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Coherent reported record first-quarter revenue of $2.37 billion and expects revenue of $2.55 billion to $2.75 billion next quarter. PhotonLink revenue should exceed $100 million in the March quarter, following an agreement valued at approximately $20 billion over five years.
Coherent Corp. reported revenue increased 50% to $2,370 million for the three months ended September 30, 2026; Datacenter & Communications revenue rose 79% to $1,952 million amid strong AI datacenter demand.
Coherent Corp. reported first-quarter fiscal 2027 revenue of $2.37B, up 50% year over year, with GAAP gross margin of 39.1% and non-GAAP EPS of $2.09. It expects fiscal 2027 pro forma revenue growth to exceed 60%.
Coherent reports two segments—Datacenter & Communications and Industrial—after a realignment effective July 1, 2025. It continues expanding 6-inch InP capacity, entered a multi-year NVIDIA supply agreement, and received $50 million CHIPS and Science Act preliminary terms.
Coherent Corp.’s Annual Meeting is November 18, 2026, with voting due November 17, 2026 at 11:59 PM ET. Agenda items include three-year director elections, fiscal year 2026 executive compensation, and ratification of Ernst & Young LLP.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Coherent reported record Q1 revenue of $2.37 billion, non-GAAP EPS of $2.09, 40.6% non-GAAP gross margin, and 23.2% non-GAAP operating margin, then guided to Q2 revenue of $2.55–$2.75 billion and EPS of $2.28–$2.48. It expects fiscal 2027 pro forma revenue growth above 60%, is ramping PhotonLink, scale-across, and indium phosphide capacity, and is increasing growth-oriented capital expenditures; industrial revenue was flat, operating cash flow was negative, and GAAP operating margin declined year over year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Revenues (Datacenter & Communications segment) | $1.95B | FY2027 Q1 | +79.1% |
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| Revenues (Industrial segment) | $418.6M | FY2027 Q1 | -14.8% |
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| anti-dilutive shares excluded from diluted EPS - Common stock equivalents | 4.55M | fiscal 2025 filing | — |
| anti-dilutive shares excluded from diluted EPS - Series B Convertible Preferred Stock | 29.1M | fiscal 2025 filing | — |
| anti-dilutive shares excluded from diluted EPS - Total | 33.65M | fiscal 2025 filing | — |
| Segment profit (Datacenter & Communications segment) | $904M | fiscal year ended June 30, 2025 filing | — |
| Segment profit (Industrial segment) | $423M | fiscal year ended June 30, 2026 filing | +3.9% |
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| Adjusted EBITDA non-GAAP | $524M | Q4 FY2026 | — |
| Diluted weighted average common shares, Non-GAAP non-GAAP | 202.2M | Q4 FY2026 | — |
| Gross margin on non-GAAP basis non-GAAP | $823M | Q4 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Gross margin on GAAP basis $787M
+$7M Share-based compensation
+$28M Amortization of acquired intangibles
+$0M Fair value adjustment on acquired inventory
+$0M Start-up costs
+$0M Integration, site consolidation and other
= Gross margin on non-GAAP basis $823M
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
COHR
this stock
Coherent Corp.
|
$42.97B | +18.2% | +19.2% | 45.2 | 5.1% |
|
GRMN
Garmin Ltd
|
$54.54B | +39.5% | +15.1% | 27.2 | 1.6% |
|
KEYS
Keysight Technologies, Inc.
|
$50.68B | +46.5% | +8.0% | 40.8 | 1.3% |
|
TDY
Teledyne Technologies Inc
|
$29.64B | +26.0% | -4.6% | 29.5 | 2.5% |
|
FTV
Fortive Corp
|
$20.22B | +23.0% | +12.1% | 32.3 | 5.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Coherent Corp. reported revenue increased 50% to $2,370 million for the three months ended September 30, 2026; Datacenter & Communications revenue rose 79% to $1,952 million amid strong AI datacenter demand.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| COHR | +13.1% | -6.3% | -42.8% | +3.7% | +18.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +10.6% | -5.2% | -43.3% | +3.9% | +7.6% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
