash flow / net income
P/E63.2xcurrent snapshot
Data completeness100%alphavantage
Market context
Positioning into the event
Weekly close65.63 USDcompleted week
13-week return2.3%price momentum
Fair-value gap55.9%price versus current fair value
Relative strength13.9exchange benchmark
Trend signalActiveweekly architecture
Next-week stateUndecided48.5%
Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.
Reported evidence ledger
Quarter-by-quarter delivery and acceptance
Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period5 Aug 202630 Jun 2026 · exact
EPS actual / estimate0.45 / 0.42USD
Surprise+7.1%Beat
EPS growth+80.0%year on year
Revenue / growth291263000+16.9% · USD
Next close / four weeks+2.5% / -completed weekly closes
ReadConfirmedresult versus price sign
Reported / period6 May 202631 Mar 2026 · exact
EPS actual / estimate0.34 / 0.25USD
Surprise+36.0%Beat
EPS growth+112.5%year on year
Revenue / growth268437000+24.3% · USD
Next close / four weeks+17.4% / +17.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period11 Feb 202631 Dec 2025 · exact
EPS actual / estimate0.27 / 0.22USD
Surprise+22.7%Beat
EPS growth+35.0%year on year
Revenue / growth252338000+9.9% · USD
Next close / four weeks+38.8% / +16.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Oct 202530 Sep 2025 · exact
EPS actual / estimate0.33 / 0.29USD
Surprise+13.8%Beat
EPS growth+65.0%year on year
Revenue / growth276892000+18.0% · USD
Next close / four weeks-14.4% / -23.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period30 Jul 202530 Jun 2025 · exact
EPS actual / estimate0.25 / 0.24USD
Surprise+4.2%Beat
EPS growth+8.7%year on year
Revenue / growth249093000+4.1% · USD
Next close / four weeks+18.8% / +31.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 Apr 202531 Mar 2025 · exact
EPS actual / estimate0.16 / 0.13USD
Surprise+23.1%Beat
EPS growth+45.5%year on year
Revenue / growth216036000+2.5% · USD
Next close / four weeks+6.4% / +13.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period12 Feb 202531 Dec 2024 · exact
EPS actual / estimate0.20 / 0.16USD
Surprise+25.0%Beat
EPS growth+81.8%year on year
Revenue / growth229684000+16.8% · USD
Next close / four weeks-13.1% / -10.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period30 Oct 202430 Sep 2024 · exact
EPS actual / estimate0.20 / 0.19USD
Surprise+5.3%Beat
EPS growth+25.0%year on year
Revenue / growth234742000- · USD
Next close / four weeks+4.0% / +4.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period31 Jul 202430 Jun 2024 · exact
EPS actual / estimate0.23 / 0.21USD
Surprise+9.5%Beat
EPS growth-year on year
Revenue / growth239292000- · USD
Next close / four weeks-23.1% / -20.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period2 May 202431 Mar 2024 · exact
EPS actual / estimate0.11 / 0.08USD
Surprise+37.5%Beat
EPS growth-year on year
Revenue / growth210797000- · USD
Next close / four weeks+7.8% / +17.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period15 Feb 202431 Dec 2023 · exact
EPS actual / estimate0.11 / 0.09USD
Surprise+22.2%Beat
EPS growth-year on year
Revenue / growth196670000- · USD
Next close / four weeks+3.7% / +11.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period31 Oct 202330 Sep 2023 · exact
EPS actual / estimate0.16 / 0.14USD
Surprise+14.3%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+4.7% / +7.1%completed weekly closes
ReadConfirmedresult versus price sign
Reproducible method
How the earnings dossier is measured
Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.
The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.
Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.
Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.
Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.