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Coherent Corp (COHR)
NYSE:COHR
Earnings Data
Report Date
Feb 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.19Last Year’s EPS
0.95Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in revenue and profitability, driven by robust demand in the Datacenter and Communications segment. There were significant achievements in debt reduction and production capacity expansion. However, challenges remain with indium phosphide supply constraints and cautious demand outlook in the Industrial segment due to macroeconomic factors.Company Guidance
Record-Breaking Revenue and Growth
First quarter revenue was a record $1.58 billion, up 3% sequentially and 17% year-over-year, driven by growth in AI data center and communications demand. Non-GAAP EPS grew 16% sequentially and 73% year-over-year.
Data Center and Communications Segment Surge
Q1 revenue grew by 7% sequentially and by 26% year-over-year in the Datacenter and Communications segment. Strong demand for 800 gig and 1.6T transceivers is driving growth.
Debt Reduction and Financial Flexibility
Paid down $400 million in debt, reducing debt leverage ratio to 1.7x from 2.4x. Successfully completed debt refinancing, lowering the cost of capital and doubling the revolving credit facility to $700 million.
Expansion of 6-Inch Indium Phosphide Production
Ramping 6-inch indium phosphide production at two sites, expected to double internal production capacity over the next year. Initial yields are higher than those of 3-inch production.
Optical Circuit Switch (OCS) Platform
Shipped systems to 7 customers, with revenue and backlog growing sequentially. Expecting meaningful revenue contribution in calendar 2026.
COHR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
COHR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $134.63 | $159.30 | +18.32% |
Aug 13, 2025 | $114.01 | $91.65 | -19.61% |
May 07, 2025 | $69.62 | $70.59 | +1.39% |
Feb 05, 2025 | $90.10 | $100.46 | +11.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Coherent Corp (COHR) report earnings?
Coherent Corp (COHR) is schdueled to report earning on Feb 11, 2026, Before Open (Confirmed).
What is Coherent Corp (COHR) earnings time?
Coherent Corp (COHR) earnings time is at Feb 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is COHR EPS forecast?
COHR EPS forecast for the fiscal quarter 2026 (Q2) is 1.19.
