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Cohu (COHU) Q2 2026 Earnings Call Transcript
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The Motley Fool
Third Quarter Revenue Guidance -- $170 million, plus or minus $7 million, representing 14% sequential growth and 35% growth over last year.
Fiscal 2026 HPC Revenue Estimate -- $100 million to $110 million, raised from a prior range of $80 million to $100 million.
Operating Profit Leverage -- 40%, representing the expected conversion rate of projected sequential revenue growth into operating profit.
This business delivered the first $1 million revenue quarter and orders increased an impressive 140% year over year.
So really looking forward to being able to deliver a $200 million to $250 million incremental HPC $200 million to $250 million HPC revenue year or more.