Cognex supplies machine-vision cameras and inspection systems for robot guidance and production quality control, including the In-Sight 3900 with embedded AI inspection.
Cognex is a US machine-vision leader (FY26 guidance $1.13-1.15B, up from $994M in FY25; Q2-26 record revenue of $291M, +17%) whose AI-powered In-Sight 6900 (on NVIDIA Jetson) and 3900 (on Qualcomm Dragonwing) launched in 2026. It posted eight consecutive quarters of margin expansion, made its OneVision AI platform generally available (May 2026), and divested its Japan trading business, holding $622M cash with no debt. Growth is double-digit across logistics, electronics, semiconductor, and automotive.
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Cognex supplies machine-vision cameras and inspection systems for robot guidance and production quality control, including the In-Sight 3900 with embedded AI inspection. Cognex is a US machine-vision leader (FY26 guidance $1.13-1.15B, up from $994M in FY25; Q2-26 record revenue of $291M, +17%) whose AI-powered In-Sight 6900 (on NVIDIA Jetson) and 3900 (on Qualcomm Dragonwing) launched in 2026. It posted eight consecutive quarters of margin expansion, made its OneVision AI platform generally available (May 2026), and divested its Japan trading business, holding $62
Cognex ranks 23 of 100 on the Robotics 100 (November 2026 edition) with a score of 87 out of 100, in Vision & 3D perception (Sensing). Assessment by Frontier Tech Intelligence.
Keyence (rank 12), Hesai (rank 14), Orbbec (rank 17), SICK AG (rank 38), Zebra Technologies (rank 41), RoboSense (rank 68).
Cognex is based in Natick, Massachusetts, United States. Stage: Established.
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