Cohu is a global leader in back-end semiconductor equipment and services, delivering leading-edge solutions for the manufacturing of semiconductors and printed circuit boards.
Company profile
Ticker
COHU
Exchange
Website
CEO
Luis Muller
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Teradyne • Itron • Frequency Electronics • Transcat • Intest • Allied Motion • Data io • Aehr Test Systems • Giga Tronics • Reliability ...
SEC CIK
Corporate docs
Subsidiaries
Delta Design, Inc. • FRL, Incorporated • Cohu Foreign Sales Corp • Xcerra Corporation • Delta Design Singapore PTE LTD • Cohu S.A. • Rosenheim Automation Systems Corporation • Ismeca Semiconductor Holding SA • MCT Worldwide, LLC • Delta Design Philippines LLC ...
IRS number
951934119
COHU stock data
Analyst ratings and price targets
Latest filings (excl ownership)
PRE 14A
Preliminary proxy
17 Mar 23
S-3ASR
Automatic shelf registration
15 Mar 23
8-K
Regulation FD Disclosure
10 Mar 23
10-K
2022 FY
Annual report
17 Feb 23
8-K
Cohu Reports Fourth Quarter 2022 Results
16 Feb 23
8-K
Cohu Appoints Andy Mattes to its Board of Directors
31 Oct 22
10-Q
2022 Q3
Quarterly report
28 Oct 22
8-K
Cohu Reports Third Quarter 2022 Results
27 Oct 22
10-Q
2022 Q2
Quarterly report
29 Jul 22
8-K
Cohu Reports Second Quarter 2022 Results
28 Jul 22
Transcripts
COHU
Earnings call transcript
2022 Q4
16 Feb 23
COHU
Earnings call transcript
2022 Q2
29 Jul 22
COHU
Earnings call transcript
2022 Q1
29 Apr 22
COHU
Earnings call transcript
2021 Q4
11 Feb 22
COHU
Earnings call transcript
2021 Q3
29 Oct 21
COHU
Earnings call transcript
2021 Q2
30 Jul 21
COHU
Earnings call transcript
2021 Q1
2 May 21
COHU
Earnings call transcript
2020 Q4
11 Feb 21
COHU
Earnings call transcript
2020 Q3
1 Nov 20
COHU
Earnings call transcript
2020 Q3
1 Nov 20
Latest ownership filings
Financial summary
| Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 242.34 mm | 242.34 mm | 242.34 mm | 242.34 mm | 242.34 mm | 242.34 mm |
| Cash burn (monthly) | (no burn) | 3.99 mm | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 11.34 mm | n/a | n/a | n/a | n/a |
| Cash remaining | n/a | 231.00 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | n/a | 57.9 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2022
20.5% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 216 |
| Opened positions | 56 |
| Closed positions | 19 |
| Increased positions | 58 |
| Reduced positions | 70 |
| 13F shares | Current |
|---|---|
| Total value | 1.31 tn |
| Total shares | 42.73 mm |
| Total puts | 53.90 k |
| Total calls | 69.80 k |
| Total put/call ratio | 0.8 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 7.56 mm | $242.14 bn |
| Vanguard | 3.54 mm | $113.60 bn |
| Victory Capital Management | 3.04 mm | $97.44 bn |
| Dimensional Fund Advisors | 2.87 mm | $92.60 bn |
| BEN Franklin Resources | 1.94 mm | $62.08 bn |
| STT State Street | 1.73 mm | $55.53 bn |
| American Century Companies | 1.35 mm | $43.33 bn |
| Barrow Hanley Mewhinney & Strauss | 1.33 mm | $42.54 bn |
| Standard Life Aberdeen | 1.32 mm | $42.29 bn |
| Royce & Associates | 1.25 mm | $40.29 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 19 Mar 23 | Bohrson Christopher | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 1,843 | 0.00 | 111,047 |
| 19 Mar 23 | Jones Jeffrey D | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 2,764 | 0.00 | 268,990 |
| 19 Mar 23 | Kampfer Thomas D | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 1,550 | 0.00 | 64,482 |
| 19 Mar 23 | Muller Luis A | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 7,568 | 0.00 | 631,270 |
| 17 Mar 23 | Bohrson Christopher | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 13,958 | 0.00 | 112,890 |
| 17 Mar 23 | Jones Jeffrey D | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 22,024 | 0.00 | 271,754 |
| 17 Mar 23 | Kampfer Thomas D | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 9,927 | 0.00 | 66,032 |
| 17 Mar 23 | Lawee Ian P | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 8,325 | 0.00 | 60,139 |
| 17 Mar 23 | Muller Luis A | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 68,871 | 0.00 | 638,838 |
News
Roku Has 26% Of Cash With SVB Financial, Deposit Recovery Uncertain — 27 Other Companies With Ties To Collapsed Bank
11 Mar 23
Benzinga's Top Ratings Upgrades, Downgrades For February 17, 2023
17 Feb 23
Craig-Hallum Downgrades Cohu to Hold
17 Feb 23
Needham Maintains Buy on Cohu, Raises Price Target to $40
17 Feb 23
Cohu Q4 EPS $0.70 Beats $0.60 Estimate, Sales $191.10M Beat $188.42M Estimate
16 Feb 23