Cognex Corporation

Item 7.01 Regulation FD Disclosure On September 22, 2026, Cognex Corporation (the “Company”) issued a press release related to its agreement to acquire RealSense, Inc. (“RealSense”). The release is furnished as Exhibit 99.1 hereto. The information in Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.

Item 8.01 Other Events On September 22, 2026, the Company announced that it had agreed to acquire RealSense, a leader in depth-sensing cameras and vision technology for robotic perception and physical artificial intelligence. The all-cash transaction is expected to close during the fourth quarter of 2026, subject to customary closing conditions, for a purchase price of $500 million, subject to customary adjustments, to be funded entirely from the Company’s existing cash and investments on its balance sheet. The Company also expects to offer retention packages to certain continuing employees. The Company intends to grant restricted stock units (“RSUs”) with an economic value of between $45 million and $55 million, depending on the Company’s share price on the grant date, to RealSense employees under the Company’s existing 2023 Stock Option and Incentive Plan. The RSUs are expected to vest over three years: approximately 20% on the first anniversary of the grant date, approximately 30% on the second anniversary of the grant date, and approximately 50% on the third anniversary of the grant date. Further, the Company expects to provide up to $69 million in cash retention payments for RealSense employees over three years, with up to $25 million of that total subject to performance modifiers (collectively, the “Retention Payments”). Both the RSUs and Retention Payments require continuous employment through the various vesting and payment dates for the employees to earn the RSUs and Retention Payments. For certain key employees, time-based RSUs and Retention Payments may accelerate and become due and payable if the Company terminates the employee’s employment without cause, or if the employee resigns for good reason.