COHERENT $COHR Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.1B (Est. $1.99B) 🟢; +34% YoY 🔹 Adj. EPS: $1.74 (Est. $1.61) 🟢 🔹 Gross Margin: 40.2%; +215 bps YoY 🔹 Oper Income: $446M (Est. $427M) 🟢; +62.1% YoY Q1 Guide: 🔹 Revenue: $2.2B-$2.4B (Est. $2.14B) 🟢 🔹 EPS: $1.85-$2.05 (Est. $1.77) 🟢 🔹 Total Operating Expenses: $400M-$420M 🔹 Gross Margin: 39.5% to 41.5% 🔹 Tax Rate: 18% to 20% Segment Net Revenue: 🔹 Datacenter & Communications: $1.6B 🔹 Industrial: $430.5M Other Q4 Metrics: 🔹 Net Income: $351M (Est. $323M) 🟢; +82.7% YoY 🔹 Operating Margin: 21.8%; +381 bps YoY Comments: 🔸 “We enter fiscal 2027 with exceptional customer demand, expanding production capacity, and multiple new growth platforms beginning to ramp.” 🔸 “prioritizing investments to expand manufacturing capacity”

$COHR - Coherent Corp. , the global leader in photonics, today announced PhotonLink™, an integrated optics platform that brings together Coherent’s broad portfolio of critical photonics technologies, precision assembly and test capabilities to deliver complete optical solutions for next-generation AI datacenters. The platform supports co-packaged optics (CPO), near-packaged optics (NPO) and emerging chip to chip connectivity.

Lumentum taking shots at Coherent at Deutsche Bank conference. How is the yield of 200G EML on 6inch InP Jim Anderson? SPEED AND POWER LEVEL OF INP DEVICE MATTERS. EVERYONE KNOWS YOUR YIELD IS DOGSHIT.