COHU Cohu
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
Website
CEO
Luis Muller
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Itron • Teradyne • Frequency Electronics • Allied Motion • Transcat • Data io • Intest • Giga Tronics • Aehr Test Systems • Reliability ...
SEC CIK
Corporate docs
IRS number
951934119
COHU stock data
()
Press releases
Cohu to Announce First Quarter 2021 Results on April 29
15 Apr 21
Cohu Announces Full Exercise of Underwriters' Option to Purchase Additional Shares
11 Mar 21
Cohu Announces Pricing of Upsized Public Offering of 4,950,000 Shares of Common Stock
3 Mar 21
Cohu Announces Proposed Public Offering of 4,500,000 Shares of Common Stock
1 Mar 21
Cohu Ships the 4000th Handler from its Melaka Operation to Infineon Technologies
16 Feb 21
Calendar
26 Feb 21
22 Apr 21
26 Dec 21
Financial summary
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Dec 20 | Sep 20 | Jun 20 | Mar 20 | |
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Annual (USD) |
Dec 20 | Dec 19 | Dec 18 | Dec 17 | |
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Financial data from Cohu earnings reports.
| Cash burn rate (estimated) | Burn method: Change in cash | Burn method: Operating income/loss | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 149.36M | 149.36M | 149.36M | 149.36M | 149.36M | 149.36M |
| Cash burn (monthly) | 6.86M | 486.33K | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) |
| Cash used (since last report) | 26.75M | 1.9M | n/a | n/a | n/a | n/a |
| Cash remaining | 122.6M | 147.46M | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 17.9 | 303.2 | n/a | n/a | n/a | n/a |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 26 Mar 21 | Steven J Bilodeau | Common Stock | Grant | Aquire A | No | No | 0 | 581 | 0 | 84,367 |
| 22 Mar 21 | Bohrson Christopher | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 1,116 | 0 | 95,068 |
| 22 Mar 21 | Jones Jeffrey D | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 2,008 | 0 | 244,442 |
| 22 Mar 21 | Muller Luis A | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 4,648 | 0 | 532,451 |
| 20 Mar 21 | Bohrson Christopher | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 5,286 | 0 | 96,184 |
| 19 Mar 21 | Bohrson Christopher | Common Stock | Payment of exercise | Dispose F | No | No | 0 | 1,843 | 0 | 99,871 |
Institutional ownership Q4 2020
Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.
76.7% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 197 |
| Opened positions | 68 |
| Closed positions | 10 |
| Increased positions | 46 |
| Reduced positions | 61 |
13F shares |
Current |
|---|---|
| Total value | 2.13B |
| Total shares | 36.89M |
| Total puts | 56.9K |
| Total calls | 151.2K |
| Total put/call ratio | 0.4 |
Largest owners |
Shares | Value |
|---|---|---|
| BLK Blackrock | 6.36M | $242.79M |
| Vanguard | 2.59M | $98.86M |
| Barrow Hanley Mewhinney & Strauss | 2.52M | $96.04M |
| Dimensional Fund Advisors | 2.36M | $90.12M |
| GS Goldman Sachs | 2M | $76.42M |
| AMP Ameriprise Financial | 1.68M | $64.1M |
| Renaissance Technologies | 1.37M | $52.16M |
| STT State Street | 1.32M | $50.4M |
| Victory Capital Management | 924.42K | $35.3M |
| Systematic Financial Management | 849.55K | $32.44M |
Financial report summary
?Content analysis
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H.S. freshman Avg
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Removed:
absolute, achieved, assimilate, assured, Broadcast, cautionary, Ciardella, classification, closing, collectability, consecutive, deciding, diminishing, doubtful, earned, examine, executed, exemption, Harbor, Korean, mechanical, microwave, moved, necessarily, outlook, prepare, publicly, rental, repatriated, Robert, separately, speak, UBS, undistributed
Financial reports
10-K
2020 FY
Annual report
26 Feb 21
10-Q
2020 Q3
Quarterly report
4 Nov 20
10-Q
2020 Q2
Quarterly report
4 Aug 20
10-Q
2020 Q1
Quarterly report
7 May 20
10-K
2019 FY
Annual report
10 Mar 20
10-Q
2019 Q3
Quarterly report
6 Nov 19
10-Q
2019 Q2
Quarterly report
6 Aug 19
10-Q
2019 Q1
Quarterly report
9 May 19
10-K
2018 FY
Annual report
14 Mar 19
10-Q
2018 Q3
Quarterly report
7 Nov 18
Current reports
8-K
Cohu Announces Full Exercise of Underwriters’ Option to Purchase Additional Shares
11 Mar 21
8-K
Cohu Announces Proposed Public Offering of 4,500,000 Shares of Common Stock
4 Mar 21
8-K
Cohu Reports Fourth Quarter and Full Year 2020 Operating Results
11 Feb 21
8-K
Regulation FD Disclosure
2 Dec 20
8-K
Regulation FD Disclosure
10 Nov 20
8-K
Departure of Directors or Certain Officers
29 Oct 20
8-K
Cohu Reports Third Quarter 2020 Results
29 Oct 20
8-K
Departure of Directors or Certain Officers
29 Oct 20
8-K
Regulation FD Disclosure
6 Oct 20
8-K
Departure of Directors or Certain Officers
11 Sep 20
Registration and prospectus
424B5
Prospectus supplement for primary offering
4 Mar 21
424B5
Prospectus supplement for primary offering
1 Mar 21
S-3ASR
Automatic shelf registration
10 Mar 20
S-8
Registration of securities for employees
7 Aug 19
425
Business combination disclosure
4 Sep 18
425
Business combination disclosure
29 Aug 18
425
Business combination disclosure
19 Aug 18
425
Business combination disclosure
9 Aug 18
424B3
Prospectus supplement
29 Jul 18
425
Business combination disclosure
27 Jul 18
Proxies
DEF 14A
Definitive proxy
23 Mar 21
DEFA14A
Additional proxy soliciting materials
21 Apr 20
DEF 14A
Definitive proxy
25 Mar 20
DEF 14A
Definitive proxy
28 Mar 19
DEF 14A
Definitive proxy
2 Apr 18
PRE 14A
Preliminary proxy
22 Mar 18
DEF 14A
Definitive proxy
9 Apr 17
DEF 14A
Definitive proxy
10 Apr 16
DEF 14A
Definitive proxy
8 Apr 15
DEF 14A
Definitive proxy
8 Apr 14
Other
SD
Conflict minerals disclosure
27 May 20
SD
Conflict minerals disclosure
24 May 19
EFFECT
Notice of effectiveness
29 Jul 18
CORRESP
Correspondence with SEC
25 Jul 18
SD
Conflict minerals disclosure
25 May 18
SD
Conflict minerals disclosure
29 May 17
EFFECT
Notice of effectiveness
12 Jan 17
SD
Conflict minerals disclosure
26 May 16
SD
Conflict minerals disclosure
27 May 15
SD
Conflict minerals disclosure
29 May 14
Ownership
4
COHU / STEVEN J BILODEAU ownership change
30 Mar 21
4
COHU / Luis A Muller ownership change
23 Mar 21
4
COHU / Jeffrey D Jones ownership change
23 Mar 21
4
COHU / CHRISTOPHER BOHRSON ownership change
23 Mar 21
4
COHU / Luis A Muller ownership change
23 Mar 21
4
COHU / THOMAS D KAMPFER ownership change
23 Mar 21
4
COHU / Jeffrey D Jones ownership change
23 Mar 21
4
COHU / CHRISTOPHER BOHRSON ownership change
23 Mar 21
4
COHU / Luis A Muller ownership change
19 Mar 21
4
COHU / IAN P LAWEE ownership change
19 Mar 21
Patents
APP
Utility
Alignment Mechanism
25 Mar 21
An alignment mechanism is disclosed which includes a mount, a beam having a first end affixed to the mount and a second end.
APP
Utility
Socket Side Thermal System
4 Mar 21
An integrated circuit device testing system includes a socket configured to receive an integrated circuit device, wherein the socket comprises at least one conductive trace made of a material with a resistivity that is a function of temperature, and wherein the socket is configured such that, when the integrated circuit device is located in the socket, the at least one conductive trace extends along a surface of the integrated circuit device.
GRANT
Utility
Multi-baffled firearm suppressor
12 Jan 21
A sound suppressor, comprising an elongate tubular housing, a projectile entrance passage at a rearward portion of the elongate tubular housing, and a plurality of tubes positioned within the elongate tubular housing.
GRANT
Utility
Test handler head having reverse funnel design
30 Nov 20
A test head for a semiconductor device handler includes a plunger; and a funnel insert attached to the plunger via a funnel insert spring, the funnel insert having a channel extending axially therethrough, and the funnel insert including a plurality of sloped inner walls that are sloped outwardly in a distal direction of the funnel insert and configured to contact upper edges of a semiconductor device to center the semiconductor device in the funnel insert.
GRANT
Utility
Socket side thermal system
21 Sep 20
An integrated circuit device testing system includes a socket configured to receive an integrated circuit device, wherein the socket comprises at least one conductive trace made of a material with a resistivity that is a function of temperature, and wherein the socket is configured such that, when the integrated circuit device is located in the socket, the at least one conductive trace extends along a surface of the integrated circuit device.
Transcripts
2020 Q4
Earnings call transcript
11 Feb 21
2020 Q3
Earnings call transcript
1 Nov 20
2020 Q3
Earnings call transcript
1 Nov 20
2020 Q3
Earnings call transcript
1 Nov 20
2020 Q2
Earnings call transcript
2 Aug 20
2020 Q1
Earnings call transcript
10 May 20
2019 Q4
Earnings call transcript
13 Feb 20
2019 Q3
Earnings call transcript
4 Nov 19
2019 Q2
Earnings call transcript
5 Aug 19
2019 Q1
Earnings call transcript
6 May 19
Reddit threads
Alternative semi-conductor stocks?
17 Apr 21
Semiconductor related stocks?
4 Apr 21
Daily Advice Thread - All basic help or advice questions must be posted here.
18 Mar 21
Daily Advice Thread - All basic help or advice questions must be posted here.
17 Mar 21
Looking for another chip company
16 Mar 21
Playing the Chip Shortage
12 Mar 21
Looking to buy a semi-conductor stock while they're out of favour. What to pick!?
8 Mar 21
$COHU ready to take off for a couple days or no? Looks like the price has support at $40 and that candle on Friday looks nice.
7 Mar 21
iRobot is an industry leader and a company with great fundamentals and excellent management. They are however facing some headwinds due to tariffs, which is likely to impact their margins in the short term. I do however believe that short term problems could create a buying opportunity.
5 Mar 21
rigged. Nasdaq turns on a dime today at 12.5% decline from all time highs. like September 2020. How to think like big money?
5 Mar 21