--- title: "Cohu | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 107.68 M" type: "news" locale: "en" url: "https://longbridge.com/en/news/251162529.md" published_at: "2025-08-01T10:12:30.000Z" --- # Cohu | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 107.68 M Revenue: As of FY2025 Q2, the actual value is USD 107.68 M, beating the estimate of USD 106 M. EPS: As of FY2025 Q2, the actual value is USD -0.36, beating the estimate of USD -0.385. EBIT: As of FY2025 Q2, the actual value is USD -14.83 M. ### Segment Revenue - **Net Sales**: $107.7 million for the three months ended June 28, 2025, compared to $104.7 million for the same period in 2024, representing a 2.8% increase. For the six months ended June 28, 2025, net sales were $204.5 million, a decrease from $212.3 million in 2024. ### Operational Metrics - **Gross Margin**: 43.7% for the three months ended June 28, 2025, compared to 44.8% in 2024. For the six months ended June 28, 2025, gross margin was 43.7%, down from 45.3% in 2024. - **Net Loss**: $16.9 million for the three months ended June 28, 2025, compared to $15.8 million in 2024. For the six months ended June 28, 2025, net loss was $47.7 million, compared to $30.4 million in 2024. - **Research and Development Expense**: $23.2 million for the three months ended June 28, 2025, compared to $21.3 million in 2024. For the six months ended June 28, 2025, R&D expense was $46.3 million, compared to $43.7 million in 2024. - **Selling, General and Administrative Expense**: $29.9 million for the three months ended June 28, 2025, compared to $32.1 million in 2024. For the six months ended June 28, 2025, SG&A expense was $59.9 million, compared to $67.2 million in 2024. ### Cash Flow - **Operating Cash Flow**: Net cash provided by operating activities was $5.9 million for the six months ended June 28, 2025. - **Investing Cash Flow**: Net cash used in investing activities was $34.7 million for the six months ended June 28, 2025. - **Financing Cash Flow**: Net cash used in financing activities was $1.0 million for the six months ended June 28, 2025. ### Unique Metrics - **Restructuring Charges**: Total pretax charges of $6.6 million during the first six months ended June 28, 2025, related to the 2025 Restructuring Program. ### Future Outlook and Strategy - **Core Business Focus**: Cohu is focusing on building a well-balanced and resilient business model, executing on customer design-wins, and developing innovative products. The company is optimistic about long-term prospects due to increasing semiconductor complexity and demand. - **Non-Core Business**: The acquisition of Tignis, Inc. is expected to expand Cohu’s analytics offerings to the semiconductor process control market, enhancing its data science capabilities. ### Related Stocks - [COHU.US - Cohu](https://longbridge.com/en/quote/COHU.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Short Interest in Schneider Electric SE (OTCMKTS:SBGSY) Drops By 16.8% | Schneider Electric SE (OTCMKTS:SBGSY) experienced a 16.8% decrease in short interest in January, with 197,858 shares sho | [Link](https://longbridge.com/en/news/276071356.md) | | What to Expect from Palo Alto Networks's Earnings | Palo Alto Networks (NASDAQ:PANW) is set to release its quarterly earnings report on February 17, 2026, with analysts exp | [Link](https://longbridge.com/en/news/276061399.md) | | Have Insiders Sold Barrick Mining Shares Recently? | Barrick Mining Corporation's Senior EVP & CFO, Graham Shuttleworth, recently sold CA$6.4m worth of shares, reducing his | [Link](https://longbridge.com/en/news/276053765.md) | | Caprock Group LLC Makes New Investment in Lamar Advertising Company $LAMR | Caprock Group LLC has acquired a new position in Lamar Advertising Company (NASDAQ:LAMR), purchasing 8,014 shares valued | [Link](https://longbridge.com/en/news/276044337.md) | | Caprock Group LLC Takes Position in Labcorp Holdings Inc. $LH | Caprock Group LLC acquired a new stake in Labcorp Holdings Inc. (NYSE:LH) during Q3, purchasing 3,757 shares valued at a | [Link](https://longbridge.com/en/news/276044230.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.