Source: Cognex consolidated balance sheets, line 'Deferred revenue and customer deposits' (USD thousands converted to millions). Q4 2023 $31,525 and Q4 2022 $40,787: FY2023 10-K. https://www.sec.gov/Archives/edgar/data/851205/000085120524000027/cgnx-20231231.htm. Q1 2024 $39,983: Q1 2024 10-Q. Q2 2024 $40,529: Q2 2024 Exhibit 99.1 / 10-Q. Q3 2024 $30,045: Q3 2024 Exhibit 99.1. https://www.sec.gov/Archives/edgar/data/851205/000085120524000077/exhibit991-q32024earningsr.htm. Q4 2024 $25,035 and Q4 2025 $21,094: FY2025 10-K. Q1 2025 $39,858: Q1 2025 10-Q. https://www.sec.gov/Archives/edgar/data/851205/000085120525000031/cgnx-20250330.htm. Q2 2025 $53,077: Q2 2025 Exhibit 99.1. https://s2.q4cdn.com/773500753/files/doc_earnings/2025/q2/earnings-result/cognex-press-release-q2-25.pdf. Q3 2025 $23,767: Q3 2025 10-Q. https://www.sec.gov/Archives/edgar/data/851205/000085120525000064/cgnx-20250928.htm. Q1 2026 $34,053: Q1 2026 10-Q. https://www.sec.gov/Archives/edgar/data/851205/000085120526000040/cgnx-20260405.htm. Q2 2026 $48,978: Q2 2026 10-Q filed 6 Aug 2026. https://www.sec.gov/Archives/edgar/data/851205/000085120526000065/cgnx-20260705.htm.

Source: Cognex Form 10-K for the year ended December 31, 2025 (filed 12 Feb 2026), Item 1: logistics, packaging, consumer electronics, and automotive combined represented approximately 85% of 2025 revenue. https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm. Q4 2025 earnings call, 12 Feb 2026, CFO Dennis Fehr: logistics about 26% of 2025 revenue. Q2 2026 earnings call, 6 Aug 2026, CEO Matt Moschner: logistics was a single-digit percentage of revenue about 10 years ago. Packaging plus consumer electronics plus automotive is 85 minus 26. All other is 100 minus 85.

Source: Cognex Form 10-K customer-concentration footnotes. FY2021 10-K: a large logistics customer represented approximately 17% of 2021 revenue. https://www.sec.gov/Archives/edgar/data/851205/000085120522000008/cgnx-20211231.htm. FY2022 10-K: two largest customers, one logistics and one consumer electronics, each approximately 11% of 2022 revenue. https://www.sec.gov/Archives/edgar/data/851205/000085120523000004/cgnx-20221231.htm. FY2023 10-K: no single customer greater than 10% of 2023 revenue. https://www.sec.gov/Archives/edgar/data/851205/000085120524000027/cgnx-20231231.htm. FY2025 10-K Note 21: a single customer accounted for 15% of 2025 revenue and 10% of 2024 revenue, and was not greater than 10% in 2023. https://www.sec.gov/Archives/edgar/data/851205/000085120526000012/cgnx-20251231.htm.

Source: Cognex Form 10-K Item 1 largest-industries sentence. FY2020 10-K (filed 2021): consumer electronics, logistics, and automotive combined approximately 70%. https://www.sec.gov/Archives/edgar/data/851205/000085120521000005/cgnx-20201231.htm. FY2021 10-K: logistics, automotive, and consumer electronics approximately 70%. https://www.sec.gov/Archives/edgar/data/851205/000085120522000008/cgnx-20211231.htm. FY2022 10-K: automotive, logistics, and consumer electronics approximately 69%. https://www.sec.gov/Archives/edgar/data/851205/000085120523000004/cgnx-20221231.htm. FY2023 10-K: automotive, logistics, and consumer electronics approximately 65%. https://www.sec.gov/Archives/edgar/data/851205/000085120524000027/cgnx-20231231.htm. FY2024 10-K: logistics, automotive, and consumer electronics approximately 60%. https://www.sec.gov/Archives/edgar/data/851205/000085120525000012/cgnx-20241231.htm.

Source: Cognex consolidated balance sheets, line 'Unbilled revenue' (USD thousands converted to millions). Q4 2023 $2,402: FY2023 10-K. https://www.sec.gov/Archives/edgar/data/851205/000085120524000027/cgnx-20231231.htm. Q1 2024 $2,737: Q1 2024 10-Q. Q2 2024 $1,858: Q2 2024 Exhibit 99.1. Q3 2024 $2,117: Q3 2024 Exhibit 99.1. https://www.sec.gov/Archives/edgar/data/851205/000085120524000077/exhibit991-q32024earningsr.htm. Q4 2024 $3,055: FY2025 10-K. Q1 2025 $2,755: Q1 2025 10-Q. https://www.sec.gov/Archives/edgar/data/851205/000085120525000031/cgnx-20250330.htm. Q2 2025 $2,176: Q2 2025 Exhibit 99.1. https://s2.q4cdn.com/773500753/files/doc_earnings/2025/q2/earnings-result/cognex-press-release-q2-25.pdf. Q3 2025 $16,909: Q3 2025 10-Q. https://www.sec.gov/Archives/edgar/data/851205/000085120525000064/cgnx-20250928.htm. Q4 2025 $16,980: FY2025 10-K. Q1 2026 $16,401: Q1 2026 10-Q. https://www.sec.gov/Archives/edgar/data/851205/000085120526000040/cgnx-20260405.htm. Q2 2026 $12,684: Q2 2026 10-Q filed 6 Aug 2026. https://www.sec.gov/Archives/edgar/data/851205/000085120526000065/cgnx-20260705.htm.