COHR Coherent
Lasers, InP capacity and optical transceivers
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
COHR · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-12Jim Anderson, CEO (FQ4)Supply tightening
FQ4 revenue $2.05B (+34% y/y). 6-inch InP line yields >4× the devices of 3-inch at under half the cost; on track to double InP output by year-end 2026 and more than double again by 2027. Source ↗
-
7
2026-05-06EarningsBeat / raise
Reported EPS 1.41 vs 1.39 expected (+1.1% surprise).
-
6
2026-02-04EarningsBeat / raise
Reported EPS 1.29 vs 1.21 expected (+6.8% surprise).
-
5
2025-11-05EarningsBeat / raise
Reported EPS 1.16 vs 1.04 expected (+11.3% surprise).
-
4
2025-08-13EarningsBeat / raise
Reported EPS 1 vs 0.92 expected (+8.7% surprise).
-
3
2025-05-07EarningsBeat / raise
Reported EPS 0.91 vs 0.86 expected (+6.2% surprise).
-
2
2025-02-05EarningsBeat / raise
Reported EPS 0.95 vs 0.67 expected (+41.0% surprise).
-
1
2024-11-06EarningsBeat / raise
Reported EPS 0.74 vs 0.61 expected (+20.5% surprise).
Latest headlines
Auto-updated daily- Coherent Named One of TIME’s America’s Growth Leaders 20272026-10-22
- Optics Stocks Tumble as Tech Selloff Deepens Ahead of Earnings: Coherent Tumbles 12%, Applied Optoelectronics Drops 10%, Lumentum Falls 9%2026-10-22
- Coherent Just Dropped 19% in a Week, Lumentum 16%. Is It Time to Sell, or Load Up?2026-10-22
- Coherent Slides 25% in Three Months as Nvidia-Backed Optics Ramp Meets a Cash Burn Test2026-10-22
- Is Coherent (COHR) Fairly Valued?2026-10-20
- GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher — TrendForce Sees Supply Crunch Through 20282026-10-19
- Optics Stocks Rally Ahead of Earnings: Applied Optoelectronics Jumps 5%, Lumentum Adds 4%, Coherent Rises 2%2026-10-19
Predictions involving COHR
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-12 | 1.62 | 1.74 | +7.6% |
| 2026-05-06 | 1.39 | 1.41 | +1.1% |
| 2026-02-04 | 1.21 | 1.29 | +6.8% |
| 2025-11-05 | 1.04 | 1.16 | +11.3% |
| 2025-08-13 | 0.92 | 1.0 | +8.7% |
| 2025-05-07 | 0.86 | 0.91 | +6.2% |
| 2025-02-05 | 0.67 | 0.95 | +41.0% |
| 2024-11-06 | 0.61 | 0.74 | +20.5% |
| 2024-08-15 | 0.6 | 0.61 | +2.2% |
| 2024-05-07 | 0.42 | 0.53 | +25.6% |
| 2024-02-05 | 0.26 | 0.36 | +40.9% |
| 2023-11-07 | 0.12 | 0.16 | +32.7% |
| 2023-08-16 | 0.38 | 0.41 | +9.2% |
| 2023-05-10 | 0.82 | 0.58 | −29.1% |
| 2023-02-08 | 0.93 | 0.95 | +2.4% |
| 2022-11-09 | 0.83 | 1.04 | +24.9% |
| 2022-08-24 | 0.94 | 0.98 | +4.0% |
| 2022-05-10 | 0.85 | 0.95 | +11.2% |
| 2022-02-09 | 0.86 | 0.92 | +6.4% |
| 2021-11-09 | 0.83 | 0.87 | +4.8% |
| 2021-08-10 | 0.76 | 0.88 | +16.0% |
| 2021-05-06 | 0.88 | 0.91 | +3.5% |
| 2021-02-09 | 0.91 | 1.08 | +19.3% |
| 2020-11-05 | 0.55 | 0.84 | +53.9% |
About Coherent
Website ↗Coherent Corp. develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide. Its products include critical components consisting of detectors, passive optics, thermal solutions, and PICS; silicon photonics and other advanced optical technologies; and coherent transmission components, transport products, optical amplifiers, passive optical components, optical line systems, and multi-rail platform. The company's Datacenter and Communications segment offers transceivers, co-packaged optics, and optical circuit switches, as well as other systems, such as subsystems, modules, and semiconductor devices for datacenter and communications applications; and VCSELS, EELS, pump lasers, and other components, optics, and ICs for datacenter and communication applications. Its Industrial segment offers excimer lasers, solid-state lase…
The scarce part of an 800G/1.6T link is often the laser — EML and CW lasers grown on indium-phosphide wafers that few fabs can make at volume.
What would prove us wrong. Weakens if laser ASPs fall sharply while transceiver volumes rise — the choke would have moved.
Cluster scale pushes past copper. 800G→1.6T pluggables ramp now; co-packaged optics shift value toward the switch and laser.
What would prove us wrong. Weakens if transceiver ASP collapses with surplus module capacity.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| LITE Lumentum | EML and CW lasers for 800G/1.6T | $819.7 | +8.40% | −12.9% | +122.4% | |
| AXTI AXT Inc | InP and GaAs substrates | $55.82 | +7.18% | −29.3% | +241.4% | |
| IQE.L IQE | Compound-semiconductor epitaxial wafers | 35.00p | −0.99% | −24.6% | +600.0% | |
| FN Fabrinet | Precision optical manufacturing for transceivers | $331.4 | +5.24% | −20.6% | −27.2% | |
| AAOI Applied Optoelectronics | US-made optical modules and lasers | $71.39 | +5.74% | −29.6% | +104.8% | |
| 300308.SZ Zhongji Innolight | Largest 800G/1.6T transceiver maker | ¥594.5 | −2.96% | −33.5% | −2.3% | |
| 300502.SZ Eoptolink | High-speed optical modules | ¥251.7 | −3.57% | −40.7% | −18.1% | |
| CIEN Ciena | Coherent optics for data-centre interconnect | $338.6 | +5.73% | −5.1% | +44.8% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.