Coherent reports record fiscal 2026 results
Q4 revenue reached $2.05B, up 34% year-over-year, with GAAP EPS of $1.19 and non-GAAP EPS of $1.74. CEO cites AI-driven optical demand and capacity expansion.
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Optical networking, lasers, and engineered materials provider
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In short: Coherent achieved record Q4 revenue of $2.05B and expanded its AI infrastructure footprint through major manufacturing investments.
Q4 revenue reached $2.05B, up 34% year-over-year, with GAAP EPS of $1.19 and non-GAAP EPS of $1.74. CEO cites AI-driven optical demand and capacity expansion.
The funding will increase production of InP photonic devices for AI datacenters, create over 1,000 jobs, and double manufacturing capacity.
Revenue reaches $1.80B, up 27% YoY. Gross margin expands to 39.6%. EPS hits $1.41. Datacenter segment drives growth.
The new facility at VSIP3 creates over 1,000 high-tech jobs initially, scaling to 4,000. It boosts global capacity and Asia footprint.
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Investors are looking further down the AI data-center supply chain for signs of demand amid concerns...
Coherent (COHR) stock jumps ~7% as optical shares rally on Ciena growth targets.
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