Earnings summaries and quarterly performance for COHERENT.
Executive leadership at COHERENT.
Jim Anderson
Detailed
Chief Executive Officer and President
CEO
GB
Giovanni Barbarossa
Detailed
Chief Strategy Officer
IM
Ilaria Mocciaro
Detailed
Senior Vice President, Chief Accounting Officer and Corporate Controller
JE
Julie Eng
Detailed
Chief Technology Officer
RB
Rob Beard
Detailed
Chief Legal and Global Affairs Officer and Secretary
SL
Sherri Luther
Detailed
Chief Financial Officer and Treasurer
Board of directors at COHERENT.
DM
David Motley
Detailed
Director
EP
Elizabeth Patrick
Detailed
Director
ED
Enrico DiGirolamo
Detailed
Board Chair
HX
Howard Xia
Detailed
Director
JC
Joseph Corasanti
Detailed
Director
LN
Lisa Neal-Graves
Detailed
Director
MD
Michael Dreyer
Detailed
Director
MS
Michelle Sterling
Detailed
Director
PH
Patricia Hatter
Detailed
Director
SV
Sandeep Vij
Detailed
Director
SS
Shaker Sadasivam
Detailed
Director
SP
Stephen Pagliuca
Detailed
Director
SS
Stephen Skaggs
Detailed
Director
Research analysts who have asked questions during COHERENT earnings calls.
Christopher Rolland
Susquehanna Financial Group
4 questions for COHR
Also covers: ADI, AMBA, AVGO +19 more
Karl Ackerman
BNP Paribas
4 questions for COHR
Also covers: ANET, AVGO, CIEN +15 more
Meta Marshall
Morgan Stanley
4 questions for COHR
Also covers: ANET, AXON, BAND +30 more
SC
Samik Chatterjee
JPMorgan Chase & Co.
4 questions for COHR
Also covers: AAPL, ANET, APH +32 more
SL
Simon Leopold
Raymond James
4 questions for COHR
Also covers: AAOI, ANET, ATEN +17 more
TO
Thomas O’Malley
Barclays Capital
3 questions for COHR
Also covers: ALAB, ALGM, AMD +21 more
GN
George Notter
Jefferies
2 questions for COHR
Also covers: AAOI, ADTN, ANET +18 more
JE
Jack Egan
Charter Equity Research
2 questions for COHR
Also covers: ACLS, MPWR, NVTS +1 more
Papa Sylla
Citi
2 questions for COHR
Also covers: LITE
VA
Vivek Arya
Bank of America Corporation
2 questions for COHR
Also covers: ADI, ALGM, AMAT +23 more
BC
Blayne Curtis
Jefferies Financial Group
1 question for COHR
Also covers: ADI, AIP, ALAB +19 more
EW
Ezra Weener
Jefferies LLC
1 question for COHR
Also covers: CAMT, LITE, LSCC +2 more
MM
Michael Mani
Bank of America
1 question for COHR
Also covers: CAMT, KLAC, MKSI +3 more
Papa Talla Sylla
Citigroup
1 question for COHR
Also covers: ALAB
RS
Richard Shannon
Craig-Hallum Capital Group LLC
1 question for COHR
Also covers: AEVA, ALAB, AMBA +21 more
RR
Ruben Roy
Stifel Financial Corp.
1 question for COHR
Also covers: CDNS, CIEN, CLS +13 more
Ryan Koontz
Needham & Company, LLC
1 question for COHR
Also covers: AAOI, ADTN, ANET +27 more
Recent press releases and 8-K filings for COHR.
Coherent Reports Strong Q2 2026 Results and Positive Outlook
COHR
Earnings
Guidance Update
New Projects/Investments
- Coherent reported strong Q2 2026 results, with revenue of $1.69 billion (up 22% year-over-year pro forma) and non-GAAP EPS of $1.29 (up 35% year-over-year), driven by the AI build-out and demand in data center and communications.
- For Q3 2026, the company expects revenue between $1.7 billion and $1.84 billion and non-GAAP EPS between $1.28 and $1.48. Management anticipates sustained strong revenue growth over coming quarters, with fiscal 2027 revenue growth exceeding fiscal 2026.
- Key growth drivers include 800G and 1.6T transceivers, new OCS and CPO solutions, and a pickup in the industrial business led by Semicap. Coherent is rapidly expanding 6-inch indium phosphide production capacity to meet demand, aiming to double it by Q4 calendar year.
2 hours ago
Coherent Reports Strong Q2 2026 Results, Completes Division Sale, and Sees Extraordinary Demand
COHR
Earnings
M&A
Revenue Acceleration/Inflection
- Coherent (COHR) reported strong financial results for Q2 2026, with revenue of $1.69 billion, representing a 17% year-over-year increase, and non-GAAP diluted earnings per share of $1.29, up from $0.95 in the year-ago quarter. The non-GAAP gross margin expanded to 39%.
- The company completed the sale of its product division in Munich, Germany, which is anticipated to be immediately accretive to both gross margin and EPS. This divestiture, along with other operational streamlining, led to exiting 10 sites in the past quarter, bringing the total to 33 sites over approximately six quarters.
- Coherent is experiencing "extraordinary" demand and visibility, particularly within its data center business, evidenced by a book-to-bill ratio exceeding 4x. The company is aggressively expanding its Indium Phosphide capacity, aiming to double it by the end of the calendar year, and foresees a sustained supply-demand imbalance for Indium Phosphide.
- The ramp-up of 1.6T transceivers is expected to be margin accretive due to higher average selling prices and gross margins compared to 800G products. Additionally, the company noted a strong pickup in Semicap orders.
3 hours ago
Coherent Reports Strong Q2 2026 Results and Provides Q3 Guidance
COHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Coherent reported Q2 2026 revenue of $1.69 billion, an increase of 17% year-over-year, and non-GAAP EPS of $1.29, up 35% year-over-year. Pro forma revenue, excluding a recently divested business, increased 22% year-over-year.
- The company provided Q3 2026 guidance, expecting revenue between $1.7 billion and $1.84 billion and non-GAAP EPS between $1.28 and $1.48.
- Growth was primarily driven by strong demand from AI data centers, with the data center business seeing 14% sequential growth and a book-to-bill ratio exceeding 4x in Q2. Key growth drivers include 800G and 1.6T transceivers, OCS, and CPO solutions.
- Coherent is rapidly expanding its production capacity, aiming to double internal indium phosphide capacity by the fourth quarter of this calendar year, with current wafer starts already at 80% of that target. This expansion is expected to support significant revenue growth and margin expansion.
- The company completed the sale of its Munich product division, which is expected to be immediately accretive to gross margin and EPS, and plans to use the proceeds to reduce debt.
3 hours ago
Coherent Corp. Reports Strong Q2 FY26 Results and Provides Q3 FY26 Guidance
COHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Coherent Corp. reported Q2 FY26 revenue of $1.69 billion, marking a 17% year-over-year increase (or 22% on a pro forma basis adjusted for the sale of the Aerospace & Defense business).
- Q2 FY26 GAAP diluted EPS increased 71% year-over-year to $0.76, while non-GAAP diluted EPS rose 35% year-over-year to $1.29.
- Gross margins expanded in Q2 FY26, with GAAP gross margin at 36.9% (up 145 bps Y/Y) and non-GAAP gross margin at 39.0% (up 77 bps Y/Y).
- For Q3 FY26, the company anticipates revenue between $1.70 billion and $1.84 billion and non-GAAP diluted EPS between $1.28 and $1.48.
- Management highlighted strong demand in the datacenter and communications segment as a key driver for Q2 revenue growth and expects continued strong growth through fiscal 2027.
4 hours ago
Coherent Corp. Announces Strong Q2 FY26 Results and Provides Q3 FY26 Outlook
COHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Coherent Corp. reported Q2 FY26 revenue of $1.69 billion, marking a 22% increase year-over-year, with non-GAAP diluted earnings per share of $1.29, up 35% year-over-year.
- The significant revenue growth was primarily driven by the Datacenter & Communications segment, which saw a 34% increase year-over-year and comprised 72% of total revenue in Q2 FY26.
- For Q3 FY26, Coherent Corp. projects revenue to be between $1.70 billion and $1.84 billion and non-GAAP diluted earnings per share to range from $1.28 to $1.48.
4 hours ago
Coherent Corp. Reports Strong Q2 Fiscal 2026 Results
COHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Coherent Corp. reported Q2 FY26 revenue of $1.69 billion, marking a 17% year-over-year increase (or 22% pro forma adjusted for the sale of the Aerospace & Defense business), primarily driven by strong demand in the datacenter and communications segment.
- For Q2 FY26, GAAP diluted EPS grew 71% year-over-year to $0.76, and non-GAAP diluted EPS increased 35% year-over-year to $1.29.
- The company achieved a GAAP gross margin of 36.9% (up 145 bps year-over-year) and a non-GAAP gross margin of 39.0% (up 77 bps year-over-year).
- Coherent Corp. provided Q3 FY26 guidance, projecting revenue between $1.70 billion and $1.84 billion and non-GAAP EPS between $1.28 and $1.48.
- CEO Jim Anderson anticipates continued strong growth in the datacenter and communications segment through fiscal 2027, supported by production capacity expansion and improving demand in the Industrial segment.
4 hours ago
Coherent Solutions Closes Strategic Investment
COHR
New Projects/Investments
M&A
- Coherent Solutions has closed a strategic investment led by IceLake, a private investor specializing in partnerships with high-growth services companies.
- The transaction, initially revealed in September 2025, received all necessary regulatory authorizations by December 22, 2025.
- This partnership will provide additional resources to expand global delivery capacity, invest further in advanced technologies, and support the company's continued growth.
- Coherent Solutions, founded in 1995, is a global digital engineering company employing approximately 2,000 digital engineers across Europe and Latin America.
Dec 22, 2025, 7:57 PM
Coherent Solutions Closes Strategic Investment from IceLake
COHR
New Projects/Investments
M&A
- Coherent Solutions has closed a strategic investment from IceLake, a private equity firm specializing in high-growth business services organizations.
- The transaction, initially announced in September 2025, has now received all necessary regulatory approvals.
- This collaboration provides Coherent Solutions with additional resources to expand global delivery capacity, invest further in advanced technical capabilities, and support the company's continued growth.
Dec 22, 2025, 7:36 PM
Coherent Solutions Closes Strategic Investment with IceLake
COHR
New Projects/Investments
M&A
Growth
- Coherent Solutions has completed a strategic investment led by IceLake, a private equity firm specializing in high-growth business service providers.
- The transaction, initially announced in September 2025, officially closed on December 22, 2025, after receiving all required regulatory approvals.
- This partnership is expected to provide additional resources for Coherent Solutions to expand its global delivery capacity, invest further in advanced technical capabilities, and support its continuous growth.
Dec 22, 2025, 6:55 PM
Coherent Solutions Closes Strategic Investment with IceLake
COHR
New Projects/Investments
M&A
- Coherent Solutions and IceLake have closed a strategic investment, which was previously announced in September 2025 and has received all necessary regulatory approvals.
- IceLake, a private equity firm, has invested in Coherent Solutions, a global digital engineering firm founded in 1995 with approximately 2,000 professionals across Europe and Latin America.
- This partnership will provide Coherent Solutions with additional resources to expand global delivery capacity, invest in advanced technical capabilities, and support its continued growth.
Dec 22, 2025, 3:07 PM
Quarterly earnings call transcripts for COHERENT.
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