Cognex Corporation · NASDAQ:CGNX

Cognex — Merger or Acquisition (September 2026)

10 slides from Cognex's merger presentation, Sep 22, 2026

  1. Slide 1: Cognex to Acquire RealSense

    Cognex to Acquire RealSense Expanding Machine Vision Leadership into High-Growth Robotic Perception Market September 22, 2026 1 © 2026 Cognex Corporation

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements Certain statements made in this presentation, as well as oral statements made by Cognex Corporation ("Cognex", "we", "us", "our", or the "Company") from time to time, constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as

  3. Slide 3: RealSense Investment Highlights

    RealSense Investment Highlights TECHNOLOGY MARKET PROVEN LEADERSHIP LEADERSHIP SCALE Defensible position backed by #1 position in high-growth 1M+ units shipped and a large full-stack proprietary technology robotic perception market developer ecosystem STRATEGIC EXPANDS ACCELERATES FIT MARKET GROWTH

  4. Slide 4: Driving Growth Through Diversification

    Driving Growth Through Diversification ADDING NEW STRENGTHENING ENTERING EXPANDING CUSTOMERS CHANNEL ADJACENCIES END MARKETS ▪ ~9,000 in 2025 ▪ Revitalizing Cognex channel ▪ Through organic or ▪ Data Center supply chain ▪ ~4,500 2026 YTD partner program globally inorganic investments NEW ▪ Entering

  5. Slide 5: Expansion into High-Growth Robotic Perception

    Expansion into High-Growth Robotic Perception | Measurement | Robotic Perception Autonomous Inspection / Precision Perception Quadrupeds / Identification Mobile Robots Gauging Guidance Guidance Humanoids (AMR) Fixed Arm Robots $7B1 served market High-growth market growing at 10-11% CAGR scaling to $

  6. Slide 6: Defensible Leadership in 3D Robotic Perception

    Defensible Leadership in 3D Robotic Perception Proprietary Imaging Leading 3D Vision SDK / Developer Community Technology Algorithms D585 AI-Native Vision for robots 4 supported platforms 20K Active developers 1.2M+ Calculated on device at 30x / second Total downloads Powered by custom Advanced embe

  7. Slide 7: RealSense at a Glance

    RealSense at a Glance #1 1M+ $80-90M Market share in high-growth Total units shipped 2026 expected annual sales robotic perception market 2014 2025 20K Year founded Spin-out from Intel Active developers within Intel ~160 70+ Employees Patents and patent applications 7 © 2026 Cognex Corporation

  8. Slide 8: Accelerating Growth Through Disciplined M&A

    Driving Accretive Growth Through Disciplined M&A Accelerating Growth Through Disciplined M&A Cognex Through-Cycle RealSense RealSense Financial Framework Today Long-term Revenue CAGR (organic) 10-11% 50%+ 25%+ Adjusted EBITDA Margin 25-31% Breakeven1 25-31% Free Cash Flow Conversion >100% N/A >100%

  9. Slide 9: Transaction Details

    Transaction Details Cash Retention for Equity Grants to Purchase Price RealSense Employees RealSense Employees2 $500 $57 $50 Million Million1 Million3 Upfront cash cost 3-Year Earn Out 3-Year RSU Vesting Funded entirely from cash Expect to exclude from Expect to exclude from on balance sheet Adjuste

  10. Slide 10: Thank You

    Thank You 10 © 2026 Cognex Corporation

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