Cognex Corp at Barclays Industrial Select Conference Transcript

Feb 18, 2026 / 06:50PM GMT
Release Date Price: MXN975 (+35.42%)
Guy Hardwick
Barclays Services Corp - Analyst

Okay. We'll get started for the next presentation is Cognex Corporation. I'm delighted to have the CFO, Dennis Fehr with me. My name is Guy Hardwick. I cover industrial technology and distributors.

So delighted to have Dennis here.

What we will start, though, with our first three ARS questions just to set the stage. So if we could perhaps put up the first ARS question, please? And that is, do you currently own this stock?

Majority of the room own it.

Great. The second question, please? What is your general bias towards the stock right now?

Two-thirds positive.

And then the third question, please? In your opinion, through cycle EPS growth for Cognex core will be?

Universally, bullish about peers.

Questions & Answers

Guy Hardwick
Barclays Services Corp - Analyst

Okay. That sets the stage quite nicely, Dennis. So I was joking with you earlier that you joined the German brain train. US Corporate America, but perhaps discussion for another

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