earnings
confidence high
sentiment positive
materiality 0.85
Coherent Q4 FY26 revenue $2.05B, up 34% Y/Y; non-GAAP EPS $1.74 beats
COHERENT CORP.
- Q4 revenue $2,046M, +33.8% Y/Y; FY26 revenue $7,118M, +22.5% Y/Y.
- Q4 GAAP EPS $1.19 vs -$0.83 Y/Y; non-GAAP EPS $1.74 vs $1.00.
- GAAP gross margin 38.5% (+277 bps); non-GAAP 40.2% (+215 bps).
- FY26 GAAP EPS $4.12, non-GAAP EPS $5.61; GAAP operating income up 210%.
- CEO cites AI datacenter copper-to-optical shift as key growth driver.