earnings
confidence high
sentiment positive
materiality 0.75
Coherent Q3 FY2026 revenue $1.81B (+21% YoY); GAAP EPS $0.97, non-GAAP $1.41
COHERENT CORP.
2026-Q3 EPS reported
$2.92
revenue$5,072,648,000
- Revenue $1.81B +21% YoY (+27% pro forma); GAAP gross margin 37.7% (+243 bps).
- GAAP EPS $0.97 vs -$0.11 YoY; non-GAAP EPS $1.41 vs $0.91 (up $0.50).
- Non-GAAP operating margin 20.3% (+163 bps YoY); operating income $366M.
- CEO cites strong AI datacenter/communications demand; capacity expansion underway.
- CFO notes capital investment ramp to increase capacity given robust demand visibility.