Coherent Corp.

Coherent Corp.

195.09
USD
-12.40
(-5.98%)
4.02EPS
90.89P/E
77.22BMarket Cap
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
2026 Y
TTM
Revenue per Share
10.98
12.12
13.48
15.53
18.54
21.43
28.06
29.82
31.23
37.51
31.05
37.53
40.15
40.13
Basic EPS, GAAP
0.62
1.08
1.07
1.52
1.41
1.69
-0.79
2.5
1.57
-2.93
-1.84
-0.52
4.34
4.34
Free Cash Flow per Basic Share
1.06
1.26
1.06
-0.32
0.12
0.65
1.85
4.11
0.93
1.44
1.31
1.25
-5.81
-5.77
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
0.2
0.32
0.2
- -
0.07
0.06
0.06
Book Value per Share
10.98
11.91
12.64
14.26
16.18
17.79
22.44
28.07
29.65
32.54
34.1
36.29
55.7
55.7
Tangible Book Value per Share
5.57
6.71
6.85
8.18
9.93
10.58
0.86
8.96
11.69
-27.12
-18.05
-13.06
18.61
18.61
Basic Weighted Avg Shares
62
61
61
63
62
64
85
104
106
138
152
155
177
177
Sales/Revenue/Turnover
683
742
827
972
1,159
1,362
2,380
3,106
3,317
5,160
4,708
5,810
7,118
7,118
Operating Margin (%)
6.8
10.35
11.1
11.89
11.8
10.91
1.66
12.95
12.49
1.59
2.62
9.21
12.67
12.67
Depreciation Expense
53
53
57
64
81
92
221
270
287
682
560
554
522
522
Net Income, GAAP
38
66
65
95
88
108
-67
298
235
-259
-156
49
805
805
Effective Tax Rate (%)
16.05
16.61
27.2
19.79
27.98
16.53
- -
15.61
16.7
- -
- -
68.09
7.18
7.18
Profit Margin (%)
5.63
8.89
7.92
9.8
7.59
7.89
-2.82
9.58
7.08
-5.03
-3.32
0.85
11.31
11.31
Working Capital
371
374
412
517
525
542
1,116
2,298
3,038
2,173
2,316
2,132
4,072
4,072
LT Debt
222
156
215
322
419
443
2,281
1,439
2,007
4,376
4,189
3,664
3,469
3,469
Total Equity
675
729
782
901
1,024
1,133
2,077
4,132
4,383
7,229
7,946
8,481
11,238
11,238
Return on Invested Capital (%)
4.65
6.98
6.88
8.12
7.21
8.01
- -
6.68
5.51
- -
- -
0.75
6.08
6.08
Return on Capital (%)
5.06
7.6
7.05
8.91
7.48
8.24
- -
6.89
5.38
- -
- -
1.19
7.36
7.36
Return on Common Equity (%)
5.86
9.4
8.67
11.32
9.14
9.97
-4.18
10.34
5.43
-10.47
-5.73
-1.48
9.3
9.3

Capital Structure

USD

•

in mil. unless spec.
Dec'26
Mar'26
Jun'26
ST Debt
149
61
69
LT Borrowings
3,245
3,185
3,214
LT Finance Leases
152
179
255
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
187
196
196
Market Capitalization
34,593
46,581
77,219

Working Capital

USD

•

in mil. unless spec.
Dec'26
Mar'26
Jun'26
Total Current Assets
4,393
6,445
6,925
Cash, Cash Equivalents & STI
864
2,418
1,987
Accounts Receivable, Net
1,055
1,188
1,343
Inventories
1,848
2,127
2,581
Total Current Liabilities
1,951
2,113
2,854
Payables & Accruals
1,559
1,775
2,340
ST Debt
149
61
69
Deferred Revenue
- -
- -
48

Growth Rates

USD

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
34.19%
24.03%
32.51%
Free Cash Flow
1.5%
-122.83%
-634.63%
Net Income, GAAP
48.15%
225.54%
1,530.74%
Sales/Revenue/Turnover
25.9%
19.9%
22.51%
Total Cash Common Dividend
- -
53.41%
-80.03%

Quarterly Revenue

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
1,053
1,131
1,209
1,314
4,708
2025
1,348
1,435
1,498
1,529
5,810
2026
1,581
1,686
1,806
2,046
7,118

Quarterly Earnings Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.65
-0.38
-0.29
-0.52
-1.84
2025
-0.04
0.46
-0.11
-0.83
-0.52
2026
1.24
0.87
1.01
1.23
4.34

Quarterly Dividends Per Share

USD

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
0.07
2026
0.07
- -
- -
- -
0.06

Company Description

CEO
James R. Anderson
Full Time Employees
51,478
Sector
Electronic technology
Industry
Semiconductors
Address
375 Saxonburg Boulevard Saxonburg PA United States 16056
IPO Date
Oct 13, 1987
Business
Coherent Corp. (NYSE: COHR) develops, manufactures, and markets engineered materials, optoelectronic components, lasers, and related systems for the industrial, communications, electronics, instrumentation, and datacenter markets. The company operates through segments including Networking, Materials, and Lasers, offering advanced optical transceivers, active optical cables, coherent transceivers and modules, lasers, amplifiers, photonic devices, silicon photonics solutions, VCSEL arrays, precision optics, laser sources and systems for cutting, welding, marking, ablation, semiconductor and display capital equipment, automotive and energy solutions, as well as products for multiphoton microscopy, facial biometrics, augmented reality, and medical instrumentation; it maintains a vertically integrated supply chain across these categories. Founded in 1966 and headquartered in Saxonburg, Pennsylvania, with additional key facilities in Santa Clara, California, and research, development, manufacturing, sales, service, and distribution operations in more than 130 locations worldwide spanning North America, Europe, China, Japan, and other regions, Coherent serves hyperscale datacenters, telecom networks, precision manufacturing, EV production, and OEMs in research, healthcare, and dentistry. Recent developments include the August 2025 agreement to sell its Aerospace and Defense business, encompassing optical and laser systems with 550 employees across 10 sites, to Advent for $400 million to reduce debt and focus on core growth markets; the September 2025 launch of a quad-channel integrated circuit family for 800G and 1.6T optical transceivers in cloud, AI, and telecom networks; capacity doubling for indium phosphide lasers via 6-inch wafer production to meet AI datacenter demand; and November 2025 introductions of the Axon FP femtosecond laser for multiphoton microscopy and the EDGE CUT20 OEM cutting solution paired with EDGE FL20 fiber laser for intelligent metal cutting.

Company News

  • Coherent (COHR) Surpasses Q1 Earnings and Revenue Estimates

  • Coherent Stock Rallies Back on Solid Q1 Print, Strong Guidance

  • Coherent Corp. Reports First Quarter Fiscal 2027 Results

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  • 2 Tech Stocks for November Long-Term Bulls

  • Coherent: Lumentum Deal Is An Optics Networking Gift

  • Coherent Rallies 6% Ahead of Earnings as Optical Stocks Rebound; Applied Optoelectronics Gains 5%, Lumentum Ticks Up

  • Baron SMID Cap ETF Q3 2026 Contributors And Detractors

  • Coherent: The AI Premium Is Gone, The Earnings Aren't (Rating Upgrade)

  • Marvell Slides 3%, Lumentum Drops 6% on $115 Billion All-Stock Merger Deal; Coherent Climbs 2%

  • Coherent: A Great Opportunity To Accumulate At Last Year's Prices (Q1 Preview)

  • Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%

  • Coherent stock may benefit from a Lumentum buyout, but there's a catch

  • Coherent vs. Arm Holdings: Which Tech Stock Offers More Upside Now?

  • Is Money for AI Data Centers Drying Up? Here's Who Could Come Out on Top.

  • The AI Bottleneck Takes Many Forms. These 7 Stocks Will Benefit.

  • Coherent Named One of TIME's America's Growth Leaders 2027

  • Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%

  • 3 Stocks to Buy Before Wall Street Catches On Before October Ends

  • 3M Jumps 6% on Expanded Amazon Data Center Deal and Earnings Beat; Coherent Edges Higher, Corning Stays Flat