COHR Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

Coherent Corp. Closed out fiscal 2025 on a high note, posting record Q4 results that topped Wall Street expectations on both the top and bottom lines. Non-GAAP diluted EPS of $1.00 cleared the $0.92 consensus by 8.70%, while revenue of $1.53 billion … Read more Coherent Corp. Closed out fiscal 2025 on a high note, posting record Q4 results that topped Wall Street expectations on both the top and bottom lines. Non-GAAP diluted EPS of $1.00 cleared the $0.92 consensus by 8.70%, while revenue of $1.53 billion edged past the $1.51 billion estimate and marked 16.4% growth year-over-year, momentum driven almost entirely by an AI datacenter boom that pushed Networking segment revenue to $945.20 million, up sharply from $679.80 million in the year-ago period. Demand for high-speed interconnects, including first shipments of 1.6T datacom transceivers, was the single clearest catalyst behind the outperformance. The company is simultaneously reshaping its portfolio, with a planned divestiture of its Aerospace and Defense business that will trim roughly $20 million from quarterly revenue. That headwind is reflected in Q1 FY26 guidance of $1.46 billion to $1.60 billion in revenue and non-GAAP EPS of $0.93 to $1.13, a range that left some analysts cautious despite the otherwise strong print.