Coherent Q4 Revenue Jumps 34% to $2.05B; Guides Q1 EPS Above Consensus
COHR has more than doubled off its 52-week low of $84.35 on elevated volume (1.9× avg).
Summary
Coherent reported Q4 FY26 revenue of $2.05B, up 34% Y/Y, with non-GAAP EPS of $1.74. Q1 FY27 guidance of $1.85-$2.05 EPS exceeds consensus, and the company announced a $50M CHIPS Act LOI.
Key Events · Earnings and Guidance · COHR
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Q4 Revenue Surges 34%
Revenue reached $2.05 billion, up 34% year-over-year, with datacenter and communications revenue up 59% to $1.62 billion.
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EPS Beats and Margins Expand
Non-GAAP EPS of $1.74 rose 74% Y/Y, while non-GAAP gross margin expanded 215 bps to 40.2%.
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Q1 FY27 Guidance Above Consensus
Company guided Q1 revenue to $2.2B-$2.4B and non-GAAP EPS to $1.85-$2.05, exceeding consensus expectations.
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CHIPS Act Funding LOI
Signed a letter of intent for up to $50 million in CHIPS Act funding, building on $20 million previously provided.
Analysis · COHR · Industrial Applications And Services
Coherent delivered a blowout fiscal fourth quarter with revenue up 34% year-over-year to $2.05 billion, driven by explosive datacenter demand. Non-GAAP EPS of $1.74 beat expectations, and first-quarter fiscal 2027 guidance of $1.85 to $2.05 per share sits well above consensus. The company also announced a CHIPS Act letter of intent for up to $50 million and highlighted its NVIDIA partnership, reinforcing its position in the AI infrastructure buildout.
At the time of this filing, COHR was trading at $343.50 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $69.6B. The 52-week trading range was $84.35 to $440.00. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.