cohu is a publicly traded (nasdaq: cohu) global company with headquarters in poway, ca in san diego county. we are a leader in the semiconductor test and inspection equipment industry. our customers are global leaders in industries that include automotive, computing, mobility, iot, communications, high-speed memory, industrial, and solid state lighting. the company offers the broadest portfolio of enabling technologies in the industry that can be integrated in any of its handler platforms to optimize semiconductor test and solve some of the most challenging customer requirements. our business groups and products include: digital test handlers – pick-and-place semiconductor test handlers, burn-in related equipment and thermal sub-systems (reference delta design products). analog test handlers – gravity feed, test-in-strip handlers and mems test units (reference rasco products) and turret-based test handling and back-end finishing equipment for ics, leds and discrete components (referenc
Company profile
Ticker
COHU
Exchange
Website
CEO
Luis Muller
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Teradyne • Veralto • Itron • Allient • Frequency Electronics • Transcat • Intest • Data io • Aehr Test Systems • Giga Tronics ...
SEC CIK
Corporate docs
Subsidiaries
Delta Design, Inc. • Cohu Foreign Sales Corp • Xcerra Corporation • Delta Design Singapore PTE LTD • Cohu S.A. • Rosenheim Automation Systems Corporation • Ismeca Semiconductor Holding SA • MCT Asia (Penang) SDN BHD • MCT Worldwide, LLC • Delta Design Philippines LLC ...
IRS number
951934119
COHU stock data
Latest filings (excl ownership)
SD
Conflict minerals disclosure
24 May 24
DEFA14A
Additional proxy soliciting materials
6 May 24
8-K
Cohu Appoints Karen M. Rapp to its Board of Directors
6 May 24
10-Q
2024 Q1
Quarterly report
3 May 24
8-K
Cohu Reports First Quarter 2024 Results
2 May 24
DEF 14A
Definitive proxy
22 Apr 24
PRE 14A
Preliminary proxy
12 Apr 24
10-K
2023 FY
Annual report
16 Feb 24
8-K
Cohu Reports Fourth Quarter 2023 Results
15 Feb 24
8-K
Cohu Provides Business Update for Fourth Quarter 2023, Date for Earnings Call and Preliminary First Quarter 2024 Guidance
29 Jan 24
Transcripts
COHU
Earnings call transcript
2024 Q1
2 May 24
COHU
Earnings call transcript
2023 Q4
15 Feb 24
COHU
Earnings call transcript
2023 Q3
2 Nov 23
COHU
Earnings call transcript
2023 Q2
3 Aug 23
COHU
Earnings call transcript
2023 Q2
3 Aug 23
COHU
Earnings call transcript
2023 Q1
4 May 23
COHU
Earnings call transcript
2022 Q4
16 Feb 23
COHU
Earnings call transcript
2022 Q3
27 Oct 22
COHU
Earnings call transcript
2022 Q2
29 Jul 22
COHU
Earnings call transcript
2022 Q1
29 Apr 22
Latest ownership filings
4
CHRISTOPHER BOHRSON
24 May 24
144
Notice of proposed sale of securities
22 May 24
4
WILLIAM BENDUSH
16 May 24
144
Notice of proposed sale of securities
16 May 24
4
THOMAS D KAMPFER
16 May 24
144
Notice of proposed sale of securities
15 May 24
4
STEVEN J BILODEAU
15 May 24
4
WILLIAM BENDUSH
14 May 24
144
Notice of proposed sale of securities
13 May 24
4
STEVEN J BILODEAU
13 May 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jul 23 | |
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Revenue | |||||
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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) | 191.07 mm | 191.07 mm | 191.07 mm | 191.07 mm | 191.07 mm | 191.07 mm |
Cash burn (monthly) | 18.15 mm | 2.97 mm | 5.99 mm | (no burn) | 4.65 mm | (no burn) |
Cash used (since last report) | 38.08 mm | 6.22 mm | 12.57 mm | n/a | 9.76 mm | n/a |
Cash remaining | 152.98 mm | 184.84 mm | 178.50 mm | n/a | 181.30 mm | n/a |
Runway (months of cash) | 8.4 | 62.3 | 29.8 | n/a | 39.0 | n/a |
Institutional ownership, Q4 2023
64.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 159 |
Opened positions | 15 |
Closed positions | 74 |
Increased positions | 46 |
Reduced positions | 66 |
13F shares | Current |
---|---|
Total value | 924.69 bn |
Total shares | 30.39 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 4.17 mm | $147.42 bn |
Dimensional Fund Advisors | 3.06 mm | $108.44 bn |
Victory Capital Management | 2.98 mm | $105.37 bn |
BEN Franklin Resources | 2.78 mm | $98.48 bn |
Franklin Mutual Advisers | 2.78 mm | $0.00 |
STT State Street | 1.80 mm | $63.86 bn |
American Century Companies | 1.07 mm | $37.91 bn |
Massachusetts Financial Services | 858.98 k | $30.40 bn |
GS Goldman Sachs | 839.10 k | $29.70 bn |
Royce & Associates | 765.03 k | $27.07 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
22 May 24 | Bohrson Christopher | Common Stock | Sell | Dispose S | No | No | 30 | 2,000 | 60.00 k | 130,339 |
16 May 24 | Bendush William | Common Stock | Sell | Dispose S | No | Yes | 29.27 | 2,500 | 73.18 k | 34,162 |
15 May 24 | Kampfer Thomas D | RSU | Sell | Dispose S | No | No | 29.43 | 3,000 | 88.29 k | 51,442 |
14 May 24 | Steven J Bilodeau | Common Stock | Sell | Dispose S | No | No | 29.49 | 2,174 | 64.11 k | 54,881 |
13 May 24 | Bendush William | Common Stock | Sell | Dispose S | No | Yes | 29.83 | 2,591 | 77.29 k | 36,662 |
News
A Leading European Electronics And Semiconductor Manufacturer Selected Cohu's Test And Inspection Automation Systems Awarding An Estimated $100M Revenue Opportunity Over The Next 5 Years
22 May 24
Citigroup Maintains Buy on Cohu, Lowers Price Target to $36
6 May 24
Cohu Stock: A Deep Dive Into Analyst Perspectives (4 Ratings)
6 May 24
Needham Maintains Buy on Cohu, Lowers Price Target to $34
6 May 24
B. Riley Securities Maintains Buy on Cohu, Lowers Price Target to $40
3 May 24
Press releases
Cohu Announces Multi-Year Estimated $100 million Win for Test Automation and New Inspection Systems
22 May 24
Cohu to Present at Upcoming Investor Conferences
9 May 24
Cohu Appoints Karen M. Rapp to its Board of Directors
6 May 24
Cohu Reports First Quarter 2024 Results
2 May 24
Cohu to Announce First Quarter 2024 Results on May 2
18 Apr 24