Anders Storm(@StormDirac):Coherent (COHR) Q4 FY26 is out — beat and raise. Revenue $2.05B, +34% Y/Y (+42% pro forma), ahead of the $1.98B estimate. Non-GAAP EPS $1.74 vs. $1.62 est. Gross margin expanding on both GAAP (+277bps Y/Y) and non-GAAP (+215bps Y/Y) basis. Q1 FY27 guide: $2.2–2.4B revenue, non-GAAP EPS $1.85–2.05, another step up. Another one (yesterday $LITE) of $LAZR 's core photonics holdings, doing exactly what the AI optical interconnect thesis says it should.

Anders Storm

@StormDirac

CEO Dirac Advisor Tema ETFs $LAZR -optical ETF Former CEO Sivers Semiconductors.

Joined October 2010

924 Following 14.2K Followers

Anders Storm@StormDirac

2026.08.12 20:12

Coherent (COHR) Q4 FY26 is out — beat and raise. Revenue $2.05B, +34% Y/Y (+42% pro forma), ahead of the $1.98B estimate. Non-GAAP EPS $1.74 vs. $1.62 est. Gross margin expanding on both GAAP (+277bps Y/Y) and non-GAAP (+215bps Y/Y) basis. Q1 FY27 guide: $2.2–2.4B revenue, non-GAAP EPS $1.85–2.05, another step up. Another one (yesterday $LITE) of $LAZR 's core photonics holdings, doing exactly what the AI optical interconnect thesis says it should.