Coherent’s Q4 Earnings Call Set a New Target: $3 Billion in Quarterly Revenue. Here’s What That Means For The Stock
Key Takeaways for Coherent Corp. Stock as of August 2026
- Fiscal Q4 Beat: Coherent posted $2.05B in Q4 FY26 revenue (+42% YoY pro forma) and non-GAAP EPS of $1.74, up 74% YoY, capping a fiscal year that topped $7B in revenue for the first time.
- Fiscal 2027 Target: Management guided Q1 FY27 revenue to $2.2B-$2.4B and EPS to $1.85-$2.05, and set a new goal of exceeding $3B in quarterly revenue by the end of fiscal 2027.
- Indium Phosphide Ramp: Coherent will double its internal indium phosphide laser output YoY by the end of the current quarter, a full quarter ahead of schedule, after June-quarter laser production rose ~80% YoY.
- CEO on Capacity: CEO Jim Anderson said the company is “not constrained in the assembly and…
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