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”