earnings
confidence high
sentiment positive
materiality 0.75
Coherent Q2 FY26 revenue $1.69B, +17% YoY; GAAP EPS $0.76 vs $0.44 YoY; non-GAAP EPS $1.29
COHERENT CORP.
2026-Q2 EPS reported
$1.95
revenue$3,267,007,000
- Revenue $1.686B, up 17% YoY; GAAP gross margin 36.9% (up 145 bps YoY).
- GAAP diluted EPS $0.76, up 71% YoY; non-GAAP diluted EPS $1.29, up 35% YoY.
- Datacenter & communications segment drove strong demand; expect continued growth in H2 FY26 and FY27.
- GAAP operating income $184M, up 34% YoY; non-GAAP operating income $336M, up 27% YoY.
- Capital investment ramped for capacity expansion to support demand outlook.