COHR Q3 2026

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

Coherent Corp. Posted a clean beat across the board in fiscal Q3 2026, with non-GAAP EPS of $1.41 edging past the $1.39 consensus by 1.13% and revenue of $1.81 billion topping estimates by 1.42%, up 20.5% year over year, extending the company's strea… Read more Coherent Corp. Posted a clean beat across the board in fiscal Q3 2026, with non-GAAP EPS of $1.41 edging past the $1.39 consensus by 1.13% and revenue of $1.81 billion topping estimates by 1.42%, up 20.5% year over year, extending the company's streak of beating consensus EPS estimates to four consecutive quarters. The clear driver was the Datacenter and Communications segment, which generated $1.36 billion in revenue, up sharply from $968.70 million a year ago, as surging AI infrastructure buildout continued to pull through demand for Coherent's high-speed optical components; the segment now accounts for 75% of total revenue. Non-GAAP gross margin expanded to 39.6% and non-GAAP operating margin reached 20.3%, up from 18.6% a year ago, while GAAP diluted EPS swung to $0.97 from a loss of $0.11 in Q3 FY25. The company's deepening partnership with NVIDIA on laser and optical networking products has fueled investor confidence, with shares having rallied sharply ahead of the print. Looking into Q4 FY26, management guided revenue of $1.91 billion to $2.05 billion and non-GAAP EPS of $1.52 to $1.72, signaling continued momentum.