COHU Cohu, Inc.

Cohu, Inc. engages in the provision of back-end semiconductor equipment and services. It provides test and handling capital equipment, interface products and related services to the semiconductor and electronics manufacturing industries. The firm operates through the following segments: Semiconductor Test and Inspection; and Printed Circuit Board Test. The company was founded in 1947 and is headquartered in Poway, CA.

Company profile

Ticker

COHU

Exchange

NASDAQ

Website

www.cohu.com

CEO

Luis Antonio Müller

Incorporated in

Delaware

Location

California

Fiscal year end

Dec 26

Sector

Electronic Technology > Electronic Equipment/Instruments

Industry (SEC)

Instruments For Meas & Testing of Electricity & Elec Signals

Itron • Teradyne • Transcat • Allied Motion • Frequency Electronics • Wireless Telecom • Data I/o • Intest • Giga Tronics • Aehr Test Systems ...

SEC CIK

0000021535

Corporate docs

Articles of Incorporation & Bylaws

IRS number

951934119

COHU stock data

S&P 500

1M 1Y 2Y 5Y

FINRA relative short interest over last month (20 trading days) ?

Company financial data Financial data

Chart COHU financial data

Quarter (USD)	Mar 20	Dec 19	Sep 19	Jun 19
Revenue	138.92M	142.01M	143.5M	150.01M
Net income	-17.28M	-17.32M	-10.33M	-19.36M
Diluted EPS	-0.42	-0.42	-0.25	-0.47
Net profit margin	-12.44%	-12.20%	-7.20%	-12.91%
Operating income	-13.63M	-13.66M	-6.02M	-14.66M
Net change in cash	16.28M	10.1M	2.08M	-16.51M
Cash on hand	171.47M	155.19M	145.09M	143.01M
Cost of revenue		87.94M	84.57M	87.61M

Annual (USD)	Dec 19	Dec 18	Dec 17	Dec 16
Revenue	583.33M	451.77M	352.7M	282.08M
Net income	-69.69M	-32.42M	32.84M	3.04M
Diluted EPS	-1.69	-1.01	1.14	0.11
Net profit margin	-11.95%	-7.18%	9.31%	1.08%
Operating income	-52.33M	-29.78M	37.73M	3.04M
Net change in cash	-9.27M	30.17M	38.24M	-19.33M
Cash on hand	155.19M	164.46M	134.29M	96.05M
Cost of revenue	353.5M	292.46M	209.3M	182.09M

Financial data from Cohu earnings reports

Recent insider trades

COHU insider ownership history Insider history

Date	Owner	Security	Transaction	Code	$Price	#Shares	$Value	#Remaining
21 May 20	Bendush William	Common Stock	Sell	Dispose S	15.28	4,500	68.76K	38,347
8 May 20	Lawee Ian P	Common Stock	Payment of exercise	Dispose F	0	2,376	0	38,479
6 May 20	Bendush William	RSU	Grant	Aquire A	0	8,532	0	42,847
6 May 20	Steven J Bilodeau	RSU	Grant	Aquire A	0	8,532	0	80,908
6 May 20	Caggia Andrew M	RSU	Grant	Aquire A	0	8,532	0	45,563

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2020

COHU institutional ownership history Ownership history

90.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	133	131	+1.5%
Opened positions	19	18	+5.6%
Closed positions	17	29	-41.4%
Increased positions	40	48	-16.7%
Reduced positions	51	43	+18.6%

13F shares	Current	Prev Q	Change
Total value	1.24B	2.23B	-44.4%
Total shares	37.65M	38.86M	-3.1%
Total puts	10.7K	25.3K	-57.7%
Total calls	36.9K	20.2K	+82.7%
Total put/call ratio	0.3	1.3	-76.8%

Largest owners	Shares	Value	Change
BLK BlackRock	6.25M	$77.33M	-2.4%
Wellington Management	3.01M	$37.3M	-10.0%
AMP Ameriprise Financial	2.86M	$35.41M	+2.8%
Barrow Hanley Mewhinney & Strauss	2.77M	$34.33M	+28.6%
Dimensional Fund Advisors	2.6M	$32.2M	-4.4%
Vanguard	2.58M	$31.91M	+7.0%
Victory Capital Management	1.95M	$24.19M	-2.4%
Renaissance Technologies	1.74M	$21.54M	+10.7%
Cooke & Bieler	1.35M	$16.71M	-26.1%
STT State Street	1.32M	$16.41M	-1.5%

Largest transactions	Shares	Bought/sold	Change
Barrow Hanley Mewhinney & Strauss	2.77M	+617.57K	+28.6%
Cooke & Bieler	1.35M	-476.89K	-26.1%
Wellington Management	3.01M	-333.87K	-10.0%
Manufacturers Life Insurance Company, The	25.89K	-281.84K	-91.6%
Royce & Associates	832.88K	-274.94K	-24.8%
Systematic Financial Management	1.24M	-189.73K	-13.2%
GS Goldman Sachs	753.18K	+173.91K	+30.0%
Vanguard	2.58M	+169.01K	+7.0%
Renaissance Technologies	1.74M	+168.05K	+10.7%
BLK BlackRock	6.25M	-151.31K	-2.4%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Teradyne • Xcerra • MCT • FormFactor

Content analysis ?

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. sophomore Avg

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From filing 10-Q 2020 Q1