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 +18 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 +18 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 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.
2 days ago
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.
2 days ago
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.
2 days ago
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.
2 days ago
Coherent Reports Strong Q1 2026 Results and Provides Q2 2026 Guidance
COHR
Earnings
Guidance Update
New Projects/Investments
- Coherent reported strong Q1 2026 financial results, with revenue of $1.58 billion (up 17% year-over-year) and non-GAAP EPS of $1.16 (up 73% year-over-year). Pro forma revenue, excluding divested businesses, increased 19% year-over-year.
- The company issued Q2 2026 guidance, projecting revenue between $1.56 billion and $1.7 billion and non-GAAP EPS between $1.10 and $1.30.
- Growth is primarily fueled by exceptionally strong demand in the AI data center and communications segments, with data center revenue anticipated to accelerate to approximately 10% sequential growth in Q2 2026.
- Coherent is aggressively expanding production capacity for indium phosphide lasers and transceiver modules, including ramping 6-inch indium phosphide production at two sites to roughly double internal capacity over the next year.
- Strategic portfolio optimization efforts led to a $400 million debt reduction in Q1 2026 from the sale of the aerospace and defense business, with another divestiture announced to further reduce debt.
Nov 5, 2025, 10:00 PM
COHR Announces Strong Q1 Fiscal 2026 Results and Positive Q2 Outlook
COHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- COHR reported Q1 Fiscal 2026 revenue of $1.58 billion, representing a 17% increase compared to Q1 Fiscal 2025.
- Non-GAAP diluted earnings per share for Q1 Fiscal 2026 was $1.16, a 73% increase from $0.67 in Q1 Fiscal 2025.
- Revenue growth was primarily driven by strong demand from AI-related datacenters and communications, with the Datacenter and Communications segment growing 26% year-over-year and accounting for 69% of Q1 FY26 revenue.
- For the second quarter of fiscal 2026, the company expects revenue to be between $1.56 billion and $1.70 billion, with non-GAAP earnings per share projected to be between $1.10 and $1.30.
Nov 5, 2025, 10:00 PM
Coherent Reports Strong Q1 2026 Results Driven by AI Data Center Demand and Strategic Divestitures
COHR
Earnings
Revenue Acceleration/Inflection
M&A
- Coherent reported strong Q1 2026 financial results, with revenue of $1.58 billion (up 17% year-over-year) and non-GAAP EPS of $1.16 (up 73% year-over-year). Pro forma revenue, excluding a divested business, increased 19% year-over-year.
- The company experienced record bookings and exceptionally strong demand in its data center and communications segments, particularly for 800 gig and 1.6T transceivers driven by AI data center networks. Data center revenue grew 23% year-over-year in Q1, with expectations for 10% sequential growth in the current quarter.
- Strategic initiatives include the completed sale of its aerospace and defense business, which facilitated a $400 million debt paydown and reduced the debt leverage ratio to 1.7 times. Coherent is also expanding transceiver module capacity in Malaysia and Vietnam to support strong demand.
Nov 5, 2025, 10:00 PM
Coherent Reports Strong Q1 2026 Results and Positive Outlook
COHR
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Coherent reported Q1 2026 revenue of $1.58 billion, a 17% year-over-year increase (or 19% pro forma), and non-GAAP EPS of $1.16, up 73% year-over-year. The company provided Q2 2026 guidance for revenue between $1.56 billion and $1.7 billion and non-GAAP EPS between $1.10 and $1.30.
- The company experienced record bookings and exceptionally strong demand in its AI data center and communications segments, particularly for 800 gig and 1.6T transceivers. Data center revenue is projected to accelerate to approximately 10% sequential growth in Q2 2026.
- To meet this demand, Coherent is aggressively expanding its 6-inch indium phosphide production capacity at two sites, aiming to double total internal capacity over the next year, and is also expanding transceiver module assembly capacity.
- Coherent reduced its debt by $400 million in Q1 2026, bringing its leverage ratio down to 1.7 times, and completed a debt refinancing that lowered its interest rate by 60 basis points.
Nov 5, 2025, 10:00 PM
Coherent Corp. Reports Strong Q1 FY26 Results and Provides Q2 FY26 Outlook
COHR
Earnings
Guidance Update
M&A
- Coherent Corp. reported Q1 FY26 revenue of $1.58 billion, an increase of 17% year-over-year (19% on a pro forma basis adjusted for the sale of the Aerospace & Defense business).
- Q1 GAAP diluted EPS was $1.19, improving by $1.23 year-over-year, and Non-GAAP diluted EPS was $1.16, improving by $0.49 year-over-year.
- The company's GAAP gross margin increased by 249 basis points to 36.6% and Non-GAAP gross margin increased by 200 basis points to 38.7% in Q1 FY26.
- For Q2 FY26, Coherent Corp. expects revenue to be between $1.56 billion and $1.70 billion and Non-GAAP EPS to be between $1.10 and $1.30.
- During Q1 FY26, the company paid down $400 million of debt and refinanced its debt, and also closed the sale of its Aerospace and Defense business, which is immediately accretive to gross margin and EPS.
Nov 5, 2025, 9:11 PM
Coherent Corp. Reports Strong First Quarter Fiscal 2026 Results
COHR
Earnings
Revenue Acceleration/Inflection
M&A
- Coherent Corp. announced first quarter fiscal year 2026 revenue of $1.58 billion, marking a 17% year-over-year increase and 19% on a pro forma basis.
- GAAP diluted EPS was $1.19 and non-GAAP diluted EPS was $1.16 for Q1 FY26, showing significant year-over-year improvements.
- The company achieved a GAAP gross margin of 36.6% and a non-GAAP gross margin of 38.7%, both increasing year-over-year.
- This performance was driven by strong demand from AI-related datacenters and communications.
- Coherent paid down $400 million of debt and completed the sale of its Aerospace and Defense business, which is immediately accretive to gross margin and EPS.
Nov 5, 2025, 9:06 PM
Quarterly earnings call transcripts for COHERENT.
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