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Deferred revenue and customer deposits (USD millions)

End market	Q2 2026 printed growth	FY2026 outlook as of Q2
Logistics	10th consecutive double-digit quarter	Raised to high single-digit
Packaging	Double-digit, excluding Japan trading divestiture	Raised to double-digit
Electronics	Double-digit	Raised to double-digit
Automotive	Declined high single digits (nearly flat year-to-date)	Maintained at flat to low single-digit
Semiconductor	Strong double-digit, all geographies	Raised to double-digit
Data center	Low single-digit share of revenue; growing more than 30% year over year	Not a separate printed outlook

Largest disclosed customer (% of revenue)

Logistics + automotive + consumer electronics (% of revenue)

Unbilled revenue (USD millions)

Employees

Cognex (CGNX) - KPIs | Sterling

Deferred revenue and customer deposits (USD millions)

End market	Q2 2026 printed growth	FY2026 outlook as of Q2
Logistics	10th consecutive double-digit quarter	Raised to high single-digit
Packaging	Double-digit, excluding Japan trading divestiture	Raised to double-digit
Electronics	Double-digit	Raised to double-digit
Automotive	Declined high single digits (nearly flat year-to-date)	Maintained at flat to low single-digit
Semiconductor	Strong double-digit, all geographies	Raised to double-digit
Data center	Low single-digit share of revenue; growing more than 30% year over year	Not a separate printed outlook

Largest disclosed customer (% of revenue)

Logistics + automotive + consumer electronics (% of revenue)

Unbilled revenue (USD millions)

Employees